cchat ACCA ACCA

Flow of the call Flow pointers (Same across courses) What it contains? (Bullets) Pitch
l 1. Confirm identification 1.Confirm identification 1.Hi, this is Pratham, right? (Use micro
2. Self introduction 2. Self introduction agreement tonality eg: right? Indicate question
3. purpose of the call 3. purpose of the call with tone)
2.Hi Pratham, this is Sapna, I am calling you
from Zell education
3. I can see you have enquired for an
accounting course , ACCA right?

How may I help you?

Qualifying *There are 5 mandatory questions *Okay, so before we go ahead, can I know a
questions Take permission *Taking permission before asking question is few things about you, so that I can help you
mandatory better?
1. Qualification 1. Qualification 1. What’s your academic background?
2. Source of enquiry for course 2. Source of enquiry for ACCA 2. How you get to know about ACCA
3. Source of enquiry for Zell 3. Source of enquiry for Zell 3. How did you get to know about Zell (And
4. Location 4. Location what about Zell)
5. Advance close question 5. Advance close question 4. BTW forgot asking you, where do you
stay?, We have our offices in Mumbai,
Bangalore and Delhi
5. If everything goes well how soon are you
planning to start your studies?

Intro of the course 1. Full form 1. Full form of the course *How much do you know about the course?
2. Body of the course 2. Similar to CA (Oh great you have some basic details about
3. 1 line intro of course 3. Global CA the course)
4. Recognition in 180+ countries 1. Let me tell you a little bit about ACCA,
5. Valued course ACCA is the Association of Chartered
Certified Accountants which is a UK based
qualification. Just like how we have CA’s in
India ACCA is recognized as a Global CA as it
is accepted in 180+ countries including India .
It opens up a lot of opportunities for you in
India as well as abroad.

In Fact ACCA is considered to be the world's

most valued course in the entire Finance &
Accounting domain.

IDENTIFY THE REASON BEHIND DOING THE COURSE (PROBING ALSO CALLED AS IDENTIFYING THE RED HOT BUTTON)
1. Family background
2. Current status working or student
3. Total number of experience
4. Why are you Struggling in CA /other course
5. Challenges while working (Stagnancy/promotion)

Understand the main reason and give customised 1-2 liner and then follow the flow
Scope India: India: 1. In India today, 70% of the companies are Once you
1. Companies MNCs, and these MNCs, they come to India earn your
2. Profliles 1. 70% MNC's in India for several reasons, like human resources at ACCA
3. CTC 2. International clients cheaper cost, ect. qualification,
4. Soft skills 3. Name of the companies 2. When these MNCs come, they bring the average
4. Job profiles international clients along with them. Today, salary
International: 5. Salary India has UK-based clients, European-based typically
1. Countries clients, and so many other clients, right? Now, ranges
2. CTC International: to handle the Indian clients in India, there are between ₹12
CAs, but to handle these foreign clients, there to ₹14 LPA—
1. Countries are not many people, those who have those equivalent to
2. CTC skills. about ₹1 lakh
3. ACCA are hired in bulk in these big to ₹1.2 lakh
companies like Big 4s, Big 6, Abanz, JP per month—
Morgan, Nomura, Morning star where we with just a
have placed our students. minimum of
4. that is how you will be able to work on job three years
roles, where you can do taxation, auditing of
work for these foreign accounting firms, Other experience.
than that, you can become advisor. Now, see, This level of
all these roles have huge responsibility. If you, compensatio
for example, today, if I ask you, Pratham, can n is rarely
you do a financial risk analysis for a company, achievable
will you be able to answer that? No, right? But with only a
when you do ACCA, you will be at a position bachelor's
to give them advices on what they should do. degree.
And that's how you will get hired in such
positions. Even without
5. Once you earn your ACCA qualification, the work
average salary typically ranges between ₹12 experience,
to ₹14 LPA—equivalent to about ₹1 lakh to ACCA
₹1.2 lakh per month—with just a minimum of affiliates who
three years of experience. This level of have
compensation is rarely achievable with only a completed all
bachelor's degree. their papers
can expect to
Even without work experience, ACCA affiliates earn
who have completed all their papers can between ₹8
expect to earn between ₹8 to ₹10 LPA. In fact, to ₹10 LPA.
one of our recent students secured a ₹10 LPA In fact, one
package immediately after completing her of our recent
exams, despite having no prior experience. students
secured a
Moreover, unlike CA articleship, where ₹10 LPA
starting stipends can be as low as ₹5,000 per package
month, ACCA students can earn ₹25,000 to immediately
₹30,000 per month after clearing just a few after
papers—making it a financially rewarding completing
journey from the outset.. So if you start from her exams,
now, within three years itself, you can see this despite
change because simultaneously, if you keep having no
taking job experiences, then you will get the prior
license at the end of three years. Now for this, experience.
you have to write papers. So let's see how
you will write paper, okay? Moreover,
unlike CA
International: articleship,
where
1. The scope of ACCA is wide in 180+ starting
countries. Countries like UK, Germany, stipends can
France, Italy, Australia, Canada, Malaysia, be as low as
Dubai highly recognize ACCA like CAs in ₹5,000 per
india. month,
2. ACCA body has its own portal ACCA ACCA
Global where you can find all the international students can
job posting by sitting in India earn ₹25,000
3. You can earn upto $60,000 to $80,000 per to ₹30,000
annum per month
after clearing
just a few
papers—
making it a
financially
rewarding
journey from
the outset.
Academics 1. Levels/Parts/Papers/Subjects *ACADEMICS - Mandatory 8 points As you have basic knowledge about ACCA I
2. Paper Duration 1. Levels/Parts/Papers/Subjects will tell you more
3. Course Duration 2. Paper Duration Academics :
4. Paper Pattern 3. Course Duration 1. Levels/Parts/Papers/Subjects- There are 13
5. Passing Marks 4. Paper Pattern papers in total, Divided in 3 levels, K-S-P,
6. Online course 5. Passing Marks (Mention Exemption if any)
7. Attempts 6. Online course 2. Paper Duration- As you are left with 8
8. Passing rate 7. Attempts papers, one paper will take around 2 to 2.5
8. Passing rate months to prepare
3. Course Duration- So, you can easily
complete 8 papers in 2 years even if you are
writing one paper at a time.
4. Paper Pattern - Paper pattern for skill level
is 60% MCQ and 40% subjective
5. Passing Marks- And you have to score 50
out of 100 in each paper so there is no
negative marking.
6. Online course- You will not write exams on
pen and paper, it's computerized and you can
go to the nearest center and write your
exams, tools like excel and spreadsheets are
used to write subjective answers which makes
you ready for the real world and makes you
job ready.
7. Attempts- And you can write papers
quarterly/on demand, so which attempt are
you planning?
8. Passing rate- Because of all the flexibility
the global passing rate of ACCA is 40 to 45%
Zell benefits 1. Pre-learning 1. Pre-learning I would suggest you to start with one paper at
2. Live interactive classes 2. Live interactive classes a time, So which attempt would you be able to
3. Faculty 3. Faculty give?
4. Recorded lectures 4. Recorded lectures
5. Doubt solving 5. Doubt solving We have two kinds of batches:
6. Mocks and tests 6. Mocks and tests 1. Weekday- Monday to Thursday in evening
7. Books and study materials 7. Books and study materials for 3 hours
8. LMS 8. LMS 2. Weekend - Saturday and Sunday in
9. Student support team 9. Student mentor between 9 am to 8 pm for any 4 hours
10. Placement assistance 10. Placement assistance
11. Immersion 11. Immersion Which one will you be comfortable with?
12. Passing rate 12. Passing rate
13. Platinum membership 13. Platinum membership
14. Rank holders 14. Rank holders 1. Pre-learning- So at Zell we have a
mandatory pre learning for all our students. It
is for you to understand the ACCA subjects
from the pre-recorded lectures as ACCA
preparation is online, you will also be more
comfortable with the live lectures and it will be
easy for you to grasp things later, however we
give customized pre-learning we will first take
your test and determine how much pre-
learning you will need. I will explain to you the
process of writing the test at the end. ( Pitch
test again at the end for urgency creation)

2. Live interactive classes- Once you are done

with the pre- learning, your live interactive
classes will start, you will be able to ask your
doubts in the lecture and you will be able to
hear other students too just like a classroom
session, You can also unmute & ask your
doubts in class

3. Faculty- You will be learning from the

industry's best teachers, our faculties are
ACCA’s themselves with practical experience
of 10-15 years with Big 4’s and 6’s, and they
were rank holders during their time.

4. Recorded lectures- If you miss the lectures,

there is nothing to worry about, you can cover
up the missed lectures by watching the
recorded lectures of the missed classes. You
can watch it unlimited times. Anytime while
you revise at home.

5. Doubt solving- For doubt solving first thing

is we always insist our students to ask it in
class also while watching the recorded lecture
if you have any doubt you can ask them by
mailing us on academics@zelleducation.com ,
we also have 1:1 doubt solving sessions with
the subject matter expert,this will help you a
lot to get clear understanding of concepts.

