Must
Watch Video for Every
Wealth Manager by Mr.
Dilip Shenoy (Ex. Sr. Banker turned in to
IFA),
MBA, Pursing his
CFP certification having 15+ years of experience in
Core Banking & wealth
Management profile with
Indian Pvt. &
MNCs Bank.
He started his career with
HSBC Bank as a Relationship Manager in
2003 and in his last job profile he was with
ICICI Bank Private Wealth Management division as an
Investment Specialist (Supports role to
Team of Relationship Managers) in
Thane region.
He delivered one of the best presentation on “
PUSH GOALS…PULL PRODUCTS” in our 2nd
Learning Conference “
A Journey from
Agent to
Financial Planner” dated
13th September 2015 @
Motilal Oswal Tower,
Mumbai.
Key learning from his
Presentation is as below.
#
Traditional Wealth Management
#
Understand Client Psyche
#
Constantly evolve yourself & your client
# Six
Steps of
Financial Planning process
# 6/9/12/15 Principles
#
Interest rate is
function of
Inflation (Govt. gives interest rate is compensation to inflation)
#
Pull FDs…Promote debt funds for 3 to 5 years horizons…Will provide better tax adjusted return.
Be a CERTIFIED
FINANCIAL PLANNER with
India's
Best Expert
Coach Mr. Keyur
Shah by
March 2016 & Enhance your Client
Acquisition, Client Advisory and Client
Retention Skills…
Minimum 100% return pa on Investment subject to implementation of learning.
Pls visit our website n watch Videos in Video
Gallery and also speak / read 207 +
Success Stories before joining with us.
Enroll in Classroom Or Video Learning Kit
Pls visit our website for more details and post feel free to call or write
www.TheCFPaspirantClubIndia.Com
9930751709 / 9167362201 / 7678063281
Keyur.
Shah@theCFPaspirantClubIndia.Com
3 Key benefits of being CFP with Mr. Keyur Shah, India’s Best Expert Coach &
Trainer Fast Track CFP…
Right Direction & in
Right hands…
1 Saving
Time…
Means Saving
Money: Min.
200 hrs time One month income saved with a high quality training +
Advance Question banks +
Post training supports Vs.
Self Study or
Normal EP way
Training….Saving of Min. 25k to 100k based on your monthly income.
2 Saving Money in exams Attempt: With my training & your adequate post training preparation… you will get an indirect guarantee of passing Modules &
Final /Exam 5 @ 1st attempt with a good grade. 60%+… Average 1st Attempt board result is 35% and 2nd attempt is 45% and 3rd attempt is 50%+…Our Participants result almost double…1st attempt 70%+…Approx. Rs.15,
000 Saved in exams attempts.
3 Achieving
Domain expertise: with high quality training + Question bank/Solutions + Post Training supports… you will acquire sound knowledge & skill sets in the personal finance domain… You will capable to prepare & present high quality customized comprehensive
Financial plan of clients and enable to solve their most queries logically…
Better Career opportunities
.. better conversion rate…higher ticket size and bigger
AUM…Min. Additional income of Rs. 1,00,000 One Lakh per year based on implementation of learning.
#CFPclassesinMUMBAI
#CERTIFIEDFINANCIALPLANNER
#CFPDistanceLearningPogram
#CFPCoachinginMumbai
#CFPInstituteinMumbai
#CFPTraininginMumbai
#CFPClassesinDadar
#CFPCourseFeesinMumbai
#BestCFPInstituteinMumbai
#CERTIFIEDFINANCIALPLANNERCourseDetails
#FPSBMumbai
#CFPCoachingClassesinMumbai
#CFPOnlineTraininginBorivali
#CFPDistancelearninginBangalore
#CFPClassesTraininginDelhi
#CFPDistanceEducationinHyderabad
#CFPCoachinginPune
#CFPCoursedetails
#CFPCourseMaterial
#CFPCourseSyllabus
#CFPJobsinMumbai
#HowtoBecomeACertifiedFinancialPlanner
#CFPCertification
#CFPPogram
#OnlineCFPCourseinIndia
#FinancialAdvisoryCourse
#ShortTermFinanceCourse
#CFPClassesTraininginChennai
#E-learningCFP
#CFPSelfstudyinMumbai
#Financialplanningcourse
#CFPEducationPartner
#CFPEducationProvider
- published: 29 Oct 2015
- views: 676