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CFA L 1 and CFP

Contact keyurshah

Phone : 9167362201

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#Last 1 Seat #Left

We have planned 7 full days Learning workshop with #TWIN #OBJECTIVES from 23rd April to 29th April Monday to Sunday 9am to 6pm at Xth Central Mall, Kandivali West.

#Twin #Objectives

*1. #CFP #Refrereher Training as per 2018 syllabus.*

2. Be a #HNI/NRI & Corporate Investor #Portfolio Manager (Global Portfolio Planning as per CFA L1 Syllabus).

Visit below link 4more detail

*2xCFP refresher training as per 2018 syllabus* (Advanced Goal Based Financial Plan Construction)

1. How to plan advanced Asset Allocation & Rebalanced strategies during Accumulation & Distribution period.

*2. Increasing SIP with Advanced Asset Allocation & Rebalancing Strategies.*

3. Advanced level of Retirement Planning in a various scenarios.

*4. Advanced level of children's recurring education, Higher & Professional Education and Marriage Planning.*

E. Advanced level of Insurance, Vacations & Children's Marriage Planning.

*5. Debt / Loan Free Planning*

Above training will be live recorded for benefits of our of Mumbai CFPs & available in Video Learning Kit.

*Seat : 04 (Four Only)*

Fee : 30k

*Special 5k concession to members of CFP Aspirant Club ...Net Fee 25k.*

For more details...Pls call or message.

9167362201 WhatsApp
8169969026 Voice Call

Posted on : 14/03/2018, #, Edit

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