CFP Distance Learning Course In Kolkata

India, West Bengal, Kolkata
Published 5 months ago
ID #15728
QR CODE
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65000.00 Rs
780.00 GBP
1007.50 USD
CFP Distance Learning Course In Kolkata
India, West Bengal, Kolkata,
Published 5 months ago

Description

Aashish Sir’s presentation was divided in 2 broad categories.


1) Why IFA should be a Financial Planner from Agent


2) Wealth Creation through Equities


He shared his real life experience and stress below areas to be a Financial Planner.


# IFA should starts charging fees to their clients to provide quality advisory and services.


# If Doctor or Architect don’t charge fees than as a customer what you will think?


# Be a Professional…Introduce Process in discussion with clients He shared easy to understand real life examples to explain how one can do wealth creation through equities.


$ Objective of Stock market is to provide Liquidity & Price Discovery…Return comes from Earning of company not from stock market.


$ IFA should avoid discussing about Market and Products with their clients…Focus must be on achieving client’s Financial Plan.


$ We should educate our clients about Life Style Inflation not only about CPI.


$ India is still small cap Vs. Global market…Our market size is just 2% of global market…Our biggest company TCS is just 10% size of Apple…So there is huge potential to grow for NIFTY companies like TCS, HDFC in the long run.


$ We should not worry about cost but focus on net return produced by a fund.


He solved participant queries regarding Online Platform, Direct Equity Vs MF and Real Estate Vs. Equity.


Aashish Sir’s presentation was rated BEST presentation by 100+ participants and we thank for their value addition and supports for making conference successful.


https://www.youtube.com/watch?v=BGOpa6DrboY


Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by June 2017.


Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.


Classroom: Last 3 Seats left


76th Batch 16 Weekends- Nov 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 19th Nov 2016 @ Kandivali W...Last 3 seats left..FEE 60k..pay in 4 EMI of 15k


OR


Last 1 Seat Left in November 16 Batch of CFP Video Learning Kit


In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.


Regular / Challenge pathway Aspirant: Rs. 45k..pay in 3 monthly instalments of 15k


Pls visit our website to Read /Speak 261+ Success stories before joining with me and post feel free to call.


9167362201 / 9930751709


KEYUR SHAH, CFP^CM A Grade, BE, MBA,


India's Best Expert Coach Fast Track CFP-The CFP Aspirant Club INDIA, Mumbai.


FPSB India CERTIFIED Trainer & Resource Person Education Partner


www.TheCFPaspirantClubIndia.com


Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai


Stay Updated…Like our FB page https://www.facebook.com/TheCfpAspirantClubindia

 

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    Keyur Shah
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    65000.00 Rs
    780.00 GBP
    1007.50 USD
    Contact seller No phone nuxxxx

    Seller's info

    Seller's picture
    Keyur Shah
    Unregistered user

    Listing location

    India, West Bengal, Kolkata
    Kandivali West