*I am happy to share that my CFA L1 Learning helped me to educate the Importance & benefits of Portfolio Planning & Management to HNI / NRI & Corporate clients (Business Financial Planning)*
In last 3 months, 3 HNI / NRI / Corporate Investors have enrolled for their Portfolio Planning & Management.
*As a IFA / RM,You May be good in handling Retail Investor's Financial Planning but to acquire & advise HNI / NRI / Corp Clients, you need to learn technical skills of Portfolio Planning & Management Skills sets.*
I am happy to share that below journey plan to complete your CFA L1 in June 2019.
*Module 1 : Portfolio Management (36%) - total 5 subjects includes Equity, Fixed Income, Derivatives, Alternative Investments*
Be a HNI / Corporate Investor Portfolio Manager Learning Workshop (Based on CFA USA L1 Syllabus)
*Last 3 Seats left in 2nd batch 21st to 23rd Feb 18 @ Net Fee only 15k Members / 18k for Non Members*
Visit below link4 more detail.
*Module 2 : Analysis Tools*
Attend 3 days training workshop in June /July 18 includes Financial Reporting & Analysis & Quantitative Methods ( Total 32% of syllabus)
*Module 3: Macro*
Macro includes Economics, Corporate Finance & Ethical & Professional Standards ( Total 32%)
Attend 3 days training workshop in Nov / Dec 18
*Note: Apart of attending training, you need to invest average 2 hrs per day or 14 hrs per week preparation required for 16 months.*
My support :
1) 3*3 =9 days of classroom training in group of 6 participants
2) Study Material
3) Queries Handling support till June 2019.
*Note: Each Modules of training workshop is an independent & fee payable net 15k for Members / 18k for Non members*
Pls call or direct message if any queries.
Pls visit below links for more detail.
*CFA ( CHARTED FINANCIAL ANALYST) USA is the world's best & highest certification in Portfolio Management, Fund Management, Research & Analysis.*
*The Beauty of this certification is the one exam across Globe..so you are qualified to work across Globe as Investment Professional.*
*World's Top 10 best paying jobs in 2018 - 5 out of 10 requires CFA.*