COFP organizes Financial literacy programs through the brand ‘ArthaPragna’. Meaning of Arthapragna in English is Financial Awareness. It is a series of Financial Awareness Programs for consumers / general public. Team of trained Volunteers conduct these program in standardized format.
To create investment awareness and access to Financial Services, to protect the interest of the investors, to create awareness on availability of various types of Financial Products and their features.
To conduct Programs, Workshops, Seminars, Conventions and such events for general Public in the area of personal finance.
To work or co-ordinate with other professional bodies in spreading personal financial literacy.
To create business opportunities to the members of the Council while strictly adhering to the Code of Conduct and Ethics at all times.
To impart or spread Financial literacy in easily understandable medium.
ArthaPragna has evolved to become a broader platform, adopting a digital (webinars) and content (blog) formats.
ARTHA PRAGNA offers a bouquet of Trainings, Seminars and Workshop for various levels of Employee group starting from the Beginners (inductees) to Senior Level Management. Some of the programs are as under:
Goal Setting and Cash Flow Planning
Protection Planning
Investment Planning
Children’s Education and Future Planning
Retirement Planning
Tax Planning
Estate Planning
Yes! At all times we have both Offline / Physical and Online modes of conducting these sessions as preferred by the host. However, during these challenging times of Covid19, physical sessions are not being conducted temporarily and hence, only online sessions are possible now.
Minimum of 30 Nos. There is no restriction on the maximum Nos although.
Any Corporate, Institution, Association, Club, Apartment etc
We don’t charge any fee right now.
We could conduct any session within the personal finance domain. Some of the program subjects are as under:
Goal Setting and Cash Flow Planning
Protection Planning
Investment Planning
Children’s Education and Future Planning
Retirement Planning
Tax Planning
Estate Planning
Minimum of 15 working days notice is preferred to plan better
A minimum of 45 minutes is preferable; as Q&A can follow, additional 10-15 min may be desirable. Total time of the session also depends on the number of topics chosen by the host. In any case number topics should not be more than three and overall maximum time be limited to 2 Hrs.
Session can be requested by filling the request form above on this website. For further clarifications and assistance, please write to arthapragna@cofpindia.org or contact 910-846-2345