Our Only Interest
is your best Interest.
Finpro is a purely fee based Financial Planning and Wealth Advisory firm. As CERTIFIED FINANCIAL PLANNERDescription: C:\Users\Jagan Mohan\Pictures\CFP_logo.jpg (CFPDescription: C:\Users\Jagan Mohan\Pictures\CFP_logo.jpg) Professionals, we strictly adhere to Code of Conduct as set out by FPSB India. Our only source of income is the fee we charge for our services. We do not sell insurance or any other financial products. Since we are not associated with any product, We provide unbiased advice to our clients as per their needs in the area of Financial Planning and Wealth Management.
Trainings & Coaching

We provide various trainings for corporate employees and also conduct coaching for various programmes and certifications pertaining to financial markets.

Corporate Trainings
These are aimed for the benefit of employees in financial service organisations and we provide trainings in the following areas:
  • Financial Planning
  • Wealth Management
  • Mutual Funds
  • Fundamental Analysis
  • Retirement Planning
  • Insurance Planning
  • Fixed Income Products
and many other topics as per the specific need of the corporates / Professionals.

Training For CFPCM Certifications
CFP CM is one of the prestigious and globally recognised professional qualification in the field of Financial Planning. We provide comprehensive training for CFPCMcertification for all modules and for also all the pathways. We provide one of the best study material and workbooks and our approach is not only to pass the examination but also to provide comprehensive practical inputs so that the candidates will be fully equipped to pursue the profession/ employment.

Training For NCFM Modules

We provide trainings for all the modules of NCFM which are mandatory for certain jobs in financial sector and also useful for having own practice as finance and investment professional.

Trainings for NISM Modules
NISM is established by Securities and Exchange Board of India (SEBI). NISM conducts various examinations pertaining to securities markets and wealth advisory services. We provide comprehensive and examination oriented trainings for all the modules.

Training For Investment Advisor Level 1 and Level 2 Examinations of NISM
NISM recently introduced the Investment Advisor Level 1 examination and the Level 2 examination will be introduced shortly. These certifications equip a candidate to provide comprehensive investment advice to clients and are mandatory for registration as investment advisor with SEBI. If anybody wants to become an Investment Advisor and not having qualifications pertaining to exempted category, then one has to invariably qualify in the examinations in order to pursue the profession.

We request you to contact us at hr@myfinpro.com for further details.
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