UTI Mutual Fund (Chandigarh)- IFAs Training- Retirement Planning (Mr. Dinesh Gupta & Mr. Awadhesh Singh)
ICoFP successfully conducted One Day Training on ‘Retirement Planning’ for IFAs of UTI Mutual Funds at Chandigarh on 23rd Mar’19.
The workshop was custom designed for Financial Advisors aiming to penetrate the retirement market.
The training was delivered by Mr. Dinesh Gupta & Mr. Awadhesh Singh. Mr. Ashok Kumar, Regional Head of UTI, welcomed the trainers & introduced the topics to IFAs. There were more than 50 IFAs who attended the event.
Our trainers who are 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.
It was a very informative & very interactive training session.