The CFP Aspirant Club India Website Offline

Learn from 21 high quality speakers who are change agents in the personal financial planning industry... who struggled and achieved success... Learn how high quality knowledge & Skill sets helps to provide quality advice, achieving higher AUM and also charge fees to clients in the long run.

11 th January’2015 Conference Agenda:

A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015

9:01am to 9:30am: Registration & Breakfast

(Venue: 7th Floor, Motilal Oswal Tower, Prabhadevi, Nr. Dadar, Mumbai)

9:31am to 9:50am: Welcome speech by Keyur Shah, Expert Coach CFP

9:51 am to 11:40am: Presentations by Successful CFP Practitioners (15 minutes includes Q & A)

1) Ms. Rupali Rane, Young IFA, Mumbai

2) Shankar Narayan, Sr. Professional, Mumbai

3) Prashant Nambiar, AVP & Branch Head, HDFC Bank, Mumbai

4) Nidhi Manchanda, Young Financial Planner, Mumbai

5) Abhishek Khudania, Vice President, Client Associate, Mumbai

6) Noble Paul, VP & Cluster Head, Axis Bank, Nasik

7) Anil Mutalik, Sr. IFA, Mumbai

11:40 to 12:00 noon: Tea Break

12:01 noon to 12:30pm: Presentation by Mr. Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC.

12:31 pm to 12:45: Presentation by Shri Nilesh Sathe, Director & CEO, LIC Nomura AMC.

12:31pm to 1:45pm: Presentations by Successful CFP Practitioners (15 minutes includes Q & A)

8) Mr. Shyam Jain, AGM (Training), State Bank of India, Aurangabad.

9) Sai Krishna, Financial Planner, Aarthyantra, Hyderabad.

10) Surbhi Verma, Sr. Professional & IFA

11) Naresh Panjanani, Sr. Professional & IFA, Mumbai

12) Aishwariya Surana, Youngest CFP Certificant, Gauwhati-Assam

13) Mohish Damani, Sr. IFA, CFP Practitioner & Financial Planner,

14) Charmi Shah, Financial Planner, Ffreedom Financial Planner

1:45pm to 2:30pm: Lunch

2:31pm to 2:45pm: Soft skill session by Mr. Sanjay Tawde (Sr. Corporate Trainer & CFP)

2:45pm to 3:10pm: Mr. Rajendra Kalur, Founder, CEO, TrustPlutus Wealth Managers P. Ltd., Mumbai

3:11 to 4:00pm: Panel Discussion: “Challenges & Opportunities in promoting Goal based Financial Planning with Mutual Fund”- 5 Sr. AMC Sales Professionals- Moderated by Manish Pandey”

4:00 to 4:15: Tea Break

4:16 to 4:35: An Introduction to Digital Marketing for CFP Practitioner

4:36 to 5:45pm: Presentation by Independent CFP Practitioner: Challenges & Opportunities in 2015

1. Ramesh Hegde, CFP, Financial Planner & IFA, Devangaree, Karnataka

“A Successful Journey from 80L to 18 Crore MF AUM in 2 years.”

2. Jagdish Chaudhari, An International Speaker, from Australia, CFP in India & Australia “ Global Financial Planning Practice”

3. Nitin Savant, IFA & CFP Aspirant, Sangli, “How to set up successful FEE based Financial planning Practice”

4. Ishpal Singh, Sr. Key Relationship Manager, ICICI Securities, Mumbai “Push Goals…Pull Products”

5. Vaishali Kale, Founder, V-Link Financial Services, Mumbai, “Personal benefits of doing CFP”

5:46pm to 6:00pm: Summary & Way forward by Keyur Shah

Total Seats : 100...Only 10 Seats Left...Book your seat now...

Who should attend:

CFP Certificant, CFP Aspirants, BFSI Professional, Fresher & Independent Financial Adviser (IFA) who has a dream to launch fee based practice and wants to upgrade their knowledge & Skills sets to provide the better advisory to their clients.Freshers who want to build their career in Financial Planning, Wealth Management & Banking.

