Fisco - Financial Planning & Business Analysis
(A certification program)
Level 1:
Become a “Fisco Certified Financial Planner” at just Rs.1999/-
Manage your Wealth / Sell Financial Products as a Pro!
Fisco method is disrupting traditional methods of selling financial products.
Opportunity to start a Career or Business!
- Non Resident Indian: Any NRI who is abroad can join this program to learn about investments and plan their financial goals as a PRO without depending on anyone else. They can earn more income by taking certain licences.
- HNIs: High Networth businessmen or individuals can opt this program to manage their investments and grow their wealth with less beta than the prevailing market.
- Housewives: who need a side hustle to earn recognition and high income can definitely join this program.
- Mutual Fund Agents can find an opportunity to service their customers more professionally using Fisco based sales funnel and CRM.
- Retired: If you are retired and want to transfer your legacy to the next generation, learn about estate planning, spread awareness among your age group, earn more money and recognition.
- Others can join this program to lead a financially free confident life and enjoy your freedom.
Who all can apply?
Get started @ Rs.1999/-
(with Certification, Free Financial planning tool)
Module 1: Introduction
Overview of Financial services market.
Module 2: Financial solutions
Understand financial solutions in the market thoroughly.
Module 3: Goal Setting & Forecasting
Improve goal setting skills using fisco tools.
Module 4: Budgeting
Know how budgeting can help people identify their shortfalls
Module 5: Analysing financial report
Analyse and identify solutions for financial shortfalls
Modules
Level 2:
Learn Fisco method and become “A Personal Financial Planner” at just Rs.14,278/-
High Income Skill - Beginners can apply!
Most of the businesses or individuals fail due to lack of professional financial planning / management.
Great opportunity as less than 10% of people do financial planning before investing.
Financial planning techniques are quite an opportunity to improve your financial services business.
Eleven session | Hand holding in opening a financial services business | One day offline program with experts | Certification | Lifetime Access to Fisco
Module 1: Introduction
Overview of Financial services market
Module 2: Prospects and challenges
Know your customer more and their problems: a closure look with case studies
Module 3: Financial solutions
Understand financial solutions in the market thoroughly.
Module 4: Traditional method V/S Fisco Method
Understand current methods in the market and the challenges. Learn how fisco can overcome such challenges?
Module 5: Goal Setting & Forecasting
Improve goal setting skills using fisco tools
Module 6: Budgeting
Know how budgeting can help people identify their shortfalls
Module 7: Analysing financial report
Analyse and identify solutions for financial shortfalls
Module 8: Sales secret
Prospecting
Getting appointment
Leads Management
Presentation
Objection handling
Closing techniques
Module 9: Role Play and Tests
Module 10: Acquiring Financial Pro Licences
Module 11: QnA + Certification + Free CRM on associating with Fisco
Modules
Get started @ Rs.14,278/-
(with Certification, Free Financial planning tool)
Meet your mentor
Bablu Mohan - CFP
Bablu Mohan is a highly experienced financial professional with over 22 years of experience in the financial services sector. As a Certified Financial Planner, trainer, and business consultant, he has helped numerous individuals and organizations achieve their financial goals.
Mr. Bablu Mohan is the founder of fisco.in, a leading financial planning and business analysis android based software. Fisco helps people to forecast there future financial plans and bring clarity in their personal as well as business finance management. Fisco method also derailed the traditional method of finding the best financial solutions and products.
Throughout his career, Mr. Bablu Mohan has demonstrated exceptional skills in financial analysis, portfolio management, risk assessment, and investment strategy development. He has a proven track record of delivering outstanding results for his clients, even in challenging economic conditions.
Mr. Bablu Mohan is also a sought-after speaker and trainer in the financial services industry. He has conducted numerous training programs and workshops for individuals, corporates, and educational institutions on various topics related to personal finance, investment planning, and wealth management.
With his wealth of experience and expertise, Bablu Mohan is recognized as a thought leader and influencer in the financial services industry. He is committed to helping people make informed financial decisions and achieve their financial goals with confidence.
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