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UPCOMING EVENTS

First Batch in Mumbai
On 22, 23, 24 November

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
crm-mumbai-2020

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.

Limited Participants Only.
Hurry up Book your seat Now. 9428598252 | 9426743252 | 9825567752.

Send an Enquiry