About the Workshops
Financial literacy is not taught in schools — but it affects every decision you make for the rest of your life.
PlanUrDream's Financial Literacy Workshops are practical, interactive sessions that go beyond theory. Participants leave with real tools they can use immediately — a personal budget template, an insurance checklist, a SIP calculator walkthrough, and a clear action plan.
Conducted by Satyajeet Das, NCFE Certified Financial Education Trainer, these workshops are customised to the audience — whether you're training first-year college students, a team of bank employees, or a women's self-help group in a village.
Workshop Modules
Each module can be delivered as a standalone session (1–2 hours) or combined into a full-day programme. Modules are selected based on your audience's needs.
Savings & Budgeting
- ✔ 50-30-20 budgeting rule
- ✔ Emergency fund building
- ✔ Avoiding lifestyle inflation
- ✔ Tracking income vs expenses
Digital Banking & Cyber Safety
- ✔ Safe UPI practices
- ✔ Recognising phishing scams
- ✔ OTP and PIN hygiene
- ✔ Steps if defrauded online
Investment Fundamentals
- ✔ Power of compounding
- ✔ SIP investing basics
- ✔ Equity vs Debt vs Gold
- ✔ Goal-based investing
Insurance Awareness
- ✔ Why term insurance is essential
- ✔ Health insurance basics
- ✔ How to choose a policy
- ✔ Claim filing process
Youth Financial Wellbeing
- ✔ First salary management
- ✔ Student loan awareness
- ✔ Building a CIBIL score early
- ✔ Starting SIP at 21
Retirement & Goal Planning
- ✔ How much corpus do you need?
- ✔ NPS and PPF basics
- ✔ Role of equity in retirement
- ✔ Inflation's impact on savings
Tax Basics for Individuals
- ✔ Income tax slabs explained
- ✔ Section 80C deductions
- ✔ Why filing ITR matters
- ✔ Form 16 and AIS/TIS
Responsible Borrowing
- ✔ Good debt vs bad debt
- ✔ EMI planning
- ✔ Credit score importance
- ✔ Avoiding debt traps
Who Attends These Workshops?
Delivery Formats
Offline Classroom Sessions
Interactive in-person workshops at your premises — includes activities, Q&A, and printed takeaways.
Online Webinars
Live virtual sessions via Zoom/Meet for geographically spread teams or institutions.
Awareness Drives
Short, impactful awareness sessions at community centres, melas, and public events.
Campus Programs
Full-day or half-day sessions at colleges and schools with certificates of participation.
Request a Financial Literacy Workshop
Tell us about your audience and we'll design a workshop that fits. Fill in the details below and we'll get back to you within 24–48 hours.