kolkatta_mumbai_fast track cfp exam 5(final exam) preparation training workshop_august12 schedule

7/31/2019 Kolkatta_Mumbai_Fast Track CFP Exam 5(Final Exam) Preparation Training Workshop_August12 Schedule

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Dear CFP Aspirant,

We are happy to announce our 11 th and 12 th batch of FAST TRACK CFP EXAM5/FINAL/AFP MODULE preparation training workshops for month of Aug12

Fast track CFP EXAM 5 (FINAL) Preparation Training Workshop (Two days)11 th Batch @ Mumbai dates 11 th and 12 th Aug.12 (Sat. & Sun.)

12 th Batch_@ Kolkatta on dates 18 th & 19 th Aug.12 (Sat. & Sun.)(Already 5 seats are booked) 1 Lovelock . LUXURY HOTEL

1, Love Lock Street.Kolkata-700019.( Behind Punjab Club) PH: 033- 40633221, Fax: 033-Website: www.onelovelock.com

Batch size: 10 and Training fees: Rs.10,000/- per participant

Early bird discount : 10% & Group discount ( 2 or more) :10%

Last date for an early bird discount (Mumbai-1 st Aug & Kokatta-7th Aug)

Call now for early bird and group discount offer

09167362201/09930751709Mail: [email protected] or [email protected]

New DelhiA 9th batch of FAST TRACK CFP EXAM 5/FINAL/AFP module preparationtraining workshop dates 14 th & 15 th July12 @ SIRIS2 Hotel Gurgoan.

10 senior BFSI professionals (AVP/VP+ level) from Religare Macquarie, Aditya Birla Money Mart, EliteWealth management attended the training workshop. Post training workshop All participants wereconfident to pass the Final/Exam 5 in their first/next attempt by Aug.'/Sept.12 with A or B grade.

BanglaoreAn 8th batch of FAST TRACK CFP EXAM 5/FINAL/AFP MODULEpreparation training workshop (Nahar Heritage Hotel) successfullycompleted dated 7 th & 8 th July'12.
http://www.onelovelock.com/mailto:[email protected]:[email protected]://www.onelovelock.com/


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Ten(10) senior BFSI professional attended a training workshop includes Director of a leading

stock broking Co., Head-Finance-CITY OF LONDON TELECOM, Premier Banker from HDFC Bank,Wealth Manager from a leading Corporate, Training Manager of a leading Life Insurance Co.,Branch Manager of State Bank of India and established IFAs.Post training workshop Allparticipants were confident to pass the Final/Exam 5 in the next attempt by Aug./Sept.'12 with Aor B grade

MumbaiA 7th batch of FAST TRACK CFP EXAM 5/FINAL/AFP MODULEpreparation training workshop @ Religare Macquarie Private Wealth MgmtHO, Mumbai s uccessfully completed dated 30th June & 1st July'12.

There were 12 wealth managers (AVP/VP+ level) from Religare Macquarie and one participantfrom Met life (Zone Training Manager-Banca) attended the training workshop. Post trainingworkshop All participants were confident to pass the Final/Exam 5 in the next attempt byJuly/Aug.'12 with A or B grade.


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A 6th batch of FAST TRACK CFP EXAM 5/FINAL/AFP preparation training workshop@ HO of a leading MNC Private Wealth mgmt Co @ Mumbai. A training workshopwas attended by "CXO" level participants (Director-Sales (PAN INDIA HEAD),Chief Investment Officer(CIO) of a leading Pvt. Life Insurance Co.)

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Ahmedabad_ 3rd batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE"preparation training workshop @ Ahmedabad on dated 2nd & 3rdJune'2012 . There were nine (09) experienced BFSI professionals had attendedthe program from SBI/Axis Bank/ICICI Securities/Trust Plutus/MNYL andestablished financial Advisors.https://m.facebook.com/photo.php?fbid=317722638310368&set=a.317722504977048.72468.100002179044305&type=3&theater&refsrc=http%3A%2F%2Fwww.facebook.com%2Fphoto.php&refid=9&_rdr
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Vantage (VIFM)-Authorized Education partner-FPSB India & KEYUR SHAH (Expertcoach and Trainer for the CFP exam 5/Final/AFP module) launches the "FASTTRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop.

Benefits of COMPREHENSIVE FAST TRACK CFP training workshop:

@ Save your valuable time :

Right Quality Coaching + Right Preparation=Success

The fast track training workshop will help you learn the right concepts/methods/calculations willenhance your knowledge and understanding.Post training, we will happy to provide query handling supports through mail/phone till you passall exams.If you want to successfully pass the Final/Exam 5 @ 1 st attempt, you may require at least 300 to500 hrs preparation based on your present understanding of personal financial planning domain.Now, If you attend the FAST TRACK CFP 3/4/5 exam training workshop then you will requireapprox. 200 to 300 hrs hours of preparation/practice to successfully pass the exam with goodgrades. So, you will save your valuable time of at least 200 hrs to 300 hrs and also learn theconcepts well.

