- City: mahavir nagar
- Country: India
- Zip/Postal Code: 45000
- Website URL: http://www.TheCFPaspirantClubIndia.com
- Listed: September 19, 2016 10:30 am
- Expires: 8 days, 21 hours
To All Finance Professionals, CFP practitioners & CFP Aspirants :
Construct below standard “Retirement” Plan for Mr. Arjun
To get FREE entry in our 3rd CFP Learning Conference @ Delhi 18th Sept Sunday 9am to 6pm in association with Motilal Oswal AMC in Hotel Grand Amrapali, East Patel Nagar & also receive beautiful gift ” CERTIFIED FINANCIAL PLANNER” mark embossed Roller Pen
Note : Only 1st 5 participants who mails their correct answer with process / steps by 16th 6pm will get the CFP Roller pen with FREE Ticket to our Delhi Conference.
Pls mail your solution to KeyurCFP@theCFPaspirantClubIndia.Com / firstname.lastname@example.org
Mr. Arjun Aged 40, Mrs. Arjun aged 35, Life Expectancy Mr. Arjun = 85, Mrs. Arjun = 90, Desired retirement age=60, Inflation: 7%
P.A., Expected Equity MF Return = 12% pa, Expected Debt Fund Return = 8% pa, Monthly Household Expenses are Rs.50, 000/-.
You have advised Mr. Arjun to starts weekly SIP immediately in an Equity MF for 15 years. You have further advised to transfer corpus in a Debt fund begining of 16th year and continue SIP till in debt fund till retirement to build inflation adjusted retirement corpus. (Note : You have advise Mr. Arjun to increase his SIP every year by 10% pa till retirement)
We welcome all registered participants on 18th Sunday 9am in our 3rd 2016 series CFP Learning conference in association with Motilal Oswal AMC @ Delhi Hotel Amrapali Grand.
Must Attend Learning full day Event for IFA / WM / RM / MF / LIC Advisor…Delhi CFP Learning conference in association with Motilal Oswal AMC.
Last 5 seats left in Delhi 2016 series 3rd CERTIFIED FINANCIAL PLANNER Practitioner & CFP Aspirant Learning conference
” Logical & Magical 5 Steps to achieve 100+ Crore AUM ”
on Sunday 9am to 6pm 18th September in association with Motilal Oswal AMC @ Hotel Amrapali Grand, Karol Baug area, Pusa Road Circle, East Patel Nagar
Book your Seat online…1k per participant
Call today to book seat or any queries
Keyur Shah CFP
Must watch video 4 every CFP Aspirant / Practitioner
Visit website for more details
Stay Updated..Like FB page
31 total views, 1 today