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.

December 11, 2019

Weekly Upskill
Topic

How to know Behavioural styles of your clients

Speaker

Bharat Jethani

Master Franchisee, ASENTIV Central India

November 27, 2019

Monthly MasterClass
Topic

Yours Virtually! The Making of a Digital Advisor

Speaker

Suresh Sadagopan

Founder Ladder7 Financial Advisors

November 27, 2019

Monthly MasterClass
Topic

Optimising New Client Acquisition with Customer Lifetime Value Analysis

Speaker

Vikash Raj

Head - Business Analytics, IDFC AMC

November 27, 2019

Montly MasterClass
Topic

RTGS toh suna tha, yeh RTDGS kya hai?

Speaker

N R Sudarshan

Vice President, CAMS Online

November 20, 2019

Weekly Upskill
Harsh Roongta
Topic

Who is an NRI? Citizenship vs Residency Status

Speaker

Harsh Roongta

SEBI Registered Investment Advisor, harshroongta.com

November 6, 2019

Weekly Upskill
Topic

How to Become a Digital Media Influencer by Dakshin Adyanthaya

Speaker

Dakshin Adyanthaya

Founder & Director, Pixelated Egg Digital Ventures Pvt Ltd

November 13, 2019

Weekly Upskill
Karan Batra
Topic

Knowing your Basics of NRI Taxation

Speaker

Karan Batra

Founder, Chartered Club

October 30, 2019

Weekly Upskill
Topic

How do you prepare for IAPs - The complete Guide

Speaker

Archana Bhingarde

Prosperity Coach, Prospero

October 23, 2019

Monthly MasterClass
Topic

The 15x15x15 Rule: A Reality Check

Speaker

Rajeev Thakkar

CIO and Director, PPFAS Mutual Fund

October 23, 2019

Monthly MasterClass
Topic

Clients For Life - Deepening client engagement through Life Planning

Speaker

Indresh Malik

Registered Investment Planner
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