# Post training, you will have the access of your coach Mr. Keyur Shah for any queries/doubts tillyou pass the exam.

@ Homogenous batch of only BFSI Professionals:

BFSI professionals are at a particular level, having limited time and unwilling to sit in theheterogeneous batch. The FAST TRACK CFP EXAM 5 training workshop provides a rightunderstanding of Case Study calculations, cover important concepts and calculations of Taxplanning, Investment planning, theory of Insurance and retirement and most importantly "DO & DON'T" for Exam 5. It also provides the contemporary and relevant study materials and questionbanks in the soft copy.

The UNIQUESS of the workshop is that it provides post training supports to participant (solutionsof queries through phone/mail) and our responsibility ends when participant successfully passesthe exam 5.

@ Bigger ticket size and better conversion rate:

# FAST TRACK CFP EXAM 5 training workshop will help the participant to offer the wider advisoryservices to their clients (Insurance to Estate planning) and most important benefits are betterconversion rate and bigger ticket size of their business.

@ Launch your Fee based advisory:

# You will acquire sound knowledge and skills in the personal financial planning domain(Insurance to Estate Planning) during the workshop and post training preparation for CFP exam5.Once you pass the exam, you may launch your fee based practice and an earn fix annual feestarting from Rs.10000/- per year per client apart from commission income.

Introduction:

AFP/EXAM5 is comprehensive curriculum include 1 st to 4 exam syllabus and case studycalculations (finding corpus and investment required.)


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Exam 5 is a final exam for CFP aspirant for regular/challenge pathway students. Exam 5 is acase study based and different from first four module exams.

How the Exam 5/Final exam is different from first four modules?Exam 5 is a case study based paper and financial calculations questions are four/five markswith at least 10-12 variables has kept in mind while calculation instead of 2-3 first four module exam.Now, the problem is that if you dont know right method or missed one variable and your answer will be wrong, you will lose four/five marks.

Why special training for Exam 5

If you fail in exam 5, you will lose Rs.5618/- and also confidence and mostvaluable timeWe have found that each time student appears for the repeated attempt receives aless percentage mark compared to the previous attempt due to fear of failure or dontknow the right method of calculation.With quality training program, you will learn the right methodology for financial calculationand sound understanding about financial planning concepts and enhance your domain

knowledge.You will pass exam 5 @ first attempt with the better grade A or B.Quality training will helpful to enhance your business and productivity and ultimate moreincome per month.

Training Flow# Practical guidance/tips for Exam 5 (Dos and Donts)# Learn Financial Mathematics on Excel/ Financial Calculator Casio FC200V# Financial calculations: Time value of Money, Real rate of return, Investment return(CAGR), Loan EMI/Amortatization calculation, Bond value calculation etc.

# Case studies solutions with Excel/Financial calculator (Learn the right methodology)

@ Calculate Insurance corpus in case of death (Expenses replacement/Incomereplacement)@ Retirement corpus : Calculate retirement corpus

And calculate the Monthly/Annual/Lump sum investment required@ Higher Education Corpus : Calculate higher education corpus required for a childshigher education and find the monthly/Annual/lump sum investment required@ Marriage Corpus : Calculate marriage corpus required for a childs marriage and find themonthly/Annual/lump sum investment required@ Vacation corpus and special need corpus and investment required calculations

@ Emergencies corpus@ PRACTICE OF CASE STUDIES (A TO F) & PAST CASE STUDIES 2010/2009/2008

Investment Planning (Concepts and Calculations)

# Risk and Return (Equity Investments): Concept of Morden Portfolio Theory, CAGR, Riskadjusted return (Sharpe, Treynor, Jensen Alpha), Standard deviation etc.# Equity valuation -Intrinsic value calculation-Dividend discount model, important ratios-Dividend yield, PE, EPS etc.# Bond Valuation


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# Derivatives -Concepts of Futures and Options, Calculation of option premium and variousoption strategies# Real Estate Valuation : Residential/Commercial Real estate analysis and valuation.# Other Investment options : Mutual Fund/ETF/Structure/Alternative Products# Govt. Scheme : PPF/NPS/NSC/Senior Citizen Savings Scheme/PO MIS/

# Tax planning (Concepts and Calculations)

# Know various terminologies, Learn the difference between Gross income and TaxableIncome, Learn to calculate tax free part of HRA, RFA, Gratuity, Pension,Leave encashment, allowances, perquisites etc.

