18 Sept 2024
UpSkill Series- MF Standardization & Best Practices
Topic
Week 5 - MF Practice Management
Speaker
Sanjay Shah, Aditya Agarwal, Misbah Baxamusa
11 Sept 2024
UpSkill Series- MF Standardization & Best Practices
Topic
Week 4 - MF Client Servicing
Speaker
Sunil Jain, Amit Basu, Ronak Hindocha, Ashish Sethiya
4 Sept 2024
UpSkill Series- MF Standardization & Best Practices
Topic
Week 3 - MF Product Transactions
Speaker
Rahul Karwa, Anubhav Chaturvedi, Aakash Bansal, Monali Chitnis
28 August 2024
UpSkill Series- MF Standardization & Best Practices
Topic
Week 2 - MF Research & Analysis
Speaker
Himanshu Srivastava, Dwaipyan Bose, Debabrta Majumdar, Brijesh Dalmia
21 Aug 2024
UpSkill Series- MF Standardization & Best Practices
Topic
Week 1- MF Client Onboarding
Speaker
Abhinesh Kumar, Abdulla Chaudhari, Anurag Saboo, Sadique Neelgund
17 July 2024
UpSkill Series- MF Categorization & Product Suitability
Topic
Week 8- Client Connect & Investor Awareness Program for clients & prospects
Speaker
Sadique Neelgund, Gajendra kothari, Puneet Oberoi, Amit Trivdei
10 July 2024
UpSkill Series- MF Categorization & Product Suitability
Topic
Week 7- Live Quiz
Speaker
Network FP ProMembers
3 July 2024
UpSkill Series- MF Categorization & Product Suitability
Topic
Week 6- MF Resources
Speaker
Sadique Neelgund
26 June 2024
UpSkill Series- MF Categorization & Product Suitability
Topic
Week 5- ProTools
Speaker
Sadique Neelgund
19 June 2024
UpSkill Series- MF Categorization & Product Suitability
Topic
Week 4- MF Product Categorization & Suitability
Speaker
Rahul Goswami, Anil Ghelani, Sonam Udasi