Financial PATH 
SHALA
“The Core Purpose of Next Level Education and Financial Pathshala is to Help Financial Advisers to Become a Better Version of Themselves”
Option 1
Pathshala Subscription
Yearly Membership
₹9985
₹ 7985
+ GST
-
Weekly Pathshala for Self - MFD, RIA, CFP and Insurance Agents
-
Weekly Pathshala for your Employees
(Upto 5 logins)
Option 2
Special Training Modules for
Your Employees
₹9895
₹ 7895
+ GST
-
Focussed Competence Development Program (FCDP) for Your Employees
-
Intrapreneurship Development Program (IDP) for Your Employees
Combo Offer
Option 1 + Option 2
Yearly Membership
₹15895
₹ 12895
+ GST
-
Weekly Pathshala for Self - MFD, RIA, CFP and Insurance Agents
-
Weekly Pathshala for your Employees
-
Focussed Competence Development Program (FCDP) for Your Employees
-
Intrapreneurship Development Program (IDP) for Your Employees
The Masters
Dharmendra Satapathy
Puttaswamy B Gowda
Pathshala Segments
Mission
Our Mission is to Educate, Inspire and Empower You to Rise to the Next Level in Your Life and Business by Helping You To Discover and Become a Better Version of Yourself.
Vision
Our Vision is To Transform the Lives of One Million People by Creating an Army of Financial Evangelists
and
Empower Them To Make a Difference Wherever They Go and Whomever They Meet
by
Providing Them with the Requisite Training and Education on Personal, Technical and Business Skills.
FP Modules for Pathshala - Option 1
Goals Planning Module
How to Identify & Set Goals, How to Create Suitability Report with Product Solutions
Global Investing
Global Opportunities
Global Funds
Global Stock Investing
NRI Clients
Strategies to Aquire NRI Clients and Processes involved to manage NRI Clients
Tax Modules
Must Know Tax Rules & Provisions for Financial Advisors & MFDs
Marketing
Lead Generation, Digital Marketing,Insight Based Marketing,Cust Segmentation
Group Insurance
How to use GI strategies to generate leads
Basics of Finance & Economics
Demystifying Economic Jargon, Functioning of Economy, How Does Indian Financial System Work, Fin Markets Role & Functions
Personal Brand
Personality Development & Personal Brand Building
CRM
How to create WOW experience using CRM Solutions
Cash Flow Mgmt
Budgeting, Personal Net Wealth Balance Sheet, Financial Ratios,Yearwise CF Planning using Bucketing Strategies
Sales
How to increase your Closing Ratio, Ticket Size & Effective Selling Techniques
Financial Freedom
FF & F.I.R.E Strategies & Solutions
Fundamental Analysis
Fundas of Fundamentals
Top Down Approach
Bottom Up Approach
Value Investing
The HNI Business
Who, What, How to Approach and Mange HNI Clients and their Psychology and Expectation
Loans Management
Loans Analysis, Loans Structures & Loans Solutions
Behavioral Finance
Customer Bias & Advisor Bias, Emotional Management of Clients
Employer & Employee Insurance
How to approach Directors and Partners of companies
IAP
Science and Art of IAPs including a LIVE session for your prospective clients
Special Perks and Bonuses
Available with option 1 & 3
1. Book Review
- One Book Review Every Month Which are Relevant for Our Business and Personal Growth
- Key Learnings Summary
- Relevant Applications
- Recommendation of One Must Read Book
2. Monthly Regional Masterminds
- Multiple Region Masterminds
- Sharing of Key Learnings from Pathshala of the Month
- In Local Language
- Net Working
- Discuss Business Challenges and Get Solution from the Master Mind Group
3. Free Access to Pathshala Video Library
- Recording Reels of Last 52 Weeks
Team Development Programs - Option 2
“2 Levels Training To Develop Your Team”
- An Ultimate Solution To Develop Their Competence and Increase Their Commitment and Interest Level in the Work.
- To Develop Intrapreneurship Mindset for Your Employees
- To Scale Up Your Business and Automate Your Business
- To Help Your Employees Grow With You
“Outsource The Training to Us, You Just Relax and See Them Becoming a Better Version of Themselves and Becoming More Productive without your Involvement”
Level 1 – FCDP
Focused Competence Development Program (FCDP) for Your Employees in Addition Weekly Pathshala – 6 Modules – Over 8 to 10 Sessions Focused on Employees Competence and Skill Development
FCDP Modules for Your Employees
Client Onboarding
Mutual Funds, Life Insurance, Health Insurance General Insurance
Compliance
KYC, Tax Statements, Declarations,Suitability Check, Consent Records,Risk Profiling, ARN Renewals
Client Servicing
Change of Bank, Nominee, Address, Name, Residential Status, Investment Options
Products
Key Benefits, Features of Financial Products, MF, LI, HI, Equities, PMS, PPF & NPS
Claims Settlement
Life & Health Insurance
Technology
Word, Excel,Power Point, G Suites, Different Social Media Platforms and how to use them appropriately
Level 2: IDP Program
Intrapreneurship Development Program (IDP) for Your Employees – 10 Modules Over 12 to 15 Sessions
(4 Sessions With You and 6 Sessions with Your Employees)
Intrapreneurship Development Program (IDP) - A Special 10 Modules (4 + 6) Program Completely Outside of Pathshala Over 12 to 15 Sessions
- How to Transform from Employee Mindset to Intrapreneur Mindset
- How to Make Your Employees As Your Business Partners & Make Your Mission as their Mission
IDP Modules for Your Employees
Self Awareness Module
Clarity of Where They Are, Where" They Want to Go and Where They Will Be At. Current Approach & What They Should do to Reach the Desired Place
Job Clarity Module
Clarity of Job Descriptions, Role, Responsibility1KRA,. KPI"
Personal Growth Module
Creation of Personal Aspiration and Personal Growth Blueprint
Business Culture Module
Mission, Vision, Purpose1 Culture, Code of Honors, Core Values and Principles - WllFTM"
Business Growth Module
"Why, What, Where How Much and The How of Business Can Help them to Grow in Personal and Professional Life"
Personality Dev Module
DISC Profiling & Personal GAP Analysis and Action Plan to Improve.
Branded Videos & Images
A set of 48 Images and 12 Videos overlaid with your brand and contact details that you can use to reach out to current customers and prospects on social media.
What Our Members Have To Say
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.
Dharmesh Punjabi
Mumbai
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.
Nikhil Thakkar
Gujarat
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.
Jigish Patel
Mumbai
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.
Nikhil Verma
Ahmednagar
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.
Vijay Ghosalkar
Mumbai
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.
Sanjay Kulkarni
Ahmednagar
Option 1
Pathshala Subscription
Yearly Membership
₹9985
₹ 7985
+ GST
-
Weekly Pathshala for Self - MFD, RIA, CFP and Insurance Agents
-
Weekly Pathshala for your Employees
(Upto 5 logins)
Option 2
Special Training Modules for
Your Employees
₹9895
₹ 7895
+ GST
-
Focussed Competence Development Program (FCDP) for Your Employees
-
Intrapreneurship Development Program (IDP) for Your Employees
Combo Offer
Option 1 + Option 2
Yearly Membership
₹15895
₹ 12895
+ GST
-
Weekly Pathshala for Self - MFD, RIA, CFP and Insurance Agents
-
Weekly Pathshala for your Employees
-
Focussed Competence Development Program (FCDP) for Your Employees
-
Intrapreneurship Development Program (IDP) for Your Employees
