Course Details

  •   Language : English

  •   No of sessions : As per L&D requirement

  •   Duration : 1-2 Hours per session

  •   Method : Live Online Trainings


  • About
  • Curriculum
  • Benefits



Working hard in the day and burning the midnight oil 6 days a week to earn money and knowing how to grow and invest can indeed be a frustrating nightmare in today’s world. As employees we give our heart and soul to our work, to earn money, but seldom do we know how to invest it or rather how to manage it for in our present and save it for the future too!

If you too are merely spending your earning on your present day-to-day needs and are afraid of how to save it for your future, we got you covered.

The Financial Wellness Corporate Training Programs by Cerebro Team provide corporate employees with all valuable insights into financial management tools and techniques. These programs enable you to understand how you can wisely invest into mutual funds, effectively plan SIP’s, Planning for a financially secure retirement, help you buy your Dream car someday through the concept of EMI, so on and so forth.




  1. Understand how to connect financial implications to personal finance management strategy. 
  2. Define basic financial terminology and enable you to make better financial decisions.
  3. Learning Financial Planning, time value of money and Risk and understanding and Managing Budgets.
  4.  Cost-benefit analysis is explained in simple terms
  5. Manage your personal finances confidently along with setting your financial goals

Since every corporate has their own time limitations and own Learning and Development requirements, the curriculum for the program can be defined according to the requirements explained by L&D team.  The unique curriculum will be meticulously designed to hone your financial skills of the team.


In curriculum, we can cover areas like Developing the habit of investing, Mutual funds for corporate employees, Tax planning techniques, Insurance - learn to secure your future, Government schemes to invest for long term benefits, Training on Small cases - Easy ways to start stock trading, Creating a diversified portfolio, Knowledge about IPOs - Invest or Avoid, Stock markets and investing for long-term capital gains, Investing in bonds - lowest risk good returns


The uniquely designed curriculum to fit your requirements will improve the financial health of the employees and help them plan for a better financially secured future as well as to help them make sound financial decisions in the present.


1)  A Comprehensive Learning Session for People from All Walks of Life

 If you are not a finance person and numbers seem like a different language and you dread the thought of cash flows or budget decisions?

We can help.

Financial wellness programs will help you manage cash flows, make good financial decisions. You’ll come out of the program understanding the principles, even if you felt clueless going in.


2) Thorough Coverage

The training programs provide comprehensive coverage on financial management, bonds, mutual funds, small case, ETFs and other investment options


3) Quality Mentorship

Industry experts with rich experience in the field of finance, advise and mentor employees  in their journey towards Financial Wellness


4) Learning Methodology

Our state of the art online portal provides 24/7 access to your study material, learning aids and tests. Stay in touch with students and faculty for continued learning and support.




Certification programs include at least 8 hours of training and assessment exams post-training. 

The certification exam format includes 50 MCQs to be completed in 60 minutes.




Mr. Arpit Gupta

Mr. Arpit Gupta is an alumnus of the coveted IIM Lucknow, Batch of 2013 where he specialized in Finance and Marketing.  Mr Gupta has a rich industry experience of more than 10 years and more than 3 years experience as a Financial Literacy Coach.

His areas of expertise include:

  • Stocks analysis and investment planning
  • Fundamental and Technical Analysis of Stocks
  • Analyzing Financial books and financial decision-making

Frequently asked questions

 Yes, the employees will be benefited in various ways and this program will enable them to understand Financial Planning and help them make sound financial decisions.

 The duration of the entire program varies between 1 hour to 32 hours which can be designed as per the company’s demand

 No, the curriculum can also be adjusted as per the requirements of the company.

The pricing will be decided after, deciding the curriculum and duration of the program by the company and Cerebro Kids.