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FundsSchool arrives on Google Play and the App Store this Diwali · 8 Nov 2026. Zero cost: every chapter, every test, no ads, no paid plan.
Courses/Build a finance career

Your first 100 clients

Where new distributors find clients, what to say in the first meeting, and how to follow up without being pushy.

5 chapters~28 minPractice15 check questions
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Finish a chapter’s quick check with two of three right and its node lights up. Your path is saved in this browser.

01
Your warm list: the hundred people you already know6 min · Every practice starts with people who already trust you. Here is how to list them without spamming them.
Start · +20 XP
02
Pick a niche: why “everyone” is nobody5 min · Distributors who serve one kind of client well grow faster than those who serve everyone a little.
Start · +20 XP
03
The first meeting: thirty minutes, four parts7 min · A simple structure for the first real conversation, so the client talks more than you do.
Start · +20 XP
04
Following up without being pushy5 min · The one-page note, the 48-hour rule and a simple tracker that keeps nobody falling through the cracks.
Start · +20 XP
05
Your weekly rhythm: the numbers you can control5 min · You cannot control the market or who says yes. You can control how many useful conversations you have.
Start · +20 XP
The app · arriving Diwali · 8 Nov 2026

Your streak, in your pocket.

Practice mocks, the Final exam, flashcards, reminders and home-screen widgets live in the app. Zero cost, no ads. Sign up with your name and email; on the career track you also verify your mobile number.

Arriving this Diwali onGoogle PlayArriving this Diwali on theApp Store

Search “FundsSchool” on launch day, or scan the code.