Mrs. Ulka Shinde, Mumbai started her career with UTI MF and worked 19 yrs. She took VRS in 2003 and also worked another AMC for 2 years.
She started her career as an Independent Financial Advisor (IFA) (MF Distribution) in 2006. Initially, she sold NFOs to her clients and also focused on Lumpsum business.
In 2008, Market reached to 8k level from pick level of 22k and many of her clients lost their money and withdrew their investments. She took a back seat for few years and later on she decided to learn and enrolled in CFP certification in 2011 but was not successful.
Once again, she took challenge to complete her long pending certification and enrolled with NJ and faculty was Mr. Keyur Shah, CFP in Jan 2015.
This time, She Successfully completed her 4 module exams and Exam 5 / Final / AFP with a "B" grade on dated 1st March 2016.
Now, She will do Goal based Financial Planning to her Clients and advised to invest in SIPs to achieve their Goals.https://youtu.be/6RMsok_mmTYBe a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by March 2017.
Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.
Classroom: FEE 45k...pay in 3 monthly installments of 15k
74th Batch (15 Weekends) Batch
Aug to Nov 2016 (Every Saturday)- 9am to 2pm- 75 hrs training- Starting from 20th Aug 2016 @ Kandivali W...Last 1 seat left...Net FEE 45k...pay in 3 monthly installments of 15k
Video Learning Kit
Last 1 Seat Left in Aug 16 Batch of CFP Video Learning Kit:In last 3 years, 71 participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.
Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k
Pls visit our website to Read /Speak 251 Success stories before joining with me and post feel free to call.
9167362201 / 9930751709 / 7678063281
KEYUR SHAH, CFP^CM (A Grade), BE, MBA,India's Best Expert Coach (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai.
FPSB India CERTIFIED Trainer & Resource Person (Education Partner)
Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai
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Hyderabad, Andhra Pradesh, India