Personal Finance Trainings

Personal Finance Trainings

Objective:

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

Annexure 01

EPFP Premier

Who should attend:

  • Investors
  • Working professionals
  • Business owners
  • Home makers

Objective:

  • To help you to meet your financial goals through disciplined investing
  • To impart skills and knowledge to prepare financial plan for meeting life goals
  • To provide deeper understanding of personal finance concepts

Benefits:

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

  • Instill confidence in taking personal financial decisions and choosing products
  • 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
  • Creating own financial plan with portfolio allocation
  • Actions to start investing for your goals

 

Following benefits will accrue to organizations through this program:

  • An employee with sound financial position is more productive.
  • An employee welfare activity that fulfills the corporate social responsibility.

Synopsis of the Program:

EPFP Premier is a relevant classroom program on personal financial planning that help you take your proficiency to the next level.

Course Content:

  • Understanding oneself and creating personal financial goals
  • Determine your current financial situation and your risk profile
  • Understanding insurance & risk management
  • Project your financial goals into the future – Time Value of Money
  • Understanding equity, debt and other financial markets
  • Understanding stocks, bonds, mutual funds, ULIPs and other financial instruments
  • Understanding gold, cryptocurrency, real estate and other asset classes
  • Creating your Model Financial Portfolio
  • Basics of tax planning
  • Basics of estate management & succession planning
  • Way Forward – Recommendation of top investments in different asset classes

Course Features:

  • Course duration – 8 sessions + One Review (1 session per week, 3 hours per session)
  • Know where you stand – Your risk profiling and Your net worth today
  • Do you have enough insurance? – Find out and act
  • Define your financial goals – Project them into the future
  • Your complete financial plan to achieve your goals
  • Providing our copyrighted financial success excel templates & documents
  • Enriching course material
  • Interactive sessions addressing most of the financial concerns
  • Handholding in execution & using experiential learning tools
  • Get your questions answered – Interactive discussions
  • Become an investment expert or find out whom to trust
  • Expert guidance, advice and review of your financial plan
Annexure 02

EPFP Aspire Goals

Who should attend:

  • Investors
  • Working professionals
  • Business owners
  • Home makers
  • Students

Objective:

  • To help you to meet your financial goals through disciplined investing
  • To impart basic personal financial skills and knowledge for meeting life goals

Benefits:

Following needs related to personal 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
  • Actions to start investing for your goals

 

Following benefits will accrue to organizations through this program:

  • An Employee with sound financial position is more productive
  • An Employee Welfare activity that fulfills the Corporate Social Responsibility

Synopsis of the Program:

EPFP Aspire Goals is a relevant classroom program on personal financial planning that helps you achieving your financial goals through relevant investments.

Course Content:

  • Understanding oneself and creating personal financial goals
  • Determine your current financial situation and your risk profile
  • Project your financial goals into the future – Time Value of Money
  • Basic understanding of financial assets
  • Understanding of usage of mutual funds for goal based investments
  • Way Forward – Recommendation of top mutual fund investments

Course Features:

  • Course duration – 3 sessions (1 session per week, 3 hours per session)
  • Know where you stand – Your risk profiling and your net worth today
  • Define your financial goals – Project them into the future
  • Recommendations to meet your financial goals
  • Providing our copyrighted financial success excel templates & documents
  • Enriching course material
  • Interactive sessions addressing most of the financial concerns
  • Handholding in execution & using experiential learning tools
  • Get your questions answered – Interactive discussions
Annexure 03

EPFP Aspire Equity

Who should attend:

  • Investors
  • Working professionals
  • Business owners
  • Home makers
  • Students

Objective:

  • To gain an understanding of the fundamental analysis for investments in equity markets
  • To help you achieve gains by investing in equities for long term

Benefits:

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

  • Making fundamental analysis based investments decisions in equities which helps
    • In achieving gains through equities over the long term
    • In preparing for a happy retirement/ financial freedom
  • Actions to start investing in equities

Synopsis of the Program:

EPFP Aspire Equity is a relevant classroom program on personal financial planning that help you achieving gains through investments in equity markets.

Course Content:

  • Understanding EIC (Economy, Industry and Company) analysis
  • Understanding Indian equity market scenario
  • Way Forward – Recommendation of top equity investments

Course Features:

  • Course duration – 3 sessions (1 session per week, 3 hour per session)
  • Providing our copyrighted financial success excel templates & documents
  • Enriching course material
  • Interactive sessions addressing most of the financial concerns
  • Handholding in execution & using experiential learning tools
  • Get your questions answered – Interactive discussions
Annexure 04

EPFP Career Plus

Who should attend:

  • Students
  • Finance professionals
  • Entrepreneurs
  • Freelancers
  • Home makers

Objective:

  • To make a career in financial sector
  • To create financial trainers and coaches

Benefits:

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

  • Pathway to become SEBI registered Investment Advisor/NISM certified professionals in the fast growing financial services sector
  • Become a self-starter by learning about finance, business, leadership, productivity, sales and marketing
  • 100% placement support with the likes of BANKS, NBFC, Financial Service companies, Consulting & Advisory companies, etc.
  • Instill confidence in taking personal financial decisions and choosing products
  • Creating financial plan with portfolio allocation

Synopsis of the Program:

EPFP Career Plus  is a relevant classroom program on personal financial planning that helps you take your proficiency to the next level.

Course Content:

A Course to jumpstart your career in financial services having 3 modules:

 

Module 1 (2 months)

  • Financial Planning
  • Investment advisory services
  • Personal financial planning and wealth management

 

Module 2 (2 months)

  • Business Foundation – Soft skills development
  • Effective selling skills, leadership & personality development, communication and presentation skills

 

Module 3  (2 months internship project)

Curriculum helps you prepare for the SEBI Investment Adviser Exams (mandatory to practice as an Investment Adviser in India)

Course Features:

  • Course duration – 6 months including internship, preparation of SEBI-NISM exams and career guidance
  • Class room hours – 4 hours per week for 20 weeks
  • 2 months internship
  • Providing our copyrighted financial success excel templates & documents
  • Enriching course material
  • Interactive sessions addressing most of the concerns
  • Handholding in execution & using experiential learning tools
  • Get your questions answered – Interactive discussions
  • Become an investment expert or find out whom to trust
  • Expert guidance and advice