About The Program

One-on-one Live Online Program

The unique curriculum has been designed by an experienced team consisting of Academicians & Finance Professionals including CAs, CPAs, CFAs and MBAs.

 

The Course has four categories and each category has two levels.
 
Category 1: Class 3-4     
Category 2: Class 5-6
Category 3: Class 7-8
Category 4: Class 9-10
 
The two levels offered in each of these categories are:
 
Green Belt: Foundation Level (8 sessions) 
    
Black Belt: Comprehensive Level (24 sessions)

Curriculum

Foundation Level: The Green Belt Program

The Foundation level will introduce the student to the critical concepts of money management, personal finance, money markets and latest developments in the Fintech sector thereby giving her a firm overview of the finance domain. It will also cover careers in finance including entrepreneurship. A Green Belt certification is provided after the completion of this course.
 
Some of the topics covered across the four categories in this level are as follows:
  • Time value of money
  • Concept of opportunity cost
  • Importance of saving
  • Power of compounding
  • Digital wallets and plastic money
  • Setting Career Goals
  • Introduction to Fintech
  • Understanding needs and wants:
  • Make a plan: budgeting basics
  • The goodness of charity and donations
  • Banking & Insurance
  • Understanding taxes & inflation
  • Introduction to stock markets & Trading
  • Blockchain technology & Cryptocurrency

Comprehensive Level: The Black Belt Program

The Comprehensive level not only covers all the topics of Foundation level, it also provides in-depth knowledge about each one of them and many more. After completing this level the student will be well equipped to take independent and sound decisions related to money matters and finances. A Black belt certification is provided after the completion of this course.
 
Some of the topics covered across the four categories in this level are as follows:
  • All foundation topics
  • Concept of scarcity and choice
  • Demand and supply
  • Effective rate of interest
  • Concept of EMIs and annuities
  • Introduction to stock market trading
  • Tax savings and smart investments
  • Frauds and grievance redressal
  • Cryptocurrencies, NFTs, DeFi, ETF etc
  • Careers in Finance, types of business
  • Net present value and future value
  • Inflation, deflation and stagflation
  • Financial planning and SMART goals
  • Impact of compounding and discounting
  • Money market, commodity market, mutual funds
  • IPOs, Futures, Options, Swaps
  • Concept of risk management
  • Ethics, social and environmental responsibilities
  • Artificial intelligence, Big Data, Internet of Things
  • A step by step guide for a start up

Primer Workshop for Schools

A two day (4-hour) Financial Literacy Primer workshop for schools provides the students with a broad overview of the key concepts of financial literacy in an abridged form. The Primer workshop is available for students from Class 3rd to Class 10th. It is offered in both live online as well as offline format. A yellow belt certification is provided to each student after the successful completion of the workshop.
 
Some of the topics covered in the Primer Workshop are as follows:
  • Time value & concept of money
  • Understanding needs, wants & opportunity costs
  • Budgeting basics & importance of savings
  • The power of compounding
  • Financial planning & SMART goals
  • Introduction to stock market & trading
  • Understanding cryptocurrencies
 *The primer workshop can be customised as per school’s requirement