CFP institude and centre and disteance

Post# A565646 · Delhi, India · Posted by: keyurcfp

Be a HNI / Corporate Investor Portfolio Manager ( Based on CFA USA L1 Syllabus)

Key Features


  1. 3 Full Days Classroom Practical Training Workshop*: 25 hrs training. (Training will be conducted by Mr. Keyur Shah CFP Coach & CFA L1 Aspirant)

  2. Study Material: Study books & Question bank

  3. Post Training support: 3 months for solving Practical or subject queries.



Practical Training Workshop Flow:

A Rational Investor is looking for a Maximum Utility from his Portfolio not Only RETURN.

Max UTILITY: Optimum Portfolio which gives Highest Satisfaction at given Risk Return.

Portfolio Manager prepares IPS by considering RRTTLLU of an Investor.

Learn to acquire, Manage & Retain 1 Cr to 100 Cr Portfolio.

Learn to think / Act As a Professional Fund Manager

Key Components of Portfolio

How to construct Optimum Risk Adjusted Portfolio

Asset Allocation Strategy : Strategic & Tactical Asset Allocation

Securties Selection : How to calculate Intrinsic value of Asset ( Fundamental Analysis & Valuation Techniques)

International Vs Domestic Equity

Active Vs. Passive Strategy

Fix Income: Bonds ( Entity Vs Asset backed), Debt MF vs. Bank FD

Derivatives

Alternative Investments like Private Equity Fund, Venture Capital fund, Hedge Fund, Real Estate Investment, Real Estate Fund, Commodities

Portfolio Management Strategy :


  1. Accumulation Vs Withdrawal

  2. Risk Management Strategy

  3. Investor Vs. Fund Manager Allocation Strategy.



Key Benefits:


  1. IFA / CFP / RIA will develop the detailed Technical understanding in Portfolio Management.

  2. It will help him to establish AUM based Fee model to generate recurring income.

  3. IFA / CFP can educate their customers to move from physical asset class to Financial Assets to generate more tax efficient real rate of return with safety & liquidity.

  4. Helps HNI / Corporate Avoid Investment mistakes or Save from mis-selling.

  5. Highest Utility leads to Highest Satisfaction & Happiness.

  6. IPS, RRTTLLU, Right Strategic Asset Allocation & Rebalancing leads to positive Alpha & Gamma.

  7. Save Cost & Save Time



Batch Size : 05

Regular Training Fee : 30k per participant.

Imtroductory Fee: Limited to 1st 3 batches

40% concession : Net 18k Fee per participant after 40% concession.

50% concession: Net Fee15k after 50% comcession for the member of CFP Aspirant Club. ( Those who attended training with Mr. Keyur Shah CFP Coach).

Training dates: 17 to 19th January 2018 time 9am to 6pm.

Location : Xth Central Mall, Kandivali West.

Pls call or message if any queries

Mr. KEYUR SHAH CFP COACH

8169969026 - Voice
/ 9167362201 - WhatsApp

Or mail
Keyur.Shah@theCFPaspirantClubIndia.com »

Visit website www.theCFPaspirantClubIndia.com


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Fee
INR : 90000.00
Ad Type
I am offering a class
I am:
An Individual
Contact Name
keyur shah
Phone Number
9167362201
Address1
mumbai kandiwali west xth centreal mall
Address2
mumbai kandiwali west xth centreal mall

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