WELCOME TO

Next Level Education

Through our scientific life management process, we aim to empower financial advisors and MFDS to become financial entrepreneurs.

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Stand Out with

Professional Certification In Financial Planning - CFP

Through our scientific life management process, we aim to empower financial advisors and MFDS to become financial entrepreneurs.

learn more

ANNUAL WEALTH FESTIVAL

Samruddhi

A wealth festival for financial experts is an event that brings together professionals in the financial industry to share their knowledge and expertise on a variety of topics related to building and managing wealth.

Coming Soon

Welcome To Next Level Education

Next Level Education is the premier financial education platform in India, providing an extensive selection of courses and resources to empower individuals to make informed financial choices. Led by experienced finance professionals, our classes offer in-depth knowledge of the industry, enabling participants to gain a comprehensive understanding of finance.

Our dedicated team is committed to providing personalized support and guidance to ensure a seamless and successful experience on our platform. Our ultimate goal is to aid you in achieving your financial objectives and becoming a proficient investor

 

More than 1000 Students

Course & Mentorship for every stage of your business.

Professional & Expert Guidance

All courses & seminars curated & desinged by experienced proffesionals.

Live Classes & Online Access

Weekly live sessions along with archives for members.

Stay On Top Of Your Financial Game

We offer a variety of courses designed to meet the needs of different learners. Our courses range from beginner to advanced levels, so there is something for everyone.

Upcoming Event

Samruddhi Wealth Festival

The Next Level Education Wealth Festival is a highly anticipated event that brings together over 200 industry leaders, MFDs, and RiAs to discuss the future of the wealth industry. The festival focuses on key topics such as disruption management, change management, learning and unlearning, and building systems, processes, and teams. The event is organized annually and provides a valuable opportunity for attendees to gain insight into the latest trends and developments in the wealth management industry.

Financial Pathshala

Pathshala is a continuous learning platform that fosters a community of like-minded individuals who are always eager to learn, solve their clients’ problems and assist them in leading amazing lives by providing them with best money management service.

Certified Financial PlannerCM

CFP certification is a globally recognized standard of excellence in financial planning and is the most sought-after designation for financial professionals. It is a comprehensive program that covers all aspects of financial planning, including investments, taxes, retirement planning, estate planning, and insurance.

Get in Touch

 Join us today and take your financial knowledge to the next level!

Our Members Testimonials

Sanjay Kulkarni

I was doubtful whether an IFA could charge fees but MFP gave me the confidence to charge fees. Manufacturing Time, ABCD Analysis, MANIA, GIFT are amazing concepts. I urge all IFAs to do MFP & experience transformation.

Nikhil Thakkar

MFP Taught us the process of scrutinizing clients, Process of allocating time and energy based on ABCD Categorization. Gifts revealed the secret of selling. Sincerely appreciate the program & passion of Swamy Sir and Dharmendra Sir – Please Continue this great work for IFA Fraternity.

Jigish Patel

Importance of ‘’ Always be Closing’’ and how to implement it made a huge difference in my business. Secondly, the strategy to serve the most profitable client segment has shown me the path to success.

Nikhil Verma

MFP has given me confidence and shown me a faster way to succeed in business. Thank you for being my mentor and showing me the right way going forward.

Vijay Ghosalkar

Thank you Swamy Sir and Dharmendra Sir for your valuable inputs. This program has upscaled my knowledge. I am confident that I would be financially free in 5 years.

Dharmesh Punjabi

Had a Great Experience. Got a lot of clarity in how to run my business. Thank you, Mr Dharmendra and Mr Swamy. You guy’s rock.