KFintech Unnati, aimed at conducting most required training interventions for MF IFAs around “skill development & vocational training” through classroom training. As part of initiative, we support IFAs to acquire selling skills, understand several tools, critical financial ratios, leveraging social media and so on. Besides the above, IFAs are guided on how to analyse industry data as well.
Indicative curriculum of the skill development & vocational training program includes :
Basic
Financial Mathematics
Clients’ need based
solution
Dealing with
clients in volatility
The Future of MF
Industry in India
Understanding
Sensex and Mutual Funds
Client Acquisition
and Sales Model
Leveraging
Social media
Concepts of Yield and
Duration
Indian Economy – Present
& Future
Format of the interaction would be 4-hours classroom training with participant interaction, offered in your local language, followed by dinner. We have successfully conducted two such trainings at Hyderabad and Visakhapatnam. It is scheduled to cover 25+ locations in the next few months.
Watch this space for more details