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21 DAYS DIGITAL INSURANCE ADVISOR TRAINING PROGRAM

Transform your insurance business with practical digital skills. Learn AI, WhatsApp Automation, Branding, Social Media, Lead Generation, and Digital Tools to attract more prospects, build trust, and grow consistently. Master a complete Digital Insurance Advisor System through hands-on training, real-world implementation, and ready-to-use templates that help you work smarter, serve clients better, and scale your advisory business.

Course Instructor: Bhavna Pritwani

₹5999.00 ₹19999.00 70% OFF

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Course Overview

Schedule of Classes

Start Date & End Date

Jul 04 2026 - Aug 28 2026

Course Curriculum

10 Subjects

20 DAYS DIGITAL INSURANCE ADVISOR TRAINING PROGRAM

1 Learning Materials

INTRODUCTION TO 21 DAYS DIGITAL ADVISORS COURSE

INTRODUCTION TO COURSE VIDEO

Video
00:09:57

ChatGPT MASTERCLASS AUGUST 2026

25 Learning Materials

DAY-1 INTRODUCTION TO CHATGPT 04AUG2026

DAY-1 INTRODUCTION TO ChatGPT VIDEO

Video
01:23:35

DAY 1 PROMPT PRACTICE HOMEWORK

PDF

INTRODUCTION PROMPT

PROFESSIONAL PHOTO CREATION

DAY-2 CONTENT CREATION THROUGH ChatGPT 05AUG26

DAY-2 CONTENT CREATION

Video
01:48:18

CONTENT TYPES AND PROMPTS PPT TO REFER

PPT

DAY-2 PRACTICE PROMPT

PDF

DAY-3 SOCIAL MEDIA MARKETING CONTENT CREATION THROUGH ChatGPT 06AUG2026

SOCIAL MEDIA MARKETING CONTENT CREATION THROUGH ChatGPT 06AUG2026

Video
01:40:39

DAY-3 HOMEWORK PROMPTS

PDF

SOCIAL MEDIA MARKETING CONTENT CREATION THROUGH ChatGPT PPT

PPT

365 days emotional prompts

PDF

365 DAYS REELS SCRIPT CREATION PROMPT

PDF

365 DAYS CONTENT CREATION PROMPT

PDF

DAY-4 LEAD GENERATION STRATEGY THROUGH CHATGPT

LEAD GENERATION STRATEGY

Video
01:57:47

DAY-4 HOMEWORK PROMPT

PDF

LEAD GENERATION STRATEGY PPT WITH PROMPT

PPT

DAY-5 CUSTOMER COMMUNICATION & OBJECTION HANDLING

CUSTOMER COMMUNICATION & OBJECTION HANDLING 08AUG2026

Video
01:33:01

DAY-5 HOMEWORK FOR PRACTICE

PDF

DAY-5 PPT FOR REFERENCE -COMMUNICATION & OBJECTION HANDLING PROMPTS

PPT

DAY-6 BUSINESS AUTOMATION SETUP THROUGH CHATGPT

BUSINESS AUTOMATION STRATEGY THROUGH CHATGPT

Video
00:56:19

WHATSAPP BUSINESS SETUP RECORDING FEB2026

Video
01:59:23

WHATSAPP BUSINESS MASTERCLASS AUG2026

Video
02:22:15

DAY 6 HOMEWORK FOR PRACTICE

PDF

DAY-7 ADVANCE USE OF CHATGPT & MONETIZATION

CHATGPT ADVANCE USE & MONETIZATION

Video
01:08:56

DAY-7 HOMEWORK

PDF

WHATSAPP SETUP,BROADCASTING & AUTOMATION

2 Learning Materials

WHATSAPP BUSINESS MASTERCLASS

WHATSAPP BUSINESS SETUP RECORDING FEB2026

Video
01:59:23

WHATSAPP BUSINESS MASTERCLASS AUG2026

Video
02:22:15

VIDEO MAKING 12AUG2026

20 Learning Materials

VIDEO MAKING DAY-1 SCRIPTING AND REQUREMENTS

VIDEO MAKING

Video
01:43:43

CHILD EDUCATION VIDEO SCRIPT

DOC

CHILD MARRIAGE VIDEO SCRIPT

DOC

RETIREMENT PLANNING VIDEO SCRIPT

DOC

INSURANCE VIDEO SCRIPT

DOC

HEALTH INSURANCE VIDEO SCRIPT

DOC

RECRUITMENT VIDEO SCRIPT

DOC

VIDEO MAKING PART-1 TOOLS & PREPARATION

Video
00:34:08

VIDEO MAKING PART 2 SCRIPT PREPARATION

Video
00:36:42

VIDEO MAKING PART 3 HOW TO SHOOT VIDEO

Video
00:12:44

TOOLS PURCHASE LINK

AI VIDEO CREATION

INTRODUCTION TO AI VIDEO CREATION

Video
00:01:23

HOW TO GET GEMINI FREE FROM MY JIO APP

Video
00:26:02

HOW TO CREATE AVTAR FOR AI VIDEO

Video
00:10:45

HOW TO CREATE 10 SEC. AI VIDEO

Video
