Total Duration
2 Days
Course Type
Offline / Classroom
Overview
Unmask the Magic of Finance for Non-Finance Professionals is a training program designed to provide non-finance professionals with the knowledge and skills needed in the finance industry. This program aims to simplify complex financial concepts and equip participants with practical tools to analyze financial statements, understand investment fundamentals, and manage financial risks effectively. Through interactive sessions and hands-on exercises, attendees will gain insights into managing profit and loss and making informed financial decisions. By the end of the program, participants will gain increased awareness of finance to make meaningful financial decisions and drive business successfully.
Key Program Takeaways
- Augment awareness in the domain of finance.
- Assist in making better-informed finance-related decisions.
Program Objective
By the end of the program, participants will be able to:
- Demystify the financial jargon commonly used.
- Understand and analyze the key financial statements of any business.
- Develop practical knowledge of fundamental concepts of investments.
- Manage financial risks in a more holistic manner.
- Manage P&L and profitability of a project, department, or business unit at large.
Trainer Profile
Anita Toshniwal
Anita Toshniwal, a seasoned Chartered Accountant, boasts an extensive track record of over twenty years in the Stock Market domain. As a dedicated educator, she has imparted her expertise to a commendable count of over 15,000 individuals within the past 14 years. Possessing NISM certifications in Mutual Funds, Derivatives, Securities Operation & Risk Management (SORM), and Investment Advisory, her proficiencies span across various realms including Financial Planning, Mutual Funds, Fundamental Analysis, Financial Statement Analysis, Derivatives, and Finance for Non-Finance. Anitas professional affiliations include esteemed institutions such as NSE Academy, NSDL, and IIBF. Noteworthy is her experience in conducting corporate training for prominent entities like Fidelity, S&P Global, Aditya Birla AMC, Money Control, Morning Star, IIFL Wealth Management, NSE, Murugappa Group, Axis Securities, and other distinguished organizations. Her scholastic achievements at both State and National levels underscore her dedication to excellence. Anita's expertise was showcased in a series of 12 educational videos focusing on Stock Markets, which were prominently featured during World Investor Week.
Benefits of the Program
- Upskill the financial acumen of participants, enabling them to make improved decisions.
Ideal For
- Managers involved in marketing and sales of financial services.
- Managers collaborating with professionals and executives to improve operational and financial processes.
- Non-financial professionals in banks who are required to read, interpret, and contribute to business financial reports.
- Team members who seek to enhance their understanding of profits and bring accountability and awareness into their roles.
Methodology
An interactive workshop which would be a blend of experience sharing, application through MS Excel, real life case scenarios and PowerPoint presentation.