Date 11th January'15, Sunday, Time: 9am to 6pm

Location: Motilal Oswal Tower, Prabhadevi Nr. Dadar, Mumbai.

Early bird Offer till 23rd Dec.14…Fee for our participants:

CFP Certification completed: Free, CFP Aspirants (Attended training): Rs. 500/- & Others: Rs. 1000/-

Regular Offer till 24th Dec.14 onwards subject to availability of seat…Fee for our participants:

CFP Certification completed: Rs. 500, CFP Aspirants (Attended training): Rs. 1000/- & Others: Rs. 2000/-

To Register in conference, Pls reply with below detail

[email protected] or SmS 9167362201

Name:

Contact No.

Member of CFP Aspirant Club (Yes / No)

CFP Aspirant / CFP Certificant ( Yes / No)

Designation: IFA / Fresher / Corporate Employee

Date of Registration:

For more detail pls checkin our website

www.TheCFPaspirantClubIndia.Com

Pls call or write.

[email protected]

09167362201 / 09930751709

KEYUR SHAH, CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life), SEBI Registered Investment Adviser L1 & L2 Certified, AMFI & IRDA Certified.

India's Best & No. 1 Expert Coach and Trainer (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai.

Direct Cell Nos. 091 67 36 22 01/ 099 30 75 17 09

visit our Website to read/speak 133+ Success Stories & watch Video Testimonials in VIDEO GALLERY.

www.TheCFPaspirantClubIndia.com

1) 5 Step Process: Secret of Success of our Participants

http://youtu.be/a0gT-rEiDDc

2) Video Testimonial of Dr. Nirakar Pradhan, CIO of Future Generali about Video Learning Kit

http://youtu.be/fJsUkVXLDtI

3) Video Testimonial of Mr. Rushabh Shah, Final CA Student, Mumbai about our Video Learning Kit

http://youtu.be/PZeDHwN5ebs

4) Video Testimonial of Mrs. Sangeeta Nair, FCA, Mumbai about our Fast Track CFP Training Workshop.

http://youtu.be/m5mMMd4f5ak

5) How High Quality Training helps Fresher to get 1st better job in corporate world- 119th Success Story Ms. Nidhi

http://youtu.be/89702yA1SZQ

6) What is CFP, How to enroll, Benefits and Career

Opportunities... (Part 1 to 4)

http://youtu.be/UAVfZ_VvS6k

http://youtu.be/lQExHU2P0Qg

http://youtu.be/oFGOEWRfA5w

http://youtu.be/9GgmJ1uISdA

Facebook Company Page

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The CFP Aspirant Club (India)We are happy to share that we have successfully completed 50+ CFP Batches (Fast Track & Weekend) across Pan India

(Mumbai, Delhi, Ahmedabad, Chennai, Kolkata, Bangalore, Kochi, Hyderabad, Vijayawada & Mumbai) in the last 30 Months

and Trained more than 400+ CFP Aspirants (Includes Senior BFSI Professional from leading Banks, MNC Wealth

Management, AMC, Insurance Cos etc., Established Independent Financial Advisors & Fresher Students) and 200+ gone

for Exam 5/Final/Modules Exams and 150+ participants have successfully completed their CFP certification with us.

70+ participants have passed their Final/Module exam @ 1st attempt with a “B” Grade and 10+ cleared with the “A” grade

& our pass% is the highest & best 70%+. (Pls. Visit our website to read participants’ success stories & you can call them

before joining our Training Workshop.)

Many Professional & IFAs already implemented their classroom learning into their practice & providing comprehensive

financial planning to their customers & also successfully launched “FEE Based” model. The CFP certification helped many

fresher students to get their 1st job with a good salary in the BFSI sector.

We have successfully launched an innovative alternate of classroom training workshop is the Comprehensive CFP VIDEO

LEARNING KIT. Already 70+ participants enrolled & 40+ participants have cleared their Modules/Final/Exam 5 with help of a video

learning kit.

09167362201 /

09930751709

www.TheCFPaspirantclubindia.com

Office Address: Xth Central Mall, Office No. 25, 2nd Floor, Mahavir Nagar, Nr. D-Mart, Kandivali- West, Mumbai-400067-MH-India.

