Dear CFP Aspirant, Power Fast track CFP EXAM 5 (FINAL/AFP EXAM) preparation training program (Two Days)

Batch size: Limited 3 to 5 participants, Training Fees: Rs.10,000/- per participants @ Borivali,Mumbai Dated 26th and 27th May12 (Saturday and Sun) Time: 10:00 am to 6:00 pm Introduction: Exam 5 is a final exam for CFP aspirants for regular/challenge pathway students. Exam 5 is a case study based and different from first four module exams. How the Exam 5/Final exam is different from first four modules? Ans. Exam 5 is a case study based paper and financial calculations questions are four/five marks with at least 7 to 10 variables has kept in mind while calculation instead of 2-3 first four module exam. Now, the problem is that if you dont know right method or missed one variable and your answer will be wrong, you will lose four/five marks. Why special training for Exam 5 If you fail in exam 5, you will lose Rs.5000/- and also confidence and most valuable time. We have found that each time student appears for the repeated attempt receives a less percentage mark compared to the previous attempt due to fear of failure or dont know the right method of calculation. With quality training program, you will learn the right methodology for financial calculation and sound understanding about financial planning concepts and enhance your domain knowledge. You will pass exam 5 @ first attempt with the better grade A or B. Quality training will helpful to enhance your business and productivity and ultimate more income per month. Training Flow # Practical guidance/tips for Exam 5 (Dos and Donts) # Learn Financial Mathematics on Excel/ Financial Calculator Casio FC200V # Financial calculations: Time value of Money, Real rate of return, Investment return (CAGR), Loan EMI/Amortatization calculation, Bond value calculation etc. # Risk and Return (Equity Investments): Concept of CAGR, Risk adjusted return (Share, Treynor, Jensen Alpha), Standard deviation etc. # Equity valuation-Intrinsic value calculation-Dividend discount model, important ratios-Dividend yield, PE, EPS etc. # Derivatives-Concepts of Futures and Options, Calculation of option premium and various option strategies # Real Estate: Residential/Commercial Real estate analysis and valuation. # Personal Tax planning strategies: Know various terminologies, Learn the difference between Gross income and Taxable income, Learn to calculate tax free part of HRA, RFA, Gratuity, Pension, Leave encashment, allowances, perquisites etc. # How to calculate STCG/LTCG and learn capital gain tax savings strategies # Various Tax savings strategies: Loss from House property-Real estate, FMP/PPF Vs.FD, etc. # designing of tax efficient CTC # know the important tax rule and regulations Important concepts of Insurance and retirement planning. # Case studies solutions with Excel/Financial calculator @ Calculate Insurance corpus in case of death (Expenses replacement/Income replacement) @ Retirement corpus: Calculate retirement corpus

And calculate the Monthly/Annual/Lump sum investment required @ Education Corpus: Calculate education corpus for a childs higher education and find the monthly/Annual/lump sum investment required @ Education Corpus: Calculate education corpus for a childs higher education and find the monthly/Annual/lump sum investment required @ Vacation corpus and special need corpus and investment required calculations @ Emergencies corpus @ PRACTICE OF CASE STUDIES (A TO F) & PAST CASE STUDIES 2010/2009/2008 # Doubt solving sessions: will solve your doubts/queries # Writing of a Financial plan: Learn the various contents of the financial plan How to design the Financial plan for Middle income/Upper middle/HNI customers # Sample financial plan Training material: Soft copies of Study materials/Case studies/sample financial plan etc. Post Training Supports: We will provide offline/online queries handling support till you pass the exam 5. Trainer Profile: Keyur Shah, CFPCM, III Associate (Life) & MFA LIMRA has 7+ years of rich experience in Training and development with the financial services sectors. He has worked with FPSB India Knowledge Management and he has been preferred visiting faculty with International College of Financial Planning for more than one year and produced 25+ CFP/AFP and worked with leading insurers like Max New York Life, HDFC and ING Vysya life. He is a seasoned senior corporate trainer having the expertise in delivery of soft skills, selling skills, motivation, leadership/team development and financial concepts/product training. He has delivered more than 7500+ hours training across industries and also attends TTT more than 1000+ hours. He is an Engineer and MBA, started a career in leadership roles with Pidilite and also worked with Bosch. Testimonials Mr. Devendra Sharma: Manager/SBI-(07600035129) Quality training provided by Mr.Keyur Shah helped me to pass the exam 5 with A grade on the first attempt. I have learned concepts and calculations very well which are very useful in delivering better performance in my organization. Mr.Jatin Maniar- LIC/MF Advisor-09825684740 I am a young advisor based out in Jamnagar, Thanks to Keyur Sir's training; I have passed all CFP modules @ first attempt and got A grade in the Final exam. CFP training enhanced my confidence level and trustworthiness among consumers. My SIP ticket size has reached up to 35000/month for many of his reliance consumers. Today, I can give advice to my customers in areas of also Tax planning and Estate planning. THE CFP ASPIRANT CLUB (INDIA) Mumbai 9167362201/9879000285