XLFP Templates & Training

Network FP, 352, A to Z Estate, G K Marg, Lower Parel, Mumbai

Professional Education

About XLFP Templates & Training

XLFP stands for Excel-based Financial Planning Tool & Templates. XLFP by Network FP is an integrated excel workbook of simple, logical and flexible 30+ Sheets. XLFP helps financial advisors and distributors to give a visually appealing and comprehensive report to clients with a 360 degree approach to financial life.

Year Established
No. of Active Users
500+ Candidates Trained
No. of Employees

Key Officials

About Products & Services

Key Benefits to Clients

  • Organize entire financial life
  • Get clarity on financial goals
  • Know status on existing assets
  • Blueprint to achieve financial goals
  • Peace of mind around money matters

Key Benefits to Professionals

  • Get 100% Wallet Share
  • Work with high ticket clients
  • Retain clients for life
  • Get respect as a professional
  • Increase revenue per client
Product Pricing
₹ 12,000 + gst
Revenue Share Model

Subscription / Empanelment Process

To be listed as an Advisor at XLFP Templates & Training:

  1. Check if you meet the eligibility criteria
  2. Register and Pay on NFP Learning Platform
  3. Pay for the Program

Eligibility Criteria

Aspiring candidates should have completed following;

  1. Formal Education – Graduation in any stream
  2. Industry Education – Any one exam as directed by SEBI / IRDA / PFRDA / RBI / AMFI. i.e. NISM VA, XA/B.
  3. Professional Education – Any one qualification like QPFP / CFP / CFA / CA / MBA or PG in Related Areas

Special Offer for NFP Promembers

15% discount for ProMembers

Contact XLFP Templates & Training

Contact directly

Express your interest or drop in your concerns in the form below, and we will reach out to you directly.

NFP Partner Contact Form - XLFP

Information published here is as shared by members. All information provided here is in good faith to help consumers make informed decisions, however, Network FP makes no representation or warranty of any kind. Consumers & Investors are encouraged to cross-verify the information during the initial meetings before taking any decisions.