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CFP Self Study In Kolkata



Must Watch Video for Every CA Charted Accountants CMA Cost & Management Accountants

CA Nagesh Addepalli, CFP, CMA, Principal Product Manager, Oracle India P. Ltd., Hyderabad having 30+ years of corporate experience delivered an excellent presentation in our 2016 series 2nd CFP Learning Conference ” Logical & Magical 5 Steps to achieve 100+ Cr AUM” in Hyderabad on 17th July 2016.

Key Learning from his presentations are as below
# Benefits of CFP certification to Practicing CAs OR CAs Working in Corporate.
# Customer Expectations from Financial Advisor / Relationship Manager
# Behaviour of Relationship Managers
# Behaviour of Independent Financial Advisor
# Understand Customer
# Gain Trust from Customer
# Service Customer

Pls click below link to watch Video

Pls click below link to visit presentation

Be a Future Ready…Be a CERTIFIED
FINANCIAL PLANNER with India’s Best Expert Coach Mr. Keyur Shah by Dec 2016.

Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on
Investment subject to implementation of learning.

Classroom: FEE 45k…pay in 3 monthly installments of 15k

74th Batch (15 Weekends)- Aug to Nov 2016 (Every Saturday)- 9am to 2pm- 75 hrs training- Starting from 20th Aug 2016 @ Kandivali W…Last 1 seat left…Net FEE 45k…pay in 3 monthly installments of 15k till 31-7-16.


Last 1 Seat Left in Aug 16 Batch of CFP Video Learning Kit:
In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.

Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k till 31-7-16

Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call.

9167362201 / 9930751709 / 7678063281

CFP^CM (A Grade), BE, MBA,
India’s Best Expert Coach (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai.
FPSB India CERTIFIED Trainer & Resource Person (Education Partner)


Office: Xth Central Mall, 2nd Floor,
No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai

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