June 14, 2013

Download & Checkout this Simple & Easy Do-it-Yourself Financial Planning Guide

Sadique Neelgund

Rajesh Dalmia, CFP Practitioner and Director, Mandar Learning Academy has prepared a very small, simple and easy to understand Do-it-Yourself Financial Planning Guide for consumers. There would be many prospects who are just still not ready for comprehensive financial planning services and simply don’t value the services of a professional planner. It might be a great idea to prepare something like this and circulate it to you prospects and put it as a download in your website & capture email IDs for your newsletter or blog.

At least these prospects will start getting serious about managing money and maybe oneday take the services of a professional like you. Alternatively those of you who keep doing consumer workshops and awareness programs might want to consider giving away something like this.

Do it yourself financial planning guide

This Do it yourself financial planning guide helps the investors to understand the components of financial planning with the help of basic concepts & terminology and a ready for action workings on top four goals / objectives of most individuals / families:

1) Retirement Corpus

2) Life Insurance

3) Children’s Education

4) Children’s Marriage

Download “Do-It-Yourself” FP Guide

Network FP thanks Rajesh Dalmia for sharing the resource with the financial planning fraternity.


Authored by,

Rajesh Dalmia

Mandar Learning Academy Pvt Ltd

8 Thoughts to “Download & Checkout this Simple & Easy Do-it-Yourself Financial Planning Guide”

  1. Srinivas Bolisetti says:

    Thanks Rajesh!

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