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


Weekly sessions that you can attend live or watch recordings later


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


Community of professionals & experts for Q&A


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

Client Connect

Informative images & videos to share with your clients instantly


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


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


Create and share your professional profile with clients & prospects


List publicly and make your profile discoverable to 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.

Become A ProMember Now!

NFP ProMembership Program is a yearly subscription that gives you access to attend weekly, monthly and annual sessions (live or recorded) for one full year. Experience and see the change in your practice right in the first year.
Register Now

Got Any Questions?