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What are our Skills Development Workshops?
What are our Skills Development Workshops?
Our Skills Development Workshops are dynamic programs designed to equip Mutual Fund Distributors (MFDs) and Certified Financial Planners (CFPs) with practical skills and actionable tools to enhance their skill sets through our certification workshops.
These workshops focus on specific skills such as new client acquisition, lead generation & management, data management & analysis, and employee management & development, all aimed at growing the business.
special skills development WORKSHOPs
special skills development WORKSHOPs
NEW CLIENT
ACQUISITION (NCA)
Master converting prospects into clients with result-oriented tools and techniques.
LEAD GENERATION & MANAGEMENT (LGM)
Master the art of identifying and collecting qualified leads to build a strong prospect pipeline.
DATA MANAGEMENT & ANALYSIS (DMA)
Learn to organize, analyze, and leverage data for strategic decision-making.
EMPLOYEE MANAGEMENT & DEVELOPMENT (EMD)
Equip yourself with skills to manage teams effectively and foster growth within your organization.
Duration:
Duration:
Online: 1 Hour 30 Minutes | Offline: 2 Hours
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