Must #Watch #Video for Every IFA / MFD / RM / WM / Insurance Agent
Software #Engineer to #Financial #Planner - Mr. Ankit Savla
Lawyer to #MFD / #IFA - Mrs. Isha Ankit Savla
Ankit & Isha, Life Partner & Founders - #HiFinanceZ, Dombivli, 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.
He is B.E. Computer's - 2012, Mumbai University, Sr. Software Developer -MNC, successfully passed his 2nd CFP Module Exam Investment Planning @ 1st attempt with a B gr (66%).
He has enrolled in our #MFFPWC - CFP #VIDEO #LEARNING #KIT in sept17 & aims to complete his CFP certification by Oct 18 with the A gr.
He & his wife have already started his own #Independent Financial Planning Advisory in Feb 2018 & Successfully built MF AUM of Rs. 50+ lakh in 4 months & SIP book Size Rs. 3.5+ lakh.
120+ #Participants (Sr. IFA, Young IFAs, RM / WM, Finance Professionals, Fresher & Aspiring IFAs/ RMs / WMs) attended the conference.
9 #Key #Learning from his #Presentation are as below
1) The #Unique DEAL - Investor to IFA (Job to Business)
2) The 5 #Steps Process.
3) #Clear Understanding of Goal Based Planning.
4) #Practical #Application while learning.
5) #Portfolio #Management - Alternative Investments
6) Pen - Paper - Calculatior #Approach
7) #Client First Policy
8) #Handwritten Comprehensive Goal based Financial Plan - Case Studies
(Advanced Inflation Adjusted Retirement Planning, Children's Higher Education & Marriage Planning, Life Insurance Planning etc)
9) #Future Plans
CERTIFIED #FINANCIAL #PLANNER is the highest International Certification in a Family Financial Wellness Planning across Globe & recognized in 25+ developed countries.
Must Watch Video
Hi MFFPWC - CFP Aspirant,
Pls Invest 5 to 7 hrs on below links and call 5pm or 6pm if any queries on 9167362201 or 8169969026
MFFPWC - CFP : India's Best Family Financial & Portfolio Wellness Coaching certificate* by India's Best Expert Coach Mr. Keyur Shah.
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13 key features of MFFPWC - CFP Classroom Training.
Last 1 Seat left in 84th Double Sure Classroom Batch - July 18 to Nov 18 Every Sunday - 9am to 2pm Starting 15th July @ 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 July 2018 batch...Fee 60k...payable in 2 monthly instalments of 30k.
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I charge Rs.1000/- (INR 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.
MFFPWC - CFP certification with Mr. Keyur Shah builds the Strong Foundation to pursue world's best & most difficult PORTFOLIO & FUND MANAGER COURSE - CHATERED FINANCIAL ANALYST (#CFA) USA course.
I am happy to share that below participants have successfully progressed in CFA course post CFP with me.
- Ankita Surana, Completed L1 in June 2017, Guwahati.
- Aishwarya Surana, Completed L2 in June 2017, Guwahati.
- Jay Joshi, L2 in June 2017, Mumbai.
- Ali Ishaan, L2 in June 2016, Gurgoan.
- 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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