“A Journey from CFP Aspirant to CFP Practitioner: Opportunities and Challenges in 2015 ( One Day Seminar -Early Bird offer till 30th Nov.) As you know that we have conducted 51+ Fast Track CFP Preparation Training Workshops PAN India and successfully launched an innovative way of Learning Video Learning kit. Already 300+ participants (Sr. BFSI Professionals, IFA, Fresher) have attended our Training workshops (Classroom or Video Learning) and already 161+ participants have successfully completed their CFP with us in last 3 years. Now the time has arrived for BEST PRACTICE SHARING & CROSS LEARNING who have successfully implemented our classroom learning and achieved milestones like Practicing Goal based family financial planning, Fee based services, Multiply their (Ticket sizes, conversion rate and AUM) etc. Objective of Seminar / Conference: (One Day) 1) 10+ successful participants of the CFP Aspirant Club (India) will share their success stories with Q & A session (20 minutes time for each participant) (4 IFA, 3 Corporate Employee & 3 Fresher) 2) 5+ Service providers (FP Software / Platform / Products) will share their presentation (15 minutes each) 3) Presentation by 3+ corporate leaders (CXO) level 4) Innovative Practice building Strategies Eg. Real Estate Advisory, Financial Antivirus, Push Goals…Pull Products etc. 5) Launch of Connect each other platform for continuous best practice sharing (Note: 50% discount for conference participants) Who should attend: CFP Certificant, CFP Aspirants, Independent Financial Adviser (IFA) who has a dream to launch fee based practice and wants to upgrade their knowledge & Skills sets to provide the better advisory to their clients. Freshers who wants to build their career in Financial Planning, Wealth Management & Banking. Date 11th January15, Time: 9am to 6pm , Venue: Dadar / Mumbai Early bird Offer till 30th Nov.14...Fee for our participants: CFP Certification completed: Free, CFP Aspirants (Attended training): Rs. 500/- Others: Rs. 1000/- Regular Fee from 1st Dec. to 31st Dec.14 Fee for our participants: CFP Certification completed: Rs. 500/-, CFP Aspirants (Attended training): Rs. 1,000/- & Others: Rs. 2,000/- Total Seats: 100 Enrollment Starts from 9th Nov. to 30th Nov.14 Please note that above event is “Not for Profit” event so we welcome corporate donations/supports Be a seminar partner: Gold partner: Rs. 50,000/- (Only one), Silver partner: Rs. 25,000/- (only 4) Please feel free to call or write [email protected] 09167362201 /09930751709 Please visit our website for more detail TheCFPaspirantClubIndia.Com
Posted on: Fri, 07 Nov 2014 10:42:43 +0000
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