First Batch in Mumbai
On 22, 23, 24 November
Batch filling Fast
C.F.P. (Complete Financial Planning) course for Life Insurance Professional Agents / MDRT / Club Member Agents / Finance Professionals / CA / CS etc.
TOPICS OF COURSE
- Guaranteed Appointment Technique.
- FF Process.
- Financial Goal Prioritising
- Family Budgeting & Analysis.
- Net worth Case Study & Practical Calculations.
- Risk Profiling.
- Family Protection Gap Analysis.
- Child Education & Marriage Planning Future Calculations.
- Scientific Retirement Planning.
- Asset allocation Checkup
- Wealth accumulation analysis
- Important Financial Ratio calculations
- Term Plan comparison of All Life Insurance Companies
- Financial Planning recommendation sheet
- Wealth Portfolio Risk Balancing
- Some special Topics
Course will be conducted by:
Mr. Sanjay Gurnani.
B. Com, CFP, FIII, MBA, APMP-IIM Calcutta.
Addressed more than 150000+ Insurance Professionals across India, MDRTs, Bankers, Development Officers, MBAs etc.
Your Investment is Only Rs. 12500. That Includes Training Material + Financial Planning Software + Certificate + Breakfast + Lunch + High Tea.