ADVISOR TO FINANCIAL DOCTOR
Financial Doctor Pro Elite is a premium AI-powered advisor transformation program by Rising Advisor's Academy, designed to help insurance and financial advisors build a profitable, future-ready advisory business. This comprehensive course covers financial planning, insurance strategies, HNI & NRI prospecting, taxation, business insurance, health insurance, asset allocation, AI tools, ChatGPT, WhatsApp automation, branding, social media marketing, LinkedIn, YouTube growth, Zoom mastery, succession planning, and leadership development. You'll receive 60+ live sessions, practical customer meeting presentations, ready-to-use marketing resources, automation tools, and 1-year recording access. Learn proven systems to generate quality leads, close high-value clients, increase income, build a strong personal brand, and become a trusted Financial Doctor in the AI era. Financial Doctor Pro Elite Rising Advisor's Academy का एक प्रीमियम AI Powered Advisor Growth Program है, जिसे Insurance एवं Financial Advisors को एक सफल, आधुनिक और हाई-इनकम Financial Doctor बनाने के लिए तैयार किया गया है। इस कोर्स में Financial Planning, Insurance Concepts, Asset Allocation, HNI एवं NRI Prospecting, Taxation, Business Insurance, Health Insurance, AI Tools, ChatGPT, WhatsApp Automation, Branding, Social Media Marketing, LinkedIn, YouTube Growth, Zoom Mastery, Leadership एवं Succession Planning जैसे महत्वपूर्ण विषय शामिल हैं। आपको 60+ लाइव सेशन, 24 Customer Meeting PPTs, 144 Marketing Posters, Lead Management Software, Practical Training तथा 1 वर्ष की Recording Access मिलेगी। यह प्रोग्राम आपको अधिक ग्राहक, अधिक आय, मजबूत ब्रांड और AI के साथ भविष्य के सफल Financial Advisor बनने में मदद करेगा.
₹24999.00 ₹99999.00 75% OFF
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Course Overview
Schedule of Classes
Course Curriculum
18 Subjects
FINANCIAL DOCTOR ORIENTATION & MINDSET WITH TRACKING TASKS
2 Learning Materials
FINANCIAL DOCTOR DAY-1 ORIENTATION & INTRODUCTION TO SYSTEM
ORIENTATION 1 REOCRDING DATE 06JAN2026
ORIENTATION 2 REOCRDING DATE 03JJUL2026
PROSPECT TO POLICY
4 Learning Materials
PROSPECTING & APPROACHING
PROSPECTING IDEAS RECORDING
PROSPECTING IDEA PDF
APPROACH SKILLS
21 APPROACHING IDEAS
Underwriting Masterclass – From Proposal to Policy Approval
10 Learning Materials
UNDERWRITING MASTERCLASS DAY-1
BASICS OF UNDERWRITING 17JUL2026
NON MEDICAL SCHEMES
FEMALE UNDERWRITING RULES
MINOR & MAJOR UNDERWRITING REQUIREMENTS
UNDERWRITING MASTERCLASS DAY-2
FINANCIAL UNDERWRITING
BUSINESS UNDERWRITING
UNDERWRITING CASE STUDY
