Скачать или смотреть Due Diligence Process for MFDs & RIAs | Abhinesh Kumar | Network FP | ProMembership

Shield Your MF Practice: Learn from Real-World Pitfalls

Behind every successful financial advisor & distributor lies a foundation of robust processes and due diligence. These aren't just checkboxes; they're shields against legal pitfalls.

The 6 week online UpSkill Series on MF Standards and Best Practices delivered by industry leaders kicks off on Wednesday, August 21st!

Learn how to set-up processes & standards to;

✅ Recommend right MF products to your clients
✅ Deliver high-quality service to your clients
✅ Increase efficiency i.e. do more with same time
✅ Scale your practice with team members
✅ Be compliant with SEBI & AMFI guidelines

This 6 Week Series is free for NFP ProMembers, ₹6000+ for Non-Members
Know more about series & get tickets here - https://upskill.networkfp.com/

Register for ProMembership- https://nfp.li/Rgst-ProMembership

#duediligence #SOP #FinancialAdvisory #nfp2024 #nfpregional #personalfinance #pfp