How To Launch Your Own Financial Planning Business

We help you to set your business from Scratch with professional training online and offline.

What You Learn In This Webinar

Specialize in a specific area

Specializing in a particular area of insurance or finance can help you stand out from the competition and become an expert in your field. Whether you choose to focus on a specific type of insurance/Financial products, a particular industry, or a specific financial service, honing your expertise can help you build a strong reputation and attract more clients.

Create digital Presence

In today's digital age, having a strong online presence can help you reach a wider audience and build your brand. Creating Customized products, taking webinars online or offline events can help you establish yourself as a thought leader in your field and attract potential clients.                              

Automate your sales process

Automating your lead generation and sales process can help you save time and increase your conversion rates. Using email marketing, social media, and other automation tools can help you nurture leads, stay top-of-mind with clients, and close more deals.                                                                

8000+

Clients & Growing

50+Awards

Marketing Awards Across India And Out Of India Too

16+

Years Of Experience

275+

Financial Xpand Associates & Growing

  Trusted By Thousands of Happy Customers

Frequently Asked Questions

Here are a few pointers before you attend this webinar.

1. What is an insurance associate (Financial Xpand Associate)?

insurance associate (FXA) is an individual who is authorized by an insurance company to sell insurance policies to customers. They typically work for an insurance agency and earn a commission on the policies they sell.

2. What are the eligibility criteria to become an insurance associate(FXA) in India?

To become an insurance associate in India, you must be at least 18 years old and have completed your 10th standard education and above. You must also pass the Insurance Regulatory and Development Authority of India (IRDAI) examination and obtain a license to sell insurance policies.

3. How do I prepare for the IRDAI examination?

To prepare for the IRDAI examination, you can enroll in a training program offered by an insurance company or a coaching institute. The program typically covers topics such as insurance products, policy features, and regulatory requirements.

4. How do I obtain an insurance license?

To obtain an insurance license, you must pass the IRDAI examination and complete the application process with the insurance company you wish to work for. You will be required to provide your personal and professional details, including your educational qualifications and work experience.

5. What skills are required to become a successful insurance associate(Financial Xpand Associate) in India?

To be a successful insurance associate in India, you need to have strong communication skills, sales skills, and customer service skills. You also need to be knowledgeable about insurance products and regulations, and be able to build relationships with clients.