Lokesh Jain

Personal Financial Planning Teacher
MUMBAI, India

Member since: Feb 04, 2010

Last active on: Jan 07, 2013 at 04:57 PM (EST)

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About Lokesh Jain

A qualified MBA from NMIMS with specialization in finance & having an experience of more than 7 Yrs in Product management, Sales & Marketing. Currently self employed having an independent investment advisory business which is based on Financial Planning process. Have association with reputed management institute, Education Provider (CFP) and corporate organization for their internal training assignment. An overall experience of 4000 hours of training involving professionally qualified groups.

Teaching Preferences

Online Teaching

One-on-One at $30-40 per hour

Group Teaching at $10-20 per hour

In Person Teaching

One-on-One at $40-50 per hour

Group Teaching at $20-30 per hour

Offers free trial classes

Teaches following Subjects/Exams
Teaching Experience

Certified Financial Planner

Management Institute, CFP Education Provider, India

Oct 2007 - Present

CFP, Financial Market, Insurance, Retirement Planning

Education

MBA (Finance)

NMIMS, India

Jul 2007 - May 2010

BCom

Mumbai University, India

Jun 1999 - May 2002

Professional Exams & Certifications

Mutual Funds Advisor Module Certification

Association of Mutual Funds in India, India

Year Of Passing: 2010

Insurance Broking Licence Exam

NIA Pune, India

Year Of Passing: 2008

Certified Financial Planner

Financial Planning Standards Board India , India

Year Of Passing: 2008

Teacher Statistics
Followers: 2
Member Recommendation: 1
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