UNDEWRITING E-BOOK & CHARTS
UNDERWRITING 1 PAGER
HANDBOOK OF UNDERWRITING
CASE STUDIES PDF
CLUUB MEMEBERSHIP BASICS FOR QUALIFICATION
6 Learning Materials
CLUB MEMBERSHIP TERMS FOR BM,DM,ZM&CM
ELEGIBILITY CRIETERIA FOR BM,DM,ZM&CM CLUBS
BENEFITS OF BM,DM,ZM& CM CLUBS
ALL CLUB BENEFITS ONE PAGER
CONVENTIONAL CLUBS ONE PAGER
GALAXY, CORPORATE & ELITE CLUB CRIETERIA & BENEFITS
GALAXY,CORPORATE & ELITE CLUB CRIETERIA & BENEFITS
GALAXY CLUB & CORPORATE CLUB ONE PAGER
LIC OFFICIAL APPLICATIONS & NAV ANANDA
17 Learning Materials
LIC DIGITAL APP FOR CUSTOMER
LIC DIGITAL APP TRAINING JUNE26
LIC DIGITAL APP TRAINING Q&A
LIC CUSTOMER PORTAL & DIGITAL APP LINK
MY LIC APPLICATION TRAINING
MY LIC APP JUN26 TRAINING
MY LIC APP DOWNLOAD LINK
SUPERSALES SAATHI
SUPERSALES SAATHI JUN2026
SUPERSALES SAATHI APP DOWNLOAD LINK
NAV-ANANDA DIGITAL PROPOSAL REGISTRATION
MINOR PROPOSAL REGISTRATION
INTRODUCTION TO NAV-ANANDA PORTAL
MINOR PROPOSAL REGISTRATION WITH 1 MONTH E-NACH
TERM PLAN REGISTRATION THROUGH NAV-ANANDA
HOW TO DOWNLOAD, MERGE & UPLOAD ITR
HOW TO REGISTER E-NACH
EDITABLE ANANDA DATA SHEET
ANANDA AND E-NACH LINKS
JEEVAN SAKSHYA
JEEVAN SAKSHYA CERTIFICATE CREATION
ALL APPLICATION LINKS
ALL APPLICATION LINKS
LIC PRODUCTS TRAINING
154 Learning Materials
PLAN TERMINOLOAGY
PLAN TERMINOLOGY DAY 1
PLAN TERMINOLOGY DAY-2
LIC PRODUCT CLASSIFICATION
ENDWOWMENT01 714 LIC'S NEW ENDOWMENT PLAN
714 NEW ENDOWMENT PLAN EXPLAINATION
714 PLAN CALCULATION
714 PLAN LIC BROCHURE
714 PLAN ILLUSTRATION
714 RETIRE & ENJOY
YOUTH PROTECTION PLAN
714 ONE PAGER
ENDWOWMENT02 715 LIC'S NEW JEEVAN ANAND PLAN
JEEVAN ANAND PLAN EXPLAINATION
715 LIC BROCHURE
715 ONE PAGER
ENDWOWMENT03 717 LIC'S SINGLE PREMIUM ENDOWMENT PLAN
SINGLE PREMIUM ENDOWMENT PLAN EXPLAINATION
717 LIC BROCHURE
717 ONE PAGER
717 PLAN SERIES COMBO ENG
717 PLAN SERIES COMBO HINDI
717 SERIES COMBINATION KEY
ENDOWMENT04 733 LIC'S JEEVAN LAKSHYA PLAN
JEEVAN LAKSHYA PLAN EXPLAINATION
733 LIC BROCHURE
733 ONE PAGER
SHIKSHA KI SURAKSHA E1
SHIKSHA KI SURAKSHA CALCULATION PDF
SHIKSHA KI SURAKSHA E2
SHIKSHA KI SURAKSHA HINDI
ENDOWMENT05 736 LIC'S JEEVAN LABH PLAN
JEEVAN LABH PLAN EXPLAINATION
736 LIC BROCHURE
JEEVAN LABH ONE PAGER
LABH 16
LABH 21
LABH 25
LABH HI LABH ENG BROCHURE
LABH HI LABH HINDI BROCHURE
LABH HI LABH CALCULATION PDF
ENDOWMENT06 890 NEW BIMA JYOTI PLAN
890 NEW BIMA JYOTI PLAN EXPLAINATION
890 NEW BIMA JYOTI LIC BROCHURE
ENDOWMENT07 881 LIC'S BIMA LAKSHMI PLAN
BIMA LAKSHMI
BIMA LAKSHMI LIC BROCHURE
BIMA LAKSHMI ONE PAGER
BIMA LAKSHMI OPTION A
BIMA LAKSHMI OPTION B
BIMA LAKSHMI OPTION C
BIMA LAKSHMI PLAN ADDENDUM
