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Network FP ProMembership

Grow Your Clients, Assetbook & Income

Transform your practice with ProMembership, built on 14+ years and 1,500+ success stories.

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Membership Highlights

Network FP's ProMembership is India's most structured and practical continuous education program for Personal Finance Professionals (PFPs) driven by a strong community of growth-oriented & knowledge driven professionals.

UpSkills

Weekly sessions that you can attend live or watch recordings later

Toolbox

Ready-to-use tools, calculators, formats & templates

Exchange

Community of professionals & experts for Q&A

Directory

List publicly and make your profile discoverable to clients & prospects

Resources

Investor Awareness presentations (IAPs) and other Industry resources for quick access

Events

Industry level events for peer-peer networking, gain insights and get inspired from best practices.

UpSkills

Weekly sessions that you can attend live or watch recordings later

Toolbox

Ready-to-use tools, calculators, formats & templates

Exchange

Community of professionals & experts for Q&A

Directory

List publicly and make your profile discoverable to clients & prospects

Resources

Investor Awareness presentations (IAPs) and other Industry resources for quick access

Events

Industry level events for peer-peer networking, gain insights and get inspired from best practices.

Get Your Profile On India’s First Directory

Your advisor profile is your most powerful business asset—and ProMembership gives you exclusive access to India’s first dedicated directory for financial professionals. As a ProMember, you’ll:

Showcase a Verified ProMember Badge

Instantly signal your commitment to excellence.

Display Completion Certificates & Expert Badges

Highlight niche expertise—MF Specialist, NRI Authority, and more.

Secure Priority Placement in India’s Advisor Directory

Stand out at the top of search results and attract high-net-worth clients.

Who Should Join?

Promembership is built for finance professionals who want to learn continuously, stay relevant, and grow faster in today's competitive landscape.

NISM Exam Candidates seeking comprehensive, self-paced prep

New & Aspiring IFAs, CFP®/QPFP™ Candidates

Mutual-Fund Distributors & Wealth Managers

Insurance Consultants & Relationship Managers

Anyone exploring or growing a career in personal finance

NFP ProMembership UpSkill Series

NFP ProMembers get access to practical and advanced courses which financial advisors and distributors can attend virtually to build their competency and credibility.

MF Standards and Best Practices

This series equips PFPs with standards, processes, templates, and best practices to recommend suitable products, deliver quality services, improve efficiency, scale with teams, and ensure compliance.

16hr 40min

MF Categorization & Product Suitability

Mutual Fund Sahi Hai—but which category? Find the answer in this 24-hour program designed for personal finance professionals, delivered by fund managers from top AMCs.

23hr 20min

Alternate Financial Products

This UpSkill Series introduces you to Alternative Financial Products like AIFs, PMS, Real Estate, and Bonds. Enhance your expertise to assess these products, meet unique client needs...

16hr 0min

MF Standards and Best Practices

This series equips PFPs with standards, processes, templates, and best practices to recommend suitable products, deliver quality services, improve efficiency, scale with teams, and ensure compliance.

5hr 30min

MF Categorization & Product Suitability

Mutual Fund Sahi Hai—but which category? Find the answer in this 24-hour program designed for personal finance professionals, delivered by fund managers from top AMCs.

5hr 30min

Alternate Financial Products

This UpSkill Series introduces you to Alternative Financial Products like AIFs, PMS, Real Estate, and Bonds. Enhance your expertise to assess these products, meet unique client needs...

5hr 30min

View All Courses

Get 52 MFD Tools & Templates

Deploy 50+ calculators, templates, and checklists in client meetings—and include tool-generated case studies in your profile’s “Demonstrations” section to highlight practical expertise.

  • 1.1 – ARN EUIN Details
  • 1.2 – MFD Sub-Distributors List
  • 1.3 – Legal Registrations List
  • 1.4 – AMC Empanelments List
  • 1.5 – Products Services Offered List
  • 1.6 – Company / Firm Details
  • 2.1 – Company Firm Profile Template
  • 2.2 – Data Gathering Form
  • 2.3 – Risk Profiling Questionnaire
  • 2.4 – Master Client Database
  • 2.5 – Minutes of Meeting Template
  • 3.1 – AMC Schemes Tracker
  • 3.2 – MF Product Suitability Matrix
  • 3.3 – MF Selection (Equity, Debt, Hybrid)
  • 3.4 – Portfolio Review Template
  • 3.5 – MF Investment Calculators
  • 3.6 – Product Recommendation Templates
  • 4.1 – MF Financial Transactions Tracker
  • 4.2 – MF Non-Financial Transaction Tracker
  • 5.1 – Review Meeting Checklist
  • 5.2 – Review Meeting Tracker
  • 5.3 – Customer Feedback Form
  • 5.4 – Grievance Redressal Form
  • 5.5 – Client Communication Checklist
  • 6.1 – Team Master Database
  • 6.2 – Job Description Client Facing Role
  • 6.3 – Job Description Operations Role
  • 6.4 – Team Training Planner
  • 6.5 – Team Appraisal Form
  • 6.6 – Team Leaves Tracker
  • 6.7 – Daily Tasks Tracker
  • 6.8 – Team Salary Calculator
  • 7.1 – Contacts Database Organizer
  • 7.2 – Leads Organizer and Tracker
  • 7.3 – Content Marketing Planner
  • 7.4 – Client Meetings Tracker
  • 7.5 – Marketing Assets List
  • 7.6 – Referral Form Template
  • 7.7 – MF Client Objections Q&A
  • 8.1 – MFD Tech Stack
  • 8.2 – My Tech Stack
  • 8.3 – Tech Needs Assessment Tracker
  • 8.4 – Tool Comparison & Evaluation
  • 8.5 – Access Control Template
  • 8.6 – Data Security Checklist
  • 9.1 – Business Finance Tracker
  • 9.2 – Expense Ledger
  • 9.3 – P & L Statement
  • 9.4 – Business Projections Template
  • 9.5 – Monthly Progress Tracker
  • 9.6 – Financial & Taxation Checklist
  • 10.1 – AMFI DDQ & Audit Checklist
View All Tools

