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Be a RETIREMENT COACH to your Investor Family

Ignoring it…means inviting PERIL (Why Retirement Planning is MUST?)

1) Learn to save min. 30% of take-home family Income.

2) Why to invest min 1/4 of savings for Retirement Goal.

3) Logical Reasons for doing Retirement Planning today

4) Calculate How much Inflation adjusted corpus & SIP required?

Must Watch Video

https://youtu.be/SYxjGDD0444

Keyur Shah, India’s Best Personal Finance Coach, CFA Level 1 Passed with 90+ percentile, CERTIFIED FINANCIAL PLANNER Practitioner (A Grade), BE, MBA, SEBI Investment Adviser L1 & L2 Certified, III Associate (Life) & MFA LIMRA certified has 15+ years of rich experience in Coaching & Consulting in the Financial Services Sector. He is also a FEE only Portfolio Planner to HNI / NRI & Upper Investor families.

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.

https://youtu.be/E5_qFkcZzaU

We have successfully completed 3 Batches of Be a
RETIREMENT COACH to your Investor Family.

Group photo Batch 3: 6th to 8th March 9am to 6pm @ Xth Central Mall Mumbai.

Batch 2 PMS Group photo

1. Ms. Supriya Santosh Kedari, IFA, Pune,

2. Mr. Liju Philips, Investor & IT Professional, Hyd

3. Mr. Upendra Joshi, Sr. IFA, Hyd

4. Mr. Yogish Angnihotri, Sr. IFA, Mysore

5. Sasikanth, Tax Consultant & IFA, Vizag

6. Mr. Amol Wadkar, IFA,Pune

Batch 2 : Group photo : 13th to 15th February 2019, Mumbai

Batch 2 PMS Group photo

1) Hariharan ji, Sr. IFA, Mysore

2) Ram Rao, Sr. IFA, Bangalore

3) Rajeev Goel, Sr. IFA, Delhi

4) Sagar Kelji, IFA, Virar

5) Srikanth ji, Sr. Manager, SBI, HYD

6) Vaibhav Singhania, Aspiring IFA, Yavatmal

1st Batch : January 2019

Batch 2 PMS Group photo

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)

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 VIDEO

https://youtu.be/kaEZ5Pg7_og

Day 1 to 3 Key Learnings of Participants

https://youtu.be/Tk9beop1_JU

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 (Fixed, Stepped 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 of short-term Market Volatility bcoz committed for long term investment to achieve 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 5

Dates / Time : 3rd to Dates / Time : 15th to 17th May Wed to Fri 9am to 6pm(Batch Size: 05)

Net FEE 20k

Limited period Free Upgrade Offer valid till 30th June 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 99k – 20k = 79k or 69k – 20k = 49k 

Pls call 8169969026 / 9167362201 if any queries.

Batch 4

Dates / Time : 3rd to 5th April Wed to Fri 9am to 6pm Limited period Free Upgrade Offer valid till 30th June 2019: 

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.