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.
September 11, 2019
Weekly Upskill
Topic
Why & How Estate Planning can be part of your Advisory Practice?
Speaker
Priyesh Sampat
Financial Wellness Coach & Succession Consultant
September 4, 2019
Weekly Upskill
Topic
Empower, Digitalize, Grow & Elevate (EDGE) your Business
Speaker
Mayank Neema
Regional Team Manager(West), CAMS
August 28, 2019
Monthly MasterClass
Topic
Ethical Investment Opportunities in India
Speaker
M S Shabbir
Managing Director - SenSage Financial Services Pvt. Ltd
August 28, 2019
Monthly MasterClass
Topic
Fixed Income | Principles for designing a robust decision-making framework
Speaker
Suyash Choudhary
Head - Fixed Income at IDFC Asset Management
August 28, 2019
Monthly MasterClass
Topic
Financial Planner of the Year | Why Advisors Should Participate in Financial Planning Competitions?
Speaker
Vivek Rege
V R Wealth Pvt Ltd
August 21, 2019
Weekly Upskill
Topic
Minimum Revenue per Client (MRPC)
Speaker
Sadique Neelgund
Founder, Network FP
August 7, 2019
Weekly Upskill
Topic
How to showcase a client's portfolio in the best manner?
Speaker
Sunil Jain
Founder, Investwell
July 31, 2019
Weekly Upskill
Topic
Mutual Fund Analysis, looking beyond past performance
Speaker
Akshat Hariya
Sr. Research Associate, Multi-Act Equity Consultancy Pvt Ltd
August 14, 2019
Weekly Upskill
Topic
Utilization of SIP + SWP Tool from ToolBox
Speaker
Hemant Agarwal
Founder, Rupaiyaah
July 17, 2019
Weekly Upskill
