Cfp Study Material

Young Daughter helped Sr. IFA Father to save Rs. 1 lakh+ pa Interest on a Housing Loan

Mr. Dilip Agrawal, Sr. IFA / LIC / MF Advisor, Mumbai motivated his young daughter Ms. Agrani, fresher Graduate to enroll for CFP certification training with Mr. Keyur Shah in Oct.16.

She enrolled in our 76th Classroom batch & completed her training by May 17.

9 Key Learnings from Video
( Parent - Student feedback) are as below.

1. Need of Succession planning…Ans to client Question “What next if you are not”

2. Easy to convert young clients…Young children’s of existing clients can be better handled with a qualified young CFP daughter.

3. Higher income in IFA Vs. Job…Base is already done…Easy to multiply income.

4. She did Debt planning…Helped her father to reduce interest rate of housing loan Rs. 1+ Cr from 10% to 8.5%...which leads to saving of more than Rs. 1 lakh pa.

5. Involve your parents…exchange learning

6. Benefits of doing CFP for Female / Girl

7. Labour Vs. Leader

8. Accept your parents decision if you are struggling / better opportunities

9. Practical Application of Financial Planning

Click to watch Video

https://youtu.be/i2BoJ77Zk3E

Be a Future Ready…Be a (MFFWP – CFP) MASTER IN FAMILY FINANCIAL WELLNESS PLANNER - CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah.

Double your Client Acquisition skills, TRIPPLE Client Advisory skills and Multiply your Client Retention Skill.

MFFWP – CFP Classroom: Last 1 Seat left ( Batch Size : 5 participants)

13 Key Features of MFFWP – CFP Training Workshop

Pls visit below link for more detail

http://www.thecfpaspirantclubindia.com/training-workshops-jan16/

81st Batch 17 Weekends- July 17 to Oct 17 Every Saturday - 9am to 2pm- 85 hrs training- Starting 15th July @ Kandivali W...FEE 90k..pay in 6 Monthly instalments of 15k

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Last 1 Seat Left in July 17 Batch of MFFWP – CFP Video Learning Kit.

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

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