CFA — Kolkata

Location: Kolkata, West Bengal, India

Date Posted: March 12, 2018

Address: mumbai kandiwali west xth centreal mall mahavir nager

Phone: 9167362201

 

Is Individual - No

Is Professional - No

#Last 1 Seat #Left
 
We have planned 7 full days Learning workshop with #TWIN #OBJECTIVES from 23rd April to 29th April Monday to Sunday 9am to 6pm at Xth Central Mall, Kandivali West.
 
#Twin #Objectives
 
*1. #CFP #Refrereher Training as per 2018 syllabus.* 
 
2. Be a #HNI/NRI & Corporate Investor #Portfolio Manager (Global Portfolio Planning as per CFA L1 Syllabus).
 
Visit below link 4more detail 
 
http://www.thecfpaspirantclubindia.com/certified-financial-coach-program/
 
 *2xCFP refresher training as per 2018 syllabus* (Advanced Goal Based Financial Plan Construction) 
 
1. How to plan advanced Asset Allocation & Rebalanced strategies during Accumulation & Distribution period.
 
*2. Increasing SIP with Advanced Asset Allocation & Rebalancing Strategies.*
 
3. Advanced level of Retirement Planning in a various scenarios.
 
*4. Advanced level of children's recurring education, Higher & Professional Education and Marriage Planning.*
 
E. Advanced level of Insurance, Vacations & Children's Marriage Planning. 
 
*5. Debt / Loan Free Planning*
 
Above training will be live recorded for benefits of our of Mumbai CFPs & available in Video Learning Kit.
 
*Seat : 04 (Four Only)*
 
Fee : 30k 
 
*Special 5k concession to members of CFP Aspirant Club ...Net Fee 25k.*
 
For more details...Pls call  or message.
 
9167362201 WhatsApp
8169969026 Voice Call
 
 

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