Excellent Finance Preneur (EFP) Dec 2023

Resources - Tools, Templates, Presentation and Calculators

Narendra kumar

Soumya Nag

Manish singh

Gubind Tilwani

Session 1 - EFP Orientation: How to create segment based Scientific Investment Solutions

Session 2 - How to provide Investment solutions for Youngsters and young married Couple Part-I

Session 3 - How to provide Investment solutions for Youngsters and young married Couple Part-II

Session 4 - How to provide Investment solutions for Youngsters and young married Couple Part-III

Session 4 - The journey to freedom - Bucket Strategy Financial freedom by Dharam sir

Session 4 - When I can Leave My Job Calculator by Dharam Sir

Session 5 - How to provide Investment solutions for Youngsters and young married Couple with children from age 25 to 50 Part - I

Session 6 - Topic: How to Create & Present Unique Investment Solutions to Married Couple with Minor Kids - Part 1

Session 7 - How to do basic financial planning for married couple with children from age 25-50 Part 1 A

Session 7 - How to do basic financial planning for married couple with children from age 25-50 Part 1 B

Session 8 - How to do advance financial planning based on Seven events

Session 9 -How to do Advance financial planning based on Seven Events Part 2

Session 10 - How to do advance Financial Planning based on Seven Events - Version 2

Session 11 - How to do financial planning for Senior Married Couple with Major Children based on Seven Events

Session 12 - How to Do Financial Planning & Provide Investment Solutions for Retired Clients

Session 13 - How to provide investment solutions for Corporate Executives and HNIs by Dharam sir

Session 14 - How to provide Investment solutions for Corporate and HNIs Part 2

Session 15 - Think and Grow Rich

Session 16 - How to provide investment solutions for Doctors Segment by Kumaresh sir

Session 17 - Naye Zamane ke Naye Goal by Dharam sir

Session 18 - IAP day for Doctors Segment by Dr Kumaresh sir

Session 19A - How to provide investment solutions for Special child widow and divorce

Session 20.1 - Everything You Should Know About N.R.I. Investing by Swamy Sir

Session 20.2 - Master Session In NRI Investing By Mukesh Patel Session 1

Session 20.3 - Master Session In NRI Investing By Mukesh Patel Session 2

Session 21 - Investment solutions for special child by Swamy sir