CFP VIDEO LEARNING KIT IN CHENNAI IN CHENNAI
Aashish Sir’s presentation was divided in 2 broad categories.
1) Why IFA should be a Financial Planner from Agent
2) Wealth Creation through Equities
He shared his real life experience and stress below areas to be a Financial Planner.
# IFA should starts charging fees to their clients to provide quality advisory and services.
# If Doctor or Architect don’t charge fees than as a customer what you will think?
# Be a Professional…Introduce Process in discussion with clients
He shared easy to understand real life examples to explain how one can do wealth creation through equities.
$ Objective of Stock market is to provide Liquidity & Price Discovery…Return comes from Earning of company not from stock market.
$ IFA should avoid discussing about Market and Products with their clients…Focus must be on achieving client’s Financial Plan.
$ We should educate our clients about Life Style Inflation not only about CPI.
$ India is still small cap Vs. Global market…Our market size is just 2% of global market…Our biggest company TCS is just 10% size of Apple…So there is huge potential to grow for NIFTY companies like TCS, HDFC in the long run.
$ We should not worry about cost but focus on net return produced by a fund.
He solved participant queries regarding Online Platform, Direct Equity Vs MF and Real Estate Vs. Equity.
Aashish Sir’s presentation was rated BEST presentation by 100+ participants and we thank for their value addition and supports for making conference successful.
https://www.youtube.com/watch?v=BGOpa6DrboY
Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by June 2017.
Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.
Classroom: Last 3 Seats left
76th Batch 16 Weekends- Nov 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 19th Nov 2016 @ Kandivali W...Last 3 seats left..FEE 60k..pay in 4 EMI of 15k
OR
Last 1 Seat Left in November 16 Batch of CFP Video Learning Kit
In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.
Regular / Challenge pathway Aspirant: Rs. 45k..pay in 3 monthly instalments of 15k
Pls visit our website to Read /Speak 261+ Success stories before joining with me and post feel free to call.
9167362201 / 9930751709
KEYUR SHAH, CFP^CM A Grade, BE, MBA,
India's Best Expert Coach Fast Track CFP-The CFP Aspirant Club INDIA, Mumbai.
FPSB India CERTIFIED Trainer & Resource Person Education Partner
www.TheCFPaspirantClubIndia.com
Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai
Stay Updated…Like our FB page
https://www.facebook.com/TheCfpAspirantClubindia
1) Why IFA should be a Financial Planner from Agent
2) Wealth Creation through Equities
He shared his real life experience and stress below areas to be a Financial Planner.
# IFA should starts charging fees to their clients to provide quality advisory and services.
# If Doctor or Architect don’t charge fees than as a customer what you will think?
# Be a Professional…Introduce Process in discussion with clients
He shared easy to understand real life examples to explain how one can do wealth creation through equities.
$ Objective of Stock market is to provide Liquidity & Price Discovery…Return comes from Earning of company not from stock market.
$ IFA should avoid discussing about Market and Products with their clients…Focus must be on achieving client’s Financial Plan.
$ We should educate our clients about Life Style Inflation not only about CPI.
$ India is still small cap Vs. Global market…Our market size is just 2% of global market…Our biggest company TCS is just 10% size of Apple…So there is huge potential to grow for NIFTY companies like TCS, HDFC in the long run.
$ We should not worry about cost but focus on net return produced by a fund.
He solved participant queries regarding Online Platform, Direct Equity Vs MF and Real Estate Vs. Equity.
Aashish Sir’s presentation was rated BEST presentation by 100+ participants and we thank for their value addition and supports for making conference successful.
https://www.youtube.com/watch?v=BGOpa6DrboY
Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by June 2017.
Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.
Classroom: Last 3 Seats left
76th Batch 16 Weekends- Nov 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 19th Nov 2016 @ Kandivali W...Last 3 seats left..FEE 60k..pay in 4 EMI of 15k
OR
Last 1 Seat Left in November 16 Batch of CFP Video Learning Kit
In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.
Regular / Challenge pathway Aspirant: Rs. 45k..pay in 3 monthly instalments of 15k
Pls visit our website to Read /Speak 261+ Success stories before joining with me and post feel free to call.
9167362201 / 9930751709
KEYUR SHAH, CFP^CM A Grade, BE, MBA,
India's Best Expert Coach Fast Track CFP-The CFP Aspirant Club INDIA, Mumbai.
FPSB India CERTIFIED Trainer & Resource Person Education Partner
www.TheCFPaspirantClubIndia.com
Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai
Stay Updated…Like our FB page
https://www.facebook.com/TheCfpAspirantClubindia
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