Network FP - EdTech & Professional Ecosystem for PFPs

Network FP is India’s largest ecosystem and knowledge platform for financial advisors and Personal Financial Professionals (PFPs). The platform helps advisors build and grow their careers through certifications, continuous learning, and community support. It also connects individuals seeking trusted financial advice with certified PFPs, empowering informed financial decisions and improved financial well-being.

Industry

EdTech

Business Type

EdTech + Professional Growth Ecosystem

Key Features

QPFP Certification, Learning Platform, Community Forum & Directory for Connecting with PFPs

Impact & Results

Network FP strengthened the financial advisory ecosystem by combining certification, learning, and community into a single platform. Advisors increased participation, completed certifications faster, and stayed engaged longer, while gaining easier access to trusted knowledge and peers.

Challenges

The rapidly evolving financial advisory landscape poses several challenges:

Fragmented Workflows

Advisors faced fragmented learning paths,tools, limited market visibility, and time-consuming manual workflows.

Finding Trusted Advisors

Individuals struggled to find credible, qualified advisors for unbiased and personalized financial guidance.

No Centralised Standards

The lack of a centralized platform made it difficult to ensure consistent advisor quality, compliance, and ethical standards.

How Network FP Empowers Advisors and Clients

Network FP accelerates financial advisory success by combining education, certification, and client connection into one ecosystem. Through the flagship QPFP certification and advanced learning modules, advisors gain practical skills and credibility. The platform’s interactive community and tools help them manage practices efficiently.

For individuals, Network FP offers a transparent, trustworthy directory of certified PFPs to easily find qualified advisors tailored to their needs. This two-sided platform model not only uplifts advisor careers but also enhances the overall financial well-being of clients by fostering trusted advisory relationships.

Our Approach

F22 Labs supported Network FP in creating this multi-stakeholder platform, using our proven four-step process:

Discovery & Mapping

Identified key needs of both advisors and end-customers

Defined workflows for certification, advisor growth, and client connections

UI/UX Design

Designed intuitive dashboards for PFPs, learning modules, and client communication flows

Built prototypes to validate advisor and client journeys

Development

Built scalable features like program modules, certification workflows, and advisor-client matching

Ensured seamless onboarding paths for both advisors and individuals

Deployment

Implemented cloud-based architecture to support large advisor networks

Maintained security, trust, and compliance in user data handling

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Solutions - A Few Key Features that we built

1. QPFP Certification Program

Comprehensive, cohort-based certification that combines practical training, ethics, and business credibility development for financial advisors.

Builds industry-recognized credentials and advisor credibility

Improves career growth with structured, outcome-driven learning

2. Learning Platform & Community

Rich continuous education resources including live sessions, advanced courses, protools, peer forums, and mentorship to support advisor growth and knowledge sharing.

Enables continuous skill development through expert-led learning

Encourages peer collaboration and long-term community engagement

3. Tools

Practice management, client onboarding, multi-asset reporting, and automation features to streamline advisory workflows and improve client servicing.

Simplifies daily operations with end-to-end workflow automation

Improves client experience with faster onboarding and reporting

4. Verified Advisor Directory

India’s largest searchable directory allowing individuals to find and connect with certified, trustworthy advisors to receive holistic financial planning and wealth management services.

Helps users quickly find verified and qualified financial advisors

Builds trust through transparent profiles and certifications