Benefits of being CFP (CERTIFIED FINANCIAL PLANNER) with Mr. Keyur - TopicsExpress



          

Benefits of being CFP (CERTIFIED FINANCIAL PLANNER) with Mr. Keyur Shah, India’s Best & No. 1 Expert Coach & Trainer (Fast Track CFP) (Knowledge and skills building in Personal Financial Planning Domain) The Growth and Survival Kit for BFSI Professional (Working Corporate Job OR Indenependent Financial Advisor) and Freshers SELF: 1) Learn to prepare your own Goal based Compehensive Financial Plan and Helps you to decide your own right asset allocation and right instruments to achieve your Goals. 2) Teaches you to save more and invest more in the right products. 3) Reduces your impulse expenses and bring the financial discipline. 4) Reduces element of speculation and keep you away from day/F&O trading 5) Peace of mind and financial independence in long term. CLIENT-PLANNER: 1) Change your approach form “Product selling to Goal Based” 2) You can provide wider advisory services (Insurance to Estate planning services to Real Estate Advisory) 3) Helps in Trust building and Client Acquisition (right now in India only 1800+ CFPs & you are one of them) 4) Better conversion rate, Higher Ticket Size & Bigger AUM (with help of 5 step process) 5) Higher motivation and confidence level. 6) Family friend and trusted trouble shooter for all financial problems of family. 7) Finally, You can launch a FEE based advisory. COMPANY: 1) Right approach brings more nos of clients, bigger revenue and better profit. 2) Long term approach-higher retention of clients. 3) Better productivity and Retention of employees. FRESHER: 1) Better Career opportunity with a good CTC in BFSI sector (Average Salary Rs. 2.5+ Lac) & Fast Track career growth. 2) An International opportunity in developed countries. 3) Can Set up your own Fee based practice. Note: 1) Happy to extend Rs. 5000/- discount till 7th March in Our 2014 Version 5 Video Learning Kit Comprehensive Fast Track CFP Training Workshop Live Recorded 8 full day (64 hrs) + High quality Question banks with a detailed solutions + Post Training supports till you complete CFP) 2) 1 Seat Left in 40th batch Fast Track CFP Training Workshop in Dadar dates 20th to 23rd March-20% Early bird disc til 7th Mar 3) 3 Seats left in 41st batch Fast Track CFP Training Workshop in Dadar dates 24th to 27th April- 20% Early bird disc till 9th March 4) 3 Seats Left in 4th Weekend Batch Kandivali Starting from 5th April- 20% Early Bird disc till 9th March Pls visit our new youtube video & website for more detail n feel free to contact Regards, KEYUR SHAH, CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life), AMFI & IRDA Certified. Indias Best & No. 1 Expert Coach and Trainer (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai. 09167362201 09930751709 Watch Sample Video: youtu.be/a0gT-rEiDDc Website: TheCFPaspirantClubIndia Connect with us on Social Media: facebook/keyur.shah56808 linkedin/pub/india-s-best-no-1-expert-coach-trainer-fast-track-cfp/35/3aa/a93 5 Step Process: The Secret Succes of our Comprehensive Fast Track CFP Participants youtube Dear CFP Aspirant, We are happy to launch Video Learning Kit (Ver. 5-2014 format) of... 5 Step Process: The Secret Succes of our Comprehensive Fast Track CFP Participants youtube Dear CFP Aspirant, We are happy to launch Video Learning Kit (Ver. 5-2014 format) of Comprehensive FAST TRACK CFP for CFP Aspirants who may...
Posted on: Fri, 07 Mar 2014 09:03:26 +0000

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