ENDOWMENT08 912 NAVJEEVAN SHREE REGULAR PREMIUM
NAV JEEVAN SHREE PLAN EXPLAINATION
NAVJEEVAN SHREE LIC BROCHURE
NAV JEEVAN SHREE ADDENDUM
NAVJEEVAN SHREE ONE PAGER
ENDOWMENT09&10 888&889 LIC'S JEEVAN SATHI SP & RP
JEEVAN SATHI 888 & 889 PLAN EXPLAINATION
JEEVAN SATHI SP LIC BROCHURE
JEEVAN SATHI RP LIC BROCHURE
JEEVAN SATHI 888 ONE PAGER
JEEVAN SATHI 889 ONE PAGER
WHOLELIFE01 745 LIC'S JEEVAN UMANG
JEEVAN UMANG PLAN EXPLAINATION
JEEVAN UMANG LIC BROCHURE
JEEVAN UMANG ONE PAGER
JEEVAN UMANG BONUS RATES 2025
WHOLELIFE02 771 LIC'S JEEVAN UTSAV LIMITED PREMIUM
JEEVAN UTSAV PLAN EXPLAINATION
JEEVAN UTSAV 771 LIC BROCHURE
JEEVAN UTSAV 771 ONE PAGER
WHOLELIFE03 883 LIC'S JEEVAN UTSAV SINGLE PREMIUM
SINGLE PREMIUM JEEVAN UTSAV PLAN EXPLAINATION
SINGLE PREMIUM JEEVAN UTSAV LIC BROCHURE
883 JEEVAN UTSAV SP ONE PAGER
STEP UP INCOME BY 883
883 FOR 1 YEAR
ULIP01 749 LIC'S NIVESH PLUS
NIVESH PLUS PLAN EXPLAINATION
NIVESH PLUS LIC BROCHURE
NIVESH PLUS ONE PAGER
NIVESH PLUS PROPOSAL FORM
ULIP02 752 LIC'S SIIP
SIIP PLAN EXPLAINATION
SIIP LIC BROCHURE
SIIP ONE PAGER
SIIP PROPOSAL FORM
ULIP03 873 LIC'S INDEX PLUS
INDEX PLUS PLAN EXPLAINATION
INDEX PLUS LIC BROCHURE
INDEX PLUS ONE PAGER
INDEX PLUS PROPOSAL FORM
ULIP04 886 LIC'S PROTECTION PLUS
PROTECTION PLUS EXPLAINATION
PROTECTION PLUS LIC BROCHURE
PROTECTION PLUS ONE PAGER
PROPOSAL FORM
ULIP05 867 LIC'S PENSION PLUS
PENSION PLUS EXPLAINATION
PENSION PLUS LIC BROCHURE
PENSION PLUS ONE PAGER
PENSION PLUS PROPOSAL FORM
MB01 720 LIC'S 20 YEARS MONEYBACK PLAN
720 20 YEARS MONEYBACK PLAN EXPLAINATION
720 20YEARS MONEYBACK LIC BROCHURE
720 ONE PAGER
MB02 721 LIC'S 25 YEARS MONEYBACK PLAN
721 25 YEARS MONEYBACK PLAN EXPLAINATION
721 25 YEARS MONEYBACK PLAN LIC BROCHURE
721 25 YEARS MONEYBACK ONE PAGER
MB03 LIC'S NEW CHILDREN MONEYBACK PLAN
732 NEW CHILDREN MONEYBACK PLAN EXPLAINATION
732 NEW CHILDREN MONEYBACK PLAN LIC BROCHURE
732 NEW CHILDREN MONEYBACK PLAN ONE PAGER
MB04 734 LIC'S JEEVAN TARUN
734 JEEVAN TARUN PLAN EXPLAINATION
734 JEEVAN TARUN LIC BROCHURE
734 JEEVAN TARUN ONE PAGER
MB05 LIC'S BIMA SHREE
748 BIMA SHREE PLAN EXPLAINATION
748 BIMA SHREE LIC BROCHURE
748 BIMA SHREE ONE PAGER
TERM01 859 LIC'S SARAL JEEVAN BIMA
859 SARAL JEEVAN BIMA PLAN EXPLAINATION
859 SARAL JEEVAB BIMA LIC BROCHURE
859 SARAL JEEVAN BIMA ONE PAGER
859 SAMPLE CALCULATION PDF
TERM02 875 LIC'S YUVA TERM
875 YUVA TERM LIC'S BROCHURE
875 YUVA TERM LIC BROCHURE
875 YUVA TERM ENGLISH ONE PAGER
875 YUVA TERM HINDI ONE PAGER
875 YUVA TERM ADDENDUM
TERM03 877 LIC'S YUVA CREDITLIFE TERM PLAN
877 YUVA CREDITLIFE PLAN EXPLAINATION
