Join the

fastest growing profession in India.

Financial planning consultant.

The need

• The incomes are growing.

• The expenses as well.

• People hardly getting a time to think about their financial management.

• In market there are lot of agents who want to sell their products to clients.

• People are getting aware about the value of unbiased financial advice.

• Lot of awareness is created by media for this.

• Abundant of information and financial products are available to client making him confused.

• No job security.

• Tremendous stress at the workplace.

What client is looking for

• For a help in making financial decisions.

• Want to have a trusted friend who can guide him through this complex

financial management keeping his interest first.

• Want to have a professional approach towards money management.

• Want to be secured and having peace of mind.

• India is a country of 110 + crores in population.

• Having at least 25 crores families.

• At least 20% families requires financial planning services so the potential is

5 crores families in India.

Scope of services

Scope of services in Pune

• Pune has a population of 40 lacs.

• Having at least 10 lac families.

• At least 20% families requires financial planning services so the potential is

2 lac families in Pune.

What are the source of income ?

• There are three ways how you can earn money .

• 1. professional fee.

• 2. Commission out of implementation of suggestion.

• 3. Fund management fees.

What could be the income potential ?

• It mainly depends on the clients you acquire and your involvement in this

profession.

• The income potential can be in the range of INR 15,00,000 to INR

40,00,000/- per year in the span of 5 years.

What this training programme is ?

• Training programme is designed to equip you with all aspects of setting up

your own financial planning practice in a fee based model.

• This will involve class room training, compulsory assignments, Role plays

and on field training.

• This is based purely on practical experience.

Contents of the training programme

Contd…

• A knowledge of different aspects of financial plan

designing

• Financial risk analysis and Insurance planning.

• Cash flow management and optimization.

• Financial products in the Indian market.

• Investment planning and portfolio creation.

• Tax planning.

Contd…

• A knowledge of steps in financial planning,

• Client meeting and creating a professional relationship.

• Data gathering.

• Goal setting.

• Cash flow analysis. ( Excel tool for designing FP )

• Insurance suggestions.

• Investment portfolio creation.

• Implementation.

• Monitoring and review.

Contd…

• Special skills required:

• Attitude for practice and goal setting.

• Communication skill.

• Objection handling.

• Professionalism.

• Presentation skills.

Contd…

• How to build business

• Planning a business plan.

• Sourcing and approaching clients.

• Corporate events.

• Marketing of the services, different avenues available.

• The allied materials required for same.

Help in acquiring some certifications

• We will facilitate you to acquire some financial Qualifications which is not

a part of this training programme but will help you in setting up your

practice Like IRDA , mutual fund Advisor and CPFA

Training schedule

• This is a total 52 Hrs training programme.

• The trainings are 2Hrs twice in a week for 13 Weeks.

• Have to complete regular assignments per week.

Fee structure

• Rs. 50000/-

• 20000/- + 10000/- three installments per quarter .

Thank You

ARB Financial Consultants1st floor Snehshanti, Shivchatrapati Housing Society, Navi Peth Pune 30

•www.arbfinancials.com •arbfinancials@gmail.com