{"id":588,"date":"2018-12-08T11:04:32","date_gmt":"2018-12-08T11:04:32","guid":{"rendered":"https:\/\/myfintree.com\/blog\/?p=588"},"modified":"2018-12-08T11:06:19","modified_gmt":"2018-12-08T11:06:19","slug":"financial-wellbeing-camp","status":"publish","type":"post","link":"https:\/\/myfintree.com\/blog\/financial-wellbeing-camp\/","title":{"rendered":"Financial Wellbeing Camp"},"content":{"rendered":"<p><strong><span style=\"color: #993300;\">What is Financial Wellbeing<\/span><\/strong><\/p>\n<p>Financial Wellbeing is that state of being wherein a person is making the most efficient use of financial resources, is in a position to absorb any financial shocks, is on track for meeting current &amp; future financial goals, and has a feeling of peace &amp; satisfaction about financial life.<\/p>\n<p>Financial Wellbeing can be achieved by any individual \/ family irrespective of their income level or wealth level.<\/p>\n<p><strong><span style=\"color: #993300;\">What is Financial Wellbeing Camp<\/span><\/strong><\/p>\n<p>Financial Wellbeing Camps are a 1-2 Hour educational &amp; interactive programs by personal finance experts organized in companies, housing societies, &amp;associations to educate the participants on achieving financial wellbeing and help them get started with basics of managing their money in a better&amp; more meaningful way.<\/p>\n<p><strong><span style=\"color: #993300;\">What Content Gets Covered in Camps<\/span><\/strong><\/p>\n<p>Typical the following topics \/ contents gets covered in each Camp. But we can tailor-make the sessions based the audience category;<\/p>\n<ul>\n<li>Making the best use of Financial Resources &#8211; Income, Expenditure, Assets, Liabilities<\/li>\n<li>Being Prepared to face any Financial Shocks &#8211; Job Loss, Accidental Disability, Medical Emergencies, Death in Family, Natural Disasters<\/li>\n<li>Being on track to achieve Financial Goals &#8211; Children&#8217;s Education, Buying a House, Retirement &amp;other family obligations and dreams<\/li>\n<li>Comparison of Investment Options available for Retail Investors &#8211; Risk, Return, Tax, Duration, Liquidity, Suitability etc<\/li>\n<li>Avoiding common mistakes of savings and investments<\/li>\n<\/ul>\n<p><strong><span style=\"color: #993300;\">Who can Host Financial Wellbeing Camps<\/span><\/strong><\/p>\n<p>Financial Wellbeing Camps can be organized for the following types of organizations;<\/p>\n<ul>\n<li>Companies &amp; Corporates for their employees<\/li>\n<li>Clubs, NGOs &amp; Associations\u00a0for their members<\/li>\n<li>Housing Societies for their residents<\/li>\n<li>Educational Institutes for their teachers \/ staff<\/li>\n<\/ul>\n<p><strong><span style=\"color: #993300;\">Audience Size of Camps<\/span><\/strong><\/p>\n<p>Audience Size can range anywhere from 20 to 100 participants. However the ideal audience size for a real impactful session is 30-50 participants. We can consider organizing camps for 100 + participants based on availability of resources and trainers.<\/p>\n<p><strong><span style=\"color: #993300;\">Venue for hosting the Camps<\/span><\/strong><\/p>\n<p>Financial Wellbeing Camps are usually organized at the in-house training centres \/ conference halls of a company or meeting halls \/ community halls of the clubs \/ associations \/ housing societies.<\/p>\n<p>If the organization does not have any hall for the hosting the camp, Network FP on a special request &amp; based on availability of resources will try to arrange an economical venue at a nearby place.<\/p>\n<p><strong><span style=\"color: #993300;\">Experts \/ Trainers at the Camps<\/span><\/strong><\/p>\n<p>Network FP has empanelled Personal Finance Professionals as trainers \/ speakers of the campaign who meet the following eligibility criteria;<\/p>\n<ul>\n<li><strong>Qualification:<\/strong> CPFP \/CFP \/CFA \/CA \/CWM \/MBA \/PG \/NISM L1+L2<\/li>\n<li><strong>Experience:<\/strong> 5 + Years as a Personal Finance Professional<\/li>\n<li><strong>Licenses:<\/strong> SEBI Registered Advisor or AMFI Registered Advisor<\/li>\n<li><strong>Declaration:<\/strong> Commitment to Ethical Practices before, during &amp; after the Financial Wellbeing Camps as listed by Network FP<\/li>\n<\/ul>\n<p>Apart from the above Personal Finance Experts, Network FP has also roped in Independent Trainers who have experience and specialize in conducting Investor Awareness Programs in Financial Services Industry.