AMC Speak 12th December 2014
Over 1000 IFAs have acquired the R-GPS accreditation. Have you?
Himanshu Vyapak, Deputy CEO, Reliance MF
 

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Goal based planning for investors is widely accepted as the new age mantra for distributors and advisors. How proficient are you with goal based planning? Do you have an accreditation that certifies you as a specialist in goal based planning? Do you think such an accreditation will help you serve clients better? If yes, Himanshu has an exciting offer for you : you can now get yourself accredited as a Reliance - Goal Planning Specialist between Dec 13th and 31st, and carry a new set of business cards in the new year that proclaim you as a Goal Planning Specialist. Around 1000 IFAs have already completed the R-GPS accreditation. Here's your chance in the coming 3 weeks to do likewise.

WF: What is the Reliance Goal Planning Specialist accreditation program?

Himanshu: In our endeavor to equip distributors with goal planning based approach for their clients, we have launched Reliance Goal Planning Specialist e-Certification with Basic & Advanced levels. The basic level was launched in Nov'14 and was kept open till 7th December 2014.

The effort is to enable distributors in making every investment of their clients a 'need based Goal oriented' investment. This will help the investors to remain focused & invested during periods where markets are volatile thereby facilitate to achieve their medium to long term goals successfully. This will also help the distributors in increasing their average ticket size by at least 2-3 times of current industry average of appx. Rs.2500/- per SIP. Our efforts are to enable 5000 IFAs as Goal Planning Specialist by this eLearning initiative.

In order to get oneself certified as a 'Goal Planning Specialist', all one had to do was complete the following three exciting modules followed by assessments on our eLearning platform:

  1. Basics of Goal Planning

  2. Maths behind Perfect Goal Planning (excel based)

  3. Reliance Portfolio SIP

On completion of each module, learners get to view & download individual certificate of completion. We are proud to share that 1000~ IFAs have successfully qualified as Goal Planning Specialist by completing these online eLearning module. They would be invited for a felicitation program shortly and will be also provided with personalized 'Goal Planning Specialist-Basic' certificate & business cards.

WF: What can distributors expect from the advanced level and when will this be launched?

Himanshu: The idea is to upgrade & upskill one step at a time. The first BIG step has been initiated with huge success and now we are ready to launch the next BIG step of Goal Planning Specialist (Advance) e-Certification from 13th to 31st December 2014. In order to get oneself certified as a 'Goal Planning Specialist (Advance), one has to complete the above mentioned basic online e-Certification followed by three more exciting modules & assessments on our eLearning platform:

  1. Basics of Financial Planning

  2. Retirement Planning

  3. Retirement Planning Solutions

  4. Assessments

I would urge all IFAs who missed out on the basic certification to make good use of this opportunity and complete both the levels (Basic & Advance) during the mentioned period.

WF: How has been distributor response to your RMF Edge eLearning platform since its launch in Sep'14?

Himanshu: 'Tremendous & Overwhelming', I must say. Since the launch, more than 2100 IFAs have reaped the benefits of this platform. What is also satisfying is that 65%+ learners are from B-15 locations where reaching out to them through the traditional classroom method had been difficult. IFAs from T-15 locations also find the platform effective, as the design principle of this unique platform is to address a wide variety of learning requirements, in a most convenient manner.

WF: What are the benefits of this eLearning platform & what type of modules are available?

Himanshu: The platform offers several benefits:

  1. Convenience & flexibility to choose What, When, & Where to learn

  2. Learning Modules that cater to varied learning needs - Knowledge, Skills, Behavioral, Motivational, Case Based, products, Advisory etc.

  3. Control the speed & pace at which you want to learn

  4. Re-enforcement of learning 24x7

  5. Can be accessed from various hand held devices like tablets, smart phones apart from PC/Laptop

  6. Start from where you last left the module(s)

  7. Personalized Learner Dashboard & e-Certification download

We offer short multilingual modules in various forms like animated, interactive, game based, page turners, quizzes, contests etc. covering range of categories like domain knowledge, skills, case study based learning, motivation and the like. The course materials would be relevant and suitable for the varying requirements of the advisors.

WF: How can one access this eLearning Platform?

Himanshu: This platform is freely available to ALL IFAs empanelled with RMF. This platform can be accessed from anywhere & from any smart device (Tablets, Smart phones, etc.) apart from PC/Laptops. All it requires is updated/latest browsers (IE 9+, Firefox 30+, Chrome 35+). One has to simply logon or register on below mentioned platform to start getting the learning edge.

Business Easy logon/register: www.rmfpartners.com & click on 'The Learning EDGE' tab

For your learning requirements you could either get in touch with your Relationship Manager or even write to us at rmflearning.support@relianceada.com

Mutual Fund investments are subject to market risks, read all scheme related documents carefully



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