Objective of the program:--
As part of
empowering existing IFA for Business excellence, a summary program has been
conceived and launched. This program is for working IFA who are willing to
learn new skill set and are ready to accept Knowledge up-gradation as route to
success. Our Industry expert and successful IFA in the field of financial
intermediation has compiled the challenging areas and its remedy through series
of program. The total program has been designed in 12 episode, each catering to
one day a month engagement. The faculty for the program has been shortlisted
from a cache of All India List. The
program topics balances between soft skill and domain knowledge both.
Program Details: ----
The full day event
has been divided into 12 parts in a calendar year. The topic as illustrated
below have been pre decided. The participant are apprised on practical aspect
of the topics and one to one supervision during the training day is ensured to
see optimum benefits. The participant shall be provided with need based working
and support material to carry. Soft copy of presentation wherever required
shall also be provided with. We will ensure periodic mock test during the pendency
of program is conducted in an on line or off line format.
1)
Identifying
the mind set of advisors by psychometric analysis.
2)
Attitude
and growth – mind set development
3)
Calculation
required to make a financial plan
4)
How
to select an equity mutual fund based on parameter.
5)
How
to use technology to grow your business- BSE/NSE platform/ Google App.
6)
Marketing
strategy for client acquisition.
7)
Behavioral
finance
8)
Business
model and their adaptability
9)
Business Strategy : Spin selling
10)
Money Management / Alternate investment and
opportunity
11)
Macro parameter and how they affect market
return.
12)
Presentation Skill – IAP presentation.