How do you usually study? In a group

with friends? We get more doubts when we
study together with friends, right? If you
have any friend who is interested in ACCA
you can give them a good career as well as
you will have company and the best part is if
your friend take admission with us you will get
referral of upto Rs.30,000/- ( Again talk about
the same in the end asking for the number
and share PDF)

6. Mocks and tests- Before you write your

actual exam we will make sure you give
enough Mocks and tests to get practice. It will
help you gain more confidence and our mocks
are exact replicas of the actual examination. It’
s like giving prelims before boards, also after
you score well in our mocks we assist our
students to book the exam

7. Books and study materials- You don’t have

to buy anything from outside, you will get hard
copies delivered to your address and also for
reference soft copies will also be provided to
you after your admission once you fill a book
form. Our books are made for students like
you with relatable indian examples & simpler
words as it is easy to understand and learn
from.

8. LMS- All the above mentioned things are

easily accessible with the help of our learning
management system and you will get a login
ID and password to access the same.

9. Student mentor- We have our inhouse

student support team who will be available
from 10:30 am - 7:30 pm from Monday to
Friday for any non academic help. You can
first reach them out over whatsapp and they
will connect with you for your concerns.
Fees *Zell fees *Zell fees Fees is divided in two parts - (Always start
*Body fees *Body fees with Zell Fees)

Zell fee:

Training fees - For eg: 130,000/-

The above fees are inclusive of:

-Pre-Learning
-Live Interactive Classes
-Faculty
-Recorded Lectures
-Doubt Solving Sessions
-Test & Mocks
-Study Material
-LMS
-Student Support Team
-Placement Assistance

And the best part is that you can start earning

after 2-3 papers of skill level and get returns
on your investment

ACCA body fees

Registration is of 89 GBP however as you are

a Zell student it will be waived off completely
Subscription fees is 134 GBP this fee is
nothing but your yearly subscription fees - this
you have to pay every year.For this year it will
be for free however in December 2024 they
will charge you for the year 2025.
Exam fees are for every time you write a
paper you have to pay these fees.
Exemption fees are for papers you are not
writing because of your previous
qualifications.

After completing a few papers of Skill level,

you can actually start looking for opportunities
to work with MNCS, Zell can help you get
placed.

Call closing *Urgengy creation *Urgengy creation I am sending you all the fees related details
*Need creation *Need creation on your number, is this your whatsapp
*Test scheduling *Test scheduling number?
*Demo *Demo
*Followup date *Followup date Also, as i told you this is the perfect time for
you to start your preparation as you can
complete one paper by sept and you till march
you will be done with 3 papers of Skill level
and as you know march is the end of the
financial year, there will be a lot of companies
looking out for ACCA’s and we will also be
able to help you get placed. (Need creation)

As I told you about the test for pre-learning it

will help you take the decision based on your
scores, so let do the test tomorrow we have 3
slots which one will be comfortable for you?

I am sending you a demo lecture,

watch that and understand our way of

teaching.

I will call you tomorrow to understand the

feedback of our demo lecture?

It was a pleasure talking to you Pratham if you

have any doubt reach out to me i will help you.
Take care, Bye!
 FAQ Pointer Pitch
1. See I don't know about others, you can find classes where they will give you classes may be in 50K also however, we take high fees as we have faculty who are one of the best in the industry and they charge their fees accordingly, you think
1. Acceptance on premium pricing
about it good teachers will take high fees right?
2. High end services
The price is too high 2. Its an investment that can save you from paying exam fees for the reattempts.
3. ACCA Faculty member
3. I understand you feel the fees are a little high from others however we give you quality, no other institute is providing exam replication experience. Mock's are very important as it gives you the understanding the gaps that you need to work on
4. Exact replica of exams in mock
before attending the exms.
1. I understand that you want offline classes, as till now you have attended exams offline on pen and paper studying offline made sense. However these are international courses which are conducted online on Excel/spreadsheet so that you get
1. Online exam pattern
practical training as non of the accounting work today is done on pen and paper.
2. No geographical barrier
Offline class 2. Also as you will be learning from excel there is no need of going to the class physically as you are gioing to learn from the screen, so it saves your travelling time.
3.Saves time
3. In offline class if you miss lecture, you don't get recording here you will get recording and you will not miss on anything
4. No recording if class is missed
4. You cannot find all the best teachers from one location online learning allows us to learn from the best from any location.
1. Zell has been there from past 10 years and we have catered to more than 10,000+ students so you don't have to worry about anything as you are going with one of the most experience institute.
1. Old and trusted institute
2. We are highest ranked institute and we hold platinum approved membership by the ACCA body itself because of our passing rate which is 80-85% and we ensure that by providing you with a student mentor and by our 3 mock rule, we have a
Why Zell? 2. Platinum approved member
high placement support rate, and our faculty members are also approved by the ACCA body.
3. High end services and best faculty
3. We don't just teach you we ensure that you pass on your first attempt itself as we have the platinum membership we keep our passing rate intact by giving literal exam replication which nobody provides in the market
1. Ask if there is any genuine reason 1. May I know is there anything that is stoping you now?
2. Pitch prelerning and test 2. I can understand and its fine if you want to start later, but I will suggest that you write one apptitute test if you are scoring well start later but if the scores are less I will give you pre-learning that you can do at your own time and whenever you are
3. Sit for live lecture later as per your ready to sit for lecture we will start your live lectures then.
I want to join later
convinience 3. This also ensures they are ahead of the other students.
4. Helps you save money in case of 4.Yes, you can go for a later attempt, but I recommend you start with the pre-learning as this ensures that you are not impacted by any increase in the pricing.
increase in fees
1. Try to understand the monthly 1. I can understand that you have financial issues but to come out of it education is the best investment, if you tell me how much amount you can spend every month then I can suggest you the suitable EMI option.
paying capacity 2. As your fees for skill level is 100000 and if you take EMI for 12 months, now you just have to pay 10k for securing your admission and from next month you will just have to pay 8,333 for the rest of 11 months that's it and in return you are securing
I have financial issues:
2. Pitch EMI with easy breakup your future.
3. Pitch paper/level instead of combo 3. If still you are not able to plan it you can take less number of papers also and atleast start rather than dropping the plan.
1. Power combination 1. A management course and a proffessional course is one of the power combinations as having in depth knowledge of accounts will help you secure the job and managemnt degree will help you to grow.
MBA and ACCA 2. Helps in getting managerial roles 2. When you spend 2-3 years in this field definately you will be looking to handle team and be on a managerial position at that time you will need MBA degree rarher you can do duel degree and save time and money
3. Builds skill 3. It will help you understand the relation of finance with other departments of business, crisis management, develop leadership skills.
1. Complete the course at early age 1. If you start early definately at an early age you will complete the studies, we had a student his name is Rehaan he completed his studies at the age of 18 and got licence at 21
ACCA starting from school 2. Less pressure 2. As he will be having less pressure of studies it will be easy to complete the course as along with age the responsibilities will always be more not less
3. Better exposure 3. If he completes the course at early age the opportunities will start coming to him early and as compared to his peers he will always be ahead and ahead of competitor forever and will get market exposure and can achieve his dreams at early age
 US CMA US CMA
Flow of the call Flow pointers (Same across courses) What it contains? (Bullets) Pitch
Call opening 1. Confirm identification 1.Confirm identification 1.Hi, this is Pratham, right? (Use micro
2. Self introduction 2. Self introduction agreement tonality eg: right? Indicate question
3. purpose of the call 3. purpose of the call with tone)
2.Hi Pratham, this is Sapna, I am calling you from
Zell education
3. I can see you have enquired for an accounting
course

How may I help you?

Qualifying *There are 5 mandatory questions *Okay, so before we go ahead, can I know a few
questions Take permission *Taking permission before asking things about you, so that I can help you better?
question is mandatory 1. What’s your academic background?
1. Qualification 1. Qualification 2. How you get to know about US CMA
2. Source of enquiry for course 2. Source of enquiry for US CMA 3. How did you get to know about Zell (And what
3. Source of enquiry for Zell 3. Source of enquiry for Zell about Zell)
4. Location 4. Location 4. BTW forgot asking you, where do you stay?,
5. Advance close question 5. Advance close question We have our offices in Mumbai, Bangalore and
Delhi
5. If everything goes well how soon are you
planning to start your studies?

Intro of the course 1. Full form 1. Full form of US CMA *How much do you know about the course? (Oh Example to explain CMA
2. Body of the course 2. Body of the US CMA great you have some basic details about the
3. 1 line intro of course 3. 3 benefits of doing US CMA course) Now let me tell you what exactly CMA is and what it does – Have you heard of the company called
4. Recognition in 140+ countries 1. Let me tell you a little bit about US CMA, It TESLA?
stands for Certified management accountants
this is a US based cost accounting course and
Institute of management accountants governs
this course which is situated in New Jersey. Ok! So Tesla is a car manufacturer owned by Elon Musk! One of the richest people in the world – Now
2. US CMA is one of the shortest professional when they wanted to enter the Indian market, do you think they would have just one fine day thought
qualification which can be done at 3X lesser about it and decided to start?
investment but you get the same returns as any
other proffessional course. Exactly no company big or small will do that – So when it comes to understanding what market is good
3. It is globally accepted in 140+ countries which for their upcoming product or services, from cost and profitability to understanding the current
make it one of the valued couses in this field competition their market share, target audience vs who their target audience will be and understanding
a buyers persona, etc all these things play primary roles and responsibility of what a CMA does –
That’s why it's such an interesting role because it challenges you every day to be the best and work on
different things always. You move from one project to another and with that, the chances are always
higher of promotion. This in a nutshell is what CMA is.