Upcoming Series : AI For Finance Professionals

  • 6 Weeks
  • Certificate of Completion
  • Starts on November 12th

The course helps financial advisors and distributors to understand AI and use AI tools for delivering more value and better experience to clients.

Join the AI Series

Member Success Stories

Network FP is doing a fantastic job of helping MFDs and RIAs upskill and grow their business. The annual ProMember program is excellent for staying up to date with industry trends, product and technology inputs, and practice development ideas and tools. The QPFP Program is designed to provide tools and practices to help in your interactions with clients. It also helps create a proper framework to deal with clients in a structured way and to quantify many of the discussions in an easy-to-understand manner.
Sandeep Bhargava
Mumbai
Network FP has helped me to Grow. Upskill sessions and Toolbar are very helpful. Network FP is platform that helps you to learn, unlearn and relearn. I feel proud to be a pro-members of Network FP. This 31 action points are definitely a value add. Lots of knowledge, skill and mindset has been develop by this action points.
Apeksha Kadam
Mumbai
Perfect platform for networking for personal finance professionals I have been a member of NFP for a couple of years. After completing my CFP, I was looking for a platform to gain exposure and address practical issues, and NFP proved to be a perfect one. NFP provides all the necessary ProTools to offer solutions to clients' problems. The QPFP course provided by NFP is excellent. NFP also conducts webinars and summits.
Karnam Prabhakar
Mumbai
3 cheers to Network FP. Happy to be a Pro Member and a Certified QPFP member with Network FP. I am so glad I signed up for this else I would have missed something so important as the learnings imparted by Network FP. From the course content to delivery, everything was impeccable. Well-planned and professionally delivered.
Purna Nivesh
Mumbai
An awesome platform for IFAs/MFDs.
Professional Organisation.
A True Mentor for Financial Advisors.
Proud that I am a Network FP Pro Member since they started.
Knowledge Sharing is awesome.
Manish Dodia
Mumbai
This has helped me in improving my business by 40% over last year. Weekly upskills and master class keep me updated and by interacting with fraternity members keeps me positive.
Yeshwant Shingwekar
Nasik
I am a NFP member for three years now and I see that the content quality just gets better every year. NFP is taking great efforts to better member's experience each year by taking constant feedbacks and acting on it. The weekly sessions and masterclasses definitely give a lot of value add. The summits and conference need a special mention; line ups as well as speakers are very good. Various tools created to help the members in practice needs a special mention.
Savani Katre
Mumbai
No better way to start the year with the knowledge and key takeaways given on a platter. For me, the best sessions had been on NRI Taxation / Trust / HUF & Intl Investing. NFP continues to amaze us with its wonderful contributions to the advisor fraternity. I am very happy that I am associated with NFP as a Pro Member. Thank you Mr.Sadiq , Priya and the fabulous NFP Team.
S Suresh Kumar
Mumbai
Network fp is best online platform… Network fp is best online platform which teaches pratical experience through industry experts. Also makes life easy of members through various Pro tools. It helps member to upgrade knowledge which ultimately takes the practise to next level. Highly recommended for financial advisors.
Rishit Shah
Mumbai
I have been part of Network FP for over four years. This community has only added more to my Financial Planning practice each year. I was recently given the opportunity to serve as a TaskForce member, and I must tell you, the way NFP functions and empowers their team to run the show is phenomenal. They put genuine effort to get you the tools, knowledge, and opportunity to deliver more in your field of work.
Siddharth Shankaran
Mumbai
I am associated with Network FP since my early career days, when I was a Derivative Strategist and was not much into financial advisory. Lot of my knowledge, skills & mindset has been developed by attending various sessions & workshops conducted by Network FP. It has something for all financial professionals in the country and binds the community together. The platform has given me lot of ideas and take aways which I keep on implementing in my practice be it making my business plan, managing team effectively, scaling up. The tools has helped me in providing lot of solutions to our clients and even managed to charge them for it. I can say it my best investment till date where I get maximum returns with the minimum investment.
Abhishek Mohta
Mumbai
Network FP Best Knowledge & Continuous Education Platform for Personal Finance Professionals. I have been a member of Network FP since last 8 years and seen how Sadique and his team have evolved over these years. They keep raising the bar and getting better with unique initiatives for Finance Professionals through their UpSkill Programs, MasterClass sessions, Annual Summit, Regional Conference. Network FP is a unique platform which keeps us updated with the latest developments in the industry- be it new products, new regulatory changes, compliance requirements and also how to grow our practice in an ethical manner, keeping CLIENT FIRST at the core of our Business.
Sangeeta Dasgupta
Mumbai
It has helped me learn and adopt some best practices followed by many successful finance professional . Im able to redefine myself professionally due to such knowledge exposure, which otherwise wouldn’t have been possible.
Ashish Ranjan Oraon
Mumbai
Network FP has played a very important role in learning new skills and improving processes in my practice. Joining them has been one of the best decision’s I have made after starting my firm. I would highly recommend it to every advisor/personal finance professional.
Aditya Singhania
Mumbai
View all Testimonials

