Financial Planning (CFP)

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Logical & Magical 5 Step Process:Secret Success of Client centric " Goal based Family Financial Planning Approach" w...

  • Category: Professional & Short Term Course
  • Published: 05/03/2015
  • Current Rating: /5 0 Vote


    Logical & Magical 5 Step Process:

    Secret Success of Client centric " Goal based Family Financial Planning Approach" which will enable better understanding in Client for the Need of Financial Planning which will lead to better conversion rate, higher ticket size, bigger AUM and also charge fix the fee to clients.

    5 Step Process enables you as a Financial Adviser to become the BEST Financial Planner Practitioner and successfully completes your CERTIFIED FINANCIAL PLANNER certification (Regular or Fast Track Pathway) @ 1st attempt with a good grade.

    Watch in HD mode for better viewing & use headphone for best listening.

    Be a CFP Practitioner with Mr. Keyur Shah, India's Best & No.1 Expert Coach & Trainer (Fast Track CFP) & FPSB India CERTIFIED TRAINER...

    Only 3 Seats left for April batches..An Early bird & Group discount till 9th March

    58th Batch Weekend)- April-May15 (Sat.-Sun)- 4pm to 9pm-60 hrs training- Starting from 4th April’15

    59th Batch (Fast Track)- 16th to 19th April (9am to 6pm)- 4 full day Training workshop in Dadar

    60th Batch (Fast Track): April to June (Every Sunday 9am to 2pm) starting from 12th April

    Weekend & Sunday Batch size: 6 and Training fees: Rs.28,000/- per participant

    [Fee includes 1) 12 half days (60 Hrs High Quality Training + 2) Contemporary High Quality Study Material with Workbooks and A to F Questions bank & Solutions + 3) Post Training Supports through phone/mail/classroom or webinar queries handling till you complete CFP)

    Early Bird Discount Rs. 2000/- & Group Discount Rs. 2000/-…Total Discount Rs. 4000/-
    Call now for early bird and group discount offer till 9th March.


    Enroll in Video Learning Kit ( As per 2015 Format, Live recorded of 56th Mega Fast Track CFP Training Workshop 8 full day in Feb15)- 70 hrs Training +Study Material + Post Training supports till complete CFP...Gross FEE 25k...5k Discount till 9th March....Net FEE 20k...An option to pay in 2 equal monthly installments of 10k.

    09167362201 / 09930751709 / 07678063281


    Pls visit our website for more detail & watch Videos in Video Gallery and also speak to 181+ Success Stories before joining with us.

    Phone Number : 9930751709

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