CFP Distance Learning Course In Kolkata

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.

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 in 4 EMI of 15k


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. 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


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

FPSB India CERTIFIED Trainer & Resource Person Education Partner

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

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  • Price: 65000.00 Rs
  • Category: Tutoring - Private Lessons
  • Published date: 11/11/2016
  • Country : India
  • Region : West Bengal
  • City : Kolkata
  • City area : Mahavir Nagar
  • Address : Kandivali West
Mobile Number * : 9167362201
Email ID * :
  • Total Views: 3
  • Reference Id: #15728

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