Effective Personal Financial Planning Program (EPFP) | Bizwiz

Effective Personal Financial Planning Program (EPFP)


We, at BIZWIZ Center for Financial Learning, provide you with relevant Classroom programmes on personal financial planning that help you take your proficiency to the next level. These programmes help you accelerate your long-term growth and profitability, by giving you a deeper understanding of the financial markets.

Objective of the EPFP program

Exclusively designed globally benchmarked curriculum aims to train working professionals, business owners and investors in personal financial planning skills and techniques required for money management.


Course Outline- Effective Personal financial planning for Financial growth

1) Understanding oneself and creating personal financial goals

2) Portfolio Management & Risk profiling.

3) Risk Management & Insurance

4) Understanding equity markets

5) Understanding debt and money markets

6) Understanding hybrid market and other assets classes

7) Creating Model Portfolio & Way forward

8) Tax planning

9) Estate Management & Risk Management

10) Way Forward- Recommendation of Top  investments in different asset classes.

11) One  Quarterly review.

Benefits of the program

Following needs related to financial planning of Individuals will be met through this program:

  • Making the best use of increase in income/ inheritances
  • In meeting life important goals
  • In gratifying personal indulgences
  • In preparing for a happy retirement/ financial freedom



Face 2 Face 8 Week Course or 3.5 Full day course – 21-24  hour course + Quarterly Review.

Online Version too- Certification By BizWiz

Our Other key courses are-

  • Effective financial Modelling – for Business growth
  • Effective Personal Productivity (In association with LMI) – which makes you role model and improves productivity and profitability
  • Effective Selling strategies (In association with LMI) – To exponentially grow your sales


Execution Partner- MotiLal Oswal

Motilal Oswal  has history of 30 years of wealth creation driven by the philosophy of Solid Research, Solid Advice. It has over 9 lakh customers and assets of more than 45,000 crores. It is Industry leader a 4-time winner of Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards.

OUR Lead Facilitators

1) Mr. Rahul Jain

Rahul Jain is founder director of Bizwiz which provides solutions to enhance the success of individuals and organizations. He is also a Licensee, LMI India. LMI is leadership management international which is world’s largest leadership development company.

He’s a thought leader on leadership, corporate finance , business Simulations and venture Planning.  He is a Mentor to IIM Ahmedabad CIIE, authored multiple eBooks and passionate about equity research and spiritualism. He is also managing a NGO known as Sundeep Welfare Trust which is active in the areas of health care and human welfare and director in Sundeep Knitwear Industries Ltd. Rahul Jain is an MBA from MDI Gurgaon, OHBE from Laureate US University and is a Fellow Company secretary. He has been key note speaker/presenter at various national and international conferences/seminars. He has consulted and mentored start ups, companies and individuals, colleges on business planning, company analysis, industry analysis, market research and intelligence and on various strategic issues.

Key Achievements-

  • President of BNI, Elites Chapter Delhi Central Region- Transformed the chapter from 269 rank to One of the Top chapters (no. 2) in India in October 2017 and has won many recognitions.
  • Mentor to IIM Ahmedabad-CIIE.
  • Awarded by LMI India in 2017
  • Life member of AIMA, NHRDN, JITO
  • Member of TIE, JIIF- JAN, BNI, MYM.
  • Holds copyright as an author of program EPFP and many other programs.


2)  Mr. Rohit Nayyar

has over 25 years of experience in senior management, consulting and leadership development in top MNC organisations like Cadbury, Nestle, Mondelez International and now with Leadership Management International (LMI), the world’s largest transformational leadership development organisation. He has carried out numerous roles and assignments in India, South Asia, South East Asia, China, Australia and Europe.  He has also handled highly technical assignments as a global engineer and regional technology lead. He is a post-graduate diploma in business management, a chartered financial planner and a master trainer associated with the government of India "Make in India" Program. He has coached and facilitated top executives and their teams in the areas of compliance management, process management, personal productivity, authentic leadership, motivational leadership and strategic leadership.

 How our programs have  benefitted hundreds of thousands :

“ EPFP has helped me to become disciplined investor “

     - Rajkumar Khatuwala Owner of Shyampackseal (P) Ltd. -

“ LMI course made me understand how I am wasting and using my available 1440 mins of time each day. Now I make planning of my time and concentrate on 20% work/activities which gives me 80% of the day's result. Written plan helps me to identify conflicts between various priorities and eliminate damaging frustration.”

     - Dr. Rajan R. Shirsat, Excel Industries Ltd. -

“ EPFP has helped in gaining understanding of financials and tools for investments “

      - Ankit Kataria Owner of National Bottle house. -


“ I have already started implementing the ideas as far as my job & personal life is concerned by making four goals & I would like to mention here that I have so far achieved Rs. 1,000 Mil. cost saving in one of my goal of material cost reduction.”

       - Vivek C. Mahajan, Siemens, Mumbai -

“My time management skills improved. I saved a total of 70 Minutes/day (30 minutes from professional life and 40 from personal life and utilizing the same for creative planning and self development. Long pending things got started and procrastination under control. My public speaking skills improved through this programme. I had the confidence to address a gathering of over 160 people recently. This is a new found confidence I obtained through this programme.”

        - V.B. Pillai, Manager, Mazagon Dock Limited -


“I am now able to effectively utilize 45 minutes more of my time only for planning which is so every essential for my job responsibilities. We have been able to achieve a sales figure of over Rs. 5.5 crores during the month of July which is an all time record for the month.”

         - S. Das Gupta - General Manager SalesBorosil Glass Works Ltd -


"45% increase in sales in last quarter over previous quarters with focused approach, cost reductions which would yield sizable profit on annual basis, completed planning for new project".

          - Bharat Chokshi, Grand Polycoats Company Pvt. Ltd., Vadodara -

"This programme helped the team to look at the business as a team, achieving 1st quarter target 100% in terms of sale and profit. It improved Inter & Intra departmental communication and response time due to which we are sure to achieve this year A.O.P. target 100%."

          - D.R. Swar - Vice President (Medium Engines), Kirloskar Oil Engine Limited, Pune -



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LMI course made me understand how I am wasting and usin... Read More


LMI course made me understand how I am wasting and using my available 1440 mins of time each day. Now I make planning of my time and concentrate on 20% work/activities which gives me 80% of the day's result. Written plan helps me to identify conflicts between various priorities and eliminate damaging frustration.