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.

 

http://www.thecfpaspirantclubindia.com/certified-financial-coach-program/

 

*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.* 

 

https://www.cfainstitute.org/programs/cfaprogram/exams/Pages/exam_topic_area_weights.aspx

 

*World's Top 10 best paying jobs in 2018 - 5 out of 10 requires CFA.*

 

https://www.cnbc.com/2017/12/28/the-jobs-with-the-biggest-annual-cash-bonuses.html







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