Network FP Promember

About Program

NFP ProMembership helps you grow your career, practice or business continuously by helping you grow your competency and credibility, which ultimately helps you to grow your clients and your income.

Over 1,000 members from more than 100 cities are already proud NFP ProMembers.

Highlights of the Program

UpSkills

Weekly sessions that you can attend live or watch recordings later

ProTools

Ready-to-use tools, calculators, formats & templates

Exchange

Community of professionals & experts for Q&A

Resources

Investor Awareness presentations (IAPs) and other Industry resources for quick access

Client Connect

Informative images & videos to share with your clients instantly

Quizzes

CFPs & QPFPs - Take quizzes and earn required CPD / ACE Points

Events

Industry level events for peer-peer networking, gain insights and get inspired from best practices.

Profile

Create and share your professional profile with clients & prospects

NFP ProMembership Benefits

Network FP ProMembers get to attend either live or recorded ongoing educational sessions throughout the year under Weekly UpSkills, Monthly MasterClasses & Annual Conference.

50+ UpSkill Sessions

Weekly sessions on any one topic from the PFP Body of Knowledge. Attend LIVE or watch Recordings.

30+ NFP ProTools

Advanced ready-to-use tools, calculators, formats & templates for your practice and clients (Beyond QPFP ProTools)

100+ ClientConnect Assets

Shareable Images & Videos for your clients/prospects to educate them and position yourself as an expert.

View Schedule of Sessions

Eligibility Criteria

All personal finance professionals meeting below criteria are eligible to apply;

1)Graduate in any stream +
2) Cleared ANY ONE industry examination (E.g. Any NISM exams or SEBI, IRDA, PFRDA,RBI exams)+
3) Optional* - Passed any Professional Certifications like QPFP, CFP, CWM, CFA,CA or PG in related field

* Members meeting 3rd* Criteria also will be eligible to create NFP Profile and get listed on NFP’s Public Directory of ProMembers

PFP Success Blueprint

NFP ProMembership Program integrates Nine Areas of Body of Knowledge required for being a Personal Finance Professional.

You – How to be a competent, ethical & productive personal finance professional
Solutions – How to create various financial advisory solutions & value added services
Products – How different personal finance products work & their suitability to clients
Acquire – How to acquire new clients, generate leads and increase conversions
Expand – How to deliver world class service to clients & increase client satisfaction
Retain – How to serve and retain clients for a lifetime with ‘clients for life’ approach
Processes – How to set-up systems for increased efficiency and effectiveness
Technology – How and what technology to use in your financial advisory practice
Team – How to scale up your practice by hiring and building a good team

What you get as a ProMember?

Access Exclusive Benefits All Year Long with Network FP ProMembership

NFP Resources

Ready access to Investor Awareness Presentations (IAPs) and Industry guidelines.

NFP Exchange

Have a question? ASK. Help each other and get help from experts.

NFP Quizzes

Earn Annual Continuous Education (ACE) points - For CFPs/QPFPs

Plus 🔓 Unlock This ProMember Only Benefits

NFP Profiles* - Your Micro Website

Create and share your professional profile with clients & prospects & generate leads.

NFP Directory* - List Your Profile

Get listed & become discoverable alongside 1000+ top-rated personal finance professionals in India.

NFP Events - Network & Grow

Network with peers, gain latest insights, get inspired from best practices.

Why ProMembers Network FP

NFP Team strives to deliver the best and is committed to the growth & success of our members, delegates and students. Here are some kind words shared by them.

After completion of CFP, I was looking for a platform to get exposure to address practical issues and NFP proved to be a perfect one. NFP provides all necessary ProTools to provide solutions to clients’ problems.

Prabhakar BV, Chennai
Thank you so much for initiating various activities for helping financial advisors add value in their day-to-day practice and also helping us create a roadmap to grow better. Once a ProMember, always a ProMember!

Manalee Verneker, Goa
As a ProMember for over 5-6 years, I’ve consistently found NetworkFP’s content and materials to be of the highest quality. Through ProMembership sessions, I’ve deepened my financial planning expertise and had the privilege of learning from top industry practitioners.

Anand Patel, Navsari
Network FP is providing a great platform for professionals like me, who are interested in improving skills by providing monthly masterclasses and weekly upskills. Also, ProTools are very useful.

Dishit Parekh, Ahmedabad
Network FP has helped me to grow continuously. Upskill sessions and ProTools are very helpful. It’s platform that helps you to learn, unlearn and relearn. I feel proud to be a ProMember of Network FP.

Apeksha Kadam, Mumbai
An awesome platform and a true mentor for financial advisors and distributors. A professionally run organisation. Proud that I am a NFP ProMember since they started. Knowledge Sharing is awesome.

Manish Dodia, Mumbai
I am NFP ProMember from last 5 years. The journey has been great. I can see myself growing as a person due to various inputs received in National Conference and Masterclasses. I recommend all the new IFAs to become a ProMember of Network FP and you will see your life changing for good.

Saurabh Bajaj
Learnings from Network FP has helped me in growing my practice by 40% over last year. Weekly upskills and monthly masterclass keeps me updated and also helps me remain positive by interacting with fraternity members.

Yeshwant Shingwekar, Mumbai
I am a Promember for last 3 years. Network FP has helped me in my personal growth as well as growth in my career through regular learning sessions and toolbox files. Also Annual conference is an event I look forward to. And now I can earn CPD points also to maintain my CFP certification. Thank you Network FP team!

Toral Somaiya, Ahmedabad