IDENTIFY THE REASON BEHIND DOING THE COURSE (PROBING ALSO CALLED AS IDENTIFYING THE RED HOT BUTTON)
1. Family background
2. Current status working or student
3. Total number of experience
4. Why are you Struggling in CA /other course
5. Challenges while working (Stagnancy/promotion)

Understand the main reason and give customised 1-2 liner and then follow the flow
Scope India: India: 1. You will have a qualification to back you up
1. Companies and land you an opportunity across the globe –
2. Profliles 1. 70% MNC's in India and even if it's just in INDIA, with over 75% of
3. CTC 2. International clients companies being MNCs who deal in the accounts
4. Soft skills 3. Name of the companies and finance field, your resume will always stand
4. Job profiles out.
International: 5. Salary 2. Money investment – is going to be minimal as
1. Countries compared to your ROI and again the excellent
2. CTC International: part is you get opportunities in the big 4 and big 6
companies or multiple MNCs.
1. Countries 3. Now let me tell you the most important part –
2. CTC your job opportunities and package and
companies that you get hired for. On average
CMA’s are hired by many companies (Name the
companies), - Companies: Big 4, Big 6, like
KPMG, E&Y, Deloitte, PWC, BDO, and Grant
Thornton. Multiple MNCS like JP Morgan,
Morgan Stanley, Morning Star, Nomura,
Accenture, Cap Gemini, Abans, Tata, etc. with
an average pay package of - Packages:
Freshers: 4-7 LPA, Members can get up to 12
LPA – This is in India. Overseas, you will have
more or less the same kind of companies hiring
you however your pay package could be
anywhere between $65k-$80k per annum
4. You can work on profiles such as Financial
Risk Manager, Accounting Advisor, Financial
Reporting Manager, Controller, Budget Analyst,
Financial Analyst, etc. Also with enough
experience and good skill set you can open your
own firm as well.

Academics 1. Levels/Parts/Papers/Subjects *ACADEMICS - Mandatory 8 points 1. CMA has 2 parts, which are divided into Level
2. Paper Duration 1. Levels/Parts/Papers/Subjects 1 and Level 2 – Each of these levels consists of 6
3. Course Duration 2. Part Duration subjects; however, your 6 subjects are clubbed
4. Paper Pattern 3. Course Duration as 1 paper.
5. Passing Marks 4. Paper Pattern 2. which is scored on 500 marks each, with 400
6. Online course 5. Passing Marks marks being completely MCQs, and the
7. Attempts 6. Online course remaining 100 marks are again your case study
8. Passing rate 7. Attempts based MCQs.
8. Passing rate 3. On a scale of 0-500, a score of 360 is required
to clear the exam, and there is no negative
marking.
4. The paper will be of 4 hours each, so we train
you thoroughly on level 1 for about 3 or 3 ½
months, and once you’re ready and prepared, we
ask you to take an exam, and then you move on
to level 2 where again the same process follows.
5. There are 3 exam windows each year. In Jan-
Feb, May-June and Sept-Oct the exams can be
given in any of these 3 windows.
6. It is a center-based exam. The exams are held
in 8 metro cities across India.
7. The course duration is 6-9 months
8. the global passing percentage for US CMA is
50% and Zell's passing percentage is 85%.
Zell benefits 1. Pre-learning 1. Pre-learning *Alright! So we would suggest you start with our
2. Live interactive classes 2. Live interactive classes pre-learning classes to clear the basics of CMA
3. Faculty 3. Faculty before the actual class starts – I want you to be
4. Recorded lectures 4. Recorded lectures part of the same batch because 90% of people
5. Doubt solving 5. Doubt solving are students/professionals like you.
6. Mocks and tests 6. Mocks and tests 1. Pre-learning- At Zell, we have mandatory pre-
7. Books and study materials 7. Books and study materials- Surgent learning. Certain concepts in the US CMA
8. LMS 8. LMS curriculum are a little more advanced what I
9. Student support team 9. Student mentor mean is that if you make a regular B.com person
10. Placement assistance 10. Placement assistance sit directly for the live lectures chances are that
11. Immersion 11. Immersion they will not be able to understand the concept
12. Passing rate 12. Passing rate and the reason is because of the way the Indian
13. Platinum membership 13. Platinum membership education is as compared to US education.
14. Rank holders 14. Rank holders 2. Live interactive classes - You will be sitting in a
live interactive class, you can unmute your mic
and speak with the teacher and ask questions
whenever you want which will help you to
understand the concepts better and will also give
you hands-on practice with Excel spreadsheets
as the papers are computer-based. These
classes are completely interactive in nature, the
teacher will ask you to speak and answer
questions.
3. Faculty- You will be learning from the
industry's best teachers, our faculties are ACCA’s
themselves with practical experience of 10-15
years with Big 4’s and 6’s, and they were rank
holders during their time.
4. Recorded lectures- If you miss the lectures,
there is nothing to worry about, you can cover up
the missed lectures by watching the recorded
lectures of the missed classes. You can watch it
unlimited times. Anytime while you revise at
home.
5. Doubt solving - For doubt solving, the first
thing we always insist our students do is to ask
their doubts in the live class. While watching the
recorded lecture if you have any doubts you can
ask them by mailing us at
academics@zelleducation.com, we also have 1:1
doubt-solving sessions with the subject matter
expert, this will help you a lot to get a clear
understanding of concepts.
6. Mocks & Test - How we prepare our students
and how we have a high passing rate is all the
faculty who are teaching you are already
qualified so we have this very clear 3 mock rule
exams. So now think about it like this 20 days
before your exams you give your 1st mock but
when I say you give a mock it means you have to
give it in an exam condition which means if it's a
4-hour paper you lock yourself in a room for 4
hours, sit with your laptop and there is no
cheating you write it like it's your real exam, go
through the entire process and put effort in
making sure that you finish on time and after that
you check the marks yourself. Let’s say that you
don’t clear this mock. Then a couple of days later
we again make you sit for a mock, you have to
make yourself sit in the same exam condition and
let's say because of the first experience you are
prepared much better and you get better marks
than your first mock. Same thing you do for the
third mock, after this, when you go for the 4th
mock which is more or less the real exam, you
are so used to this that the chances of you failing
are almost negligible. All these mocks and tests
will be taken care of by Zell.
7. Books- To ensure success in the US CMA
exams there are certain course providers out
there. Surgent is a US CMA publisher and one of
the leading course providers. Essentially, what
they do is that they get material directly from the
IMA including past questions that have been
used in the question paper and they also curate
original questions that are the same difficulty as
the real exam. So essentially what Surgent will
help you do is it will provide you with tools like
adaptive learning. What we mean by adaptive
learning is every time you are practicing a
question and you answer it incorrectly, the next
question is from the same syllabus area and you
get a more realistic exam experience. It also has
a very detailed dashboard that will tell you
exactly where you are performing well and where
you need to put in more hours. It will allow you to
make your study plan on the LMS. It will
recommend videos that you need to watch, it will
recommend questions that you need to practice
and areas of the textbook that you need to go
through. Essentially if you are following the plan
daily through Surgent, the chances of you
passing the exams are maximized.
8. LMS- All the above mentioned things are
easily accessible with the help of our learning
management system and you will get a login ID
and password to access the same.

9. Student Suport team- We have our inhouse

student support team who will be available from
10:30 am - 7:30 pm from Monday to Friday for
any non academic help. You can first reach them
out over whatsapp and they will connect with you
for your concerns.

10. Placement assistance: So the way

placements work at Zell is we obviously have the
major companies which are tied up with us the
big 4, big 6 and like that we have now more than
100 companies who are associated with us and
what happens is whenever these companies
across the year, whenever they have vacancies it
comes to us & we pass it on to our students
Last month we got 50 of these companies
sending us a few vacancies which total to over a
1000 total vacancies. Now all our students who
fulfill that criteria and at that time want to
probably apply we forward their CVs to those
companies.
If the company likes your CV then they call you
for a placement, they call you for an interview
and if you crack the interview you get it.

11. Immersion - (Before pitching immersion while

probing gauge the paying capacity and only then
introduce immersion)
So, Mehrin, as we discussed about
placements, have you prepared your CV yet?
(Wait for the answer and then if they have
there CV ask about the content it will be as usual
which includes academics, and few
achievements)

CV is not just a format which includes a

few things about you but it takes years to build a
good CV as you will have to do things first in
order to put it on your CV and how will you know
that the things that you are doing are relevant or
not?

