#CA Anthony Lobo #CFP - Gives "Investor Family" a #helping #hand of both CA & CFP
#CA Anthony Lobo, #CFP (2014), Sr. IFA & Fee based Practitioner 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.
120+ #Participants (Sr. IFA, Young IFAs, RM / WM, Finance Professionals, Fresher & Aspiring IFAs/ RMs / WMs) attended the conference.
3 #Key #Learning from his #Presentation are as below
a. #Why CFP & #Benefits of CFP with Mr. Keyur Shah
b. CA + CFP = #Complete & #Competent to provide Comprehensive Financial Planning to Investors family
c. #Expense #Reduction Planning
#Must #Watch #Video
#MFFPWC - CFP : India's Best Family Financial & Portfolio Wellness Coaching certificate by India's Best Expert Coach Mr. Keyur Shah.
Be a #Future #Ready...Be a #Client #Ready...Be a #Family #Financial & #Portfolio #Wellness #Coach to your Investors Family.
Must Watch Video
#Must #Watch #Video for Every IFA / MFD / RM / WM / Insurance Agent / CFP Aspirant
#Software #Engineer to #Financial #Planner - Mr. Ankit Savla
#Lawyer to #MFD / IFA - Mrs. Isha Ankit Savla
Must watch video4 CFP Aspirant
Watch 131+ Success stories Videos
13 key features of #MFFPWC - CFP Classroom Training.
Last 1 Seat left in 85th Double Sure Classroom Batch - Aug 18 to Dec 18 Every Saturday - 9am to 2pm Starting 11th Aug @ Kandivali W...FEE 110k..pay in 2 Monthly instalments of 55k.
#Note: Rs. 20,000/- #Concession till 25th July...Net FEE 90k...payable in 3 monthly installments of 30k.
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 Aug 2018 batch...Fee 70k...payable in 2 monthly instalments of 35k.
#Note: Rs. 10,000/- Concession till 25th July...Net FEE 60k...payable in 2 monthly installments of 30k
Pls Visit website to Read/ Speak 300+ Success Stories
#Note: I charge Rs.1000/- (Rs. 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.
If interested pls reply YES.
MFFPWC - CFP certification with Mr. Keyur Shah builds the Strong Foundation to pursue world's best & most difficult PORTFOLIO & FUND MANAGER COURSE - CHARTERED 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.
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