Family's financial wellness expert (FFWE) Certification program

◄ eXCLUSIVE FOR aSPIRING mfds AND cfps ►

Designed for individual entrepreneurs, the Family's Financial Wellness Expert (FFWE) Certification Program

equips you with the skills and strategies needed to plan, launch, and scale a successful business. From business fundamentals to market strategies, this program prepares you to turn your vision into reality.

Aim of the Family's Financial Wellness Expert (FFWE) Certification Program:

This coaching program aims to help entrepreneurs implement business processes using innovative tools and techniques, thereby increasing their business productivity and revenue.

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Weekly Group Sessions:

48 Family's Financial Wellness Expert (FFWE) Sessions

Duration:

Online: 1 Hour
Offline: 2 Hours

Signature Services of the Program Details:

Special Signature Toolkit Annual Subscription

Access to an exclusive subscription to the Signature Toolkit, featuring resources, templates, and tools tailored to enhance your sales and servicing skills.

Data Management Support Session

Assistance to organize, analyze, and manage the company's data effectively, ensuring better decision-making.

Special Hand Holding / Business Counselling Session for Business Head

Personalized guidance for business heads and teams to overcome challenges, strategize solutions, improve teamwork, and grow the business.

Skills Development Individual Practice Session

One-on-one personalized practice sessions to improve the skill sets of front office employees.

Assistance to prepare Company's Introduction PPT, Articles and Presentation Content Assistance

Assistance for creating professional Company’s Introduction, presentations and articles

Special Skills Development Workshops

Special Workshops to enhance specific skill sets like new client acquisition or lead generation for Relationship Managers.

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