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Owned by Karanveer

Financial Consultants

43 members • $9/m

Private group for Financial Consultants. Learn, earn, and grow faster—with the systems that actually work.

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A simple place to learn how to build and protect wealth in Canada through investing, tax planning, and financial strategy.

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11 contributions to Financial Consultants
Kids' presentation
New video is published along with downloadable presentation that focuses on kids financial planning. Make the best of it and let's close 1 kids' plan this week. Once you've helped a family, don't forget to come back here and mention in comments. Link: https://www.skool.com/financial-consultants-5387/classroom/cd068278?md=1a2f4b332da2493eb439331e49c2d010
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How This Platform Works
CLASSROOM TAB– All recorded trainings, templates, and scripts COMMUNITY TAB – Ask questions, share wins, or practice scripts WEEKLY LIVE CALLS – Attend coaching sessions to stay sharp 👉 You can start with the 60-Day Plan or go directly into any module you need. You don’t need to wait for permission. You just need a plan and consistent action.
1 like • Mar 28
@Rajni Rani Thank you for sharing Rajni. We want to make this the best place for people to succeed in financial sector.
1 like • 30d
@Manvir Bal We're here to help you with any sort. Looking forward to working together!
Unlocked! 🔓
We have now put all of the resources together in one place so everything is easier to find and use. Take a look, explore everything, and make the most of it. We are excited for you to use it!
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Unlocked! 🔓
Market & Branding Skills
Hello Karan Sir, Just went through market and branding skills videos. Those are really helpful to learn how to approach potential clients. Thank you!
1 like • Mar 28
You're very welcome Rajni! Next step is to implement what we learnt in the field.
New post - Estate planning
Hello community, I've posted new video on Estate Planning. As we all know the biggest tax bill in Canada is at death. Learn this concept and serve your clients the best possible way. Watch it here: https://www.skool.com/financial-consultants-5387/classroom/641aee64?md=d1d7ba106dc7470ea2229beae613da7e Any reviews/questions, drop em below.
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Karanveer Purba
3
32points to level up
@karanveer-purba-8235
I coach financial consultants to build strong personal brands, close confidently, and grow independently.

Active 11m ago
Joined Aug 1, 2025