Cfp Coaching Institute Indore

Must Watch Video for Every IFA / MFD / RM / WM / Insurance Agent / CFP Aspirant

#Software #Engineer to #Financial #Planner - Mr. Ankit Savla

#Lawyer to #MFD / #IFA - Mrs. Isha Ankit Savla

Ankit & Isha, Life Partner & Founders - #HiFinanceZ, Dombivli,
delivered an excellent presentation in our 6th CFP (CERTIFIED FINANCIAL PLANNER) Learning Conference

\"A Journey from a #Financial #Planner to #Portfolio #Manager to achieve Rs. 100+ Crore MF AUM\" on 17th June 2018 Sunday 9am to 7pm at Motilal Oswal Tower, Mumbai.

He is B.E. Computer\'s - 2012, Mumbai University, Sr. Software Developer, MNC,, Dombivli successfully passed his 2nd CFP Module Exam Investment Planning @ 1st attempt with a B gr (66%).

He has enrolled in our #MFFPWC - CFP #VIDEO #LEARNING #KIT in sept17 & aims to complete his CFP certification by Oct 18 with the A gr.

He & his wife have already started his own Independent Financial Planning Advisory in Feb 2018 & Successfully built MF AUM of Rs. 50+ lakh in 4 months & SIP book Size Rs. 3.5+ lakh.

120+ #Participants (Sr. IFA, Young IFAs, RM / WM, Finance Professionals, Fresher & Aspiring IFAs/ RMs / WMs) attended the conference.

9 #Key #Learning from his #Presentation are as below

1) The #Unique DEAL - Investor to IFA (Job to Business)

2) The 5 #Steps Process.

3) #Clear Understanding of Goal Based Planning.

4) #Practical #Application while learning.

5) #Portfolio #Management - Alternative Investments

6) Pen - Paper - Calculatior #Approach

7) #Client First Policy

8) #Handwritten Comprehensive Goal based Financial Plan - Case Studies
(Advanced Inflation Adjusted Retirement Planning, Children\'s Higher Education & Marriage Planning, Life Insurance Planning etc)

9) #Future Plans

#CERTIFIED #FINANCIAL #PLANNER is the highest International Certification in a Family Financial Wellness Planning across Globe & recognized in 25+ developed countrie