Financial planning consultancy opportunity
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Transcript of Financial planning consultancy opportunity
The need
• The incomes are growing.
• The expenses as well.
• People hardly getting a time to think about their financial management.
• In market there are lot of agents who want to sell their products to clients.
• People are getting aware about the value of unbiased financial advice.
• Lot of awareness is created by media for this.
• Abundant of information and financial products are available to client making him confused.
• No job security.
• Tremendous stress at the workplace.
What client is looking for
• For a help in making financial decisions.
• Want to have a trusted friend who can guide him through this complex
financial management keeping his interest first.
• Want to have a professional approach towards money management.
• Want to be secured and having peace of mind.
• India is a country of 110 + crores in population.
• Having at least 25 crores families.
• At least 20% families requires financial planning services so the potential is
5 crores families in India.
Scope of services
Scope of services in Pune
• Pune has a population of 40 lacs.
• Having at least 10 lac families.
• At least 20% families requires financial planning services so the potential is
2 lac families in Pune.
What are the source of income ?
• There are three ways how you can earn money .
• 1. professional fee.
• 2. Commission out of implementation of suggestion.
• 3. Fund management fees.
What could be the income potential ?
• It mainly depends on the clients you acquire and your involvement in this
profession.
• The income potential can be in the range of INR 15,00,000 to INR
40,00,000/- per year in the span of 5 years.
What this training programme is ?
• Training programme is designed to equip you with all aspects of setting up
your own financial planning practice in a fee based model.
• This will involve class room training, compulsory assignments, Role plays
and on field training.
• This is based purely on practical experience.
• A knowledge of different aspects of financial plan
designing
• Financial risk analysis and Insurance planning.
• Cash flow management and optimization.
• Financial products in the Indian market.
• Investment planning and portfolio creation.
• Tax planning.
Contd…
• A knowledge of steps in financial planning,
• Client meeting and creating a professional relationship.
• Data gathering.
• Goal setting.
• Cash flow analysis. ( Excel tool for designing FP )
• Insurance suggestions.
• Investment portfolio creation.
• Implementation.
• Monitoring and review.
Contd…
• Special skills required:
• Attitude for practice and goal setting.
• Communication skill.
• Objection handling.
• Professionalism.
• Presentation skills.
Contd…
• How to build business
• Planning a business plan.
• Sourcing and approaching clients.
• Corporate events.
• Marketing of the services, different avenues available.
• The allied materials required for same.
Help in acquiring some certifications
• We will facilitate you to acquire some financial Qualifications which is not
a part of this training programme but will help you in setting up your
practice Like IRDA , mutual fund Advisor and CPFA
Training schedule
• This is a total 52 Hrs training programme.
• The trainings are 2Hrs twice in a week for 13 Weeks.
• Have to complete regular assignments per week.
Thank You
ARB Financial Consultants1st floor Snehshanti, Shivchatrapati Housing Society, Navi Peth Pune 30
•www.arbfinancials.com •[email protected]