Keyur Shah, India’s Best & No. 1 Expert Coach & Trainer

Keyur Shah, CFPCM (A Grade), BE, MBA, SEBI Investment Adviser L1 & L2 Certified, III Associate (Life) & MFA LIMRA,

AMFI & IRDA certified has 10+ years of rich experience in Training and development with the Financial Services Sector.

He has launched the concept of FAST TRACK CFP (Classroom & Video Learning)Training Workshop and successfully

conducted 50+ workshop PAN India in last 30 months and trained over 400+ senior BFSI professionals, Established IFAs &

Freshers.

His Guidance has helped 150+ CFP aspirants to successfully complete their CFP Certification @ 1st attempt with a good

grades. He is an India’s Best & No. 1 Expert Coach & Trainer ( Fast Track CFP) and practicing “Fee only” Financial Planner

with the “THE CFP ASPIRANT CLUB (INDIA).

He has also worked with FPSB India (Knowledge Management) department and he was the preferred visiting faculty with

International College of Financial Planning (ICoFP) for more than one year. He has conducted more than 3000+ hours CFP

module training for Corporate BFSI professionals & IFAs.

He has also launched an Innovative way of learning “Fast Track CFP VIDEO LEARNING KIT” an alternate of classroom

training workshop and Till date 70+ candidates have already enrolled & 35+ candidates have successfully passed their

CFP with help of Video Learning Kit. He has also 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 10000+ hours training

across industries and also attends TTT more than 1000+ hours. He had started a career in leadership roles with Pidilite and

also worked with Bosch.

Connect with Mr. Keyur Shah


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www.thecfpaspirantclubindia.com

Success strategy to achieve a good grade in Fast Track CFP :

1) An Appoint right Coach and Attend Fast Track CFP Coaching.

2) Set your Goal for the Grade and Exam Dates.

3) Book your exams date atleast 15 days advance.

4) Complete min. 200 hrs preparation and keep atleast four days leave for final preparation.

5) Learn and Master the “TIME TESTED 5 STEPS PROCESS”.

6) Keep in touch with your Coach- Ensure all doubt/queries solved through mail/phone.

7) Keep Your Confidence high, Positive Attitude and Enjoy your Journey.

Know more about CFPWhat is CFP?

CFP stands for CERTIFIED FINANCIAL PLANNER certification, which the highest certification in Personal Finance. It is a Global

certification originated from USA and today presence in 25+ countries including India. It was started way back in 1980s and today’s

world wide 1,50,000+ certificants and our country has only 1800+.

Like an Organization has a full time CFO (Chief Financial Officer) to ensure a good financial health… same way…

CFP Certificant ensures good health of a family.

Please visit www.fpsbindia.org for more detail.

Let’s understand the role of the CFP.

1) Educate importance & benefits of Comprehensive Financial Planning to prospective customers with the help of a

Sample CASE STUDY and sample financial plan.

2) Ask customer to prepare his own case study based on a sample case study.

3) Helps the customer to fine tune his case study.

4) Calculate Inflation adjusted corpus required for various Goals.

(Eg. Retirement, Children’s Higher Education, Children’s Marriage, Annual Vacation, Life Insurance corpus in case of death,

arranging down payments for buying a home or car etc.)

5) Share Right Asset allocation strategy during Accumulation period and distribution period.

6) Mutually decide Average return for each goal based on an asset allocation strategy.

7) Calculate Investments (Monthly/Annual/Lump Sum) required for each Goal.

8) Suggests suitable products for each goal.

9) Implementation of plan

10) Review of Plan.

11) Apart from CFP also helps the client

A) Calculate tax liability for AY and suggests tax saving strategies.

B) Estate Planning.

C) Debt reduction plans.

D) Contingency Planning.

E) Discretionary expenses reduction planning.

F) Real Estate Planning.

G) Philanthropy planning.

So, CFP stands as a CFO of a family. .. Save time… Save Expenses (Products/Personals)… Suggests the best products leads to a

better return with a safety net.

