Family's Financial Wellness Expert (FFWE) Foundation Certification Course

Exclusive for second-generation MFDs and aspiring advisors, this Foundation Course for Elementary Skills equips participants with the fundamentals to confidently join and grow the family business. Focus areas include surveys, awareness creation, prospect meetings, and SIP initiation.

Duration: 4 Offline Sessions (2 hrs each)

Toolkit Provided: Yes

Key Outcomes:

  • Conduct saving pattern surveys
  • Generate qualified leads
  • Hold effective goal-planning meetings
  • Register SIPs and onboard new clients
  • Receive completion certificate
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