Hello IFAs / CFP Aspirant/ BFSI Professional,

LastChance...Last 10 Seats Left ...Total 50 seats...50% concession

till 3rd July
Book Online https://www.payumoney.com/events/#/buyTickets/www.theCFPaspirantClubIndia.com

(use CFP code for 1000 discount)

Hyderabad CFP (CERTIFIED FINANCIAL PLANNER) Learning conference Sunday
9am to 6pm 17th July in association with Motilal Oswal AMC @ Best Western
Ashoka Hotel 6-1-70, Lakdikapul, Hyderabad, Telangana 500004 Phone:040 6651 0222

Logical n Magical 5 Steps to achieve 100+ Crore AUM

Objective of conference is learn the best practice from each other
and networking with CFP Practitioner /Aspirant.
We have Short listed 11+ Ground level HEROs / CFP Practitioner / Speakers who
are full time Practicing IFA / Financial Planner / Wealth Manager working in
corporate having the rich experience and expertise in Advisory.
9:00 am to 9:45am : Breakfast & Registration
9:45am to 10:00 am : Welcome Speech by Mr. Keyur Shah, India's
Best Expert Coach (Fast Track CFP)
10:00 am to 11:00 Noon : Learn from Customer / Investor / Family Angle
1) Dr. Vijay Ramachandran, MBBS, MS , M.Ch (Gastrointestinal
Surgery, AIIMS), FRCS, FUICC (New York), FMAS, FIAGES
HOD & Consultant Surgical Gastroenterologist, HPB & Advanced Laparoscopic
Surgeon,http://www.gastrosurgeon.net/
2) CA Nagesh Addepalli, CFP, Principal Product Manager, Oracle India P. Ltd.
11:00 to 11:30 am : Learn from AMC
3) Mr. Shailesh Agrawal, AVP- Regional Head- S & D, Motilal Oswal AMC,
Hyd.
Tea / Coffee Break : 12:00 noon to 12:20pm
Learn from PSU Bankers
4) Mr. Kumar, CFP, Chief Manager, Dena Bank, Mumbai

5) Mr. Rajendra Prasad, Chief Training Manager, State Bank of Hyderabad

Learn from Practising CFP & Leading IFAs

6) Mr. Ramesh Hegde, CFP, Sr. IFA, Devangeree
7) Mr. Chethan S, CFP, Sr. IFA, Shimoga
Networking Lunch : 2:00 pm to 2:45 pm
Learn from Wealth Manager
8) Hareesh MV, Director Wealth Management Services, Hedge Finance
Limited, Kochi, Kerala

Learn from Private Banker

9) Mr. Raja Yashwanth, CFP, Debt Manager, ICICI Bank, Gulburga, KA
Learn from Young Professionals
10)

Mr. Sai Krishna, CFP, Sr. Financial Planner, AarthYantra Robo Advisory

11)

Ms. Swathi Agrawal, AFP, MBA (F), Delloite, HYd

Networking Tea Break: 4:30 to 4:45pm

Learn from Sr. Professionals
12)
13)
14)

Mr. Ravikanth, CFP, CEO, Plan Your Health

Mr. Gauri Shankar, CFP, Chief LIC Advisor, Share Broker & Sr. IFA

Mr. Rajeshwar Rao, CFP, Vizag

15 Closing Presentation by Keyur Shah, CFP

Key Learning from their success stories...

0. A Journey from CFP Aspirant to CFP Practitioner & Benefits of CFP certification
in their Professional & Personal Life.
1. Show you path how to enhance your Client Acquisition, Client
Advisory and Client Retention Skills
2. 5 Magical n Logical Steps to achieve 100+ Crore AUM

3. Setting up Fee based Advisory.

Total no of seats only 50...Last 5 Seats left...50% concession till

30th June
1 CFP with Keyur Shah: NO FEE / Free Entry
2 Attended Classroom or Video Learning Training with Keyur Shah but not
completed CFP : Fee : 1k...50% concession...0.5k per participant
3. CFP Aspirant / Others : 2k...50% concession...1k per participant
Book your seat now or call for more details
9167362201
9930751709
Regards
CFPCoach Keyur Shah
Keyur.Shah@theCFPaspirantClubIndia.Com
FPSB India CERTIFIED Coach & Resource Person (EducationPartner)
for promoting CFP certification course in India
Pls check in Website to read/speak 251+ Success Stories & watch Video
Testimonials in VIDEOGALLERY.
1) Keyur Shah's welcome Speech Video of 2016 CFP Learning Conference " Logical & Magical 5 Steps
to acheive 100+ Cr AUM"
https://youtu.be/HETFjohmaYg
2) Must Watch Video to achieve 100+ Cr. AUM : Dr L. Ravindran,CFP, Ph.D, Founder MD &
CEO, Wealth Max
https://youtu.be/RhK2WgBdp0w
3) " A grade CFP : Must Watch Vide for every CFP Aspirant : Mr. Prashant Chitnis, Chief Risk
Officer, SBI Cap Securities Ltd., Mumbai.
https://youtu.be/aWodBvt0Zq0