Mutual Fund Standards and Best Practices for MFDs & RIAs

This NFP UpSkill series is designed to help Mutual Fund advisors and distributors with standards, processes, templates and best practices which can help them to; Recommend the right products, deliver high-quality services, increase efficiency, scale practice with team and be compliant with SEBI & AMFI guidelines

Network FP UpSkill Series for ProMembers

Live Sessions - August 21st to September 25th | Every Wednesday | 9:30 AM - 12:30 PM

Master, implement & benefit from 6 key areas of mutual fund practice either as an MFD or RIA

NFP ProMembers get program free. Non-Members can register for program only or become a ProMember.

Focused Educational Program for NFP ProMembers

Build a Gold Standard Mutual Fund Practice

This UpSkill series will help MFDs / RIAs 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

Program Schedule

The UpSkill Series is spread across 6 modules and 24 topics covered in 6 weeks

What MF Professionals Say About Network FP?

Narayan Ambulgekar

Bengaluru

Awesome Resources created by NFP Team. Very easy to use & keep them handy during Client Meetings. Planning to make a bunch of some of these resources & send it to new clients along with our Welcome Kit.

Alirio Botelho

Panaji

Found the suitability matrix really useful. It helps to structure the thought process and not have to research for each client. Risk profile questionnaire with clearly demarcated three sections helps in covering all aspects of risk profiling. Would love to see some questions in the risk profile questionnaire in the form of riddles where the client can't figure what we are trying to gauge, makes it fun for the client and we get proper unfiltered answers.

Rajeev Goel

Gurgaon

This session was a very nice recap. Along with we were able to evaluate which schemes we are currently using, and how many more we can use. This in a way tells us how we can re-appoach our customers. Thanks for the session.

Program Trainers & Speakers

The sessions will be developed and delivered by mutual funds industry leaders and experts who deeply understand the mutual fund industry ecosystem, MF professionals and their investors.

Content Supporters

The following organisations from the MF Industry are supporting the content development for this series.

Register Now

Network FP ProMember get this series for free along with all 9 Annual Membership benefits. Non-members can register for this program only or become a ProMember, if eligible.


Join Series Only
MF Standards
& Best Practices

₹6,000

  • 6-Week Series
  • Free NFP Learning Account
  • Recordings for 1 Month
    • Become a ProMember
    & Get Series for Free

    ₹12000

    • 50+ UpSkills Sessions
    • 30+ Advance ProTools
    • 15+ IAPs & Resources
    • 100+ ClientConnect Assets
    • 1000+ Q&As on Exchange
    • Recordings for 1 Year
    • And many more benefits...

    Network FP is India’s Leading Online Knowledge Platform for Personal Financial Advisors. Network FP’s various programs and events are designed at helping financial advisors build and grow their practice / career.

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