Regards,

KEYUR SHAH,

CFP^CM (A Grade), SEBI Registered Investment Adviser Level 1&2 Certified,

BE, MBA, MFA-LIMRA, III Associate (Life), AMFI & IRDA Certified.

Direct Cell Nos. 091 67 36 22 01/ 099 30 75 17 09

Email: [email protected]

www.thecfpaspirantclubindia.com

Benefits of CFP with Keyur Shah

Benefits of being CFP (CERTIFIED FINANCIAL PLANNER) with Mr. Keyur Shah, India’s Best & No. 1 Expert Coach and

Trainer (Fast Track CFP)

(Knowledge and skill building in Personal Financial Planning Domain)

The Growth and Survival Kit for BFSI Professional (Working Corporate OR Independent Financial adviser) and Fresher.

SELF:

1) Learn to prepare your own Goal based Comprehensive Financial Plan and Helps you to decide your own right asset

allocation and right instruments to achieve your Goals.

2) Teaches you 2Save more and invest more in the right products.

3) Reduces your impulse expenses and bring the financial discipline.

4) Reduces element of speculation and keep you away from Intraday/F&O trading

5) Peace of mind and financial independence in long term.

CLIENT-PLANNER:

1) LEARN NEW approach “PUSH GOALS…LEADS TO PULL PRODUCTS”

2) You can provide wider advisory services (Estate planning services to Real Estate Advisory)

3) Helps in Trust building and NEW Client ADDITION (right now in India only 1800+ CFPs & you are one of them)

4) Better conversion rate, Higher Ticket Size & Bigger AUM (With the help of a 5 step process)

5) Higher motivation and confidence level.

6) Family friend and trusted trouble shooter for all financial problems of family.

7) Finally, You can launch a FEE based advisory.

COMPANY:

1) Right approach brings more nos of clients, bigger revenue and better profit.

2) Long term approach-higher retention of clients.

3) Better productivity and Retention of employees.

FRESHER:

1) Better Career with a good CTC in BFSI sector (Average Salary Rs. 2.5+ Lac) & Fast Track career growth.

2) An International CAREER in developed countries.

3) Can set up your own Fee based practice.

CFP in Regular PathwayBe a CFP in Regular Pathway with India’s Best & No. 1 Expert Coach and Trainer… Already produced 100+ CFP in the last 3

years… We are happy to launch our 1st batch of Regular pathway CFP Training program in the Xth Central Mall, Mahavir Nagar,

Kandivali (W).

7 Unique Salient features of Training program.

1) 4 months Classroom High Quality Training Program (Training will be conducted by Mr. Keyur Shah, India’s Best & No.1 Expert

Coach and Trainer)

2) Excellent updated best in industry Question banks with a detailed handwritten solution.

3) Post Training supports till you complete CFP (Mail/phone/personal query handling sessions)

4) Limited Seats only 5 (five)

5) 100% Guaranteed Result with a good grade @ 1st attempt subject to required post training preparation.

6) 100% Placement assistance post CFP.

7) Reasonable FEE only 40,000/- (forty thousand only) – Avail 5% Early bird and 5% Group discount till 15th June.

Batch Starting from 15th July… (2 days in a week (Tuesday & Friday) (5pm to 8pm)

Please visit our website & VIDEO GALLERY to read/speak/watch 137+ Success stories before joining with us.


And please call now for complete Details 09167362201 / 09930751709

Regards,

KEYUR SHAH, CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life), AMFI & IRDA Certified.

India’s Best & No. 1 Expert Coach and Trainer (Fast Track CFP) -The CFP Aspirant Club (INDIA), Mumbai.

Office Address: Xth Central Mall, Office No. 25, 2nd Floor, Opp. Axis Bank, Nr. D-Mart, Mahavir Nagar, Kandivali West, Mumbai-

400067

Email: [email protected]

Watch Video Testimonials of Our Successful Video Learning Kit & Classroom Fast Track CFP Participants…



2) Video Testimonial by Dr. Nirakar Pradhan, CIO of Future Generali about Video Learning Kit


3) Video Testimonial by Mr. Rushabh Shah, Final CA Student, Mumbai about our Video Learning Kit


4) Video Testimonial by Mrs. Sangeeta Nair, FCA, Mumbai about our Fast Track CFP Training Workshop.


