Smart MFDs can remain relevant to their customers by adding value with Holistic Financial Planning, Goal based Investing, Risk Management, Financial Education and Awareness of investors.
By offering value-added services, smart MFDs can go beyond the transactional aspect of MF distribution. They
have opportunity to position themselves as trusted advisors who understand their clients’ financial needs and help
them navigate their investment journey effectively.
5 Modules under Scheme to Solution Program: (Schedule For New batch Starting from 3rd June 2023)
1. Time Value of Money Module
2. Personal Finance Planning Module
3. Investment Planning Module
4. Retirement Planning Module
5. Risk/Insurance Planning Module
Program Faculty:- CFPCM Vishal Ramkrishen: FPSB US certified CFP, Investment planning specialist, Retirement & Tax
planning specialist, Risk & Estate Planning Specialist, AMFI registered MFD PGDBA Finance from Symbiosis Pune and Mathematical
Science Graduate from Delhi University.
Having more than 16 years of experience in Financial Services in various roles of Training, Product Advisory & Sales with reputed
brands like ICICI Securities, India Info line, BLB Group, WNS Global & India bulls Securities.
Two hour online class on every Sunday
Learning by doing approach (Weekly case study based assignments)
Focus on “to the point” practical aspects
Each Module will be covered in 4 weekend classes & 3 Assignments
Scheduled on Sunday 1:00PM to 3.00PM
Program Cost INR 15000+18% GST