CFA L 1Ad id : 98533 | Views : 4
Price : USD 90000
Date listed : 2018-Jan-10
Area | Zip : India | 400007
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*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 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.*

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