The most important part of a financial planning business is the value-add by an adviser to a client’s portfolio. In other words, knowledge is essential to financial planning. Hence it is crucial for an adviser to keep his/her clients abreast with significant happenings in capital markets.

Supplement your existing training program with the regular training sessions that iFAST organises for your firm and its representatives.

The sessions cover topics ranging from preparation for AMFI certification and basic operations understanding to more advanced topics such as market scenario, economic analysis and investment planning.

These courses are a value-added service that we provide to all advisers on our platform for free.