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Certified Financial Guardian

  • CERTIFIED FINANCIAL GUARDIAN & PLATFORM BENEFITS (CFG supported by Personal FN)

    • * A 10 hour e-learning Financial Advisory certification
    • * A CFG is a symbol of an ethical Partner
    • * Valid for a period of 1 year post which Partners
    • * After completion of CFG, Partners will have exclusive access all the CFG benefits enlisted below -
    1. I. EXPERT FUND ANALYSIS REPORTS - Reports that will consist of detailed information on best performing funds across various asset classes to help you analyze and recommend funds to your investors and build a long term value-return portfolio for them
    2. II. UNMATCHED RESEARCH & TRAINING MATERIAL - Special access to the most current day, time tested, quality research that will help you re-assure your investors about their financial decisions. This research material will hone your Mutual Fund knowledge to help you offer the most appropriate Mutual Fund investment advice to your investors
    3. III. ONLINE PARTNER PROFILE - Exclusive Online Partner profile (subject to CFG completion) to assist in boosting online visibility and enhance discoverability. A unique feature that will help position you as an ethical Mutual Fund Partner.
    4. IV. BEST SET OF TOOLS & CALCULATORS - Gear yourself up with the best tools to help create tailor made portfolios for your investors. This unique set of tools and calculators will help keep you well equipped to analyze the risk intake of your investors to diversify their portfolio.
    5. V. INFOGRAPHICS & GIFS - Interactive info graphics and GIFs to share, educate and build engagement with your Investors. Alibrary of creative resources to communicate financial jargon and deliver the right financial knowledge to your investors.
    6. VI. SMART ASSET ALLOCATOR - As you aim to help your clients' meet their aspirations of creating wealth and comfort for their families. You must also be aware that not many of them are able to assess their risk appetite and a host of other factors that can impact the dream of wealth creation. Many even end up overexposing their portfolio to risky asset classes in order to achieve goals.

      If you want to ensure that your clients' journey to wealth creation is on track, we encourage you to get a timely assessment of the asset allocation in their portfolio.
    7. VII. MUTUAL FUND PORTFOLIO REVIEWER - A portfolio review is an indispensable part of the Mutual Fund advisory practice.  Advising prudent investments is only half the job well done. Tracking the investment of your valued client/investors is also important to safeguard their financial health and to create a brighter financial future for them.
    8. VIII. FINANCIAL BLOGS - Specially crafted to shape up your Mutual Fund advisory business. You have worked to build the trust of your clients’ – but are you fully leveraging this hardwork to take your business to the next level? Get the latest on Market News, Investment and Budgetary Tips.
    9. IX. E-CLASSES FOR CLIENTS - This all-in-one exclusive video series that is expected to be your “ready companion” will empower you and your investors to take key financial decisions for meeting your life goals.