We are giving you a chance to meet 1. Industry

leaders who are there to help you understand on
a 1:1 basis what needs to be done in order to
make an impressive CV and they will take your
mocks.
2. You will meet CFO and CXO’s of various
Fees *Zell fees *Zell fees So CMA fees are divided into 2 categories –
*Body fees *Body fees Which is Zell Training Fees (for your classes and
preparation) and Body Fees (which you directly
pay to the IMA body)

Zell Fees will be (Insert Amount) And it includes:

Pre-learning, Live Interactive Classes, Recorded
Lectures, Doubt Solving Sessions, LMS, Surgent,
Mocks & Tests, Student Support Team,
Placement Assistance

We also have flexible EMI options of 3/6/9

months with no interest
Body Fees – Total (Insert Amount) depending on
student or working professional. It's divided into 3
categories in which you don’t pay for everything
at once.
1. Registration fees, 3 years CMA membership
fees
2. Exam Fee of Part 1
3. Exam Fee of Part 2

So you invest around 1.5 to 2 lakhs overall and

start with a salary of up to 12 lakhs once you are
a qualified CMA.
Call closing *Urgengy creation *Urgengy creation I am sending you all the fees related details on
*Need creation *Need creation your number, is this your whatsapp number?
*Test scheduling *Test scheduling
*Demo *Demo Also, as i told you this is the perfect time for you
*Followup date *Followup date to start your preparation as you can complete
one part, there will be a lot of companies looking
out for CMA's and we will also be able to help
you get placed. (Need creation)

As I told you about the test for pre-learning it will

help you take the decision based on your scores,
so let do the test tomorrow we have 3 slots which
one will be comfortable for you?

I am sending you a demo lecture,

watch that and understand our way of teaching.

I will call you tomorrow to understand the

feedback of our demo lecture?

It was a pleasure talking to you Pratham if you

have any doubt reach out to me i will help you.
Take care, Bye!
Course Name IB IB
Flow of the call Flow pointers (Same across courses) What it contains? (Bullets) Pitch Tarun
Call opening 1. Confirm identification 1.Confirm identification "1.Hi, this is Pratham, right? (Use micro agreement tonality eg: right? Indicate question with tone)
2. Self introduction 2. Self introduction 2.Hi Pratham, this is Sapna, I am calling you from Zell education
3. purpose of the call 3. purpose of the call 3. I can see you have enquired for an accounting and finance course

How may I help you?" 3 self intro

Qualifying *There are 5 mandatory questions *Okay, so before we go ahead, can I know a few things about you, so that I can help you better?
questions Take permission *Taking permission before asking 1. What’s your academic background?
question is mandatory 2. How you get to know about IB
1. Qualification 1. Qualification 3. How did you get to know about Zell (And what about Zell)
2. Source of enquiry for course 2. Source of enquiry for IB 4. BTW forgot asking you, where do you stay?, We have our offices in Mumbai, Bangalore and Delhi
3. Source of enquiry for Zell 3. Source of enquiry for Zell 5. If everything goes well how soon are you planning to start your studies?
4. Location 4. Location
5. Advance close question 5. Advance close question Missed most
Intro of the course 1. Full form 1. Full form of IB *Have you ever heard of Investment bankers?
2. Body of the course 2. What does an Investment banker (Oh great so, you have basic idea)
3. 1 line intro of course do? 1. Let me let you more about this, IB stands for Investment banking basically The primary goal of an investment
3. IB earns 100-150% of their average bank is to advise businesses and governments on how to meet their financial challenges.
salary as bonus 2. Investment banker works as a middleman and they receive substantial bonuses, averaging 100-150% of their
4. Eg. of ZNMD annual salary.
3. Let me give you a simple example Have you watched ZNMD? Hrithik played the role of an investment banker,
where he was shown to be all rich, as investment banking is the most thriving and highest-paying field.
mixed front end and backend.
IDENTIFY THE Dream selling/Future pacing 1. Every one loves money right? what are your short term financial goals like in 5 years what assests do you plan to
REASON BEHIND purchase?
DOING THE Do you love money? 2. Are you an active investor?
COURSE 3. Why do you think money is important and can a normal 9 to 5 job offer you that kind of money to beat inflation
(PROBING ALSO Are you an active investor? today?
CALLED AS
IDENTIFYING How is your portfolio?
THE RED HOT
BUTTON) For example - 1 to 5L
1. Family
background
2. Current status
working or
student
3. Total number
of experience
4. Why are you
Struggling in CA
/other course
5. Challenges
while working
(Stagnancy/prom
otion)

Understand the
main reason and
give customised
1-2 liner and then
follow the flow
Scope India: 1. Back end to front end journey 1. IB has two aspects to it, front end and back end, you need skills to get into IB front end and students who are
1. Companies 2. Roles good with the understanding of IB can always get into front end after a sufficient time spent in that IB firm.
2. Profliles 3. Salaries & Bonuses 2. Lets take an example of a Car showroom; when you enter a car showroom, The Sales person there will ask you
3. CTC about the use of the car, purpose, family members etc. Then he/she would connect those requirements to the right
4. Soft skills car model that they have. Similarly in IB, the banker will understand the investor and get details such as amount to
be invested, returns expected, risk appetite of the customer etc. Then the IB back end team will do their research
International: and connect it to the right company and invest that money there. Hence benefiting both the parties.
1. Countries 3.Since the total money involved is very high, the people involved get paid well and that is why investment banking
2. CTC is one of the most looked for careers in the world.
4. One of our ex students, who has his own investment banking firm, works and makes deals of up to
120cr- 150cr. In these deals the commission that him and his firm charge go up to 3%. On a personal level
it is a lot of money from one single deal.
5. You can work with Companies like JP Morgan, Goldman sachs, Barclays, Kotak securies, ICICI securies and
many more which are the most leading companies.
6. IB offers you to work on prestigious roles as Risk Management Consultant, Money Market Analyst, Global
Finance Researcher, Capital Market Operations Consultant, Financial Analyst and Investment banking associate
6. While you work on these profiles the salary can range between 4-7 LPA and you can earn lucrative bonus as I
told you which 100-150% of your salaries.
Fired from Job,ile
Academics 1. Levels/Parts/Papers/Subjects 1. Modules *Before explaining the curriculum, give them information about how important it is for an investment banker to
2. Paper Duration 2. Course duration know about the trade life cycle.
3. Course Duration 3. Importance of advance excel
4. Paper Pattern 4. Best Investment Banking Institute 1. It is a 6-month post-graduate program. There are 12 modules where we teach you about Financial Systems,
5. Passing Marks of the Year Equity Markets, Valuation Techniques, Derivative Markets and Types, Financial Modelling, Leveraged buyouts,
6. Online course Mergers and Acquisitions, The Startup Ecosystem, due diligence, Forex and Risk Management, Compliance and
7. Attempts Regulatory.
8. Passing rate
2. Considering all the subject modules covered, this course is designed for careers in Financial Operations,
Treasury, and clearing divisions within an Investment Bank.

3. Moreover, we teach you basic and advanced Excel, which will be useful for you in every job and field. The
certification will be given to you by Zell Education. It will be a weekend batch - 2 hours on Saturday and 2 hours on
Sunday. We are honored to announce that we have recently been recognized as the 'Best Investment Banking
Institute of the Year' at the prestigious Business Innovations Awards. Groom their hands
Zell benefits 1. Pre-learning 1. Pre-learning 1. Pre-learning - At Zell, we have mandatory pre-learning. Certain concepts in the IB curriculum are more
2. Live interactive classes 2. Live interactive classes advanced. Pre-learning aims to ensure that they are equipped with all the knowledge that they need to understand
3. Faculty 3. Recorded lectures the concepts covered in live class.
4. Recorded lectures 4. Doubt solving 2. Live interactive classes - You will be preparing for your papers from our live interactive classes conducted on
5. Doubt solving 5. Mocks and tests Zoom, which will help you understand the concepts better.
6. Mocks and tests 6. Books and study materials 3. Recorded lectures - If you miss the lectures, there is nothing to worry about, you can cover up the missed
7. Books and study materials 7. LMS lectures by watching the recorded lectures of the missed classes. You can watch it unlimited times, anytime, while
8. LMS 8. Student mentor you revise at home from your LMS.
9. Student mentor 9. Placement assistance 4. Doubt solving - For doubt solving, the first thing we always insist our students do is to ask their doubts in the live
10. Placement assistance 10. Immersion class also while watching the recorded lecture. If you have any doubts after watching the recordings of the missed
11. Immersion lectures, you can ask them by mailing us at academics@zelleducation.com.
12. Passing rate 5. Books- Hard copy and soft copy of books will be provided.
13. Platinum membership 6. LMS - You will get our online learning portal - Nimbus credentials for handling your study materials better and all
14. Rank holders the learning materials will be on it. You can access it anytime even your pre-learning & recorded classes will be on
that portal.
7. Mocks & Test - To fully understand and have in-depth knowledge of each module, you will need to complete unit
tests and mocks after each one. The mocks and tests at the end of all 12 modules will be just the same replica of
how the IB paper will be.
8. Student Support Team - For all your non-academic and technical queries, you can contact our student support
team. From 10:30 am to 7:30 pm during the weekdays and from 8 am to 7 pm on weekends.
9.Placement Assistance - At Zell, we have the major companies that are networking with us like the big 4, big 6 and
like that, we have now grown this site to 100+ MNCs and what happens is whenever these companies across the
year have vacancies, they send them to us. So say last month we got 50 of these companies sending us a few
vacancies, which totals to over 1000 vacancies. Now, all our students who fulfil their criteria and want to apply, we
forward their CVs to those companies and if the companies like their CVs then they call them for an interview and if
they crack the interview, they get in. We also help you prepare for your interview, which includes soft skills training,
technical training, Excel training, resume building, LinkedIn profile updation, and mock interviews.

