Investment Planning Workshop

This finance training has been designed to provide guidance to institutional as well as individual investors in channelizing their surplus funds to the best available options after a detailed analysis of the investor’s risk appetite. Our expert will help in calculating the risk-reward associated with all the available alternatives, giving a clear picture of the current market conditions through this comprehensive finance training. This workshop can also be customized to specific industry of your choice.

finance training

Take it as you like it, book an industry expert from our portfolio to visit your office or take it online screen sharing instructor led workshop.

Industry Focus

We only conduct workshops or training mapping it to project outcomes or your industry type making it value to your purpose of learning.

Standard or Custom

Standard or custom workshop to meet your basic to deep level customization goals through our training. Note:Price may go high for deep learning customization


DURATION: Minimum of 5 hours per session



Session 1
  1. Determining the number of surplus funds based on the overall profile of the investor in light of the ultimate goal of investments.
  2. Evaluating the alternative investment options( Equity Shares, Debenture, Bonds, Preference Shares, MF, etc): Viability of each alternative depending on the risk-taking ability and expected return of the client
  3. Concluding by identifying the best investment option


Session 2

If the Investor opts for shares (Equity Shares in specific): EIC Framework or If the investor opts for bonds/debentures

  1. Determining the current performance across sectors: Profitability, Growth
  2. Choosing the company profiles within the industries in question
  3. Analyzing the corporate profiles based on the past performance records: Using the information available in the public domain


Session 3 & 4

A. If the Investor opts for shares (Equity Shares in specific)

  1. Fundamental Analysis: Calculating the intrinsic value
  2. Technical Analysis: Analyzing market trends using graphs and charts

B. If the investor opts for bonds/debentures

  1. YTM
  2. YTC
  3. Comparing the yields


Session 5
  1. Identifying the most dynamic portfolio
  2. Evaluating the most efficient portfolio options (Using SML and CML): Risk and Return of each portfolio

Who can take this workshop?

Are you a Founder or CEO?

Are you a startup founder? Are you a CEO of fast pace company? Our power workshop on investment planning shall help you to make wise investment decisions thereby enabling you to channelize your surplus funds into the most profitable avenues, multiplying your business growth.

Are you an investor?

Whether you are a risk averse or a risk seeking investor, our industry experts will help you determine the most efficient portfolio taking into consideration your individual goals.

Are you a CFO?

Are you a chief financial officer or finance analyst? This workshop will help you meet your task at job. Both working professional and entrepreneur benefit from this workshop.

Are you a Freelancer?

Are you that Investment or Finance ninja who likes working from home and still be ahead of full timers? Our workshop is like a catalyst to your amazing growth lab. We look forward to give you wings to fly.

Why should I Enroll?

Execute Paid Freelance Projects-Assured Projects within period of 1 Year.

Solve your job or other professional finance task on the go.

Our workshops are industry relevant this means you can just share your problem statement of project and get training help.

Get Free templates or worksheet specific to your project upon completion of workshop.

How does it Work?

01. Fill Up Enrollment Form

Fill the form below to show your interest and our sales team will connect with you to get started.

02. Get contacted

Our sales professional will first walk you through the workshop module for you to get more confident about workshop delivery.

03. Slot Booking and Payment

Date and time of the workshop is decided and instructor is assigned. Do not worry we can even start training for single person.

But however if the batches are available, you will be clubed with them. Make the payment, receive workshop ticket in 24 hours. Get started šŸ™‚

04. Get the ball rolling

Once you are done with payment formalities, you will be contacted by our operations team. Additionally you will get workshop ticket with all necessary details to your email.

Any doubts?

Our experts are just one call away

Enroll Now



+91 7893406832 / 8143180465



Additional perks of enrolling for our power workshops.


If you score minimum required on practical skills then you get instructor signed validation report with our company stamp.


Avail a great mileage of business networking support by industry folks with no additional cost.

We will help you connect to industry professionals for network growth.


Get a freeĀ Skill Evaluation ReportĀ to showcase to HR while you go for interview, or use it while searching freelance projects, etc.


Assistance on any doubts or clarifications post workshop. (Only 2 HOUR Post workshop training comes as an add-on. You can purchase series of custom modules further.

Workshop Pricing


25,000 INR/-


Upto 10 members

At venue of your choice ex: (Your office space , Coffee shop or any other business venue)

Our workshops are conducted by Industry professionals who has minimum of 3 Years Experience in relevant industry.


20,000 INR/-


Upto 10 members

Batches of minimum 1-3 member

Conducted at Our specialized training centers (Co-working spaces) in and across India.

Our workshops are conducted by Industry professionals who has minimum of 3 Years Experience in relevant industry.


15,000 INR/-


Upto 2 Person (Conference)

Assisted by Screen sharing and on-call (Access anytime anywhere across the globe)

Our workshops are conducted by Industry professionals who has minimum of 3 Years Experience in relevant industry.

Want to know more our company?

Browse all the workshops and request for custom courses too.

Fill in the below form to get access to our instructor profiles before you finalize training . By default any of our workshops or training sessions are conducted by Industry experts with minimum of 3 Year experience.

Industry Experts Profile Request Form

“Some of our previous events and workshops”

sales training in India

Our Testimonials

What People Say

I have taken couple of their workshops towards improving my business Smart Builder App and the course offered were short and sweet and very practical and project oriented. The best part of their training is that it comes customized to your project requirement and you can directly execute project while learning.

Venkatesh Yeruva

Founder | Smart Builder App |

Book your Slot



+91 7893406832 / 8143180465

We are a skill development company, based out of Hyderabad, India for the world.Ā 

Reg: No : Foito Skill Development Services Pvt Ltd, CIN:U80904TG2018PTC128385

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