Skill Development Workshop for Self Development

A hands-on, certification-based workshop designed for Mutual Fund Distributors (MFDs) and Certified Financial Planners (CFPs) to sharpen core business skills. These include lead generation, client acquisition, data management, and employee development. Delivered online or offline, the program includes Sparrow’s proprietary tools and actionable frameworks.

Duration:
Online: 1.5 hours | Offline: 2 hours

Key Outcomes:

  • Master lead generation and suspecting techniques
  • Use structured scripts for client meetings
  • Apply goal-based planning tools for conversion
  • Receive completion certificate
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