Introducing Hermaion Wealth Academy: Empowering Smart Financial Advisors

At Hermaion Wealth, we offer professional financial literacy workshops that aim to educate employees, businesses, NGOs, schools, colleges, and individuals on the essentials of financial planning. Our workshops are designed to be highly engaging, simplified, and tailored to your audience's specific needs.

Who Can Benefit from Our Workshops?

• Corporates: Enhance financial knowledge for employees, boosting their productivity and financial well-being.

• Small & Medium Enterprises (SMEs): Equip teams with financial tools to improve business decision-making.

• NGOs & Associations: Help your members build wealth while staying financially secure.

• Schools & Colleges: Prepare the younger generation to manage money effectively from an early age.

• Professional Bodies: Financial professionals can further deepen their understanding of wealth management.

Workshop Objectives

• Smart Money Management: Learn how to optimize your savings and make them work harder for you.

• Basic Financial Planning: Gain an understanding of the key components of financial planning including Insurance Planning, Investment Planning, Tax Planning, and Retirement Planning.

  Program Formats and Durations:

  Our workshops can be tailored to meet the needs of your audience and are available in various formats:

  • Short Sessions (2-3 hours): Quick, impactful workshops ideal for a corporate team or a community group.

  • Half-Day Sessions (4-5 hours): More in-depth coverage on a variety of financial topics.

  • Full-Day Workshops (6-8 hours): Comprehensive training, ideal for organizations that wish to go deep into financial planning.

  Workshop Fees

  We believe that quality education should be accessible but also value-driven. Our fees are reasonable and depend on factors like the number of participants, location, and duration. We are committed to providing excellent value and believe our work should be appropriately rewarded.

  We also offer custom packages based on the size and requirements of your group. Our team will discuss all details with you upfront.

  
  

  What You Will Learn?

  Insurance Planning: Understand the need for insurance, different types of policies (Term Insurance, ULIPs, Endowment Plans), and Health Insurance as part of your financial safety net.

• Investment Planning: Learn about equity investments, diversified portfolios, and various asset classes like mutual funds, stocks, bonds, and ETFs.

• Tax Planning: Discover smart investment strategies to optimize taxes, savings instruments, and deductions.

• Retirement Planning: Plan long-term, even if retirement seems far away. Understand retirement accounts and best practices for building wealth for later years.

• Estate Planning: Learn about wills, trusts, and succession planning to ensure your assets are passed on smoothly to heirs.

  Ready to Empower Your Group with Financial Knowledge?

  If you would like to arrange a workshop at your company, college, NGO, or society, get in touch with us today! We're happy to discuss your needs and tailor a program that works best for your audience.