877 YUVA CREDITLIFE LIC BROCHURE
877 YUVA CREDITLIFE ONE PAGER
MEDICAL REQUIREMENTS FOR 875/877
TERM04 887 LIC'S BIMA KAVACH 2CR MINIMUM
887 BIMA KAVACH PLAN EXPLAINATION
887 BIMA KAVACH LIC BROCHURE
887 BIMA KAVACH ONE PAGER HINDI
887 BIMA KAVACH ONE PAGER ENGLISH
BIMA KAVACH ROP
TERM05 955 LIC'S JEEVAN AMAR
955 JEEVAN AMAR PLAN EXPLAINATION
955 JEVAN AMAR LIC BROCHURE
955 JEEVAN AMAR ONE PAGER ENGLISHI
955 JEEVAN AMAR ONE PAGER HINDI
JEEVAN AMAR ROP
TERM PLAN ADDENDUM
PENSION01 857 LIC'S JEEVAN AKSHAY
857 JEEVAN AKSHAY PLAN EXPLAINATION
857 JEEVAN AKSHAY LIC BROCHURE
857 JEEVAN AKSHAY ONE PAGER
JEEVAN AKSHAY VS PROPERTY
857 JEEVAN AKSHAY MARKETING POSTER
FORM 440 JEEVAN ASKHAY PROPOSAL FORM
PENSION02 758 LIC'S NEW JEEVAN SHANTI
758 JEEVAN SHANTI PLAN EXPLAINATION
758 JEEVAN SHANTI LIC BROCHURE
758 JEEVAN SHANTI ONE PAGER
758 JEEVAN SHANTI MARKETING POSTER
758 JEEVAN SHANTI DEFFERED ANNUITY POSTER
FORM 440 JEEVAN ASKHAY PROPOSAL FORM
PENSION3 879 LIC'S SMART PENSION
879 SMART PENSION PLAN EXPLAINATION
879 SMART PENSION LIC BROCHURE
879 SMART PENSION ONE PAGER
FORM 444 SMART PENSION PROPOSAL FORM
FORM 444 SMART PENSION PROPOSAL FORM
PENSION04 LIC'S SARAL PENSION
862 LIC'S SARAL PENSION YOJANA
862 LIC'S SARAL PENSION BROCHURE
862 SARAL PENSION ONE PAGER
FORM 442 SARAL PENSION PROPOSAL FORM
MICRO01 751 LIC'S MICRO BACHAT
751 MICRO BACHAT
751 MICRO BACHAT LIC BROCHURE
751 MICRO BACHAT ONE BACHAT ENG
751 MICRO BACHAT ONE BACHAT HINDI
FORM 505 FOR MICRO INSURANCE
MICRO02 880 LIC'S MICRO BACHAT
880 JAN SURAKSHA PLAN EXPLAINATION
880 JAN SURAKSHA LIC BROCHURE
880 JAN SURAKSHA ONE PAGER ENGLISH
880 JAN SURAKSHA ONE PAGER HINDI
CHATGPT 7 DAYS MASTERCLASS FOR INSURANCE ADVISORS
46 Learning Materials
WHATSAPP BUSINESS MASTERCLASS
WHATSAPP BUSINESS SETUP RECORDING
DAY-1 INTRODUCTION TO CHATGPT
CHATGPT FOUNDATION & INTRODUCTION
DAY-1 HOMEWORK FOR PRACTICE
DAY-2 CONTENT CREATION THROUGH CHATGPT
REVISION OF DAY-1
DAY-2 CONTENT CREATION
DAY-2 HOMEWORK FOR PRACTICE
DAY-3 SOCIAL MEDIA MARKETING CONTENT CREATION THROUGH CHATGPT
SOCIAL MEDIA MARKETING CONTENT
DAY 3 HOMEWORK FOR PRACTIVE
365 DAYS POSTER CREATION PROMPTS
365 DAYS REELS SCRIPT CREATION PROMPT
365 DAYS CONTENT CREATION PROMPT
DAY-4 LEAD GENERATION STRATEGY THROUGH CHATGPT
REVISION OF DAY-3
LEAD GENERATION STRATEGY
DAY 4 HOMEWORK FOR PRACTICE
DAY-5 CUSTOMER COMMUNICATION & OBJECTION HANDLING
DAY 4 REVISION
CUSTOMER COMMUNICATION & OBJECTION HANDLING STRATEGY THROUGH CHATGPT
DAY-5 HOMEWORK FOR PRACTICE
DAY-6 BUSINESS AUTOMATION SETUP THROUGH CHATGPT
DAY 5 REVISION
