June 2nd, 2021
Weekly UpSkill
Topic
Getting Started with Income Tax Filing as a Service + ProTool
Speaker
Vivek Damani
Founder, Jeevan Prabandhan
May 26th, 2021
Weekly UpSkill
Topic
How to Help Families Organise & Store Financial Information & Documents?
Speaker
Nirmal Rewaria
CEO, MyWealthProtector
May 19th, 2021
Weekly UpSkill
Topic
How to become a pro at handling Client Objections
Speaker
Bhuvanaa Shreeram
Founder CEO, Plan2Prosper
May 12th, 2021
Weekly UpSkill
Topic
MWP Act - Complete Why and How to attach this to policies
Speaker
Chhaya Kothari
Proprietor, C K Financial Advisory
May 5th, 2021
Weekly UpSkill
Topic
Covid related Insurance Policies, Issues & Claim Settlement
Speaker
Mahavir Chopra
Founder, Beshak.org
28th April, 2021
Monthly MasterClass
Topic
Value Chain of Debt MFs & How to exercise control over it
Speaker
Suyash Choudhary
CIO - Fixed Income, IDFC Mutual Fund
April 21st, 2021
Weekly UpSkill
Topic
Collaboration Models for Practitioners
Speaker
Balvir Chawla
Director, Finnovators
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