00:40:16

HOW TO CREATE 30 SEC AI VIDEO

Video
00:35:44

LINKS FOR APPS AND WEBSITE FOR AI VIDEO CREATION

HOW TO BUY GOOGLE FLOW CREDITS

Video
00:06:18

VIDEO EDITING

HOW TO USE INSHOT EDITOR

Video
01:05:06

1 MINUTE SHORT CREATION AND EDITING

Video
01:05:06

GOOGLE FORM CREATION AND GOOGLE SHEET UTILIZATION

7 Learning Materials

GOOGLE FORM CREATION 16AUG2026

GOOGLE FORMS & GOOGLE SHEET CREATION

Video
01:03:26

5 DIFFERENT GOOGLE FORM QUESTIONS FOR CLIENTS

PDF

GOOGLE FORM QUESTIONS FOR HEALTH INSURANCE

PDF

GOOGLE FORM QUESTION FOR MUTUAL FUNDS

PDF

WEBSITE LINK FOR GOOGLE FORM & QR CODE GENERATION

FLOW CHART TO IMPLEMENT GOOGLE FORM & SHEETS IN BUSINESS

PDF

GOOGLE FORMS SHEETS ADVISOR UTILITIES

DOC

CANVA MASTERCLASS

10 Learning Materials

CANVA LEARNING BREAKUP

C0 INTRODUCTION TO CANVA

Video
00:22:42

C01 HOW TO CREATE LOGO THROUGH CANVA

Video
00:05:34

C02 HOW TO CREATE THUMBNAIL THROUGH CANVA

Video
00:19:11

C03 HOW TO EDIT POSTER THROUGH CANVA

Video
00:11:24

C04 HOW TO EDIT VIDEO THROUGH CANVA

Video
00:17:41

C05 HOW TO CREATE WEBINAR INVITATION THROUGH CANVA

Video
00:07:09

CANVA MASTERCLASS 17AUG2026

CANVA PRACTICAL VIDEO

Video
01:59:28

CANVA APP & WEB LINK

CANVA CONTENT CREATION STEP TO STEP GUIDE

PDF

CANVA HOMEWORK

PDF

SOCIAL MEDIA PLATFORMS FACEBOOK, INSTAGRAM, LINKEDIN & YOUTUBE

20 Learning Materials

FACEBOOK MASTERCLASS

F01 HOW TO CREATE FACEBOOK ACCOUNT

Video
00:16:57

F02 HOW TO OPTIMIZE FACEBOOK PROFILE & FACEBOOK POSTING

Video
00:51:27

F03 HOW TO CREATE FACEBOOK PAGE

Video
00:22:22

F04 HOW TO CREATE FACEBOOK GROUP

Video
00:31:18

F05 HOW TO RUN AD THROUGH AD MANAGER IN FACEBOOK

Video
00:36:39

FACEBOOK SOP

PDF

AD MANAGER FOR INSTAGRAM & FACEBOOK

Video
00:07:10

INSTAGRAM MASTERCLASS

I01 HOW TO CREATE INSTAGRAM ACCOUNT

Video
00:28:31

I02 HOW TO SCHEDULE POST ON INSTAGRAM

Video
00:24:09

I03 HOW TO CREATE FACELESS VIDEO

Video
00:11:11

INSTAGRAM STEP WISE GUIDE

PDF

YOUTUBE MASTERCLASS

Y01 HOW TO CREATE GMAIL ACCOUNT

Video
00:15:19

Y2 HOW TO CREATE YOUTUBE CHANNEL

Video
00:52:06

Y3 HOW TO POST ON YOUTUBE

Video
00:30:17

Y4 HOW TO CHECK CYOUTUBE HANNEL ANALYTICS

Video
00:37:42

YOUTUBE GUIDLINE PDF

PDF

LINKEDIN MASTERCLASS

L01 INTRODUCTION TO LINKEDIN

Video
00:11:23

L02 HOW TO CREATE LINKEDIN ACCOUNT AND OPTIMIZE PROFILE

Video
00:34:02

L03 HOW TO CONNECT & POST ON LINKEDIN

Video
00:18:56

LINKEDIN FLOW CHART

PDF

GOOGLE BUSINESS SETUP

2 Learning Materials

GOOGLE BUSINESS SETUP

GOOGLE BUSINESS SETUP VIDEO

Video
00:37:19

GOOGLE BUSINESS SETUP STEP WISE GUIDE

PDF

ZOOM MASTERCLASS

7 Learning Materials

ZOOM MASTERCLASS TRAINING

Z01 HOW TO CREATE ZOOM ACCOUNT & LINK

Video
00:24:34

Z02 ZOOM INMEETING PRACTICAL CONTROLS & SETUP

Video
00:56:17

ZOOM STEP TO STEP GUIDE

PDF

READY TO USE PPTS FOR VIDEO MAKING

FINANCIAL PLANNING PPT

PPT

KANYADAN IN ENGLISH

PPT

HEALTH INSURANCE PPT

PPT

CHILD EDUCATION PPT

PPT

LIC OFFICIAL APPLICATIONS & NAV ANANDA AUGUST TRAINING

18 Learning Materials

INTRODUCTION TO COURSE

INTRODUCTION TO COURSE VIDEO

Video
00:03:37

DAY-1 LIC CUSTOMER PORTAL & DIGITAL APP

LIC CUSTOMER PORTAL ON LAPTOP

Video
00:15:47

LIC DIGITAL APP TRAINING BY MOBILE AUG26

Video
00:48:43

Q&A FOR LIC DIGITAL APP

Video
00:11:54

LIC CUSTOMER PORTAL & DIGITAL APP LINK

DAY-2 MYLIC APPLICATION

MYLIC APP TRAINING AUG26

Video
00:58:11

Q&A FOR MYLIC APP

Video
