The Trusted Professional
You want to be the first person your clients call when retirement comes up at the family dinner table.
Who this is built for
Is this workshop for you?
Three kinds of practitioners get the most out of this session. See if you recognise yourself in any of them.
The Growth-Focused Advisor
You want to grow your AUM by building complete retirement plans that clients stay invested in for decades.
The Value Creator
You want deeper wallet share, longer relationships and steady referrals from the clients you already serve.
If you checked even one of the boxes above, this workshop was built to give you clarity and execution steps.
What you will learn
Inside the 3-hour masterclass curriculum
A working session, timed to the minute. You leave with a model you can open in front of a client on Monday morning.
Minute 0 to 45 · Module 1
The foundation of retirement consultancy
Breaking down the 2026 industry standards and what clients now expect from a retirement conversation.
Minute 45 to 90 · Module 2
The step-by-step execution
How to build a retirement income model live, from the accumulation years through to the first withdrawal.
Minute 90 to 120 · Module 3
Case studies and common pitfalls
Real world examples of successful implementation, and the mistakes that quietly cost clients their corpus.
Minute 120 to 180 · Module 4
Live Q&A
Bring the challenges from your own practice and get them resolved on the call.
Bonus 1
Retirement Accumulation Calculator
A client-ready calculator you can open in your very next meeting. Worth ₹999.
Bonus 2
21 Action Email Series
Twenty-one written emails that move a prospect from curiosity to a signed plan. Worth ₹1,499.
About Network FP
Backed by India’s premier financial planning community
Network FP has spent over a decade building the training, certification and peer network that personal finance professionals rely on.
22,000+Professionals on the platform
2,000+QPFP® certified
1,800Active ProMembers
4.9/5Google rating
As featured in
Economic Times
Mint
Moneycontrol
Business Standard
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Trainer headshot
Meet your trainer
Speaker Name
Designation
With over 15 years of experience managing ₹500+ crores in AUM, your trainer has helped hundreds of independent practitioners transition to efficient, scalable business models.
Community voices
Hear from advisors who have already attended
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Workshop at a glance
Let’s summarise what you get today
Your registration includes
- 3-hour live intensive workshopFriday, 24 July, 10:00 AM to 1:00 PM IST ₹2,999
- Retirement Accumulation CalculatorDownloadable and client-ready ₹999
- 21 Action Email SeriesWritten and ready to send ₹1,499
- Certificate of attendance from Network FPIssued after the session Priceless
Total real value
₹5,497
Your investment today
Free
350+ professionals registered
Before you register
Frequently asked questions
Yes. All registered participants get 30 days of access to the recording.
Absolutely. There is a dedicated Q&A slot where our experts answer your questions live.
No. The session starts from first principles and moves into execution, so newer and experienced practitioners can both follow along.
Yes. Every attendee receives a certificate of attendance from Network FP after the session.
Your Zoom link and calendar invite reach your registered email and WhatsApp as soon as you sign up, with reminders before the session begins.