Corporate Desk

1. CFP^CM Program
   
   
• CFP^CM Challenge Status Program for employees and channel partners:-
  a. We provide FPSB-India approved content, which includes 6 books & 6 workbooks
  b. Classroom sessions spread over 33 hours.
  c. Online Mock Exam module wise for better understanding on subject matter.
  d. Online faculty and query solving.
  e. Most comprehensive and exam oriented sessions



• CFP^CM regular Program for employees and channel partners:-
  a. We provide FPSB-India approved content, which includes 6 books & 6 workbooks
  b. Program offered in DLP as well as Classroom session mode.
  c. Online Mock Exam.
  d. Online faculty and query solving.
  e. Some concept builder sessions in select cities



2. Content Development
   • Customized content development

     Powerpoint presentations for internal training purpose (with Trainer’s note, custom animation, designing & supplementary documents). For e.g. presentations on specific Products, asset class, product comparison and so on…)

   • Customized Financial literacy booklets for employees and channel partner

   Some sample topic. For e.g.
   a. Basics of Futures & Options,
   b. Time Value of Money,
   c. Small savings products,
   d. Different asset class,
   e. Insurance need analysis,
   f. Retirement corpus and many more.......

• Money Funda newsletter for the employees, advisors & investors (weekly, fortnightly, monthly…)
  
  
3. Training and workshops
   
   
• For corporate for their employees, advisors & investors. Training can be related to some specific course like CFP^CM program or can be theme specific.
• For independent financial advisors
  

  Training / Workshop Modules
  Transformation from a Distributor to an Advisor	Mathematics of Investing
  Building a successful financial planning business	Tax efficient investing
  Soft skills / etiquettes	Product offerings
  Managing & Keeping Clients	Need / Goal based investing

  
  
4. Bridge the gap between students & corporate
   
   
• We assist corporate by providing qualified human resources for their operation and expansion requirement.
• We equipt individuals with domain knowledge of financial planning and capital market to make them employable

Our Clients

SBI Mutual Fund	DSP Black Rock
Religare Mutual Fund	ICICI Prudential Mutual Fund
Motilal Oswal Securities Ltd.	ING Financial Services Pvt. Ltd.
Kotak Mahindra Old Mutual Life Insurance Ltd.	Sushil Financial Services Pvt. Ltd..
HDFC Mutual Fund	.