5) How High Quality Training helps Fresher to get 1st better job in the corporate world- 119th Success Story Ms. Nidhi


Connect with us on Social Media:

Facebook Company Page

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LinkedIn

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Dear CFP Aspirant,

We are happy to announce our Comprehensive & Fast Track CFP Preparation Training workshop (Weekend & 4 full day) Batches schedule from January’15 to April’15

Comprehensive Weekend & Fast Track Batches : Xth Central Mall, Mahavir Nagar, Kandivali (West)

54th Batch (Weekend)- Jan-Feb15 (Sat.-Sun)- 4pm to 9pm-60 hrs training- Starting from 3rd Janaury’15

55th Batch (Sunday)- Jan to March15 (Every Sunday)- 9am to 2pm-60 hrs-Starting from 4th January’15

Mega Fast Track CFP Workshop

56 th Batch: 2 weekend (thd. To sun) : 5 th to 8 th Feb. & 12 th to 15 th Feb.15 (time 9am to 6pm-50 hrs)57th Batch (Weekend)- Feb-March15 (Sat.-Sun)- 4pm to 9pm-60 hrs training- Starting from 21st Feb.

58th Batch (Weekend)- April-May15 (Sat.-Sun)- 4pm to 9pm-60 hrs training- Starting from 4th April’15

Weekend & Sunday Batch size: 5 and Training fees: Rs.28,000/- per participant [Fee includes 1) 12 half days (60 Hrs High Quality Training + 2) Contemporary High Quality Study Material with Workbooks and A to F Questions bank & Solutions + 3) Post Training Supports through phone/mail/classroom or webinar queries handling till you complete CFP)

Early Bird Discount Rs. 2000/- & Group Discount Rs. 2000/-…Total Discount Rs. 4000/-

Call now for early bird and group discount offer 09167362201/09930751709

Mail:[email protected], [email protected]

Fast Track & Comprehensive CFP Batch Schedule (Oct.14 to March.15)

Group Photo of Training Workshops (50+ batches)

Happy to share Group photo of 53rd weekend Batch Fast Track Comprehensive CFP Batch started in the Xth Central Mall, Kandivali W, Mumbai on dates 15th Nov.14

5 Senior BFSI professionals are attending the training Workshop.

1) Mr. P. S. Bedekar, AGM, State Bank of India, HO (Narmian Point), Mumbai.2) Mr. Prashant Nambiar, Branch Manager, HDFC Bank (Vile Parle), Mumbai.3) Mr. Bimal Desai, Branch Manager, HDFC Bank, Andheri (E), Mumbai.4) Mr. Jayant Rajurkar, Regional Training Manager, HDFC Life Insurance, Mumbai.5) Mr. Nirmay Shah, Sr. Manager, Edelweiss Capital, Mumbai.

All participants are confident to complete their CFP with a good grade by March’15.

Happy to share Group photo of 52nd Sunday Batch Fast Track Comprehensive CFP Batch started in the Xth Central Mall, Kandivali W, Mumbai on dates 12th Oct.14

4 Senior BFSI professionals are attending the training Workshop.

1) Mr. Ishpal Singh, Sr. Key Relationship Manager, ICICI Securities , Dombivali Branch, Thane

2) Mr. Faheem Ahmed, Sr. Key Relationship Manager, ICICI Securities, Borivali Branch, Mumbai.

3) Mr. Pankaj Pandey, Sales Manager (Corporate Channel)- ICICI Life Insurance, Mumbai.

4) Mr. Sudhanshu Singh, Faculty, Mahesh Tutorial, Thane

All participants are expected to complete their CFP certification by March15.

Group Photo of 51st Weekend CFP Batch started @ Xth Central Mall,

Kandivali W,Mumbai Dated 20th September’2014

Proud Moment…51st Batch…Happy to share Group photo of 51st Batch CFP Training workshop…Successfully completed

50 batches (Fast Track & weekend) in last 30 months…Already 150+ CFP Aspirants have successfully completed their CFP

certification in Regular or Fast Track (Challenge) pathway.

