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Comprehensive Cfp Exam Training Workshop_ 6 Weekend_50 Hours

Comprehensive Cfp Exam Training Workshop_ 6 Weekend_50 Hours

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Published by keyur1975
Comprehensive Cfp Exam Training Workshop_ 6 Weekend_50 Hours
Comprehensive Cfp Exam Training Workshop_ 6 Weekend_50 Hours

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Published by: keyur1975 on Jul 27, 2012
Copyright:Attribution Non-commercial


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We have successfully completed
batches of 
module preparation training workshop in last
and trained more than
BFSI professionals PAN India. Pass% of ourparticipants is
and many of them have passed their module and finalexams with
A and B grade
.We have received continuous
for the Exhaustive preparation batch andwe are happy to launch our 1
and 2
” for the CFP
certification course.Comprehensive batch provides
50 hrs (6 weekend)
training over a period of 
months for
Investment planning
module (Exam 3),
Tax planning
module(Exam 4) and
Final/AFP/EXAM 5
.Apart from 50 hrs of quality training, we will provide you a
quality studymaterial with the contemporary question banks
in soft copy and mostimportant
post training supports on mail/phone till you pass the finalexam.
COMPREHENSIVE FAST TRACK CFP EXAM 5/4/3 preparation TrainingWorkshop
Batch @ Dadar, Mumbai dates 1
September (Sat.) onwards (every Saturday for sixweekends spread over two months) (Vantage training center)2
Batch @ Dadar, Mumbai dates 2
September (Sun.) onwards (every Sunday for sixweekends spread over two months) (Vantage Training center)Batch size: 10 and Training fees: Rs.20,000/- per participantEarly bird discount : 10% & Group discount ( 2 or more) :10%
Last date for an early bird discount (Mumbai-10
Call now for early bird and group discount offer09167362201/09930751709
Mail: Keyur.shah1975@gmail.com orKeyur.shah@vantagein.co.in
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 comprehensive training workshop will help you learn the rightconcepts/methods/calculations will enhance your knowledge and understanding.Post training, we will happy to provide query handling supports throughmail/phone till you pass all exams.If you want to successfully pass the Final/Exam 5 @ 1
attempt, you may requireat least 300 to 500 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 require
approx. 200 to 300 hrshours of preparation/practice to successfully pass the exam with good grades.So, you will save your valuable time of at least 200 hrs to 300 hrs and also learnthe concepts well.# Post training, you will have the access of your coach Mr. Keyur Shah for anyqueries/doubts till you 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 3/4/5 training workshop provides aright understanding of Case Study calculations, cover important concepts andcalculations of Tax planning, Investment planning, theory of Insurance and retirementand most importantly "DO & DON'T" for Exam 3/4/5. It also provides the contemporaryand relevant study materials and question banks in the soft copy.The UNIQUESS of the workshop is that it provides post training supports to participant(solutions of queries through phone/mail) and our responsibility ends when participantsuccessfully passes the exam 5.
@ Bigger ticket size and better conversion rate:
# FAST TRACK CFP EXAM 5 training workshop will help the participant to offer the wideradvisory services to their clients (Insurance to Estate planning) and most importantbenefits are better conversion rate and bigger ticket size of their business.
@ Launch your Fee based advisory:
# You will acquire sound knowledge and skills in the personal financial planningdomain (Insurance to Estate Planning) during the workshop and post trainingpreparation for CFP exam 5.Once you pass the exam, you may launch your fee based practice and an earn fixannual fee starting from Rs.10000/- per year per client apart from commissionincome.
 AFP/EXAM5 is comprehensive curriculum include 1
to 4 exam syllabus and case studycalculations (finding corpus and investment required.)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
don’t know right method or missed one
variable and your answer will be wrong, you will lose four/five marks.
Why special training for Exam 5If you fail in exam 5, you will lose Rs.5618/- and also confidence and mostvaluable time
We 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 don’t
know 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 domainknowledge.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/Exam 4/Exam 3
(Dos and Don’ts)
# 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
higher education and find the monthly/Annual/lump sum investment required@
Marriage Corpus
: Calculate marriage corpus required
for a child’s
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
-Concepts of Futures and Options, Calculation of option premium and variousoption strategies

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