Schedule of Sessions

NFP ProMembers get access to attend weekly and monthly sessions either live or recordings. The upcoming live session details and joining links are shared via email prior to sessions. Here is the list of schedule of past sessions. ProMembers can find the recordings of these sessions in the Members Login Portal.

March 24th, 2021

Monthly MasterClass
Topic

How & When to help Clients beyond Investments?

Speaker

Mohini Mahadevia

Founder, SOLUFIN

March 24th, 2021

Monthly MasterClass
Topic

Deep Dive and Feature Suitability of Top-Ups and Super Top-Ups

Speaker

Nisha Sanghavi

Founder, FYNOMICS

March 17th, 2021

Weekly UpSkill
Topic

How to read a Mutual Fund factsheet

Speaker

Saurabh Mittal

Founding Director, Circle Wealth Advisor

March 10th, 2021

Weekly UpSkill
Topic

Financial Consultancy for start-ups & Entrepreneurs

Speaker

Gaurav Karnik

Co-founder, S9 Finanical Planners

March 3rd, 2021

Weekly UpSkill
Topic

Canva: Easy Designing Tool for all your Marketing needs

Speaker

Priya Srinivasan

Knowledge Management, Network FP

February 24th, 2021

Monthly MasterClass
Topic

Marketing for IFAs : Is it actually required?

Speaker

Gaurav Mody

Founder & CEO, Finace

February 24th, 2021

Monthly MasterClass
Topic

Asset Allocation @ 50k

Speaker

Mukesh Jindal

Partner, ALpha Capital

February 17th, 2021

Weekly UpSkill
Topic

Client Segregation - Why and How to Categorize Clients into A,B,C

Speaker

Priyanka Ketkar

Director, Purple Finch

February 10th, 2021

Weekly UpSkill
Topic

New Economic Cycle driven by India's New Found Confidence

Speaker

Monika Halan

Author, Let's Talk Money

February 3rd, 2021

Weekly UpSkill
Topic

10 Ways in which Budget 2021 impacted Financial Professionals

Speaker

Aashish Somaiyaa

CEO, White Oak Capital
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