Annual Event - 2023
Learn with Dr Av Senthil, CFP
6 modules
English
Lifetime access
5 Do's 5 Don'ts 5 Case Studies
Overview
During last week of December 2023, we had our annual event, which was attended by Investors, Clients, Nextgen.
Five Case Studies of 2023 gave good insights on other asset classes including Real Estate.
What you will learn
Annual Event Attendance
The course featured an annual event held during the last week of December 2023, which attracted a diverse audience including investors, clients, and next-generation participants.
Case Studies
Case studies from 2023 were presented during the course, providing valuable insights into different asset classes.
Industrial Expert Knowledge
Emerging Trends,Market Analysis, Risk Management Strategies, Financial Analysis, Case Studies and Best Practices.
Modules
01 Introduction
02 Role of a Mentor Coach Advisor Guide
03 Our Value Adds
04 Top 2024 Goals Including Succession Planning
05 Five Do's and Five Don'ts - Part A
06 Five Do's and Five Don'ts - Part B
FAQs
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How can I access the course materials?
Once you enrol in a course, you will gain access to a dedicated online learning platform. All course materials, including video lessons, lecture notes, and supplementary resources, can be accessed conveniently through the platform at any time.
Can I interact with the instructor during the course?
Absolutely! we are committed to providing an engaging and interactive learning experience. You will have opportunities to interact with them through our community. Take full advantage to enhance your understanding and gain insights directly from the expert.
About the creator
Learn with Dr Av Senthil, CFP
Meet Dr. AV Senthil, a finance pro with a PhD, CMA, and CFP. He's helping HNIs, individuals, and corporates manage their personal and business wealth. Now, he offers insightful online courses for all. Learn smart financial strategies from an expert. Join today for financial success and secure your future with confidence.
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