BUSINESS AUTOMATION STRATEGY THROUGH CHATGPT
DAY 6 HOMEWORK FOR PRACTICE
DAY 7 – ADVANCED USE & MONETIZATION USING CHATGPT
ADVANCED USE & MONETIZATION USING CHATGPT
DAY 7 HOMEWORK FOR PRACTICE
DAY-1 INTRODUCTION TO ChatGPT 04AUG2026
DAY-1 INTRODUCTION TO ChatGPT VIDEO
DAY 1 PROMPT PRACTICE HOMEWORK
INTRODUCTION PROMPT
PROFESSIONAL PHOTO CREATION
DAY-2 CONTENT CREATION THROUFH ChatGPT 05AUG2026
DAY-2 CONTENT CREATION
CONTENT TYPES AND PROMPTS PPT TO REFER
DAY-2 PRACTICE PROMPT
DAY-3 SOCIAL MEDIA MARKETING CONTENT CREATION THROUGH ChatGPT 06AUG2026
SOCIAL MEDIA MARKETING CONTENT CREATION THROUGH ChatGPT 06AUG2026
DAY-3 HOMEWORK PROMPTS
SOCIAL MEDIA MARKETING CONTENT CREATION THROUGH ChatGPT PPT
365 DAYS REELS SCRIPT CREATION PROMPT
365 DAYS CONTENT CREATION PROMPT
365 DAYS POSTER CREATION PROMPTS
DAY-4 LEAD GENERATION STRATEGY THROUGH CHATGPT 08AUG2026
LEAD GENERATION STRATEGY
DAY-4 HOMEWORK PROMPT
DAY-5 CUSTOMER COMMUNICATION & OBJECTION HANDLING 08AUG2026
CUSTOMER COMMUNICATION & OBJECTION HANDLING 08AUG2026
DAY-5 HOMEWORK FOR PRACTICE
DAY-5 PPT FOR REFERENCE -COMMUNICATION & OBJECTION HANDLING PROMPTS
DAY-6 BUSINESS AUTOMATION SETUP THROUGH CHATGPT 10AUG2026
BUSINESS AUTOMATION STRATEGY THROUGH CHATGPT
WHATSAPP BUSINESS SETUP RECORDING FEB2026
WHATSAPP BUSINESS MASTERCLASS AUG2026
DAY 6 HOMEWORK FOR PRACTICE
DAY-7 ADVANCE USE OF CHATGPT & MONETIZATION 11AUG2026
CHATGPT ADVANCE USE & MONETIZATION
DAY-7 HOMEWORK
SPIN SELLING & LEAD GENERATION SYSTEM
2 Learning Materials
SPIN SELLING
SPIN SELLING WITH ROLE PLAY
LEAD GENERATION & MANAGEMENT
LEAD GENERATION STRATEGY
PLAN COMBINATION WITH PPT
30 Learning Materials
SAMRIDDH JEEVAN 5,10,25,50K BUDGET
SAMRIDDH JEEVAN EXPLAINATION
SAMRIDDH JEEVAN 5K H
SAMRIDDH JEEVAN 5K E
SAMRIDDH JEEVAN 5K CALCULATION
SAMRIDDH JEEVAN 10K H
SAMRIDDH JEEVAN 10K E
SAMRIDDH JEEVAN 10K CALCULATION
SAMRIDDH JEEVAN 25K H
SAMRIDDH JEEVAN 25K E
SAMRIDDH JEEVAN 25K CALCULATION
SAMRIDDH JEEVAN 50K H
SAMRIDDH JEEVAN 50K E
SAMRIDDH JEEVAN 50K CALCULATION
SAMRIDDH JEEVAN COMBINE POSTER
SAMRIDDH JEEVAN CUSTOMER MEET PPT
FAMILY WEALTH FOREVER PLAN
FAMILY WEALTH FOREVER PLAN EXPLAINATION
FAMILY WEALTH FOREVER PLAN 12L H
FAMILY WEALTH FOREVER PLAN 12L E
FAMILY WEALTH FOREVER PLAN 12L CALCULATION
FAMILY WEALTH FOREVER PLAN 25L H
FAMILY WEALTH FOREVER PLAN 25L E
FAMILY WEALTH FOREVER PLAN 25L CALCULATION
FAMILY WEALTH FOREVER PLAN 50L H
FAMILY WEALTH FOREVER PLAN 50L E
FAMILY WEALTH FOREVER PLAN 50L CALCULATION
PROPERTY VALUE H
PROPERTY VALUE E
PROPERTY RENTAL HINDI
PROPERTY RENTAL ENG
FAMILY WEALTH FOREVER CUSTOMER MEET PPT
