Global Portfolio Planner : Batch 2 : Day 3 & Overall Key Learning

Описание: #Digital_Practical_CFP_Coaching

#Whatsapp_CFP on 9167362201 / 9930751709 for more Detail

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#KEYUR_SHAH
#CERTIFIED_FINANCIAL_PLANNER


Be a HNI / NRI & Corporate Investor Portfolio Manager / Planner Learning Workshop Batch 2 : Day 3 Key Learning

We have successfully completed our 2nd Batch- Be a HNI / Corporate Investor Portfolio Planner based on CFA L1 syllabus on dated 21st to 23rd Feb 2018 at Xth Central Mall, Kandivali W, Mumbai.

1. Mr. Viraj Padhye, SEBI Register Investment Adviser, CFP, Pune

2. Mr. Brij Gopal Damani, Succession Planning Expert, CFP, Mumbai.

3. Mr. Amol Pimplekar, CFP, Ex. Sr. Stock Broking Professional, IFA, Mumbai.

4. Mr. Paras Kotak, CFA L1 passed, CFP Aspirant, Mumbai.

I have planned 6 full days Learning workshop with #TWIN #OBJECTIVES from 23rd April to 28th April Monday to Saturday 9am to 6pm at Xth Central Mall, Kandivali West.

#Twin Objectives#

2. Be a #HNI/NRI & #Corporate Investor Portfolio Manager (Global Portfolio Planning as per CFA L1 Syllabus).

Visit below link 4more detail

http://www.thecfpaspirantclubindia.co...

1. #Advanced #Goal Based Financial Plan Construction ( 2xCFP refresher training as per 2018 syllabus)*

A. How to plan advanced Asset Allocation & Rebalanced strategies during Accumulation & Distribution period.

B. Increasing SIP with Advanced Asset Allocation & Rebalancing Strategies.

C. Advanced level of Retirement Planning in a various scenarios.

D. Advanced level of children's recurring education, Higher & Professional Education and Marriage Planning.

E. Advanced level of Insurance, Vacations & Children's Marriage Planning.

F. Debt / Loan Free Planning

Above training will be live recorded for benefits of our of Mumbai CFPs.*

Seat : 04 (Four Only)

Fee : 30k

Special 5k concession to members of CFP Aspirant Club ...Net Fee 25k.

For more details...Pls call or message Sunday 5pm or 6pm.

9167362201 WhatsApp
8169969026 Voice Call

Watch 121+ Success stories Videos

   / keyurshahcfp  

13 key features of MFFWP - CFP Classroom Training.

Last 1 Seats left in 83rd Batch - March 18 to July 18 Every Saturday - 9am to 2pm- Starting 3rd March @ Kandivali W...FEE 90k..pay in 3 Monthly instalments of 30k.

http://www.thecfpaspirantclubindia.co...

9 Key Features of MFFWP - CFP 2018 - 2019 VIDEO LEARNING KIT.

Already 121+ participants have successfully completed their CFP certification with help of Video Learning Kit.

Pls visit below link4 more detail.

http://www.thecfpaspirantclubindia.co...

Last 1 Seat left in March 2018 batch...Fee 60k...payable in 2 monthly instalments of 30k.

Pls Visit website to Read/ Speak 300+ Success Stories

http://www.thecfpaspirantclubindia.co...

Pls send Whatsapp message ADD on 9167362201 to receive regular updates on Financial & Portfolio Planning.