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Posted Mar 28, 2019 | Hits: 13 | Stock No: #28624


Country:   India
Location:   Goa
Street Address:   mumbai kandiwali west xth centreal mall mahavir nager
Phone:   9167362201

Be a HNI / Corporate Investor Portfolio Manager ( Based on CFA USA L1 Syllabus)

Key Features

1. 3 Full Days Classroom Practical Training Workshop*: 25 hrs training. (Training will be conducted by Mr. Keyur Shah CFP Coach & CFA L1 Aspirant)

2. Study Material: Study books & Question bank

3. Post Training support: 3 months for solving Practical or subject queries.

Practical Training Workshop Flow:

A Rational Investor is looking for a Maximum Utility from his Portfolio not Only RETURN.

Max UTILITY: Optimum Portfolio which gives Highest Satisfaction at given Risk Return.

Portfolio Manager prepares IPS by considering RRTTLLU of an Investor.

Learn to acquire, Manage & Retain 1 Cr to 100 Cr Portfolio.

Learn to think / Act As a Professional Fund Manager

Key Components of Portfolio

How to construct Optimum Risk Adjusted Portfolio

Asset Allocation Strategy : Strategic & Tactical Asset Allocation

Securties Selection : How to calculate Intrinsic value of Asset ( Fundamental Analysis & Valuation Techniques)

International Vs Domestic Equity

Active Vs. Passive Strategy

Fix Income: Bonds ( Entity Vs Asset backed), Debt MF vs. Bank FD


Alternative Investments like Private Equity Fund, Venture Capital fund, Hedge Fund, Real Estate Investment, Real Estate Fund, Commodities

Portfolio Management Strategy :

1. Accumulation Vs Withdrawal

2. Risk Management Strategy

3. Investor Vs. Fund Manager Allocation Strategy.

Key Benefits:

1. IFA / CFP / RIA will develop the detailed Technical understanding in Portfolio Management.

2. It will help him to establish AUM based Fee model to generate recurring income.

3. IFA / CFP can educate their customers to move from physical asset class to Financial Assets to generate more tax efficient real rate of return with safety & liquidity.

4. Helps HNI / Corporate Avoid Investment mistakes or Save from mis-selling.

5. Highest Utility leads to Highest Satisfaction & Happiness.

6. IPS, RRTTLLU, Right Strategic Asset Allocation & Rebalancing leads to positive Alpha & Gamma.

7. Save Cost & Save Time

Batch Size : 05

Regular Training Fee : 30k per participant.

Imtroductory Fee: Limited to 1st 3 batches

40% concession : Net 18k Fee per participant after 40% concession.

50% concession: Net Fee15k after 50% comcession for the member of CFP Aspirant Club. ( Those who attended training with Mr. Keyur Shah CFP Coach).

Training dates: 17 to 19th January 2018 time 9am to 6pm.

Location : Xth Central Mall, Kandivali West.

Pls call or message if any queries


8169969026 - Voice
/ 9167362201 - WhatsApp

Or mail

Visit website www.theCFPaspirantClubIndia.com

Contact info
Contact Name: keyur shah
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