IFAN - Services

Services


Training & Education

Update and upgrade yourself to the next level of advisory business. IFAN conducts training programs on regular intervals on topics like financial planning, how to grow your business faster, how to improve your relationship with your customers and many more.

This would help to increase your network and create the demand for your services. IFAN will educate you on all new products & formats and also assist you in acquiring certifications in various programs.


Training

(click on the module name to view detailed curriculum)

Module 1:Understading your clients & their needs

Module 2:Financial Overview & Planning

Module 3:Product offerings

Module 4:Leadership & Soft Skills


Education

IFAN is a chartered member of AAFM ( American Academy of Financial Management) & FPSB for providing various trainings and certificate programs that Associates can take advantage of.

CWM - Chartered Wealth Management

  • Only Premier Global Designation in Wealth Management
  • License to Global Jobs in Banks as Wealth Managers
  • Banking, Equity Analysis, Mutual Fund, Taxation, Insurance & Relationship Management
  • On-Shore & Off-Shore Wealth Management

CTEP - Chartered Trust & Estate Planning ( Trust & Succession Planning )

  • Only super specialized program in Trust & Estate Planning
  • Study international Trust & Estate Planning including UK, USA & Singapore
  • Various tools like Trust, Will, Probate, POA etc. are covered
  • Edge over other advisor by adding succession planning advice

CREP - Chartered Real Estate Professional

  • Module I - Introduction to Real Estate
  • Module II -Legalities of Real Estate
  • Module III - Real Estate Valuation & Analysis
  • Module IV - Practical Aspects of Real Estate
  • Module V - Advanced Real Estate Practices


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Toll free : 1800 22 6784
( Only for BSNL/MTNL telephones )

022 4061 7990
advisor@ifan.co.in

© Copyright -2015 IFAN. All rights reserved

© Copyright -2015 IFAN. All rights reserved

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