WHATSAPP SETUP,BROADCASTING & AUTOMATION
2 Learning Materials
WHATSAPP BUSINESS MASTERCLASS
WHATSAPP BUSINESS SETUP RECORDING FEB2026
WHATSAPP BUSINESS MASTERCLASS AUG2026
VIDEO MAKING 12AUG2026
20 Learning Materials
VIDEO MAKING DAY-1 SCRIPTING AND REQUREMENTS
VIDEO MAKING
CHILD EDUCATION VIDEO SCRIPT
CHILD MARRIAGE VIDEO SCRIPT
RETIREMENT PLANNING VIDEO SCRIPT
INSURANCE VIDEO SCRIPT
HEALTH INSURANCE VIDEO SCRIPT
RECRUITMENT VIDEO SCRIPT
VIDEO MAKING PART-1 TOOLS & PREPARATION
VIDEO MAKING PART 2 SCRIPT PREPARATION
VIDEO MAKING PART 3 HOW TO SHOOT VIDEO
TOOLS PURCHASE LINK
AI VIDEO CREATION
INTRODUCTION TO AI VIDEO CREATION
HOW TO GET GEMINI FREE FROM MY JIO APP
HOW TO CREATE AVTAR FOR AI VIDEO
HOW TO CREATE 10 SEC. AI VIDEO
HOW TO CREATE 30 SEC AI VIDEO
LINKS FOR APPS AND WEBSITE FOR AI VIDEO CREATION
HOW TO BUY GOOGLE FLOW CREDITS
VIDEO EDITING
HOW TO USE INSHOT EDITOR
1 MINUTE SHORT CREATION AND EDITING
SUPERSALES SAATHI RECORDING FOR CBO 2/837
3 Learning Materials
SUPERSALES SAATHI
SUPERSALES SAATHI 08AUG26 CBO 2/837
SUPERSALES SAATHI 22AUG26 BRANCH 168 CHANDIGARH
SUPERSALES SATHI ENGLISH LANGUAGE 29AUG2026
GOOGLE FORM CREATION AND GOOGLE SHEET UTILIZATION
7 Learning Materials
GOOGLE FORM CREATION 16AUG2026
GOOGLE FORMS & GOOGLE SHEET CREATION
5 DIFFERENT GOOGLE FORM QUESTIONS FOR CLIENTS
GOOGLE FORM QUESTIONS FOR HEALTH INSURANCE
GOOGLE FORM QUESTION FOR MUTUAL FUNDS
WEBSITE LINK FOR GOOGLE FORM & QR CODE GENERATION
FLOW CHART TO IMPLEMENT GOOGLE FORM & SHEETS IN BUSINESS
GOOGLE FORMS SHEETS ADVISOR UTILITIES
CANVA MASTERCLASS
10 Learning Materials
CANVA LEARNING BREAKUP
C0 INTRODUCTION TO CANVA
C01 HOW TO CREATE LOGO THROUGH CANVA
C02 HOW TO CREATE THUMBNAIL THROUGH CANVA
C03 HOW TO EDIT POSTER THROUGH CANVA
C04 HOW TO EDIT VIDEO THROUGH CANVA
C05 HOW TO CREATE WEBINAR INVITATION THROUGH CANVA
CANVA MASTERCLASS 17AUG2026
CANVA PRACTICAL VIDEO
CANVA APP & WEB LINK
CANVA CONTENT CREATION STEP TO STEP GUIDE
CANVA HOMEWORK
SOCIAL MEDIA PLATFORMS FACEBOOK, INSTAGRAM, LINKEDIN & YOUTUBE
20 Learning Materials
FACEBOOK MASTERCLASS
F01 HOW TO CREATE FACEBOOK ACCOUNT
F02 HOW TO OPTIMIZE FACEBOOK PROFILE & FACEBOOK POSTING
F03 HOW TO CREATE FACEBOOK PAGE
F04 HOW TO CREATE FACEBOOK GROUP
F05 HOW TO RUN AD THROUGH AD MANAGER IN FACEBOOK
FACEBOOK SOP
AD MANAGER FOR INSTAGRAM & FACEBOOK
INSTAGRAM MASTERCLASS
I01 HOW TO CREATE INSTAGRAM ACCOUNT
I02 HOW TO SCHEDULE POST ON INSTAGRAM
I03 HOW TO CREATE FACELESS VIDEO
INSTAGRAM STEP WISE GUIDE
YOUTUBE MASTERCLASS
Y01 HOW TO CREATE GMAIL ACCOUNT
Y2 HOW TO CREATE YOUTUBE CHANNEL
Y3 HOW TO POST ON YOUTUBE
