"#How to #achieve Rs 100+ Cr #MF #AUM #Learning #Workshop #Series: #Annual #Reports #Analysis"
Financial Reporting & Analysis - Day 1 Key Learning & Participants Introduction
We have successfully completed our 1st Batch "How to achieve Rs 100+ Cr MF AUM Learning Workshop Series : Annual Reports Analysis: An Input to Equity / Bond / Company Valuation based on CFA L1 USA Syllabus.
Four Sr. Professional Participants have attended workshop on dated 25th to 27th April @ Xth Central Mall, Kandivali W, Mumbai.
1. Mr. Jayesh Matani, Sr. Engineer with a MNC (Investor Category)
2. Mr. Vijay D'souza, Sr. Indepedent Professional (Investor Category)
3. Mr. Sagar Injal, Sr. IT Professional & Fee Only CFP Practitioner
4. Mr. Viraj Dave, Aspiring IFA
#Must #Watch #Video (Day 1 Key Learning)
Must Watch Video (Day3)
This Learning workshop will be highly useful to #Quality Mutual Fund advisers.
You can lauch your #Fee based Direct Equity / Bonds & MF Advisory.
You will learn how to select the #Right Equity & Debt /liquid funds based on company fundamentals (#Future potential) instead of only based on #Past Returns to your Clients.
1. Learn to read & Analyze #Financial #Statements of company ( Balance sheet, Profit & Loss Statement, Cash Flow statements)
2. Learn to read & Analyze #Annual Report of company.
3. Learn to prepare common size balance sheet & Ratios to compare companies of particular sector.
Financial Reporting and Analysis syllabus
A. Financial Reporting System (with an emphasis on IFRS)
B. Analysis of Principal Financial Statements
C. Financial Reporting Quality
D. Analysis of Inventories and Long-Lived Assets
E. Analysis of Taxes
F. Analysis of Debt
G. Analysis of Off-Balance-Sheet Assets and Liabilities
H. Analysis of Pensions, Stock Compensation, and Other Employee Benefits
I. Analysis of Inter-Corporate Investments
J. Analysis of Business Combinations
K. Analysis of Global Operations
L. Ratio and Financial Analysis
*Learn to use FRA for Equity / Bond Valuation*
#CFA ( CHARTED FINANCIAL ANALYST) USA is the world's best & highest certification in Portfolio Management, Fund Management, Research & Analysis.*
Pls call or message if any queries
India's Best Global Portfolio Planning, Wealth Mgmt & Financial Planning certificate
*MFFPWC - CFP : India's Best Family Financial & Portfolio Wellness Coaching certificate* by India's Best Expert Coach ( Family Financial Planning)
*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 21 Weekends-
May 18 to Sept 18 Every Sunday* - 9am to 2pm Starting 13th May @ 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 May 2018 batch...Fee 60k...payable in 2 monthly instalments of 30k.*
*Pls Visit website to Read/ Speak 300+ Success Stories*
#MFFPWC CFP certification with Mr. Keyur Shah builds the Strong Foundation to pursue world's best & most difficult PORTFOLIO & FUND MANAGER COURSE - CHARTED 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 ( CHARTED 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.*
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