Next Level - EFP

Resources - Tools, Templates, Presentation and Calculators

Session 1 - Introduction

Session 1.1 - Segment Based Scientific Investment Solutions

Session 1.2 - How To Do Basic Financial Planning For Youngster From Age 21 - 27

Session 1.3 - Holiday Calculator

Session 2.1 - Young Married Couple - Financial Situation, Behaviors & Psychology

Session 2.2 - Young Married Couples - Challenges

Session 2.3 - Young Couples - Typical Financial Goals & Needs

Session 3.1 - 7 Thumb Rules of Money Management

Session 3.2 - Investment Asset Classes

Session 4.1 - The Journet to Freedom - Bucket Strategy Financial Freedom

Session 4.2 - When I Can Leave My Job Calculator

Session 4.3 - Youngster & Young Couples - Financials Solution

Session 4.4 - Financial Freedom for Youngster & Young Couples

Session 5.1 - Ideal Ready Presentation For Married Couple with Children from Age 25 - 50 - (Part 1)

Session 5.2 - Ideal Ready Presentation for Married Couple with Children from Age 25 - 50 - (Part 2)

Session 6 - How to CREATE & PRESENT UNIQUE INVESTMENT SOLUTIONS TO MARRIED COUPLE WITH MINOR KIDS - part - 1

Session 7.1 - How To Do Basic Financial Planning for Married Couple with Children from Age 25 - 50 - A Part 1

Session 7.2 - How To Do Basic Financial Planning for Married Couple with Children from Age 25 - 50 - A Part 2

Session 7.3 - How To Do Basic Financial Planning for Married Couple with Children from Age 25 - 50 - B Part 1

Session 7.4 - How To Do Basic Financial Planning for Married Couple with Children from Age 25 - 50 - B Part 2

Session 8.1 - How To Do Advance Financial Planning Based On Seven Events Part - 1

Session 8.2 - How To Do Advance Financial Planning Based On Seven Events - Part - 2

Session 9.1 - How To Do Advance Financial Planning Based On Seven Events - Part - 2 (1)

Session 9.2 - How To Do Advance Financial Planning Based On Seven Events - Part - 2 (2)

Session 10.1 - How To Do Advance Financial Planning Based on Seven Events - Version 2 - Part 1

Session 10.2 - How To Do Advance Financial Planning Based on Seven Events - Version 2 - Part 2

Session 11.1 - How To Do Advance Financial Planning for Senior Married Couple with Major Children Based on Seven Events - Part 1

Session 11.2 - How To Do Advance Financial Planning for Senior Married Couple with Major Children Based on Seven Events - Part 2

Session 12.1 - How To Do Financial Planning & Provide Investment Solutions for Retired Clients - Part 1

Session 12.2 - How To Do Financial Planning & Provide Investment Solutions for Retired Clients - Part 2

Session 13.1 - How To Provide Investment Solutions for Corporate Executives and HNIs - Part 1

Session 13.2 - How To Provide Investment Solutions for Corporate Executives and HNIs - Part 2

Session 14.1 - How To Provide Investment Solutions for Corporate Executives and HNIs - Part 2 (1)

Session 14.2 - How to provide investment solutions for Corporate Executives and HNIs - PART 2 (2)

Session 15 - Think and Grow Rich

Session 16.1 - How to provide investment Solutions for Doctors Segment - Part 1

Session 16.2 - How to provide investment Solutions for Doctors Segment - Part 2

Session 17 - Naye Zamane Ke Naye Goal

Session 18.1 - IAP day for Doctors Segment - Part 1

Session 18.2 - IAP day for Doctors Segment - Part 2

Session 19.1 - How To Provide Investment Solutions for Special Child Widow and Divorce - Part 1

Session 19.2 - How To Provide Investment Solutions for Special Child Widow and Divorce - Part 2

Session 20.1.1 - Everything You Should Know About N.R.I. Investing - Part 1

Session 20.1.2 - Everything You Should Know About N.R.I. Investing - Part 2

Session 20.2 - Master Session In NRI Investing - Part 1

Session 20.3 - Master Session In NRI Investing - PART 2

Session 21 - Investment Solutions for Special Child

Session 22 - The Psychology of Investor