Video Learning Kit
Ms. Shilpa Munvar, Sr. Finance Professional, #HSBC, Business Manager, #London enrolled in our Video Learning Kit & aims to complete her MFFWP CFP certification by April 18.
PFA Day 2 & 1 Key Learnings. (Master in Family Financial Wellness Planning - CERTIFIED FINANCIAL PLANNER)
Hello Keyur Sir,
I have completed Day 2 (CD 6) and here are my learnings -
how asking the right questions to the client helps them to engage, educate clients about inflation and its impact on their future corpus, how asset allocation and rebalancing strategy can help clients to achieve their goals.
I will focus on evening assignment in the next few days and will send the workings on whatsapp.
On Sun, Oct 8, 2017 at 10:00 PM, Shilpa Munvar <[email protected]> wrote:
Hello Keyur Sir,
Here is my progress so far -
1) I have completed Day 2 post midday (CD 5 till 2.19)
2) Key Objectives:
1st Day morning session - Pre requisites of CFP, how to change thought process from emotional to logical, how to achieve financial goal, helping families identify their goals.
2nd half of the session - 5 magical steps, Exam format and position as a Financial Planner and not a Product Agent.
2nd Day morning session - make list of qualified leads, passive and active ways of approaching prospective clients learning from 2 speakers - make own notes for exams and my goal to create HNIs
3) My Goal for CFP certification exam is - Module exams between Jan and March and Final before mid April
4) I learnt Basic Financial Mathematics and have sent few calculations on whatsapp
5) I shall start my evening assignments from tomorrow.
Pls Invest 5 to 7 hrs and call in weekdays 5pm or 6pm if any queries on 9167362201 or 8169969026
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MFFWP : India's Best Family Financial Wellness Planning certificate by India's Best Expert Coach ( Family Financial Planning) PART 1 VIDEO
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