- Street: Mahavir nagar
- City: Kolkata
- State: West Bengal
- Country: India
- Zip/Postal Code: 65000
- Listed: November 8, 2016 7:54 am
- Expires: 17 days, 8 hours
Mr. Prashant Nambiar, Sr. Branch Head & AVP, HDFC Bank, Vile Parle Branch, Mumbai shared the best presentation to 120+ participants during “Professional Development” theme during 11th January conference “A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015”
Key highlights of his presentation are as below.
1) Client-Adviser Cycle
Relationship basis to Product basis to Goal based Financial Planning
Relationship business- Over…Now…Product based business but getting over soon…New era already begun of “Goal based Financial Planning”…Do it now or late.
2) How Goal based financial planning helped to acquire HNI & NRI clients and shared his success stories.
3) Personal benefits of attending right training.
Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India’s Best Expert Coach Mr. Keyur Shah by June 2017.
Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.
Classroom: Last 3 Seats left
76th Batch 16 Weekends- Nov 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 19th Nov 2016 @ Kandivali W…Last 3 seats left..FEE 60k..pay in 4 EMI of 15k
Last 1 Seat Left in November 16 Batch of CFP Video Learning Kit
In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.
Regular / Challenge pathway Aspirant: Rs. 45k..pay in 3 monthly instalments of 15k
Pls visit our website to Read /Speak 261+ Success stories before joining with me and post feel free to call.
9167362201 / 9930751709
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
Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai
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