Zell has onboarded ICICI Securities,Kotak Securities,Anand Rathi,WNS which are india’s top leading brands for
investment banking.
MNCs like JP Morgan, Morgan Stanley, Bank of America, Nomura, Barclays, HSBC, Citi Bank are in collaboration
10. The best combo for IB enthusiasts. Helps to build your journey to reach the front end
Best of com skills and networking are needed to be a front end guy and building both of them is a long journey and
you need to start it today so that tomorrow you can shine among your peers who are in IB backend and you get an
opportunity to move to front end.

This is like investing in SIP or compound interest the sooner you start the higher returns it will yield in future.

< Add the points about immersion like meeting and talking to CFOs etc, networking, market research which will help
you in IB research too, etc >
wrong examples
Fees *Zell fees 1. Zell fees
*Body fees Training fees - For eg: 150,000/-

The above fees are inclusive of:

-Pre-Learning
-Live Interactive Classes
-Faculty
-Recorded Lectures
-Doubt Solving Sessions
-Test & Mocks
-Study Material
-LMS (18 months validity)
-Student Support Team
-Placement Assistance passing ratio, CFA passing % more than 30%.
Call closing *Urgengy creation *Urgengy creation I am sending you all the fees related details on your number, is this your whatsapp number?
*Need creation *Need creation
*Test scheduling *Test scheduling Also, as i told you this is the perfect time for you to start your preparation as you can reach Mid way till march and
*Demo *Demo as you know march is the end of the financial year, there will be a lot of companies looking out for IB skilled
*Followup date *Followup date proffessionals and we will also be able to help you get placed. (Need creation)

As I told you about the test for pre-learning it will help you take the decision based on your scores, so let do the test
tomorrow we have 3 slots which one will be comfortable for you?

I am sending you a demo lecture,

watch that and understand our way of teaching.

I will call you tomorrow to understand the feedback of our demo lecture?

It was a pleasure talking to you Pratham if you have any doubt reach out to me i will help you.
Take care, Bye!
Course Name ESG ESG
Flow of the call Flow pointers (Same What it contains? (Bullets) Pitch
across courses)
Call opening 1. Confirm identification 1.Confirm identification 1.Hi, this is Pratham, right? (Use micro agreement
2. Self introduction 2. Self introduction tonality eg: right? Indicate question with tone)
3. purpose of the call 3. purpose of the call 2.Hi Pratham, this is Sapna, I am calling you from Zell
education
3. I can see you have enquired for an ESG certification
course

How may I help you?

*There are 5 mandatory questions *Okay, so before we go ahead, can I know a few things
Take permission *Taking permission before asking question about you, so that I can help you better?
is mandatory 1. What’s your academic background?
1. Qualification 1. Qualification 2. How you get to know about ESG
2. Source of enquiry for 2. Source of enquiry for ESG 3. How did you get to know about Zell (And what about
course 3. Source of enquiry for Zell Zell)
3. Source of enquiry for Zell 4. Location 4. BTW forgot asking you, where do you stay?, We have
4. Location 5. Advance close question our offices in Mumbai, Bangalore and Delhi
5. Advance close question 5. If everything goes well how soon are you planning to
start your studies?

Intro of the course 1. Full form 1. Full form of the course *How much do you know about the course? (Oh great
2. Body of the course 2. Co-powered by Uniqus you have some basic details about the course)
3. 1 line intro of course 3. Immerging domain 1. Let me tell you a little bit about ESG, ESG stands for
4. As per govt. by 2030 this esg will be environmental, social, and governance.
compulsory The course is in collaboration with Uniqus Consultech
5. Valued Course which is the largest ESG firm in the country and it is
operating Globally.
In Fact ESG is considered to be the world's most valued
course in the entire Finance & Accounting domain.

IDENTIFY THE REASON BEHIND DOING THE COURSE (PROBING ALSO CALLED AS IDENTIFYING THE RED HOT BUTTON)
1. Family background
2. Current status working or student
3. Total number of experience
4. Challenges while working (Stagnancy/promotion)

Understand the main reason and give customised 1-2 liner and then follow the flow
Scope India: Scope of ESG in India: Key Points
1. Companies 1. Regulatory Landscape
2. Profliles SEBI ESG Disclosure Guidelines (2021): Requires top
3. CTC 1000 listed companies to report ESG metrics in annual
4. Soft skills business reports.
National Action Plan on Climate Change (NAPCC):
Focuses on climate action and sustainable development
across 8 national missions.
Companies Act, 2013: Mandates 2% CSR spend for
qualifying companies, often focusing on social and
environmental causes.
Environmental Regulations: Laws like the Environment
Protection Act (1986) and others addressing air, water,
and pollution control.
Sustainable Finance Policies: RBI and Ministry of
Finance encourage banks to consider ESG risks in
lending.
2. Corporate Adoption
Environmental Impact: Companies investing in green
tech, energy efficiency, and sustainable supply chains
(e.g., Tata Group, Infosys).
Social Responsibility: Companies focus on labor
conditions, diversity, education, healthcare, and women’
s empowerment.
Governance: Increasing focus on transparency,
independent boards, and improving corporate
governance standards.
3. Investor Interest
Foreign Investment: International investors prefer ESG-
compliant investments, including ESG-focused mutual
funds and green bonds.
Domestic Investors: Growing interest in ESG investing
among Indian retail and institutional investors.
Green Bonds: An increasing number of Indian
companies are issuing green bonds for environmental
projects.
4. Future Trends and Opportunities
Green Financing & ESG Funds: Continued growth of
green bonds, sustainable finance, and ESG-focused
investment vehicles.
Policy Strengthening: India’s regulatory framework will
likely align with international ESG standards and
strengthen over time.
Circular Economy: Increasing focus on resource
efficiency, waste reduction, and sustainable business
models in sectors like manufacturing.
Academics 1. Levels/Parts/Papers/Subjects
*ACADEMICS As you have basic knowledge about ESG I will tell you
2. Paper Duration 1. Module more
3. Course Duration 2. Course Duration Academics :
4. Paper Pattern 3. Paper Pattern 1. Module- The course is divided into 7 modules
5. Passing Marks 4. Online course 2. Course Duration- The course duration is 6 months
6. Online course 3. Paper Pattern - It is Module Based Paper(mcq test,
7. Attempts quiz after each module and after the 7th module a final
8. Passing rate test on the whole course)
4. Online Course - The classes will be conducted online
on zoom meet. (Saturday and Sunday)
Sign up
Zell benefits 1. Pre-learning 1. Pre-learning This course includes:
2. Live interactive classes 2. Live interactive classes 1.Pre-learning - At Zell, we have mandatory pre-
3. Faculty 3. Faculty learning. Certain concepts in the ESG curriculum are
4. Recorded lectures 4. Recorded lectures more advanced. Pre-learning aims to ensure that they
5. Doubt solving 5. Doubt solving are equipped with all the knowledge that they need to
6. Mocks and tests 6. Mocks and tests understand the concepts covered in live class.
7. Books and study materials 7. Books and study materials 2.Live interactive classes - You will be preparing for
8. LMS 8. LMS your papers from our live interactive classes conducted
9. Student mentor 9. Student mentor on Zoom, which will help you understand the concepts
10. Placement assistance 10. Placement assistance better
11. Immersion 11. Immersion 3.Recorded lectures - If you miss the lectures, there is
12. Passing rate 12. Co-powered by Uniqus nothing to worry about, you can cover up the missed
13. Platinum membership lectures by watching the recorded lectures of the missed
14. Rank holders classes. You can watch it unlimited times, anytime,
while you revise at home from your LMS.
4.Experimental Classes - So whatever you learn in
theory, we will help you with practical experience, which
will help you gain hands-on experience in the ESG field.
5.Doubt solving - For doubt solving, the first thing we
always insist our students do is to ask their doubts in the
live class also while watching the recorded lecture. If
you have any doubts after watching the recordings of
the missed lectures you can ask them by mailing us at
academics@zelleducation.com. We also have 1:1
doubt-solving sessions with the subject matter expert,
this will help you a lot to get a clear understanding of
concepts.
6.LMS - LMS is a one stop shop for all your academics
requirements. Nimbus credentials for handling your soft
copy ebook better and all the learning materials will be
on it. You can access it anytime even your pre-learning
& recorded classes will be on that portal.
7.Mocks & Test - To fully understand and have in-depth
knowledge of each module, you will need to complete
unit tests and mocks after each one. The mocks and
tests at the end of all 7 modules will be just the same
replica of how the ESG paper will be.
8.Student Support Team - For all your non-academic
and technical queries, you can contact our student
support team. From 10:30 am to 7:30 pm during the
weekdays and from 8 am to 7 pm on weekends.
9. Placement Assistance - At Zell, we have the major
companies that are tied up with us like the big 4, big 6
and like that, we have now grown this site. We have
100+ MNCs who are onboarded with us and what
happens is whenever these companies across the year
have vacancies, they send them to us. So say last
month we got 50 of these companies sending us a few
vacancies, which totals to over 1000 vacancies. Now, all
our students who fulfill their criteria and want to apply,
we forward their CVs to those companies and if the
companies like their CVs then they call them for an
interview and if they crack the interview, they get in. We
also help you prepare for your interview, which includes
soft skills training, technical training, Excel training,
resume building, LinkedIn profile updation and mock
interviews.
100+ MNCs like JP Morgan, Morgan Stanley, Bank of
America, Accentures, Nomura, Tata, Barclays, HSBC,
Citi Bank etc.
You said:
Fees *Zell fees *Zell fees Zell fee:
*Body fees
Training fees - For eg: 150,000/-

The above fees are inclusive of:

-Pre-Learning
-Live Interactive Classes
-Faculty
-Recorded Lectures
-Doubt Solving Sessions
-Test & Mocks
-Study Material
-LMS
-Student Support Team
-Placement Assistance

And the best part is that you can start earning after
completing your esg certification and get returns on your
investment Scope of esg in india
Call closing *Urgengy creation *Urgency creation I am sending you all the fees related details on your
*Need creation *Need creation number, is this your whatsapp number?
*Test scheduling *Test scheduling
*Demo *Followup date Also, as i told you this is the perfect time for you to start
*Followup date your preparation as you can complete your pre-learning
before the batch comencement

As I told you about the test for pre-learning it will help

you take the decision based on your scores, so let's do
the test tomorrow we have 3 slots which one will be
comfortable for you?

