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”

“Outsource The Training to Us, You Just Relax and See Them Becoming a Better Version of Themselves and Becoming More Productive without your Involvement”

Pathshala's Commitment

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

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
Dharmesh Punjabi
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
Nikhil Thakkar
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
Jigish Patel
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
Nikhil Verma
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
Vijay Ghosalkar
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
Sanjay Kulkarni

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
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Call: +91 88282 91971
eMail: info@nextlevel.in