ADVISORY EDGE
We empower Individual Financial Advisors and Aspiring Professionals with Comprehensive Training Programs tailored for every stage of their journey — from Freshers to Seasoned Experts. Whether you're just starting out or looking to upgrade your expertise, our Courses Range from Foundational Principles to Advanced Strategies, ensuring you stay ahead in a Competitive Industry.
Choose from Interactive Group Sessions or Personalized One-on-One Mentoring, designed to Enhance Your Knowledge, Build Client Trust, and Grow Your Advisory Practice with Confidence. Step into the world of Informed Advising — where Learning Never Stops, and Growth Is Always in Focus.
Foundation Training
This Intensive 22-Day Foundation Course Is Designed to Equip Insurance Advisors With the Essential Skills, Client-Focused Strategies, and Modern Tools Needed for a Successful Career. From Mastering Communication, Prospecting, and Time Management, to Learning Effective Presentation Techniques and Integrating Technology Into Daily Practice, the Course Lays a Strong Groundwork. It Also Focuses on Personal and Professional Development, Ensuring Long-Term Growth in the Insurance Industry.
Mission M D R T
Mission MDRT is a Power-Packed One-Day Workshop Designed for Insurance Professionals Who Aspire to Reach the Prestigious Million Dollar Round Table (MDRT) Milestone. This Workshop Covers Key Areas Including Why and How to Achieve MDRT, Overcoming Obstacles, Strategic Planning, and Concepts That Can Be Adopted for Consistent Success.
Participants Will Also Learn to Monitor Progress, Organize Themselves Effectively, and Gain Insights Into the Essentials of Marketing to High-Net-Worth Individuals (HNIs). If You're Serious About Elevating Your Practice and Joining the Global League of Top Performers, Mission MDRT Is Your Launchpad.
360 Degree Financial Advisory Excellence
360° Financial Advisory Excellence Is a One-Day Intensive Training Program Designed for Individual Financial Advisors Who Want to Deliver Complete, Client-Centric Financial Planning. Curated by Dr. V. Govindas, the Program Covers Every Stage of the Advisory Process — From Data Collection and Analysis to Presenting Solutions, Conducting Reviews, and Closing Confidently.
It Blends Practical Advisory Techniques With Essential Skills Like Prospecting, Client Communication, Insurance Integration, and Office Management. Whether You're Just Starting Out or Looking to Elevate Your Practice, This Program Equips You With a Future-Ready, 360-Degree Approach to Financial Advisory.