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.
- 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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