<\/p>\n<p><strong><span style=\"color: #993300;\">Duration &amp; Format of each Camp<\/span><\/strong><\/p>\n<p>We require about 1-2 Hours to deliver the sessions for each Camp. The higher the time provided by the host organization, better is the coverage of content\/activities for the audience.<\/p>\n<p>Upon request by host, the personal finance experts can also customize the content and program structure based on their experience, category of audienceand their specialization.<\/p>\n<p><strong><span style=\"color: #993300;\">Who is funding this initiative<\/span><\/strong><\/p>\n<p>Mutual Fund Companies have been mandated to spend 2 basis points of their Assets under Management by the government regulatory body &#8211; SEBI (Securities &amp; Exchange Board of India) on Investor Awareness Programs (IAP). The campaign costs &amp; organizing efforts are being funded by the Mutual Fund Companies from their IAP funds and also BSE Investor Protection Funds.<\/p>\n<p><span style=\"color: #993300;\"><strong>Will you try to sell \/ market anything<\/strong><\/span><\/p>\n<ol>\n<li>FW Camps initiative is being taken by personal finance professionals &amp;financial services organizations with an intention to reach out to consumers, create awareness about better money management. Each of the expert \/ speaker gives a declaration in writing to adhere to ethical practices and refrain from any sales or promotional content \/ activities. However if participants want to avail of services from the professionals, they can do so by contacting them directly after the Camp.<\/li>\n<\/ol>\n<p><strong><span style=\"color: #993300;\">How to proceed<\/span><\/strong><\/p>\n<table style=\"height: 12px;\" width=\"104\">\n<tbody>\n<tr>\n<td><span style=\"color: #999999;\"><a style=\"color: #999999;\" href=\"https:\/\/www.myfintree.com\/contact-us.php\"><span style=\"color: #808080;\">For scheduling a Financial Wellbeing Camp at your organization \/ association or if you need any further information or assistance.<\/span><\/a><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<div id=\"s-share-buttons\" class=\"horizontal-w-c-square s-share-w-c\"><a href=\"http:\/\/www.facebook.com\/sharer.php?u=https:\/\/myfintree.com\/blog\/financial-wellbeing-camp\/\" target=\"_blank\" title=\"Share to Facebook\" class=\"s3-facebook hint--top\"><\/a><a href=\"http:\/\/twitter.com\/intent\/tweet?text=Financial Wellbeing Camp&url=https:\/\/myfintree.com\/blog\/financial-wellbeing-camp\/\" target=\"_blank\"  title=\"Share to Twitter\" class=\"s3-twitter hint--top\"><\/a><a href=\"https:\/\/plus.google.com\/share?url=https:\/\/myfintree.com\/blog\/financial-wellbeing-camp\/\" target=\"_blank\"  title=\"Share to Google Plus\" class=\"s3-google-plus hint--top\"><\/a><a href=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&url=https:\/\/myfintree.com\/blog\/financial-wellbeing-camp\/\" target=\"_blank\" title=\"Share to LinkedIn\" class=\"s3-linkedin hint--top\"><\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>What is Financial Wellbeing Financial Wellbeing is that state of being wherein a person is making the most efficient use of financial resources, is in a position to absorb any financial shocks, is on track for meeting current &amp; future <a href=\"https:\/\/myfintree.com\/blog\/financial-wellbeing-camp\/\" class=\"read-more\">Read More<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-588","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/posts\/588","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/comments?post=588"}],"version-history":[{"count":4,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/posts\/588\/revisions"}],"predecessor-version":[{"id":592,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/posts\/588\/revisions\/592"}],"wp:attachment":[{"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/media?parent=588"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/categories?post=588"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/tags?post=588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}