" Be a Financial Coach to your Clients" Must Watch Video Mr. P Srinivasan
Mr. P Srinivasan, CFP, SEBI RIA, Founder, Ace Financial Advisories, Bangalore, having 25+ years of Banking experience and 5+ years in IT (Banking Domain expert) services enrolled in Our Video Learning Kit in March 2013 and successfully completed his CFP certification in Regular pathway in July 2013 @ 1st attempt with a “B” grade. (60%+)
He delivered an excellent presentation in our CFP Learning Conference “ Logical& Magical 5 Steps to achieve 100+ Cr AUM” in Bangalore 15th May 2016 in association with MotilalOswal AMC.
Key Learning from his Presentation are below
https://youtu.be/FVH4lNjpm_A
https://www.scribd.com/presentation/318379710/Be-a-Financial-Coach-to-your-Clients-by-Mr-P-Srinivasan
# He noticed that most banks sell products profitable to bank and lack of customer centric approach which motivated him to pursue CFP certification and enrolled in 2007.
# He found following benefits of Mr.Keyur Shah’s Training.
1) Practical Approach
2) Timeline
3) Logical & Magical 5 Steps Process
4) Learn various functions of calculators
5) Good CFP Coach
# He articulated with simplify concept of Asset Allocation 1) Risk Capacity 2) Risk Tolerance
# IFA / RM have to be a Financial Coach to their Clients / Family.
I have cleared the Investment Planning module exam with a B grade @ 1st attempt post video learning.
" I should say your video learning kit greatly helped me. Thanks to your sincere efforts in the training sessions. Some of the concepts are explained very clearly in the training sessions and all the material provided by you is quite exhaustive and detailed.
Above all, the case studies and the handwritten solutions are the best part of the learning."
" I passed my CFP Exam 5 in grade B. In fact i have passed exam 3, 4 and 5 in quick succession.. Apart from the video learning kit, i should say that the your question bank prepared for the final paper case studies greatly helped. It provided the required practice in tune with the exam pattern."
Thanks to you for timely help and please keep up the good work!!
Regards
P.Srinivasan
09663399780 srini_partha@yahoo.com
Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr.Keyur Shah by Dec 2016.
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