Ca To Cfp Practitioner

#CA to #CFP Practitioner - Must Watch Video

#CA Anthony Lobo, Sr. IT Professional, having 25+ years of experience, Mumbai successfully completed his CFP certification in 2014 & became full time CERTIFIED FINANCIAL PLANNER Practitioner & Independent Financial Adviser.

#Key Learning from his Video- May 2017

1. CFP Certification gave confident / expertise in preparing Client's family Comprehensive Financial Plan - *Got Rs. 1 Cr AUM immediately after completing CFP from one Investor.*

2. Built MF AUM 20 Cr with in 3 years of CFP certification.

3. CFP Certification helps to build FEE based Investors Portfolio.

Watch Video for more detail

https://youtu.be/rTNSzai0UPk

Anthony Lobo aalobo@yahoo.com Wed, Aug 27, 2014 at 2:30 PM

Reply-To: Anthony Lobo aalobo@yahoo.com

To: keyur shah keyur.shah@thecfpaspirantclubindia.com

Hello Keyur Sir,

I would like to inform you that I have cleared my CFP Certification in Challenge pathway yesterday.

I really appreciate the efforts you have put in to make the paper seem simple and I could clear it in the first attempt with a “B” grade in just 3 months. The steps and techniques shown were really useful and not to forget the question bank, it's quite comprehensive.

Your post training support was an excellent and also solving two mock tests provided exam like experience. I would definitely recommend anyone wanting to do CFP to join the FAST Track course conducted by you.

Once again thank you for guiding me how to enroll in Charter member challenge pathway which saved my Rs. 15,000/-+ Vs. EP/Self study mode.

With Warm Regards,

Anthony Lobo http://myfinancefundas.blogspot.in
9820676489

*India's Best Global Portfolio Planning, Wealth Mgmt & Financial Wellness Coach Certification*

Be a Future Ready…Be a (MFFPWC – CFP) MASTER IN FAMILY FINANCIAL & PORTFOLIO WELLNESS COACH with India's Best Expert Coach Mr. Keyur Shah.

Watch Video

https://youtu.be/RB8HWwcTSi0

*13 Key Features of MFFPWC – CFP Double Sure Training Workshop*