Y4 HOW TO CHECK CYOUTUBE HANNEL ANALYTICS
YOUTUBE GUIDLINE PDF
LINKEDIN MASTERCLASS
L01 INTRODUCTION TO LINKEDIN
L02 HOW TO CREATE LINKEDIN ACCOUNT AND OPTIMIZE PROFILE
L03 HOW TO CONNECT & POST ON LINKEDIN
LINKEDIN FLOW CHART
GOOGLE BUSINESS SETUP
2 Learning Materials
GOOGLE BUSINESS SETUP
GOOGLE BUSINESS SETUP VIDEO
GOOGLE BUSINESS SETUP STEP WISE GUIDE
ZOOM MASTERCLASS
7 Learning Materials
ZOOM MASTERCLASS TRAINING
Z01 HOW TO CREATE ZOOM ACCOUNT & LINK
Z02 ZOOM INMEETING PRACTICAL CONTROLS & SETUP
ZOOM STEP TO STEP GUIDE
READY TO USE PPTS FOR VIDEO MAKING
FINANCIAL PLANNING PPT
KANYADAN IN ENGLISH
HEALTH INSURANCE PPT
CHILD EDUCATION PPT
LIC OFFICIAL APPLICATIONS & NAV ANANDA AUGUST TRAINING
18 Learning Materials
INTRODUCTION TO COURSE
INTRODUCTION TO COURSE VIDEO
DAY-1 LIC CUSTOMER PORTAL & DIGITAL APP
LIC CUSTOMER PORTAL ON LAPTOP
LIC DIGITAL APP TRAINING BY MOBILE AUG26
Q&A FOR LIC DIGITAL APP
LIC CUSTOMER PORTAL & DIGITAL APP LINK
DAY-2 MYLIC APPLICATION
MYLIC APP TRAINING AUG26
Q&A FOR MYLIC APP
MY LIC APP DOWNLOAD LINK
DAY-3 SUPER SALES SATHI
SUPERSALES SATHI 26AUG26
Q&A SUPER SALES SATHI
DAY-4 & 5 NAV ANANDA, DOCUMENTATION & ITR
DOCUMENTATION PREPARATION FOR NAV-ANANDA
INTRODUCTION TO NAV-ANANDA PORTAL
MULTI-PROPOSAL REGISTRATION THROUGH NAV-ANANDA
ANANDA AND E-NACH LINKS
HOW TO REGISTER E-NACH
EDITABLE ANANDA DATA SHEET
MINOR MULTI PROPOSAL REGISTRATION THROUGH ANANDA
NEW ANANDA DATA SHEET
Course Instructor
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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
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13+ Years of Financial Advisory Experience
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5+ Years of Professional Coaching Experience
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Founder & CEO – Rising Advisor's Academy
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5,000+ Advisors Trained
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500+ Families Financially Guided
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Expert in Financial Planning & Insurance Solutions
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AI & Digital Marketing Mentor for Advisors
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Trainer in ChatGPT, Automation & Business Growth Systems
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Creator of the Financial Doctor Pro Elite Program
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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."
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