CFA L 1 — Amritsar

Location: Amritsar, Punjab, India

Date Posted: January 10, 2018

Address: mumbai kandiwali west xth centreal mall mahavir nager

Phone: 9167362201

 

Is Individual - No

Is Professional - No

*I am happy to share that my CFA L1 Learning helped me to educate the Importance & benefits of  Portfolio Planning & Management to HNI / NRI & Corporate clients (Business Financial Planning)*
 
In last 3 months, 3 HNI / NRI / Corporate Investors have enrolled for their Portfolio Planning & Management. 
 
*As a IFA / RM,You May be good in handling Retail Investor's Financial Planning but to acquire & advise HNI / NRI / Corp Clients, you need to learn technical skills of Portfolio Planning & Management Skills sets.*
 
I am happy to share that below journey plan to complete your CFA L1 in June 2019.
 
*Module 1 : Portfolio Management (36%) - total 5 subjects includes Equity, Fixed Income, Derivatives, Alternative Investments*
 
Be a HNI / Corporate Investor Portfolio Manager Learning Workshop (Based on CFA USA L1 Syllabus)
 
*Last 3 Seats left in 2nd batch 21st to 23rd Feb 18 @ Net Fee only 15k Members / 18k for Non Members*
 
Visit below link4 more detail.
 
http://www.thecfpaspirantclubindia.com/certified-financial-coach-program/
 
*Module 2 : Analysis Tools*
 
Attend 3 days training workshop in June /July 18 includes Financial Reporting & Analysis & Quantitative Methods ( Total 32% of syllabus)
 
*Module 3: Macro*
 
Macro includes Economics, Corporate Finance & Ethical & Professional Standards ( Total 32%)
 
Attend 3 days training workshop in Nov / Dec 18
 
*Note: Apart of attending training, you need to invest average 2 hrs per day or 14 hrs per week preparation required for 16 months.*
 
My support : 
 
1) 3*3 =9 days of classroom training in group of 6 participants 
 
2) Study Material 
 
3) Queries Handling support till June 2019.
 
*Note: Each Modules of training workshop is an independent & fee payable net 15k for Members / 18k for Non members*
 
Pls call or direct message if any queries. 
 
Pls visit below links for more detail. 
 
*CFA ( CHARTED FINANCIAL ANALYST) USA is the world's best & highest certification in Portfolio Management, Fund Management, Research & Analysis.*
 
*The Beauty of this certification is the one exam across Globe..so you are qualified to work across Globe as Investment Professional.* 
 
https://www.cfainstitute.org/programs/cfaprogram/exams/Pages/exam_topic_area_weights.aspx
 
*World's Top 10 best paying jobs in 2018 - 5 out of 10 requires CFA.*
 
https://www.cnbc.com/2017/12/28/the-jobs-with-the-biggest-annual-cash-bonuses.html
 

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