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Designed Exclusively for Beginners and Aspiring Mutual Fund Distributors
About the course
About the course
The Foundation Certification Crash Course is a unique course crafted
exclusively for Beginners, Aspiring, and Second-Generation Mutual Fund Distributors (MFDs).
It helps to gain practical skills with tools, techniques and provides them with a strong foundation to get, set, and grow their business.
Aim of the Foundation Certification Crash Course:
To empower beginner, aspiring and second-generation MFDs with essential elementary skills such as:
Identify Prospective Clients
Share Financial Awareness
Identify Investors’ Goals
Suggest Investment Schemes
Assist Clients in Executing Transactions
Course Details:
Duration: 2 Weeks
Training Group Sessions: 3
Smart Toolkit: 1
Medium: Hybrid (Online + Offline)
Why FFWE for Second-Generation MFDs?
Legacy Building: Strengthen and expand your family’s financial business.
Modern Skills: Learn updated methods for client acquisition and financial planning.
Confidence Boost: Navigate the transition into a professional role with expert support.
Recognition: Earn a credible certification to showcase your expertise.
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