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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.

Course Instructor: Bhavna Pritwani

₹24999.00 ₹99999.00 75% OFF

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Course Overview

Schedule of Classes

Course Curriculum

6 Subjects

FINANCIAL DOCTOR ORIENTATION & MINDSET WITH TRACKING TASKS

3 Learning Materials

FINANCIAL DOCTOR DAY-1 ORIENTATION & INTRODUCTION TO SYSTEM

ORIENTATION 1 REOCRDING DATE 06JAN2026

Video
01:49:34

ORIENTATION 2 REOCRDING DATE 03JJUL2026

Video
01:36:41

PROSPECTING & APPROACHING

RECORDING PROSPECTING IDEAS

PROSPECT TO POLICY

4 Learning Materials

PROSPECTING & APPROACHING

PROSPECTING IDEAS RECORDING

Video
01:54:35

PROSPECTING IDEA PDF

PDF

APPROACH SKILLS

Video
01:04:40

21 APPROACHING IDEAS

Video
00:37:53

Underwriting Masterclass – From Proposal to Policy Approval

7 Learning Materials

UNDERWRITING MASTERCLASS DAY-1

BASICS OF UNDERWRITING 17JUL2026

Video
00:11:45

NON MEDICAL SCHEMES

Video
01:05:14

FEMALE UNDERWRITING RULES

Video
00:09:14

MINOR & MAJOR UNDERWRITING REQUIREMENTS

Video
00:05:30

UNDERWRITING MASTERCLASS DAY-2

UNDEWRITING E-BOOK & CHARTS

UNDERWRITING 1 PAGER

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HANDBOOK OF UNDERWRITING

PDF

CASE STUDIES PDF

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

Video
01:28:48

BENEFITS OF BM,DM,ZM& CM CLUBS

Video
00:34:26

ALL CLUB BENEFITS ONE PAGER

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CONVENTIONAL CLUBS ONE PAGER

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GALAXY, CORPORATE & ELITE CLUB CRIETERIA & BENEFITS

GALAXY,CORPORATE & ELITE CLUB CRIETERIA & BENEFITS

Video
01:12:07

GALAXY CLUB & CORPORATE CLUB ONE PAGER

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LIC OFFICIAL APPLICATIONS & NAV ANANDA

17 Learning Materials

LIC DIGITAL APP FOR CUSTOMER

LIC DIGITAL APP TRAINING JUNE26

Video
01:53:03

LIC DIGITAL APP TRAINING Q&A

Video
00:29:21

LIC CUSTOMER PORTAL & DIGITAL APP LINK

MY LIC APPLICATION TRAINING

MY LIC APP JUN26 TRAINING

Video
00:53:14

MY LIC APP DOWNLOAD LINK

SUPERSALES SAATHI

SUPERSALES SAATHI JUN2026

Video
01:59:24

SUPERSALES SAATHI APP DOWNLOAD LINK

NAV-ANANDA DIGITAL PROPOSAL REGISTRATION

MINOR PROPOSAL REGISTRATION

Video
00:22:52

INTRODUCTION TO NAV-ANANDA PORTAL

Video
00:22:52

MINOR PROPOSAL REGISTRATION WITH 1 MONTH E-NACH

Video
01:09:31

TERM PLAN REGISTRATION THROUGH NAV-ANANDA

Video
01:17:11

HOW TO DOWNLOAD, MERGE & UPLOAD ITR

Video
00:17:44

HOW TO REGISTER E-NACH

External Link

EDITABLE ANANDA DATA SHEET

DOC

ANANDA AND E-NACH LINKS

JEEVAN SAKSHYA

JEEVAN SAKSHYA CERTIFICATE CREATION

Video
00:05:54

ALL APPLICATION LINKS

ALL APPLICATION LINKS

LIC PRODUCTS TRAINING

50 Learning Materials

PLAN TERMINOLOAGY

PLAN TERMINOLOGY DAY 1

Video
01:33:10

PLAN TERMINOLOGY DAY-2

Video
01:20:57

LIC PRODUCT CLASSIFICATION

Video
00:10:33

ENDWOWMENT01 714 LIC'S NEW ENDOWMENT PLAN

714 NEW ENDOWMENT PLAN EXPLAINATION

Video
00:55:30

714 PLAN CALCULATION

Video
00:07:32

714 PLAN LIC BROCHURE

PDF

714 PLAN ILLUSTRATION

PDF

714 RETIRE & ENJOY

PDF

YOUTH PROTECTION PLAN

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714 ONE PAGER

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ENDWOWMENT02 715 LIC'S NEW JEEVAN ANAND PLAN

JEEVAN ANAND PLAN EXPLAINATION

Video
01:00:57

715 LIC BROCHURE

PDF

715 ONE PAGER

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ENDWOWMENT03 717 LIC'S SINGLE PREMIUM ENDOWMENT PLAN

SINGLE PREMIUM ENDOWMENT PLAN EXPLAINATION

Video
00:55:11

717 LIC BROCHURE

PDF

717 ONE PAGER

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717 PLAN SERIES COMBO ENG

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717 PLAN SERIES COMBO HINDI

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717 SERIES COMBINATION KEY

PDF

ENDOWMENT04 733 LIC'S JEEVAN LAKSHYA PLAN

JEEVAN LAKSHYA PLAN EXPLAINATION

Video
01:02:23

733 LIC BROCHURE

PDF

733 ONE PAGER

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SHIKSHA KI SURAKSHA E1

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SHIKSHA KI SURAKSHA CALCULATION PDF

PDF

SHIKSHA KI SURAKSHA E2

Image

SHIKSHA KI SURAKSHA HINDI

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ENDOWMENT05 736 LIC'S JEEVAN LABH PLAN

JEEVAN LABH PLAN EXPLAINATION

Video
00:40:10

736 LIC BROCHURE

PDF

JEEVAN LABH ONE PAGER

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LABH 16

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LABH 21

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LABH 25

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LABH HI LABH ENG BROCHURE

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LABH HI LABH HINDI BROCHURE

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LABH HI LABH CALCULATION PDF

PDF

ENDWOWMENT06 760 LIC'S BIMA JYOTI PLAN

BIMA JYOTI PLAN EXPLAINATION

Video
01:05:05

BIMA JYOTI LIC PLAN BROCHURE

PDF

BIMA JYOTI ONE PAGER

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BIMA JYOTI COMPARISON COMBO PDF

PDF

ENDOWMENT07 881 LIC'S BIMA LAKSHMI PLAN

BIMA LAKSHMI

Video
00:50:57

BIMA LAKSHMI LIC BROCHURE

PDF

BIMA LAKSHMI ONE PAGER

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BIMA LAKSHMI OPTION A

PDF

BIMA LAKSHMI OPTION B

PDF

BIMA LAKSHMI OPTION C

PDF

BIMA LAKSHMI PLAN ADDENDUM

PDF

ENDOWMENT08 912 NAVJEEVAN SHREE REGULAR PREMIUM

NAV JEEVAN SHREE PLAN EXPLAINATION

Video
00:49:42

NAVJEEVAN SHREE LIC BROCHURE

PDF

NAV JEEVAN SHREE ADDENDUM

PDF

NAVJEEVAN SHREE ONE PAGER

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Course Instructor

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Bhavna Pritwani

15 Courses   •   30 Students

Based on your branding and professional profile, here's a polished "About Me" section for your website.


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."