It was a pleasure talking to you Pratham if you have any

doubt reach out to me i will help you.
Take care, Bye!
Course Name CFA CFA
Flow of the call Flow pointers (Same across What it contains? (Bullets) Pitch
courses)
Call opening 1. Confirm identification 1. Confirm identification 1.Hi, this is Pratham, right? (Use micro agreement
2. Self introduction 2. Self introduction tonality eg: right? Indicate question with tone)
3. purpose of the call 3. purpose of the call 2.Hi Pratham, this is Sapna, I am calling you from Zell
education
3. I can see you have enquired for a Finance course
CFA right?

How may I help you?

Qualifying questions *There are 5 mandatory Okay, so before we go ahead, can I know a few things
Take permission questions about you, so that I can help you better?
*Taking permission before 1. What’s your academic background?
1. Qualification asking question is mandatory 2. How you get to know about CFA
2. Source of enquiry for course 1. Qualification 3. How did you get to know about Zell (And what
3. Source of enquiry for Zell 2. Source of enquiry for CFA about Zell)
4. Location 3. Source of enquiry for Zell 4. BTW forgot asking you, where do you stay?, We
5. Advance close question 4. Location have our offices in Mumbai, Bangalore and Delhi
5. Advance close question 5. If everything goes well how soon are you planning
to start your studies?
Intro of the course 1. Full form 1. Full form 1. Let me tell you a little bit about CFA is Chartered
2. Body of the course 2. Body of the course Financial Analyst.
3. 1 line intro of course 3. 1 line intro of course 2. It is a US based course
3. It is accepted in 180+ countries including India,
there are two reasons why it is recognised globally,
1st Because CFA is a 80 year old course, so it is
recognised by the industry. Secondly, the CFA exam
is exactly the same in any country. For example, if you
are writing your exam on the current date in Mumbai,
another student on the same date and time in New
York and another in Sydney will write the same exam
paper. So you stand equal to all the students who
clear the exam. Hence your background of previous
education becomes insignificant for the employer.

So if you want to get into finance, in investments CFA

is the best course!

IDENTIFY THE REASON BEHIND DOING THE COURSE (PROBING ALSO CALLED AS IDENTIFYING THE RED HOT BUTTON)
1. Family background
2. Current status working or student
3. Total number of experience
4. Why are you Struggling in CA /other course
5. Challenges while working (Stagnancy/promotion)

Understand the main reason and give customised 1-2 liner and then follow the flow
Scope India: 1. Companies 1. As I told you that you have opportunities outside as
1. Companies 2. Roles well as in India, companies like KPMG, PWC, E&Y,
2. Profliles 3. CTC Deloitte, JP Morgan and many other MNCs are hiring
3. CTC CFAs in huge numbers. Apart from these, Indian
4. Soft skills Banks like ICICI securities, Kotak Securities, Hdfc
Securities. In equity we have Motilal Oswal and Anand
International: Rathi.
1. Countries 2. CFA’s work as Financial analysts in multiple
2. CTC segments of Investments like- Investment banking,
Portfolio management, Hedge funds, Wealth
management, Mergers and acquisitions and
Valuations.

Use 5 friends' examples to explain the job role.

Extrapolate and tell them about how as an Investor
the student might handle 30cr to 150cr.
The Indian Market for Investments is $15 BN
3. CFA Salaries-

CFA L1- 5-6L

CFA L2- 8-10L
CFA L3- 10-12L

However, As per the latest survey conducted by CFA

body,

CFA level 1 was earning around- 7-8L

CFA level 2 was earning around- 16L
And CFA charter holder was earning on an average
44L
Of course experience gained with work is an important
aspect of the growth in salary.

Academics 1. Levels/Parts/Papers/Subjects 1. There are total 3 levels in CFA and there are 10
2. Paper Duration subjects which remains the same in each and every
3. Course Duration level
4. Paper Pattern 2. Each levels takes around 9 months of preparation
5. Passing Marks 3. So the total course can easily be completed in 2 to
6. Online course 2.5 years
7. Attempts 4. There are total 180 MCQ's which are divided in 2
8. Passing rate sessions Morning session - 90 MCQ's and Evening
session 90 MCQ's
5. The passing is percentile based just like MBA
enterance exams
6. You will not write exams on pen and paper, it's
computerized and you can go to the nearest center
and write your exams, tools like excel and
spreadsheets are used to write subjective answers
which makes you ready for the real world and makes
you job ready.
7. The attempts are in the month of Feb, May, Aug,
Nov
8. The passing rate of CFA globally is 40-45%
Zell benefits 1. Pre-learning 1. Pre-learning Do you have any doubts till now Zell Being a training
2. Live interactive classes 2. Live interactive classes and placement institute we have been providing the
3. Faculty 3. Faculty training since last 9 years so we follow a specific
4. Recorded lectures 4. Recorded lectures format of the training where the very first step we take
5. Doubt solving 5. Doubt solving once you are enrolled with us is your pre learning.
6. Mocks and tests 6. Mocks and tests
7. Books and study materials 7. Books and study materials 1. Pre Learning So pre learning is where we provide
8. LMS 8. LMS you recorded videos and reading material so this is
9. Student support team 9. Student mentor done just to give you the gist about the subjects so
10. Placement assistance 10. Placement assistance you understand the basic concept and definition of the
11. Immersion 11. Immersion subject Once you Complete the pre learning /once
12. Passing rate 12. Passing rate you get used to the studies then you will be starting
13. Platinum membership 13. Rank holders with your live interactive lectures
14. Rank holders
2.Live Interactive Training Which timing will be ok for
you to attend the sessions any preferable time you are
looking for ?This are live online classes which is will
be conducted on zoom platform with a limited batch
size so it will be completely interactive you can
interact with the faculty and have their doubts solved
in the classes on personal level These live lectures
comes with two set of batches one is weekday and
other is weekend batch So weekday batch is designed
for students who are looking for grassroot level of
training and hand holding on daily basis These
lectures happen from Monday to Thursday 7 to 10
pm Other in weekend which is designed for the
working professionals who don’t get time in
weekdays There are two time slots morning and
evening Morning 9 to 1 pm Evening 2:30pm to 6:
30pm According to the batch availability you will be
allocated for either of the time slots whichever batch
you choose that will be your schedule for next 6 to 7
month approx in this 6 to 7 month we will be covering
your portion with all the 10 Subject with each and
every in details starting from the scratch including
your doubts solving
3. FacultyYou will be learning from the industry's best
teachers, our faculties are CFA’s themselves with
practical experience of 10-15 years with Big 4’s and 6’
s, and they were rank holders during their time.
4. Recording- So definitely due to some or the other
reason you will miss some sort of lecture then what
about that particular topic you missed ? So coming to
a recording part where if in case you miss any live
lectures if you are busy or not available due to any
reasons you are not able to attend the lecture then we
will provide you with the recording and also you can
use them for your future reference because they won't
have any limits to view it so you can watch it n number
of times.
5. Doubt solving- For doubt solving first thing is we
always insist our students to ask it in class also while
watching the recorded lecture if you have any doubt
you can ask them by mailing us on
academics@zelleducation.com , we also have 1:1
doubt solving sessions with the subject matter expert,
this will help you a lot to get clear understanding of
concepts.

How do you usually study? In a group with

friends? We get more doubts when we study together
with friends, right? If you have any friend who is
interested in CFA you can give them a good career as
well as you will have company and the best part is if
your friend take admission with us you will get referral
of upto Rs.30,000/- ( Again talk about the same in the
end asking for the number and share PDF)
6. Revision and mock Definitely once you complete
with the live lecture what you will do So now once
your portion is completed the next two months will be
given for your revision, subjects wise test , and full
length mock here you will be revising all the topics
covered in lectures. The subject wise test will help you
analyze which subject you have to improve more into.
Full length mock is a replica of the original exam so
that you get a practice of it you get to know where you
stand in terms of your preparation and you can plan
accordingly This will be your whole training process
5. Study Material We provide the study materials that
will be in soft copy as well as hard copy . physical sets
of books and notes will be delivered to the doorstep of
your house. These are zell curated notes which will be
sufficient for your level 1 preparation you won’t need
to invest anything apart from that it will include your
Fees *Zell fees Fee is divided in two parts - (Always start with Zell
*Body fees Fees)

Zell fee:
As I have mentioned that there are 2 batches, one is
the weekday and the other one is the weekend.
Weekday fee is Rs. 75000 per level and weekend fee
is Rs. 40000 per level.

