18/04/2018 Distance Learning Courses
#Double your Branch's Mutual Fund Business by appointing CERTIFIED FINANCIAL PLANNER
Mr. Amol Pimplekar, Sr. Branch Manager, Lalit Magan Stock Broking, Mumbai successfully completed his CFP certification in Challenge pathway in July 2016.
He has felt #major #difference after becoming CFP that now Clients are listening with more respect & more interest and implementing his advice.
He #doubled his branch's Mutual Fund business to 8 Cr. from 4 Cr. within one year by educating his clients about the Goal based Financial Planning, Risk profiling & Asset Allocation and Benefits of Investing in MF Vs. direct equity.
He has left his Job in Jan 2018 & launched his Independent Financial Planning & Portfolio Mgmt Advisory.
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#256th Success Story of CFP Aspirant Club
amol pimplekar firstname.lastname@example.org Tue, Jul 12, 2016 at 8:15 PM
ReplyTo: amol pimplekar email@example.com
To: Keyur Shah Keyur@thecfpaspirantclubindia.com
Dear Keyur Sir,
Its my great pleasure n honour writing this email as I have completed my CFP certification journey.
Sir, it was possible only n only because of you n the efforts you put in during training n post training preparation for exam.
You make difficult tasks look easy by consistently adhering to basic principles n expecting from us the same. Your five step process is rightly termed as Logical n Magical Process by you.
#Appreciating you by just saying Thank You is not sufficient as you have given a new vision by changing our perception.
Sincerely appreciating you.
Thank You so much n looking forward for your cooperation in future.
Amol Pimplekar, CFPCM
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