5 Senior BFSI professional & Established IFAs are attending Weekend CFP training Workshop started from 20th Sept. in

Xth Central Mall, Mahavir Nagar, Kandivali W, Mumbai.

1) Mr. Kaushal Singh, Sr. Manager, Citi Bank, Mumbai.

2) Ms. Shreya Vaidya, Independent Insurance Professional & Director with a leading Stock Broking firm, Mumbai.

3) Mr. V. N. Raju, Sr. Manager – I&LFS & Sr. BFSI Professional, Mumbai.

4) Mr. Pareekshit Rao, Manager with a leading Research Firm, Mumbai

5) Mr. Parshva Shah, Independent Financial Adviser, Mumbai.

All participants are confident to complete their CFP by Jan.’15 with a good grade.

Group Photo of 50th Weekend CFP Batch started @ Xth Central Mall,

Kandivali W,Mumbai Dates 2nd Aug.14.

Six Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. Romin Irani, Group Marketing Manager, L & T Finance, Mumbai.

2) Mr. Mahesh Kumar, Sr. Manager, Leading NGO, Mumbai.

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3) Mr. Damodar, Sr. Manager, Canara Robeco MF, Mumbai.

4) Mr. Millind Pawar, Sr. Manager, Sushil Finance, Mumbai.

5) Mr. Sagar Ingal, Domain expert BFSI, IT Co. Mumbai.

6) Ms. Arjun, BFSI Professional, Mumbai.

All participants are confident to complete their CFP by Dec.’14 with a good grade.

Group Photo of 49th Weekend CFP batch started in June’14 @ Xth Central Mall, Kandivali W, Mumbai.

(Special 3 months batch for Aviva life’s Sr. Managers)

1) Mr. Swapnil Holkar, Zone Manager, Aviva Life Insurance, Mumbai.

2) Mr. Prajesh Vasani, Cluster Head, Aviva life, Mumbai.

3) Mr. Sanjay Dubey, Sr. Branch Manager, Aviva life, Mumbai.

4) Ms. Trupti Mishra, Sr. Manager, Aviva life, Mumbai

All participants are aim to complete their CFP with a Good Grades by Dec.14.

Happy to share Group Photo of our 42nd Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER)

Training workshop @ Dadar (W), Mumbai dated 22nd to 25th May’14.

Seven (7) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Ramesh Kumar, Hyderabad, Senior Vice President –South India, MCX SX.

2) Mr. Rakesh Raut, Senior LIC Development Officer, Mumbai.

3) Mr. Anthony Lobo, FCA, Senior ERP Professional & IFA, Mumbai.

4) Mr. Manish Pandey, Senior BFSI Professional (Ex. Regional Manager, Fidelity)

5) Mr. Abhishek Kadam, IFA, Mumbai.

6) Ms. Hiral Bhuva, Fresher, Mumbai.

7) Ms. Namrata Pandya, Frehser, Mumbai.

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All participants are confident to complete their CFP in Regular/Fast Track Pathway with the “A” or “B” Grade @ 1st

attempt latest by September’14.

Happy to share Group Photo of our 41st Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER)

Training workshop @ Dadar (W), Mumbai dated 24th to 27th April14.

Eight (8) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Nikhil Bagaria, Vice President & National Channel Head (ND & IFA), HSBC Global Asset Management, Mumbai.

2) Mr. Vinod Lodhe, LIC Development Officer, Mumbai.

3) Mrs. Chaitali Datta, Senior Financial Planner ( Ex. Branch Manager, State Bank of India), Mumbai.

4) Ms. Margi Shah, Fresher, Mumbai.

5) Mr. Paresh Joshi, Sr. Training Manager, SBI Life Insurance, Mumbai.

6) Mr. Vivekh Pathak, Senior BFSI Professional, New Delhi

7) Mrs. Anjali vadke, Senior LIC Advisor, Mumbai.

8) Mr. Sai Krishna, Independent Financial Planner, Chennai.


attempt latest by Aug’14.