The above fees are inclusive of:

-Pre-Learning
-Live Interactive Classes
-Faculty
-Recorded Lectures
-Doubt Solving Sessions
-Test & Mocks
-Study Material
-LMS
-Student Support Team
-Placement Assistance

Coming to the CFA institute Fee:

It is 350$ for registration and which is valid for 10 year
Second is the examination fee which is 990$ which
you have to pay for every attempt

Call closing *Urgengy creation *Urgengy creation As already discussed with you regarding the
*Need creation *Need creation prelearing part, so for your current level understanding
*Test scheduling *Test scheduling and draw you a road map for the practical way to plan
*Demo *Demo the attempt. I recommend you to go through the Zell
*Followup date *Followup date Aptitude test. ZAT helps us understand your
knowledge on the basic concepts of Accounting and
financing so that we can structure the pre-learning
content and tell you how much time to devote for the
same.

Also with the help of your ZAT score, we will be

providing you a scholarship benefit on the normal
pricing of the module starting ranging from Rs. X to
Rs. Y.

So if you consider the August Attempt (change as per

cx plan) as of now the students who are planning for
the feb attempt have already started with their pre
learning so that they can be on the same page as per
other aspirants before sitting in the live class. So lets
say you join us today so within 24 to 48 hrs you will
get access to your LMS. So LMS is a learning
management system app which will be accessible on
your phone as well as on laptop. In this app you will
have everything in one roof like pre learning materials,
soft copy of notes, live lectures link and also the
mocks and tests.
Through this app you can start with your pre learning
which will go on for a month or week (DEPEND UPON
THE DAY OF PITCH )
After that you will be starting with your live lectures
which will go on till the month of June (as per
schedule) till you complete with your training then next
two months will be given for the revisions and mocks.

I will send you a demo lecture so that you can

understand the way of teaching and I will call you
tomorrow for the feedback.
Course Name US CPA US CPA
Flow of the call Flow pointers (Same across courses) What it contains? (Bullets) Pitch
Call opening 1. Confirm identification 1. Confirm identification "1.Hi, this is Pratham, right? (Use micro agreement
2. Self introduction 2. Self introduction tonality eg: right? Indicate question with tone)
3. purpose of the call 3. purpose of the call 2.Hi Pratham, this is Sapna, I am calling you from Zell
education
3. I can see you have enquired for an accounting
course , US CPA right?

How may I help you?"

Qualifying Okay, so before we go ahead, can I know a few things
questions Take permission Take permission about you, so that I can help you better?
1. What’s your academic background? (Stream of
1. Qualification 1. Qualification graduation, university name, % scored)
2. Source of enquiry for course 2. Source of enquiry for course 2. How did you get to know about US CPA?
3. Source of enquiry for Zell 3. Source of enquiry for Zell 3. How did you get to know about Zell (And what about
4. Location 4. Location Zell)
5. Advance close question 5. Advance close question 4. As you are from ______ university, do you also stay
in the same city, We have our offices in Mumbai,
Bangalore and Delhi and we teach students Pan India.
5. If everything goes well how soon are you planning to
start your studies?
Depending on the qualification, confirm the eligibility criteria or ask for marksheets to verify the eligibility.
Intro of the course 1. Full form 1. Full form *How much do you know about the course? (Oh great
2. Body of the course 2. Body of the course you have some basic details about the course)
3. 1 line intro of course 3. 1 line intro of course 1. Let me tell you a little bit about CPA is Certified
Public Accountant. It is a US based course, and is
accepted Globally including India.US CPA is amongst
the highest credentials in the field of accounting. The
CPA course exam is administered by the American
Institute of Certified Public Accountants (AICPA), which
is the world’s largest accounting body
The CPA course is extensive and covers various
accounting topics which makes it one of the valued
courses.

IDENTIFY THE REASON BEHIND DOING THE COURSE (PROBING ALSO CALLED AS IDENTIFYING THE RED HOT BUTTON)
1. Family background
2. Current status working or student
3. Total number of experience
4. Why are you Struggling in CA /other course
5. Challenges while working (Stagnancy/promotion)

Understand the main reason and give customised 1-2 liner and then follow the flow
Scope India: India: 1. In India today, 70% of the companies are MNCs, and
1. Companies 1. Companies these MNCs, they come to India for several reasons,
2. Profliles 2. Profliles like human resources at cheaper cost, ect.
3. CTC 3. CTC 2. When these MNCs come, they bring international
4. Soft skills 4. Soft skills clients along with them. Today, India has so many US
based clients, right? Now, to handle the Indian clients
International: International: in India, there are CAs, but to handle these foreign
1. Countries 1. Countries clients, there are not many people, those who have
2. CTC 2. CTC those skills.
3. US CPA's are hired in bulk in these big companies
like Big 4s, Big 6, Abanz, JP Morgan, Nomura, Morning
star where we have placed our students.
4. that is how you will be able to work on job roles,
where you can do taxation, auditing work for these
foreign accounting firms, Other than that, you can
become advisor. Now, see, all these roles have huge
responsibility.
5. The salary package after completing all 4 papers is
between 8.5 to 10 LPA and once you get experience
US CPA's also earn 20-25 LPA and more
Academics 1. Levels/Parts/Papers/Subjects Eligibility : 120 credits for CPA certification & 150
2. Paper Duration credits for license
3. Course Duration
4. Paper Pattern Evaluation:
5. Passing Marks Before sitting for the CPA exam, you need to submit
6. Online course your academic transcripts and other supporting
7. Attempts documents to the state board of accountancy in the
8. Passing rate state where you are applying. This is the credential
evaluation process.
If you completed your education outside the U.S., you
might need to have your transcripts evaluated by a
credential evaluation service that compares your
foreign degree to U.S. standards (e.g., the National
Association of State Boards of Accountancy (NASBA)
or other state-approved agencies).
Evaluation Considerations:
The board will evaluate if your education meets the
required criteria for the 150 semester hours.
You may need to demonstrate that your education
includes specific courses in subjects like accounting,
auditing, taxation, business law, and ethics.

1. US CPA has 4 papers in total, the best part about

the course is that you can give one paper at a time and
it can be easily done along with Job or any other
studies
2. You can study at your pace however on an average
it takes 3 months to study for 1 paper
3. So if you see all 4 papers even if you take it one by
one you will complete it within 10 to 12 months
4. The paper pattern is easy to understand 50% of the
questions are in MCQ form and rest 50% are case
studies, there are no negative marking
5. The total marks is 100 and you need to score 75 in
order to clear the paper
6. The exams are conducted online and there are 8
prometric centres where you can write your exams
(Mumbai, Ahmedabad, Hydebad, Bangalore,
Trivendram, chennai, kolkata, Delhi )
7. The exams are On demand, You have to submit
Notice to schedule (NTS) and within 3-4 days you will
receive your admit card which will be valod for 6
months and in that 6 months you can write exam
anytime.
8. As it is one of the flexible courses the global passing
rate is between 50 - 55%
Zell benefits 1. Pre-learning We have two kinds of batches:
2. Live interactive classes 1. Weekday- Monday to Thursday in evening for 3
3. Faculty hours
4. Recorded lectures 2. Weekend - Saturday and Sunday in between 9 am to
5. Doubt solving 8 pm for any 4 hours 1
6. Mocks and tests
7. Books and study materials
8. LMS 1. Pre-learning- So at Zell we have a mandatory pre
9. Student suport team learning for all our students. It is for you to understand
10. Placement assistance the CPA subjects from the pre-recorded lectures as
11. Immersion CPA preparation is online, you will also be more
12. Passing rate comfortable with the live lectures and it will be easy for
13. Platinum membership you to grasp things later, however we give customized
14. Rank holders pre-learning we will first take your test and determine
how much pre-learning you will need. I will explain to
you the process of writing the test at the end. ( Pitch
test again at the end for urgency creation)

2. Live interactive classes- Once you are done with the

pre- learning, your live interactive classes will start, you
will be able to ask your doubts in the lecture and you
will be able to hear other students too just like a
classroom session, You can also unmute & ask your
doubts in class

3. Faculty- You will be learning from the industry's best

teachers, our faculties are CPA’s themselves with
practical experience of 10-15 years with Big 4’s and 6’
s, and they were rank holders during their time.

4. Recorded lectures- If you miss the lectures, there is

nothing to worry about, you can cover up the missed
lectures by watching the recorded lectures of the
missed classes. You can watch it unlimited times.
Anytime while you revise at home.

5. Doubt solving- For doubt solving first thing is we

always insist our students to ask it in class also while
watching the recorded lecture if you have any doubt
you can ask them by mailing us on
academics@zelleducation.com , we also have 1:1
doubt solving sessions with the subject matter expert,
this will help you a lot to get clear understanding of
concepts.

