Network FP Promember

About Program

Network FP's ProMembership is India's most structured and practical continuous education program for Personal Finance Professionals (PFPs) driven by a strong community of growth-oriented & knowledge driven professionals.

We invite you to become a NFP ProMember and join 1,400+ financial advisors & distributors from 120+ cities who are learning and growing continuously. It helps you to - Grow Competency, Grow Credibility so that you can Grow 10X.

Highlights of the Program

UpSkills

Weekly sessions that you can attend live or watch recordings later

Toolbox

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

Events

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

NFP ProMembership UpSkill Series

The following series conducted and released earlier are available for NFP ProMembers in their membership account.

MF Standards and Best Practices

This series equips PFPs with standards, processes, templates, and best practices to recommend suitable products, deliver quality services, improve efficiency, scale with teams, and ensure compliance.

MF Categorization and Product Suitability

Mutual Fund Sahi Hai—but which category? Find the answer in this 24-hour program designed for personal finance professionals, delivered by fund managers from top AMCs.

Alternate Financial Products

This UpSkill Series introduces you to Alternative Financial Products like AIFs, PMS, Real Estate, and Bonds. Enhance your expertise to assess these products, meet unique client needs, and grow your practice.

View all Series

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)+
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

Upcoming Series- MFD Processes and Templates

For the first time in the history of the MF industry, Network FP is building a complete set of SOPs (Standard Operating Procedures) required by Mutual Fund Distributors delivered along with necessary training to help you!

Week 1 – Introduction & Orientation
Week 2 – MFD Practice Setup
Week 3 – Client Onboarding & Profiling
Week 4 – MF Selection & Transactions
Week 5 – Customer Servicing
Week 6 – Team Management
Week 7 – Marketing Management
Week 8 – Technology Management
Week 9 – Finance Management
Week 10 – Compliance Management

What you get as a ProMember?

Access Exclusive Benefits All Year Long with Network FP ProMembership

UpSkill Series

Focused deep learnings around specific areas relevant for financial advisors / distributors.

Tools & Templates

Ready-to-use tools, calculators, formats & templates for your practice and clients.

ProMember's Exchange Forum

Ask, discuss, and get real-world advice from fellow financial advisors / distributors.

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