QPFP® ProTools

QPFP ProTools turn learning into action with practical tools designed for real client situations.

How ProTools Enhance Your Learning?

Session Integration

Each module’s core concepts come with matched ProTools® for in-session practice.

Immediate Application

Use the exact calculators and templates with your clients within hours of the live class.

Reinforced Mastery

Hands-on tool use cements theory into practice, boosting retention and confidence.

ProTools
Categories

There are 4 types of ProTools in this category to help professionals apply concepts confidently in real client conversations.

  • Time-Value-of-Money Calculator
    Compute PV, FV, rate, and payment schedules in one click.
  • Rate-of-Return (ROR) & IRR/XIRR Tools
    Analyze nominal vs. effective returns, tax-adjusted performance, and multi-period cash flows.
  • PFP Capability Analyzer
    Benchmark client readiness across risk, goals, and cash-flow management.
  • Client Goals Matrix
    Map and prioritise short-, medium-, and long-term objectives with SMART scoring.
  • Behavioural Finance Checklist
    Identify biases and craft tailored communication strategies.
  • Mutual Fund Suitability Matrix
    Compare fund categories, expense ratios, and past performance.
  • Debt Instrument Analyzer
    Evaluate credit quality, yield curves, and maturity structures.
  • Alternative Investment Comparison
    Side-by-side view of AIFs, PMS, real estate, and other asset classes.
  • Onboarding & KYC Checklist
    Ensure every document and disclosure is collected, verified, and recorded.
  • Regulatory Best-Practices Guide
    SEBI, AMFI, and IRDA compliance workflows at your fingertips.
  • Review & Monitor Template
    Standardise quarterly portfolio reviews with client-friendly summaries.

Benefits of Using ProTools

Unlock Full Access With QPFP

As a QPFP® candidate, you receive all ProTools throughout your program. 

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