# How to calculate STCG/LTCG and learn capital gain tax savings strategies# Various Tax savings strategies: Loss from House property-Real estate, FMP/PPF Vs.FD,

etc.# designing of tax efficient CTC # know the important tax rule and regulations

# Estate Planning

# What is Estate Planning and Benefits of Estate Planning

# Instruments for Estate Planning (WILL, Private Trust)# Learn tax efficient Estate planning strategies

# Retirement Planning

# Tax efficient retirement planning strategy# Instruments for sound retirement planning: PPF, NPS, SCSC, POMIS, MF

Theory/Concepts:# Weightage of theory in fifth exam approx. 30% (13 questions) and we will cover allimportant concepts from the Introduction to FP, Insurance, retirement planning and

Estate planning concepts.

Learn to prepare your own Financial PlanLearn the various contents of the financial plan # How to design the Financial plan for Middleincome/Upper Middle/HNI customer # Sample financial plan

Training material:Soft copies of Study materials/Case studies/sample financial plan etc.Post Training Supports:We will provide offline/online queries handling support till you pass the exam 5.

Expert Coach & Trainer Profile:Keyur Shah , CFP CM (A Grade) , BE, MBA, III Associate (Life) & MFA LIMRA, AMFI & IRDA certified has 7+ years of rich experience in Training and development withFinancial Services Sector. He is an Expert Coach & Trainer (CFP Exam5/AFP/FINAL Module) and working as Director-Training & KnowledgeManagement with the Authorized Education Partner of FPSB India. He hasalso worked with FPSB India (Knowledge Management) department and hewas the preferred visiting faculty with International College of FinancialPlanning(ICoFP) for more than one year. He has conducted more than 1000+hours CFP module training for Corporate BFSI professionals & IFAs and produced


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50+ CFP/AFP. He has also worked with leading insurers like Max New York Life,HDFC and ING Vysya life. He is a seasoned senior corporate trainer having theexpertise in delivery of soft skills, selling skills, motivation, leadership/teamdevelopment and financial concepts/product training. He has delivered more than10000+ hours training across industries and also attends TTT more than 1000+hours. He had started a career in leadership roles with Pidilite and also workedwith Bosch.

TestimonialsMr. Biju Behanan- Sr. Manager- TATA CAPITAL LTD. (09223325573) Myself Biju Behanan,MBA (Finance) has 10+ years of experience in Financial Services Sector. I had enrolled in theChallenge pathway /FINAL exam and did good reparation and also attended training (50+ hours)from one of the authorized education provider.But, I was miserably failed in my first attempt. Fortunately, I came to know about Mr.Keyur ShahSirs FAST TRACK CFP EXAM 5/FINAL MODULE preparation training workshop. I attended a trainingworkshop last month (May12) and found huge gaps in my understanding andconcepts/calculations. During Training workshop, I learned the right methodology about casestudies calculations, most important DO and Donts, Calculation/Concepts of Investment planning& Tax planning and important theory. His training style was simple & learned the concepts andcalculations easily. I had also received required training material including contemporary question

banks (A to F) and regular post training supports through mail/phone which helped me to passFINAL/ EXAM 5 @ 2nd ATTEMPT WITH B GRADE.

Mr.Paresh Patel (Manager-Sate Bank of India-09825129701) I had enrolled challenge status (Direct Finalmodule) pathway 6 months before and was struggling to find the right coaching for me. One of my colleaguereferred Mr.Keyur Shah and I attended FAST TRACK CFP EXAM 5 preparation training workshop last month in

Ahmedabad. It was a really quality training provided a sound understanding of personal financial domainknowledge and skill. Post training, Keyur Sir provided 24*7 supports till I passed the exam 5. I have cleared CFPexam 5/Final module with B Grade within 2 months from attending the workshop.

Mr.Jatin Maniar - LIC/MF Advisor-09825684740I am a young advisor based out in Jamnagar, Thanks to Keyur Sir's training; I have passed all CFPmodules @ first attempt and got A grade in the Final exam. CFP training enhanced my confidencelevel and trustworthiness among consumers. My SIP ticket size has reached up to 35000/month formany of my reliance customers. Today, I can give advice to my customers in areas of also Taxplanning and Estate planning.Contact:

THE CFP ASPIRANT CLUB (INDIA) 09167362201/[email protected], [email protected] [email protected]

Visit us:http://in.linkedin.com/pub/keyur-shah-cfp-cm-a-grade-be-mba-mfa-limra-9167362201/35/3aa/a93

https://www.facebook.com/keyur.shah.56808
mailto:[email protected]:[email protected]:[email protected]:[email protected]

kolkatta_mumbai_fast track cfp exam 5(final exam) preparation training workshop_august12 schedule

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