- State: West Bengal
- Zip / Postal Code: 400028
- Listed: August 2, 2018 4:37 am
- Expires: This ad has expired
#Must #Watch #Video for Every IFA / MFD / RM / WM / Insurance Agent
#Software #Engineer to #Financial #Planner – Mr. Ankit Savla
#Lawyer to #MFD / #IFA – Mrs. Isha Ankit Savla
Ankit & Isha, Life Partner & Founders – #HiFinanceZ, Dombivli, delivered an excellent presentation in our 6th CFP (CERTIFIED FINANCIAL PLANNER) Learning Conference
“A Journey from a #Financial #Planner to #Portfolio #Manager to achieve Rs. 100+ Crore MF AUM” on 17th June 2018 Sunday 9am to 7pm at Motilal Oswal Tower, Mumbai.
He is B.E. Computer’s – 2012, Mumbai University, Sr. Software Developer -MNC, successfully passed his 2nd CFP Module Exam Investment Planning @ 1st attempt with a B gr (66%).
He has enrolled in our #MFFPWC – CFP #VIDEO #LEARNING #KIT in sept17 & aims to complete his CFP certification by Oct 18 with the A gr.
He & his wife have already started his own #Independent Financial Planning Advisory in Feb 2018 & Successfully built MF AUM of Rs. 50+ lakh in 4 months & SIP book Size Rs. 3.5+ lakh.
120+ #Participants (Sr. IFA, Young IFAs, RM / WM, Finance Professionals, Fresher & Aspiring IFAs/ RMs / WMs) attended the conference.
9 #Key #Learning from his #Presentation are as below
1) The #Unique DEAL – Investor to IFA (Job to Business)
2) The 5 #Steps Process.
3) #Clear Understanding of Goal Based Planning.
4) #Practical #Application while learning.
5) #Portfolio #Management – Alternative Investments
6) Pen – Paper – Calculatior #Approach
7) #Client First Policy
8) #Handwritten Comprehensive Goal based Financial Plan – Case Studies
(Advanced Inflation Adjusted Retirement Planning, Children’s Higher Education & Marriage Planning, Life Insurance Planning etc)
9) #Future Plans
#CERTIFIED #FINANCIAL #PLANNER is the highest International Certification in a Family Financial Wellness Planning across Globe & recognized in 25+ developed countries.
#Must Watch Video
Hi MFFPWC – CFP Aspirant,
Pls Invest 5 to 7 hrs on below links and call 5pm or 6pm if any queries on 9167362201 or 8169969026
#MFFPWC – CFP : India’s Best Family Financial & Portfolio Wellness Coaching certificate* by India’s Best Expert Coach Mr. Keyur Shah.
#Must watch video4 CFP Aspirant
#Watch 131+ Success stories Videos
13 key features of MFFPWC – CFP Classroom Training.
#Last 1 Seat left in 84th Double Sure Classroom Batch – July 18 to Nov 18 Every Sunday – 9am to 2pm Starting 15th July @ Kandivali W…FEE 90k..pay in 2 Monthly instalments of 45k.
9 Key Features of MFFPWC – CFP 2018 – 2019 #VIDEO #LEARNING #KIT.
Already 131+ participants have successfully completed their CFP certification with help of Video Learning Kit.
Pls visit below link4 more detail.
#Last 1 Seat left in July 2018 batch…Fee 60k…payable in 2 monthly instalments of 30k.
Pls Visit website to Read/ Speak 300+ Success Stories
I charge Rs.1000/- (INR One Thousand only) to provide one to one telephonic or personal meeting guidance for 1 hr to solve your queries or provide guidance.
If you enroll with me, above fee will be deducted from your coaching fee.
#MFFPWC – CFP certification with Mr. Keyur Shah builds the Strong Foundation to pursue world’s best & most difficult PORTFOLIO & FUND MANAGER COURSE – CHATERED FINANCIAL ANALYST (#CFA) USA course.
I am happy to share that below participants have successfully progressed in CFA course post CFP with me.
1. Ankita Surana, Completed L1 in June 2017, Guwahati.
2. Aishwarya Surana, Completed L2 in June 2017, Guwahati.
3. Jay Joshi, L2 in June 2017, Mumbai.
4. Ali Ishaan, L2 in June 2016, Gurgoan.
5. Adwait Pawaskar, L1 Aspirant June 2018, Mumbai.
#CFA (CHARTERED FINANCIAL ANALYST) USA is the world’s best & highest certification in Portfolio Management, Fund Management, Research & Analysis. The Beauty of this certification is the one exam across Globe..so you are qualified to work across Globe as Investment Professional.
World’s top 10 paying jobs in 2018
Pls send WhatsApp test message ADD on 9167362201 to receive regular updates on WhatsApp
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