Our Programmes
Empower Her
Financial empowerment programmes designed specifically for women.
Explore →
NCFE Programs
NCFE-certified financial education programmes: FEPA, MSTP, FEPCS.
Explore →
BFSI Programs
Banking, Financial Services & Insurance training programmes.
Explore →
NISM Certification Programs
Coming SoonNISM-certified courses for finance professionals and distributors.
Stock Market & Trading Education
Coming SoonFundamental and technical analysis education, plus structured trading programmes.
Financial Literacy Workshops
Practical workshops on budgeting, saving, digital safety, and financial wellbeing.
Explore →
Investor Awareness Programs
SEBI and AMFI aligned investor awareness workshops and drives.
Explore →
Upcoming Courses & Certifications
Planned programmes including NISM, Stock Market, and FP Certification.
Explore →
About the Initiative
Financial literacy today is no longer optional — it is an essential life skill.
At PlanUrDream, our Financial Education initiatives aim to create awareness around practical money management, responsible financial behaviour, digital safety, and long-term financial wellbeing.
Led by Satyajeet Das, NCFE Certified Financial Education Trainer (FET), these initiatives focus on delivering simplified and actionable financial education for students, adults, working professionals, homemakers, and communities.
Areas of Focus
✔ Savings & Budgeting
Understanding money habits and financial discipline
✔ Investment Basics
Introduction to investing, compounding, SIPs, and goal-based planning
✔ Insurance Awareness
Understanding risk protection and financial security
✔ Retirement Planning
Preparing financially for long-term independence
✔ Digital Banking & Cyber Safety
Safe digital transactions and fraud awareness
✔ Financial Wellbeing for Youth
Building responsible financial behaviour early
NCFE Programmes Covered
Financial Education Programme for Adults
Helping adults make informed financial decisions.
Money Smart Teachers Programme
Empowering educators with financial literacy tools.
Financial Education Programme for College Students
Creating financially aware youth for the future.
Who Can Collaborate?
We welcome partnerships with institutions and organisations committed to financial awareness.
Workshop Formats
Looking to Conduct a Financial Awareness Session?
Connect with us for customised financial education programmes and workshops. Fill in the details below and we'll get back to you.
Building a Financially Aware India, One Session at a Time
Whether you're a school, college, NGO, corporate, or community group — we have a programme designed for your audience.