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.