The Group Photo of our 40th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W),

Mumbai dated 20th to 23rd March14.


1) Mr. Vishwanath Narayanan, Senior Independent Financial Advioser & Planner, Mumbai.

2) Mr. Krishanakant Mane, Senior Manager- working with a leading IT MNC in Mumbai.

3) Mr. Mrinal Khona, Sr. Associate, Willis Processing Services India (P) Ltd., Mumbai.

4) Ms. Krupa Daiya, Sr. Associate, Willis Processing Services India (P) Ltd., Mumbai.



5) Mr. Pratik Sepuri, Finacial Planner, Ffreedom Financial Planner, Mumbai.

6) Mr. Nimish Raval, MBA, BFSI Professional, Mumbai.

7) Mr. Naman Bhandari, Fresher Graduate, Mumbai.


attempt latest by June’14.

Happy to share that we have successfully completed 39th batch of Fast Track CFP Training workshop in January2014

dated 15th to 19th January14.

Seven Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. Brij Gopal Damani, Sr. Independent Financial Advisor, Mumbai.

2) Mr. Anil Mutalik, Sr. LIC Advisor, Mumbai.

3) Mr. Anil Salvi, Sr. IFA, Mumbai

4) Mr. Sushil Sabarwal, Sr. IFA, Mumbai.

5) Mr. Ravi Mirji, Sr. BFSI Professional, Mumbai.

6) Ms. Roopa Khatri, Sr. BFSI Professional, Mumbai.

7) Mr. Krutik Shah, Fresher, Mumbai.

All participants are confident to complete their CFP by May’14 with a good grade.


Mumbai dated 19th to 22nd Dec.13.


1) Mr. Manish Joshi, Senior Manager, working with MNC Software Co., Mumbai.

2) Ms. Urvi Vira, Fresher, Mumbai.

3) Mr. Sanjay Tanwade, Senior BFSI Professional (Ex. Senior Training Manager Max Life Insurance, Mumbai)

4) Mr. Mitul Raval, CA & CFP Aspirant, Mumbai.

5) Mr. Sanjay Sonkkate, Senior Manager- MNC Software Co., Mumbai.

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6) Mr. Akshay Javkhedkar, IFA & Share Broker, Mumbai.

7) Mr. Kiran Bhambid, Manager- Payroll & A/Cs- MNC Software Co., Mumbai.

All participants are confident to complete their CFP in Regular/Fast Track Pathway with the “A” or “B” Grade @ 1st attempt

latest by March’14.


Mumbai dated 21st to 24th Nov.’13.

Six (6) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Hemendra Singh, Senior Manager-Retirement Planning (Corporate)- Canara HSBC Life Insurance, Mumbai.

2) Mr. Minesh Mehta, Senior IFA, Mumbai.

3) Mr. Kedar Joshi, Senior BFSI Professional (Ex. Regional Manager- Kotak MF, Pune)

4) Mr. Vishal Joshi, Sr. Management Consultant, Mondial Consultant, Mumbai.

5) Mr. Hrushi Potdar, Fresher & CFP Aspirant, Mumbai.

6) Mr. Ram Patel, Senior Share Broker & IFA, Vadodara.


attempt latest by March14


Mumbai dated 17th to 20th Oct.13.

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Nine (9) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Chandur Bhaya, VP- Investment Strategies-TrustPlutus Wealth Managers (India) P. Ltd., Mumbai.

2) Mr. Jayant Rajurkar, Regional Training Manager (HDFC Bank Relationship)- HDFC Life Insurance Co. Ltd., Mumbai.

3) Mr. Ismail Shaikh, Senior Banker & Trainer- Mumbai.

4) Mr. Mohamed Hassanali, Director- 5th Gears Learning Solutions, Mumbai.

5) Mrs. Sangeeta Hemant, CA- Senior BFSI Professional.

6) Mr. Jagdish Chaudhari, Senior Sales Professional (Sydeny- Australia)

7) Mr. Mahadevan V, Manager- Ffreedom Financial Planner, Mumbai.