00:28:55

MY LIC APP DOWNLOAD LINK

DAY-3 SUPER SALES SATHI

SUPERSALES SATHI 26AUG26

Video
01:29:53

Q&A SUPER SALES SATHI

Video
00:15:55

DAY-4 & 5 NAV ANANDA, DOCUMENTATION & ITR

DOCUMENTATION PREPARATION FOR NAV-ANANDA

Video
00:15:40

INTRODUCTION TO NAV-ANANDA PORTAL

Video
00:25:43

MULTI-PROPOSAL REGISTRATION THROUGH NAV-ANANDA

Video
00:55:55

ANANDA AND E-NACH LINKS

HOW TO REGISTER E-NACH

External Link

EDITABLE ANANDA DATA SHEET

DOC

MINOR MULTI PROPOSAL REGISTRATION THROUGH ANANDA

Video
01:10:46

NEW ANANDA DATA SHEET

DOC

Course Instructor

tutor image

Bhavna Pritwani

55 Courses   •   259 Students

About Bhavna Pritwani

Empowering Advisors. Transforming Lives.

Bhavna Pritwani is a renowned Financial Advisor, Business Coach, and AI-driven Advisor Growth Mentor with 13+ years of experience in financial advisory and 5+ years of coaching professionals. She is the Founder & CEO of Rising Advisor's Academy and has dedicated her career to helping financial advisors, insurance professionals, and wealth consultants build profitable, future-ready businesses.

Having personally guided 500+ families toward financial security and trained 5,000+ advisors across India, Bhavna believes that today's advisors must evolve beyond selling products—they must become trusted Financial Doctors who provide complete financial solutions.

Through her flagship programs, including Financial Doctor Pro Elite, she combines practical financial planning with modern technologies such as Artificial Intelligence, ChatGPT, automation, digital branding, and social media marketing. Her training focuses on helping advisors generate quality leads, increase client trust, improve productivity, and build sustainable long-term income.

Her mission is simple:

To transform every financial advisor into a respected, technology-enabled, client-centric Financial Doctor who creates wealth, protects families, and leaves a lasting legacy.

Bhavna is known for her practical teaching style, real-life case studies, ready-to-use business systems, and step-by-step implementation strategies that produce measurable business growth.

Whether you are a new advisor looking to build your career or an experienced professional aiming for MDRT, COT, TOT, or business expansion, Bhavna's mentorship provides the roadmap to achieve extraordinary results.


Professional Highlights

  • 13+ Years of Financial Advisory Experience

  • 5+ Years of Professional Coaching Experience

  • Founder & CEO – Rising Advisor's Academy

  • 5,000+ Advisors Trained

  • 500+ Families Financially Guided

  • Expert in Financial Planning & Insurance Solutions

  • AI & Digital Marketing Mentor for Advisors

  • Trainer in ChatGPT, Automation & Business Growth Systems

  • Creator of the Financial Doctor Pro Elite Program

  • Passionate about Building India's Next Generation of Financial Advisors


My Mission

"To empower 1 lakh financial advisors with knowledge, technology, and ethical advisory practices, enabling them to build wealth for their clients while creating financial freedom for themselves."


My Vision

To build India's most trusted Financial Advisor Training Academy by combining financial expertise, AI technology, and business growth systems that help advisors become leaders in the financial services industry.


Personal Brand Tagline

"Building Wealth. Creating Legacy. Empowering Financial Advisors with AI."