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Be a RETIREMENT COACH to your Investor Family-20190415

Your Right Technical Skills is must to educate your Client's family about Importance of Retirement Planning & also helpful to eliminate 90%+ OBJECTIONS from customer in your presentation. 

It will help to double your Conversion Rate, Triple your ticket size & also build your IMAGE as a RETIREMENT COACH not Distributor / Agent.  

Watch Video of Role Play (Client – Planner) for Retirement Goal.

We have successfully completed our 1st Batch of 3 full days of Unique Learning Workshop to DOUBLE (IFA / RM) PRODUCTIVITY enhancement &  ACHIEVE Rs 100+ CR MF AUM & 1+ CR SIP BOOK SIZE on 16th to 18th January 2019 at Xth Central Mall, Kandivali W, Mumbai.

4 participants had attended it & watch their Key Learning Video.


Day 1 to 3 Key Learnings of Participants

1) Mr. Makarand Damle, CFP, Sr. IFA, Pune.

2) Mr. Jay Palshetkar, Sr. IFA, Thane

3) Mr. Jitesh Rathod, Young IFA & Investor, Pune

4) Ms. Harsha Panchal, Sr. IFA, Mumbai.

3 Days (21 Hrs) Practical Learning workshop to construct Handwritten Comprehensive Retirement Plan of your Investor Family with Pen – Paper & CASIO FC 200V Calculator. (Based on MFFPWC – CFP Syllabus)

Key Features

1) How to Realize Need of Retirement Planning to Investor Family

2) Learn to Calculate Inflation adjusted Corpus Required (Std. & advance Scenarios) based on Real Life Case Studies. 

2) Suggest Suitable Strategic & Tactical Asset Allocation #Strategies during Distribution & Accumulation Stage to optimize Risk & Return.

3) Calculate SIP required ( Fix, Step up & Asset Allocation & Rebalance Strategies)

4) Suitable Products basket in Equity & Debt Category to achieve Optimum Returns with Tax efficiencies, Liquidity & Safety in the long term.

5) Soft Skills for Client Acquisition, Objection handling & Closing skills

Key Benefits:

1) IFA / RM can change his PERCEPTION from Agent to COACH to their Investors families 

2) Client realizes NEED of Retirement Planning leads to Higher Conversation rate & bigger SIP book / Lumpsum Investment. 

3) Client's don't PANIC bcoz of short term Market #Volatility bcoz commited for long term investment to acheive Goal not only higher Return in short run.

4) You can charge Fix Fee Starting  Rs. 5,000/- for making Comprehensive Retirement Plan.

Study Material: Case Studies & Question bank with a Solutions

Project: Candidate will prepare 3 Comprehensive Retirement Plan under supervisor of Coach.

Certificate: After successful completion Training & Project assignment,  Candidate will be rewarded Certificate "RETIREMENT COACH"

Batch 4

Dates / Time : 3rd to 5th April Wed to Fri 9am to 6pm (Batch Size: 05)

Gross FEE Rs. 25k…5k Discount till 30th….Net FEE 20k

Limited period Free Upgrade Offer valid till 30th April 2019: 

Candidate can join our flagship Certification MFFPWC – CFP Classroom or Video Learning Kit by paying only difference amount means above fee deducted from applicable fee. Eg. Fee 90k – 20k = 70k or 60k – 20k = 40k 

Pls call 8169969026 / 9167362201 if any queries.