On 8th Mar’19, ICoFP successfully conducted its One Day Training on ‘Retirement Planning’ for IFAs of UTI Mutual Funds at Jaipur.
The workshop was custom designed for Financial Advisors aiming to penetrate the retirement market.
The training received an outstanding response and a great feedback from the participants.
Our lead trainer Mr. Dinesh Gupta, a certified financial planners #CFPCM shared tools and techniques that would help IFAs rope in clients and close bigger, better cases by helping clients construct their very own retirement plans.