Chartered Financial Goal Planners

04/04/2025

Certified Financial Goal Planner® (CFGP) Workshop - Coming to BARODA!

AAFM® India is bringing its insightful CFGP® Workshop to your city – Baroda! 🎯 Led by the visionary Dr. Deepak Jain, Co-founder & Director – AAFM® India, Nexgen Estate Planning Solutions Pvt. Ltd., the workshop gives you an opportunity to:

✅Join the league of 15,000+ Certified Professionals
✅Experience one of the 300+ impactful workshops
✅Master Wealth-building strategies
✅Learn goal based financial planning

🗓️ Don’t miss this opportunity to upgrade your financial advisory journey.

📞 Contact your NJ RM today to join the workshop!



cfgp workshop | financial planner | wealth building | goal planning | certified professional | baroda event | financial advisory | aafm india | financial planning | career growth

27/01/2025

🌟 AAFM® India, in association with Aditya Birla Sun Life Mutual Fund, successfully conducted a transformative CFGP training session on 23rd Nov 2024 in Rajkot. 🎯

Led by Dr. Deepak Jain 🚀, a pioneer with 25+ years of experience, the session aimed to revolutionize financial planning. 💡 The program changed advisors' perspectives, shifting their focus from selling to serving 🤝, adopting the Trusted Advisor model and fostering lifelong client relationships. 💼✨

Together, AAFM® India and Aditya Birla Sun Life Mutual Fund redefined financial peace of mind! 🌍📈

26/01/2025

🌍 AAFM® India x ABSLMF: A CFGP Success Story in Hyderabad! 🌍
On 26th November 2024, AAFM® India joined forces with Aditya Birla Sun Life Mutual Fund for an inspiring CFGP training program. 🎓

Dr. Deepak Jain CWM®, CTEP®, a renowned finance coach and industry trailblazer, shared his 25+ years of wisdom, urging advisors to pivot from selling products to truly serving clients. 🤝 The session championed the Trusted Advisor model, promoting trust and lifelong financial well-being. 💼✨

Together, AAFM® India and ABSLMF are paving the way for transformative financial planning! 🌟📈

25/01/2025

🌟 AAFM® India x NJ Partner : Empowering Advisors in Palanpur, Gujarat! 🌟
On 30th November 2024, AAFM® India and NJ Partner united for an impactful CFGP training program. 🎓

Led by Dr. Deepak Jain, a finance visionary with over 25 years of experience, the session emphasized transitioning from product selling to client-centric financial guidance. 🤝 Dr. Jain’s insights on the Trusted Advisor model inspired participants to prioritize trust, fostering lifelong financial security for their clients. 💼✨
Together, AAFM® India and NJ Partner are reshaping financial advisory with innovation and commitment! 🚀📊

21/06/2024

🚨 New Video Alert! 🚨

Curious about who will make decisions for you if you’re unable to? Dive into my latest discussion on incapacitation planning and secure your future with informed choices.

🔗 Watch now: https://www.youtube.com/live/PNdPQhpiflw?si=Atb717x30YYKALoo

Feel free to share your thoughts and questions!

क्या होती है Incapacitation Planning? किस तरह से कानून करेगा आपकी मदद? पॉवर ऑफ अटॉर्नी न होने पर...

15/06/2024

Do you have 'MINOR CHILDREN' then you should hear this talk till the end

क्या आपके घर में भी नाबालिग बच्चे? क्या आपको भी उनके भविष्य की है चिंता? आपके बाद कैसे पूरी होंगी...

04/06/2024

Quote of the day! Be a wise person in terms of money!

31/05/2024

Why Retirement should be your Number 1 Goal?

क्यों जरूरी है रिटायरमेंट प्लानिंग? कब करनी चाहिए रिटायरमेंट प्लानिंग ...

29/05/2024

Quote of the day! - Creating holistic financial strategies that transcend borders.

27/05/2024

! Busting the biggest financial falsehoods. Understand the influence of misleading information that can affect your financial decisions.

25/05/2024

https://youtu.be/a66rR3uHY7E?si=8-

🚀 Get ready for insightful discussions on Estate Planning & Retirement Planning! Tune in to "Door Ki Soch" on Money 9 TV Channel every week. Watch the teaser now and join me, Deepak Jain, Founder Director of Nexgen Estate Planning Solutions, as I give back to society by motivating people to plan their estates, wills, trusts, and more. 📈💡

क्या होती है एस्टेट प्लानिंग? कब शुरू करनी चाह‍िए? क्‍या है सही तरीका? जानने के ल‍िए देखें Dr. Deepak Jain, Founder Director, NEXGEN Estate P....