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NFP ProMembership Program
NFP Announcements & Updates
Important Links for NFP ProMembers
NFP ToolBox
ProTools - Popular Templates to download & Use
Resource Library - Relevant Documents & Files for the Industry
NFP ClientConnect
ClientConnect Folder - Popular Images for Download (2:30)
June 2022
UpSkill | 29th June - Myths about products for Retirement Planning by Girish Khandelwal
MasterClass | 22nd June - Secrets to Have Fully Engaged Clients for Life by John Dashfield
UpSkill | 15th June - All about F.A.S.T Summit 2022 & NFP Local Hubs with Sadique Neelgund
UpSkill | 8th June - FIRE Calculator for your Children with Rajeshwar Reddy
UpSkill | 1st June - Optimizing Goal Based Investing With New Age Fixed Income Products by Saurav Ghosh
May 2022
MasterClass | 25th May - Understanding the PMS & AIF scope by Kamal Manocha
UpSkill | 18th May - How to effectively plan your client's taxes by Arvind Rao
UpSkill | 11th May - Free Tools for complete MF Research by Vivek Shah
MasterClass | 4th May - How to asses & take a call to invest in IPOs? by Vetri Subramaniam & Sachin Trivedi
April 2022
MasterClass | 27th April - Real Estate Outlook and Fractional Investing in India
UpSkill | 20th April - Reviewing your Client's Direct Equity by Jinay Savla & Siddharth Zaveri
UpSkill | 13th April- Tech Collaborations to Revoluntionize your Practices by Milan Ganatra
UpSkill | 6th April - 6 Steps to business excellence for PFPs by Harish Naganna
March 2022
UpSkill | 30th March - 3M of communication by Gopinath Radhakrishnan
UpSkill | 23rd March - Taking it from Woe to Woww! by Michelle Hoskin
MasterClass | 16th March - How to deliver a value proposition to your US clients? by Uma Shashikant
UpSkill | 9th March - Key Man Insurance Policies by Pankaj Gera
UpSkill | 2nd March - Helping clients with their unclaimed shares & dividends
February 2022
MasterClass | 23rd February- How to choose and allocate the right debt products in your client's portfolio? by Arjun Parthasarathy
UpSkill | 16th Feb - ProTool One Page Financial Snapshot
UpSkill | 9th Feb- How to find your Niche, Generate Leads & Grow your Business with Linkedin Marketing by Nirav Gandhi
UpSkill | 2nd February - Implementing the Behaviour Finance techniques in your practice by Mehernosh Randeria
January 2022
UpSkill | 19th January - Life Coaching & Goal Setting as a Financial Advisor by Gurbinder Punn
NFP Orientation Program for ProMembers by Sadique Neelgund (75:45)
December 2021
MasterClass| 22nd December Client Conversion Strategy - A Systematic Framework by Sadique Neelgund (104:47)
UpSkill | 15th December - Getting perspective for the planning of Women Clients to be MoneyWise by Amit Trivedi & Kiran Telang (113:15)
UpSkill | 8th December - Acquiring, Retaining & Managing Teams by Gajendra Kothari (121:53)
UpSkill | 1st December - Growing ETFs and opportunities In India by Vidya Bala (99:10)
November 2021
MasterClass | 24th November - Understanding REITs by Ajit Menon (124:19)
UpSkill | 17th November - How to effectively automate your WhatsApp for Business Operations? by Ravi Kiran (120:34)
UpSkill | 10th November - NFP Standards, Platform & Future by Sadique Neelgund (103:34)
October 2021
UpSkill | 27th October - ProTool Renting vs Buying | How to decide by Rajeshwar Reddy (121:03)
MasterClass | 20th October - Real Estate as an Asset Class by Sharad Mittal (90:36)
UpSkill | 13th October - Personal & Business Branding for Financial Professionals (123:01)
UpSkill | 6th October - Going Digital with KFintech & MF Central by CEO Sreekanth Nadella (102:18)
September 2021
UpSkill | 29th September - P2P as an Alternate Investment Avenue by Amit More (125:50)
MasterClass | 22nd September - The ever-changing inflation and interest rates by Rajeev Thakkar (122:07)
UpSkill | 15th September - HUF Formation, Investments & Taxation by Nitesh Buddhadev (109:39)
UpSkill | 8th September - How to find Diamonds in the Dust? (121:33)
UpSkill | 1st September - NRI Investment Avenues & Taxation by CA Vyomesh Pathak (101:25)
August 2021
MasterClass | 25th August - Client Engagement Model by Rohit Shah (125:50)
UpSkill | 18th August - Super Productivity by Mehernosh Randeria (124:14)
Pre Summit | 11th August - Building My Dream Practice Profiler by Sadique Neelgund (89:21)
UpSkill | 4th August - Incorporate NPS in your Product Basket by Ravinder Singh Chawla (119:43)
July 2021
UpSkill | 28th July - Conducting effective IAPs by Puneet Oberoi (115:04)
MasterClass | 21st July - International Investing by Apoorva Vora & Vikas Nanda (124:22)
UpSkill | 14th July - 10 Thumb Rules of Personal Finance by Rajeshwar Reddy (122:33)
UpSkill | 7th July - Smallcase Investing for Retail Investors & Financial Advisors by Vasant Kamath (121:06)
June 2021
UpSkill | 30th June - Best Global Lead Generation Practices for Financial Advisors by Philip Calvert (119:42)
MasterClass | 23rd June - Crypto & Bitcoin : What to tell your clients? (118:11)
UpSkill | 16th June - Why, When & How to set-up a Trust? by Suresh A (115:18)
UpSkill | 9th June - Coaching Techniques for deepening client engagements by Wee Hen (125:15)
UpSkill | 2nd June - Tax Filing Service & Income Tax Calculator by Vivek Damani and Dishit Parekh (107:46)
May 2021
UpSkill | 26th May - Helping Families Organise & Store Financial Information & Documents (125:13)
UpSkill | 19th May - Handling Client Objections by Bhuvanaa Shreeram (118:06)
UpSkill | 12th May - Married Woman's Property Act by Chhaya Kothari (120:01)
UpSkill | 5th May - Covid related Insurance Policies & Claims by Mahavir Chopra (124:12)
April 2021
MasterClass | 28th April - The Value Chain of Debt MFs by Suyash Choudhary (120:23)
UpSkill | 21st April - Collaboration & Partnership Models for Financial Consultants by Balvir Chawla (126:42)
UpSkill | 30th March - 3M of communication by Gopinath Radhakrishnan
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