Certified Financial Planning
Dear Candidate,

We are happy to announce the next batch of CFP Module V/Challenge Status/Advance Financial Planning Two Days training program in Delhi on 2nd March & 3rd March 2019 using Financial Calculator. 


The objective of the two full day training program is to equip the participants with the right kind of Knowledge and skills to clear the Advance Financial Planning Exam conducted by FPSB India leading to CFP Certification.

Program Features:-

Ø  Financial Management:
Loan schedules, Refinancing, Net Worth

Ø  Need based insurance:
Life and Assets

Ø  Retirement Planning:
Annuities, Estimation of Corpus, Accumulation Phase, Instruments Available, Monitoring of Corpus at various stages

Ø  Investment Planning:
Goal based systematic accumulation of corpus, Various investment instruments-their usage and tax efficiency

Ø  Tax and Estate Planning:
Capital Gains, Tax structure of investments and their redemption features, Avenues to reduce tax liability, Trust structures.

Date:    March 09,2018 (Saturday) & March 10,2018 (Sunday)

Program Schedule:
08.30 am to 09.00 am      Registration
09.00 am to 1.00 pm        Session I
01.00 pm to 02.00 pm      Networking Lunch
02.00 pm to 03.15 pm      Session II
03.15 pm to 03.30 pm      Tea
03.30 pm to 05.30 pm      Session II continued
05.30 pm                         Close of Session
Venue: Vasant Kunj.           

Trainers Profile:

Mr. Nitin Malhotra (Delhi) 
A CFPCM certificant, an MBA, having over 15 years of experience in Wealth Management domain; specialist in Mutual Funds,
Insurance, REIT, Corporate Training & Learning and Development. He is also FPSB India Resource Person; he actively participates and engages with various Business Schools and Colleges in and around New Delhi. He has given training capsule on various subjects like Corporate Finance, Banking and Insurance, Financial Management at various B-Schools and to State Bank Of India employees.

Participation Fee:  INR. 10000 + GST per delegate for attending the workshop for 2 days.
If you are interested can contact on the below mentioned details for registration.

Note:  The participants are expected to carry a Laptop, Financial Calculator, and a Pen Drive for the workshop.


Establishing Financial Planning as a Global Profession


Roma , CFPCM


AV Financial 

Flat No 756,

Sector A Pocket B&C,

Vasant Kunj,

New Delhi- 110070,

Mobile- 9818489329