Alone vs. Community

Financial advisors and distributors have a choice of building & growing their practice either with Do It Yourself (DIY) or Do it Together (DIT) approach. NFP ProMembership is build on DIT approach where the community helps each other to survive and thrive in the new age.

Membership BenefitsGrowing AloneGrowing with NFP Community
UpSkill SessionsWatch any free videos—no structure12 live, case-driven workshops per year with on-demand recordings
Resource KitsHunt for scattered templates online8 monthly curated packs: decks, calculators, checklists & SOPs
Expert ForumPublic groups with mixed advicePrivate, expert-only Exchange with vetted professionals
ProTools® LibraryDownload generic tools from web50+ plug-and-play calculators, templates & checklists
CredibilityNo formal recognitionVerified ProMember badge 
VisibilityLinkedIn or generic portalsTop-tier placement in India’s dedicated Advisor Directory

Pricing

ProMembership helps you build real competence through focused learning series, practical tools, and ready-to-use templates. Paired with a vibrant community for knowledge exchange, it strengthens not only your skills but also your professional credibility.

Join ProMembership

Annual Subscription

₹16,000 p.a. (+18% GST)

What's Included in ProMembership Subscription?
  • ProMember Standard: Full benefits as listed
  • ProMember Qualified: Priority listing for advanced credentials
  • 10+ UpSkill Courses
  • 50+ ToolBox Files
  • 10+ IAP Resources
  • 1000+ Forum Q&As
  • Member Discounts
  • Profile Creation
  • Directory Listing
  • Live Sessions

Payment Methods

Credit/Debit Card, UPI, Net Banking

Frequently Asked Questions

All weekly live sessions are conducted via Zoom Webinars. The link to join the session would be sent to your registered Email ID & the NFP Exchange WhatsApp group 15 minutes prior to the session.

All members get a unique Classroom Login with access to all recordings. The recording on the ongoing live sessions would be uploaded to your login by the end of same day.

Network FP reviews the payment and you get full access to recordings and your credentials via email within 2 working days.

Network FP arranges a knowledge session for it’s ProMembers every Wednesday. So anyone taking the membership can start attending the sessions live from the next falling Wednesday.

Yes, all members with active membership have the rights to download and use the various Excel Files, formats and templates for your practice. We also encourage you to put you own logo in the file while using the templates.

Yes! Once you have taken ProMembership, you would be added to a dedicated NFP Exchange group which is monitored and strictly used only for queries redressal by members to the fraternity and NFP updates. Give & Take is what is followed – answer queries to the questions posted by other members and other 250 members in the group answer your queries.

QPFP Curriculum has been very carefully designed understanding the needs of both financial advisors and their clients. Most sessions are taught using tools which act as a bridge between learning and implementation.

Senior Practicioners, Industry Experts and other veterans in specific subject matters are invited to take all sessions by our Program Taskforce. You may check the previous session conducted list here

NFP ProMember Program is designed for Individual usage only.

Every month we have atleast 2-3 sessions every month eligible according to the CFP Curriculum plus all members attending the conference get additional points day. Total points that that can be earned is anywhere between 30-45 points per year. Enough to meet your 15 points criteria.

All sessions eligible for CPD points as per the CFP Curriculum are followed by a Quiz which needs to be taken by the members. At the end of each month the points are directly reported to FPSB by the ProMember ACE Program Team.

Sessions would be eligible for ACE Points according to the 5 module curriculum of the QPFP Program. In the 50 sessions conducted through the year in the ProMember ACE Program, atleast 3 to 4 sessions would be eligible every month as the scope of QPFP would be broad compared to CFP eligible sessions. Any QPFP Certificant can claim upto 40-60 points throughout the year via the weekly sessions.

Become A ProMember Now!

NFP ProMembership Program is a yearly subscription that gives you access to attend weekly, monthly and annual sessions (live or recorded) for one full year. Experience and see the change in your practice right in the first year. 

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