Build a Financial Plan
In Just 2 Hours!
Build a Successful
Comprehensive Financial Plan
from Scratch
Elevate your Financial Advisory Business.
Why Participate in This Workshop?
Date
28th Sept 2024
Difficulty
Medium
Duration
10am - 2 hours
Mode
Online -English and Hindi
Your Coach for 2 Hours:
Sunita Rao CFA
Founder - SunYta
Chartered Financial Analyst
Fellowship in Life Insurance
Arbitrator
India’s Highest Rated Finance Trainer - 4.95 Stars
Why Participate in This Workshop?
Learn what is financial planning and its importance in your advisory
How you can set yourself apart form a Single product advisor or distributor.
Learn all the different components of financial planning
Gain more value, respect, and recognition for your existing clients and gain new client with confidence.
Acquire Comprehensive Financial Plan construction skills in Just 2 Hours
Elevate your existing wealth advisory business by adding financial planning
Learning financial planning will also elevate your confidence to talk to new and existing clients
Distinguishing yourself in a fiercely competitive advisory space.
Implementing techniques systematically plan and execute the finances.
Attaining growth, gaining recognition, and receiving due value for your skills.
Deploying strategic approaches to ensure continual professional advancement.
This workshop is designed to benefit
Mutual Fund Distributors and Registered Investment Advisor
Independent Financial Advisors , Insurance Advisors, Tax Advisors
Family Office Managers
Personal Wealth Managers
Boutique Investment Firms
Students aspiring to enter into Finance sector
*Anyone who has been in the field of financial advisory or investment advisory can take part from this webinar.
Learn the components of Financial Plan
Part 1
Data Gathering
Documentations required for engagement
Economic and Inflation Outlook
Risk Profile Analysis
Income Expense Statement
Part 2
Net-Worth Analysis
Investment Planning
Asset Allocation
Tax Planning
Insurance Planning
Part 3
Goal Planning
Goal Mapping
Goal Integration
Cash Flow Statement analysis
Insurance Planning
Part 4
Financial Planning Tool
How to effectively use it
Generate Financial Plan Report
Plan execution
Track your plan in real time
EXCLUSIVE ADDITION
Unlock Free Bonuses
(Those who remain for the entire masterclass will receive this Exclusive Bonus)