EPFP Career Plus Course | Bizwiz
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EPFP Career Plus Course

 

We, at BIZWIZ Center for Financial Learning, provide you with relevant Classroom programmes on personal financial planning and investment advisory services 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 investing in the financial markets and achieving the goals of your personal financial plan as well as preparing you  to become a professional financial advisor.

 

Objective of the EPFP Career Plus (Premier) program

Exclusively designed globally benchmarked curriculum aims to train college students, graduates, individuals in the areas of personal financial planning, investing skills and techniques and advisory services so that they can have better career opportunities in the areas of financial services as Financial Advisors, Wealth Advisors, Relationship Managers, Account Executives.

Course Outline- Effective Personal financial planning for Financial growth (Career Plus)

1) Understanding oneself and creating personal financial goals

2) Determine your current financial situation and your Risk profile

3) Project your financial goals into the future – Time Value of Money

4)  Understanding equity, debt and other financial markets

6) Understanding stocks, bonds, mutual funds and other financial instruments

7) Understanding gold, cryptocurrency, real estate and other asset classes

8) Creating Model Financial Portfolio

8) Basics of Tax planning

9) Basics of Estate Management & Succession Planning

10) Recommendation of Top investments in different asset classes.

11) Basics of Selling Skills, Basics of Leadership skills, Resume Building and Interview Skills

12) Preparation of NISM Certification Examination (if you meet the basic NISM criteria for answering the examination (age, educational qualifications, relevant experience, etc.)

13) Two month Live project ( On completion of all the modules and passing the assessment of the previous modules)

Mode

Face 2 Face 6 months course.

ELIGIBILITY

Minimum Qualifications- XIIth pass or individual doing XIIth.

 

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TESTIMONIAL

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

DR. RAJAN R. SHIRSAT
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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