ATLANTA – November 8, 2024 – Uptick Financial Services, leading financial services firm, today announced that it is introducing an innovative financial literacy program for professionals and individuals who want to improve their knowledge of basics of personal finances, financial protection, diversification, building and preserving the wealth. Based on Uptick’s unique and proven experience, the program provides an innovative and alternative, holistic pathway to personal financial success. The comprehensive training program is ideal for people whose main goals are growth and financial literacy.
“Through proven methods, our training program simultaneously empowers both financial professionals and clients through comprehensive education, personalized strategies, and a holistic approach to personal finances,” said Prashant Morajkar, CEO of Uptick Financial Services. “Transforming financial futures through innovation and education enables those who take the course to establish a clear, personally relevant roadmap for financial success.”
The training program focuses on identifying the individual’s financial goals for the future. It is based on a philosophy that utilizes multiple tools and points of view to plan a customized strategy through innovation and education.
As Morajkar put it, “Financial success is not a one-size-fits-all journey. Our approach recognizes the intricate and personal nature of financial planning. We based the course on the truth that a person’s path to financial security is as unique as their fingerprint. When we talk about financial planning, we’re really talking about life planning. It’s your life. How do you want to live it? What are your values and priorities? My plan will not be the same as your plan, and that’s how it should be. That’s what we teach in this program.”
Uptick Financial Services has earned a reputation in the financial services domain as a beacon of innovation. The firm has developed a bespoke approach to personal financial planning that is forward-thinking and transcends traditional financial advisory, professional recruitment and client service models.
The company represents products from various financial services provider companies that serve the United States market. Uptick’s solutions can be accessed through licensed professionals based in financial marketing organizations and independent marketing organizations.
For more information visit www.uptickfinancialservices.com
Media ContactCompany Name: Uptick Financial Services Contact Person: Media RelationsEmail: Send EmailCountry: United StatesWebsite: www.uptickfinancialservices.com
