Must Watch Video for Every Wealth Manager by Mr. Dilip Shenoy (Ex. Sr. Banker turned in to IFA), MBA, Pursing his CFP certification having 15+ years of experience in Core Banking & wealth Management profile with Indian Pvt. & MNCs Bank.
He started his career with HSBC Bank as a Relationship Manager in 2003 and in his last job profile he was with ICICI Bank Private Wealth Management division as an Investment Specialist (Supports role to Team of Relationship Managers) in Thane region.
He delivered one of the best presentation on “PUSH GOALS…PULL PRODUCTS” in our 2nd Learning Conference “ A Journey from Agent to Financial Planner” dated 13th September 2015 @ Motilal Oswal Tower, Mumbai.
Key learning from his Presentation is as below.
# Traditional Wealth Management
# Understand Client Psyche
# Constantly evolve yourself & your client
# Six Steps of Financial Planning process
# 6/9/12/15 Principles
# Interest rate is function of Inflation (Govt. gives interest rate is compensation to inflation)
# Pull FDs…Promote debt funds for 3 to 5 years horizons…Will provide better tax adjusted return.
Pls Invest min 5 hrs to 7 hrs and call Monday to Friday 4pm or 8pm if any queries 9167362201 / 8169969026
Must watch video for CFP Aspirant
Watch 101+ Success Stories Videos on our Youtube Channel
To subscribe our Youtube channel
https://www.youtube.com/user/KeyurShahCFP
CERTIFIED FINANCIAL PLANNER certification is one of the highest International certification in Personal Finance / Family Financial Planning / Wealth Management and recognized in 25+ countries.
Pls visit board Website
Your Professional Career as a Personal Banker / Relationship Manager / Wealth Advisor / Insurance or MF Agent is INCOMPLETE without CFP certification.
To help you to COMPLETE your LONG pending GOAL of CFP certification in 2017…Join our Class room Training or Video Learning Kit.
Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India’s Best Expert Coach Mr. Keyur Shah.
Double your Client Acquisition skills, TRIPPLE Client Advisory skills and Multiply your Client Retention Skill.
Learn Logical n Magical Steps to achieve 100+ cr AUM
Classroom: Last 1 Seat left ( Batch Size : 5 participants)
79th Batch 17 Weekends- May 17 to September 17 Every Saturday – 9am to 2pm- 85 hrs training- Starting 27th May @ Kandivali W…FEE 75k..pay in 5 Monthly instalments of 15k
80th Batch 17 Weekends- June 17 to September 17 Every Sunday – 9am to 2pm- 85 hrs training- Starting 11th June @ Kandivali W…FEE 75k..pay in 5 Monthly instalments of 15k
OR
Last 1 Seat Left in June 17 Batch of CFP Video Learning Kit.
In last 4 years, 101+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.
FEE 45k..pay in 3 monthly instalments of 15k
Pls visit our website to Read / Speak / watch VIDEO of 287+ Success stories before joining with me and post feel free to call.
www.TheCFPaspirantClubIndia.com
91 67 36 22 01 / 70 21 56 21 91 / 99 30 75 17 09 / 81 699 69 026
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
Stay Updated…Like our FB page
https://www.facebook.com/TheCfpAspirantClubindia
source
