CFP STUDY MATERIAL IN RAJASTHAN IN JAIPUR
Challenge
To All Finance Professionals, CFP practitioners & CFP Aspirants :
Construct below standard "Retirement" Plan for Mr. Arjun
To get FREE entry in our 3rd CFP Learning Conference @ Delhi 18th Sept Sunday 9am to 6pm in association with Motilal Oswal AMC in Hotel Grand Amrapali, East Patel Nagar & also receive beautiful gift " CERTIFIED FINANCIAL PLANNER" mark embossed Roller Pen
Note : Only 1st 5 participants who mails their correct answer with process / steps by 16th 6pm will get the CFP Roller pen with FREE Ticket to our Delhi Conference.
Pls mail your solution to KeyurCFP@theCFPaspirantClubIndia.Com / keyur1975@rediffmail.com
Case Study:
Mr. Arjun Aged 40, Mrs. Arjun aged 35, Life Expectancy Mr. Arjun = 85, Mrs. Arjun = 90, Desired retirement age=60, Inflation: 7%
P.A., Expected Equity MF Return = 12% pa, Expected Debt Fund Return = 8% pa, Monthly Household Expenses are Rs.50, 000/-.
You have advised Mr. Arjun to starts weekly SIP immediately in an Equity MF for 15 years. You have further advised to transfer corpus in a Debt fund begining of 16th year and continue SIP till in debt fund till retirement to build inflation adjusted retirement corpus. (Note : You have advise Mr. Arjun to increase his SIP every year by 10% pa till retirement)
We welcome all registered participants on 18th Sunday 9am in our 3rd 2016 series CFP Learning conference in association with Motilal Oswal AMC @ Delhi Hotel Amrapali Grand.
Must Attend Learning full day Event for IFA / WM / RM / MF / LIC Advisor...Delhi CFP Learning conference in association with Motilal Oswal AMC.
Last 5 seats left in Delhi 2016 series 3rd CERTIFIED FINANCIAL PLANNER Practitioner & CFP Aspirant Learning conference
" Logical & Magical 5 Steps to achieve 100+ Crore AUM "
on Sunday 9am to 6pm 18th September in association with Motilal Oswal AMC @ Hotel Amrapali Grand, Karol Baug area, Pusa Road Circle, East Patel Nagar
http://www.slideshare.net/KeyurShahCFPCMAIndia/agenda-delhi-64692133
Book your Seat online...1k per participant
https://www.payumoney.com/events/#/buyTickets/theCFPaspirantClubIndia.com
Call today to book seat or any queries
Keyur Shah CFP
9167362201
9930751709
Must watch video 4 every CFP Aspirant / Practitioner
https://youtu.be/bvXyrXYIEPY
Visit website for more details
www.theCFPaspirantClubIndia.com
Stay Updated..Like FB page
https://www.facebook.com/TheCfpAspirantClubindia
To All Finance Professionals, CFP practitioners & CFP Aspirants :
Construct below standard "Retirement" Plan for Mr. Arjun
To get FREE entry in our 3rd CFP Learning Conference @ Delhi 18th Sept Sunday 9am to 6pm in association with Motilal Oswal AMC in Hotel Grand Amrapali, East Patel Nagar & also receive beautiful gift " CERTIFIED FINANCIAL PLANNER" mark embossed Roller Pen
Note : Only 1st 5 participants who mails their correct answer with process / steps by 16th 6pm will get the CFP Roller pen with FREE Ticket to our Delhi Conference.
Pls mail your solution to KeyurCFP@theCFPaspirantClubIndia.Com / keyur1975@rediffmail.com
Case Study:
Mr. Arjun Aged 40, Mrs. Arjun aged 35, Life Expectancy Mr. Arjun = 85, Mrs. Arjun = 90, Desired retirement age=60, Inflation: 7%
P.A., Expected Equity MF Return = 12% pa, Expected Debt Fund Return = 8% pa, Monthly Household Expenses are Rs.50, 000/-.
You have advised Mr. Arjun to starts weekly SIP immediately in an Equity MF for 15 years. You have further advised to transfer corpus in a Debt fund begining of 16th year and continue SIP till in debt fund till retirement to build inflation adjusted retirement corpus. (Note : You have advise Mr. Arjun to increase his SIP every year by 10% pa till retirement)
We welcome all registered participants on 18th Sunday 9am in our 3rd 2016 series CFP Learning conference in association with Motilal Oswal AMC @ Delhi Hotel Amrapali Grand.
Must Attend Learning full day Event for IFA / WM / RM / MF / LIC Advisor...Delhi CFP Learning conference in association with Motilal Oswal AMC.
Last 5 seats left in Delhi 2016 series 3rd CERTIFIED FINANCIAL PLANNER Practitioner & CFP Aspirant Learning conference
" Logical & Magical 5 Steps to achieve 100+ Crore AUM "
on Sunday 9am to 6pm 18th September in association with Motilal Oswal AMC @ Hotel Amrapali Grand, Karol Baug area, Pusa Road Circle, East Patel Nagar
http://www.slideshare.net/KeyurShahCFPCMAIndia/agenda-delhi-64692133
Book your Seat online...1k per participant
https://www.payumoney.com/events/#/buyTickets/theCFPaspirantClubIndia.com
Call today to book seat or any queries
Keyur Shah CFP
9167362201
9930751709
Must watch video 4 every CFP Aspirant / Practitioner
https://youtu.be/bvXyrXYIEPY
Visit website for more details
www.theCFPaspirantClubIndia.com
Stay Updated..Like FB page
https://www.facebook.com/TheCfpAspirantClubindia
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