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.

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
Suyash Choudhary
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
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