Logical & Magical 5 steps to achieve 100 + Cr. AUM
Dr L. Ravindran, CFP , Ph. D Founder Managing Director & CEO, Wealthmax Enterprises Management P Ltd, Bangalore delivered an excellent presentation in 2016 CFP Learning Conference Bangalore dated 15th May 2016
" Logical & Magical 5 Steps to Achieve 100+ Cr. AUM "
Key learning from his presentation are below and his presentation was rated among top 3 presentation by participants.
Pls visit below link to view / download presentation
0. A Journey from CFP Aspirant to CFP Practitioner & Benefits of CFP certification in their Professional & Personal Life.
1 How to double your Client Acquisition, Client Advisory and Client Retention Skills
2. Logical & Magical 5 Steps to achieve 100+ Cr. AUM
3. How to set up Fee based Advisory
Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016.
Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.
Classroom: FEE 45k...pay in 3 monthly installments of 15k
73rd Batch (14 Weekends)- June to Sept 2016 (Every Sunday)- 3:30pm to 8:30pm-70 hrs training- Starting from 5th June 2016 @ Kandivali W...Last 1 seat left
Last 1 Seat Left in June Batch of CFP Video Learning Kit:
We are happy to launch “Video Learning Kit (2016 Version) of “Comprehensive FAST TRACK CFP” for Regular Pathway CFP Aspirants who may not able to attended the our Weekend or FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at their own pace or living out of Mumbai.
In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.
Contents of Video Learning Kit :
1) Training: As per Current Syllabus 03/03/2016 (100 hrs- 11 full days (9am to 7pm) Training workshop)
We have LIVE Recorded our 71st Mega Batch (March 2016) 11 full days Comprehensive FAST TRACK CFP Training Workshop – You can watch video & learn as an offline E – participant (without need of Internet) at home/office without leaving your desk and learn at your pace will take approx 200 hours with the Practice & Evening assignments.
Regular / Challenge pathway Aspirant: Rs. 40k (Forty Thousand Only)..An option to pay in 2 equal monthly instalments of 20k till 31-5-16
Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call.
9167362201 / 9930751709 / 7678063281
CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life),
SEBI Registered Investment Adviser L1 & L2 Certified, AMFI & IRDA Certified.
India's Best & No. 1 Expert Coach and Trainer (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai.
FPSB India CERTIFIED Trainer & Resource Person (Education Partner) for promoting CFP certification course in India
Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai.
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CFP Aspirant Club INDIA.
Contact Name : Keyur Shah
Contact Address : Mahavir nagar
Contact Phone : 9167362201
Web Page : http://www.thecfpaspirantclubindia.com
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