Publish Date: 02-05-2018 09:25:30 | Contact name: keyur shah | Location: Amritsar | Place: mumbai | 55 times displayed |

#Video #Learning #Kit Feedback by Mr. JeyVenkatesh RajaGopal, Sr. IFA, Coimbatore, TN

Good Morning Sir;

I have Completed the full 2 days Video Learning.

#My #Key #Learnings are:✍

1) Earmarking and Defining a goal to client is easier with help of Timeline & have to work towards client's interest.

2) If we follow the 5step process,

#Exam Centric: We will surely have more chance of getting higher marks in exams.

#Client Centric We have to analyze the client requirement and give a proper solution.

3) We are Financial Planner's and not just Agent or RMs/WMs just to sell high commission products.

4) Learned about Inflation adjusted corpus, which enables us to work towards it.

5) Regarding #Soft #Skills:

Comparing to the previous video learning kit, I can very well feel the 2X content of learning. Really a Useful and a needy one for a CFP Aspirant to undergo. The pathway is very clear to get in touch with a client in a comfortable pace.

I am working on the Evening Assignments...will whatsup my workings and my Pratical Handouts.

Visit below link 4more detail

*9 Key Features of MFFPWC - CFP 2018 - 2019 VIDEO LEARNING KIT.*

Already 131+ participants have successfully completed their CFP certification with help of Video Learning Kit.

Pls visit below link4 more detail.

*Last 1 Seat left in May 2018 batch...Fee 60k...payable in 2 monthly instalments of 30k.*

India's Best Global Portfolio Planning, Wealth Mgmt & Financial Planning certificate

*MFFPWC - CFP : India's Best Family Financial & Portfolio Wellness Coaching certificate* by India's Best Expert Coach ( Family Financial Planning)

Must watch video4 CFP Aspirant*

Watch 131+ Success stories Videos

*Pls Visit website to Read/ Speak 300+ Success Stories*

MFFPWC - CFP certification with Mr. Keyur Shah builds the Strong Foundation to pursue world's best & most difficult PORTFOLIO & FUND MANAGER COURSE - CHARTED FINANCIAL ANALYST (#CFA) USA course.

Pls send WhatsApp test message ADD on 9167362201 to receive regular updates on WhatsApp.

Contact keyur shah: CFP INSTITUDE AMRITSAR

Phone: 9167362201




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