How do you usually study? In a group with

friends? We get more doubts when we study together
with friends, right? If you have any friend who is
interested in CPA you can give them a good career as
well as you will have company and the best part is if
your friend take admission with us you will get referral
of upto Rs.10000/- ( Again talk about the same in the
end asking for the number and share PDF)

6. Mocks and tests- Before you write your actual exam

we will make sure you give enough Mocks and tests to
get practice. It will help you gain more confidence and
our mocks are exact replicas of the actual examination.
It’s like giving prelims before boards, also after you
score well in our mocks we assist our students to book
the exam

7. Books and study materials- We will be providing

Surgent Material. Which will include below features:

1.Proprietary Predictive AI Technology

2. ReadySCORE™ Exam-Readiness Indicator
3. MyMCQ™ Study Content Optimizer
9,000+ MCQs
E-books (reference guides) and Lecture Study Notes
Access to All 6 Exam Sections
Unlimited Practice Exam
Unlimited Access Until You Pass
Digital reference guides and flashcards
1:1 Coaching Sessions with CPA Study Strategist
Audio Lectures

8. LMS- All the above mentioned things are easily

accessible with the help of our learning management
system and you will get a login ID and password to
access the same.

9. Student Suport team- We have our inhouse student

support team who will be available from 10:30 am - 7:
30 pm from Monday to Friday for any non academic
help. You can first reach them out over whatsapp and
they will connect with you for your concerns.

10. Placement assistance: So the way placements

work at Zell is we obviously have the major companies
Fees *Zell fees Fees is divided in two parts, one part goes to Zell education for
*Body fees coaching and another part goes to the AICPA for conducting your
exams - (Always start with Zell Fees)

Zell fee:

Training fees - For eg: 160,000/-

The above fees are inclusive of:

-Pre-Learning
-Live Interactive Classes
-Faculty
-Recorded Lectures
-Doubt Solving Sessions
-Test & Mocks
-Study Material
-LMS
-Student Support Team
-Placement Assistance
-Immersion for 5 days

AICPA fees:

Evaluation Fees : NASBA- $ 240 / WES- $370

State Registration: $70- $130
Exam fees: $1000/ for 4 parts + $ 1500 for international testing
charges

Call closing *Urgengy creation We provide you the opportunity to avail the module in EMI option
*Need creation as well with a no cost emi and if you would like to go with the one
shot payment then you will be receiving an additional price benefit.
*Test scheduling As already discussed with you regarding the prelearing part, so for
*Demo your current level understanding and draw you a road map for the
*Followup date practical way to plan the attempt. I recommend you to go through
the Zell Aptitude test. ZAT helps us understand your knowledge on
the basic concepts of Accounting and financing so that we can
structure the pre-learning content and tell you how much time to
devote for the same.

Also with the help of your ZAT score, we will be providing you a
scholarship benefit on the normal pricing of the module starting
ranging from Rs. X to Rs. Y.

So if you consider the to attempt exam in August (change as per

cx plan) as of now the students who are planning for the April
attempt have already started with their pre learning so that they
can be on the same page as per other aspirants before sitting in
the live class. So lets say you join us today so within 24 to 48 hrs
you will get access to your LMS. So LMS is a learning
management system app which will be accessible on your phone
as well as on laptop. In this app you will have everything in one
roof like pre learning materials, soft copy of notes, live lectures link
and also the mocks and tests.
Through this app you can start with your pre learning which will go
on for a month or week (DEPEND UPON THE DAY OF PITCH )
After that you will be starting with your live lectures which will go
on till the month of June (as per schedule) till you complete with
your training then next two months will be given for the revisions
and mocks.

As I told you about the test for pre-learning it will help you take the
decision based on your scores, so let do the test tomorrow we
have 3 slots which one will be comfortable for you?

I am sending you a demo lecture,

watch that and understand our way of teaching.

I will call you tomorrow to understand the feedback of our demo

lecture?

It was a pleasure talking to you Pratham if you have any doubt

reach out to me i will help you.
Take care, Bye!
Flow of the call Flow pointers Ankit Ankit Gaurav Upadhyay Gaurav Upadhyay Ankita Ankita Tarun G Tarun G Tarun S Tarun S Karthik Karthik Abhay Abhay Mehul Mehul
Call opening 1. Confirm identification 1
2. Self introduction 1 1
1 1 1 1 1 1 1
3. purpose of the call 1 1 1 1 1 1
Correct 1 1 Missed - Purpose in first attempt 1 1 1 3 1 1 1 1 1 1 1
Qualifying 1
questions Take permission Missed - 4 questions in first attempt
1
1
1. Qualification 1 1 1
2. Source of enquiry for course 1 1 1 1 1 1 1
3. Source of enquiry for Zell Correction - 1 1 1 1 1 1 1
4. Location Second attempt 2 missed - Fumbling in second attempt 1 1 1 1 1 1
- correct location Fumbling in 3rd attempt Missed 1 1 1 1 1 1
5. Advance close question &advance close 1 Correct in 4th attempt 3rd attempt clear 1 1 1 1 1 1 Location- Missed 1 1 Perfect in second attempt
Intro of the course 1. Full form 1 1 1 1
2. Body of the course 1 1 1 1 1 1 1
Missed - one Not prepared 1 1 1 1 1 1
3. 1 line intro of course Correct liner 1 Correct in second attempt 1 1 1 1 1 1 1 1 Missed
IDENTIFY THE REASON BEHIND DOING THE COURSE
(PROBING ALSO CALLED AS IDENTIFYING THE RED HOT
BUTTON)
1. Family background
2. Current status working or student
3. Total number of experience
4. Why are you Struggling in CA /other course
5. Challenges while working (Stagnancy/promotion)

Understand the main reason and give customised 1-2 liner and
then follow the flow 1 1 1 1 perfect in second attempt
Scope India:
1. Companies
2. Profliles 1 1 1
3. CTC Not prepared 1 1 1 1
4. Soft skills 1 1 1 1 1 1
1 1 1 1 1 1
1 1 1
International: 1 1 1 1 1 1
1. Countries 1 1 1 1 1 1
2. CTC Correct 1 1 1 1 1 1 1 1 perfect in second attempt
Academics 1. Levels/Parts/Papers/Subjects 1
2. Paper Duration 1
1 1
3. Course Duration 1 1 1 1
4. Paper Pattern 1 1 1 1
5. Passing Marks 3- . Paper 1 1 1
6. Online course Duration 1 1 1
7. Attempts 3. Course 1 1 1 1
Duration 1 Missed 1 1 1
8. Passing rate 4. Paper 1 1 Paper pattern - Missing 1
Correct Pattern 1 Not prepared 3rd attempt clear 8 1 1 Second attempt - All clear 1 1 1 8 Missed
Zell benefits 1. Pre-learning 1
2. Live interactive classes 1
1
3. Faculty 1
4. Recorded lectures 1
5. Doubt solving 1
6. Mocks and tests 1
7. Books and study materials Second attempt
1 7-8
8. LMS 1 Pre Pre- learn Pre Pre
9. Student mentor 1 Live Live Pre Live Live
10. Placement assistance 1 rec Faculty Live rec rec
11. Immersion 1 facu Rec Faculty fac fac live
12. Passing rate 1 ds Dowbt Rec books books rec
1 book Mocks DS Immesion Immesion study
13. Platinum membership 1 mentorship Books MT placement placement mocks
14. Rank holders 1 lms LMS Books Rank Rank place
1 place student LMS % % LMS
1 immersion passing Placemet student M student M immersion
1 membership platinum immersion LMS LMS faculty
Missed- rank hol Rank holder passing DS DS Mentor
Immersion, rank Test and mocks immersion Mentor TM TM DS
holders 1 Passing rate - missed Placement Platinum platinum platinum Pre- missed
Correct membership 1 Missed in 3rd attempt 1 1 Rank holder 1 3 points 1
Fees *Zell fees 1 1
*Body fees Correct 1 1 Missed 2 1 2 1 1 1 1 1 2 1
Call closing *Urgengy creation
*Need creation 1
1
*Test scheduling 1
*Demo Missed- Test,
*Followup date Correct Demo 1 1 1 1 5 1 5 1 5 1 3 points missed 1
3 rd attempt
 https://drive.google.
com/file/d/1sixSlyrEQVTj_GWUzbyPMi8AKh5
CFA QjzD1/view?usp=sharing
https://drive.google.
com/file/d/1bLCb9bGLUK03vbpwkBJkLvKdBb
CMA qbAMPn/view?usp=sharing
https://drive.google.
com/file/d/18enudvG_X0VqINJpGrBsH3m6Jy
ESG VRMvf7/view?usp=sharing
FRM FRM.pdf
https://docs.google.
com/presentation/d/1lsQbhbYvKds6uCog6fjO
DKyMbWOaVE3sYZzL_bz0FeI/edit?
CRM usp=sharing
https://drive.google.
com/file/d/1Dlhgv0fOcWfduqSAVSLUMjSzBy
IB F9_y26/view?usp=sharing
https://drive.google.
com/file/d/1evDx4bTiQWMDCRKkhn1e_JGbv
ACCA D6rX7bi/view?usp=sharing
https://drive.google.
com/file/d/1_M2slZtSGyI3vbfefgbjcJbr9amJ16
PLACEMENT Hf/view?usp=sharing