CFP Study Material In Gujarat


To All Finance Professionals, CFP practitioners & CFP Aspirants :

Construct below standard "Retirement" Plan for Mr. Arjun

To get FREE entry in our 3rd CFP Learning Conference @ Delhi 18th Sept Sunday 9am to 6pm in association with Motilal Oswal AMC in Hotel Grand Amrapali, East Patel Nagar & also receive beautiful gift " CERTIFIED FINANCIAL PLANNER" mark embossed Roller Pen

Note : Only 1st 5 participants who mails their correct answer with process / steps by 16th 6pm will get the CFP Roller pen with FREE Ticket to our Delhi Conference.

Pls mail your solution to KeyurCFP@theCFPaspirantClubIndia.Com /

Case Study:

Mr. Arjun Aged 40, Mrs. Arjun aged 35, Life Expectancy Mr. Arjun = 85, Mrs. Arjun = 90, Desired retirement age=60, Inflation: 7% P.A., Expected Equity MF Return = 12% pa, Expected Debt Fund Return = 8% pa, Monthly Household Expenses are Rs.50, 000/-.

You have advised Mr. Arjun to starts weekly SIP immediately in an Equity MF for 15 years. You have further advised to transfer corpus in a Debt fund begining of 16th year and continue SIP till in debt fund till retirement to build inflation adjusted retirement corpus. (Note : You have advise Mr. Arjun to increase his SIP every year by 10% pa till retirement)

We welcome all registered participants on 18th Sunday 9am in our 3rd 2016 series CFP Learning conference in association with Motilal Oswal AMC @ Delhi Hotel Amrapali Grand.

Must Attend Learning full day Event for IFA / WM / RM / MF / LIC Advisor...Delhi CFP Learning conference in association with Motilal Oswal AMC.

Last 5 seats left in Delhi 2016 series 3rd CERTIFIED FINANCIAL PLANNER Practitioner & CFP Aspirant Learning conference

" Logical & Magical 5 Steps to achieve 100+ Crore AUM "

on Sunday 9am to 6pm 18th September in association with Motilal Oswal AMC @ Hotel Amrapali Grand, Karol Baug area, Pusa Road Circle, East Patel Nagar

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Keyur Shah CFP

9167362201 9930751709

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  • Price: 45000.00 Rs
  • Category:
  • Published date: 15/09/2016
  • Country : India
  • Region : Gujarat
  • City : Ahmedabad
  • City area : Mahavir Nagar
  • Address : Kandivali West
Mobile Number * : 9167362201
Email ID * :
  • Total Views: 6
  • Reference Id: #13331

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