8) Ms. Rikita Shah, Fresher & CFP Aspirant, Mumbai

9) Ms. Vidhi shukla, Fresher & CFP Aspirant, Mumbai.

All participants are confident to complete their CFP Exam 5/Final in with the “A” or “B” Grade @ 1st attempt latest by January’14.


Mumbai dated 19th to 22nd Sept.’13.

Six (6) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Rakesh Parekh, Senior VP- Motilal Oswal Pvt. Wealth Management, Mumbai.



2) Mr. M.S. Venu Madhavan, VP- Motilal Oswal Pvt. Wealth Management, Mumbai.

3) Mr. Mrinal Khona, Sr. Associate, Willis Processing Services (India) P. Ltd.,Mumbai.

4) Ms. Shikha Mishra, Senior BFSI Professional, Dubai.

5) Mr. Goutam Bose, Established IFA, Vadodara.

6) Mr. Harish Nagana, Established IFA, Pune.

All participants are confident to complete their CFP Exam 5/Final in with the “A” or “B” Grade @ 1st attempt latest by Dec.’13.

Happy to share Group Photo of our 34th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @

Dadar (W), Mumbai dated 15th to 18th Aug’.13.

Nine (9) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Rajesh Makharia, Director- IDFC Securities Ltd., Mumbai.

2) Mr. Viraj Padhye, CEO-SafeHands Financial Services P. Ltd., Pune.

3) Mr. Ram Patel, Established Share Broker & IFA, Baroda (Param Investments)

4) Mrs. Jyoti Toshniwal, Established Independent Financial Advisor, Aurangabad.

5) Ms. Mikita Shah, Senior Manager- JP Morgan, Mumbai.

6) Mr. Kiran Hake, Senior BFSI Professional, Mumbai.

7) Ms. Moyena Parikh, Fresher & CFP Aspirant, Mumbai.

8) Ms. Charmi Shah, Fresher & CFP Aspirant, Mumbai.

9) Mr. Rahul Sangoi, Senior Technical Analyst, Mumbai.

All participants are confident to complete their CFP in Regular/challenge Pathway with the “A” or “B” Grade @ 1st attempt latest by

Dec.’13.

Happy to share Group Photo of our 33rd Batch Mumbai Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @

Dadar (W) dated 18th to 21st July’13.

http://thecfpaspirantclubindia.com/wp-content/uploads/2014/08/111.jpg

Nine (9) Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. Sanjay Kumble, AVP & Branch Head-Ghatkopar Branch-HDFC MF-Mumbai.

2) Mr. Pranav Jain, Head-Mumbai-Broking division with Prudent Corporate Advisoy Ltd.

3) Mr. Prasad Chitre, Established Independent Financial Planner-Clover Solutions-Thane.

4) Mr. Bhavesh Modh, Established Independent Financial Planner-Aksher FP-Palanpur, Gujarat.

5) Ms. Minali Shahri, Financial Planning Manager-Bajaj Capital Ltd.-Mumbai.

6) Mr. Yashesh Bhatt, Senior Associate & Team Leader-JM Financial (Broking Div.)-Mumbai.

7) Mr. Harish Barke, Practice Manager-Ffreedom Financial Planner-Mumbai.

8) Mr. Ashwin Bhundia, Senior Associate & Team Leader-JM Financial (Broking Div.)-Mumbai.

9) Mr. Dipak Prajapati- Life Insurance, MF & Equity Advisor-Palanpur-Gujarat.

All participants are confident to complete their CFP in Regular/challenge Pathway with the “A” or “B” Grade @ 1 attempt latest by

Oct.’13.

Few Seats available for our world class & result oriented Fast Track Training Workshops.

09167362201

09930751709

Regards,

Keyur Shah,

CFPCM (A Grade), MBA, BE, MFA-LIMRA, III Associate (Life), IRDA & AMFI Certified.

India’s Best & No.1 Expert Coach and Trainer (CFP Exam 5)

The CFP Aspirant Club (India), Mumbai.

[email protected]

[email protected]

Happy to share Group Photo of our 32nd Batch Mumbai Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training

workshop @ Dadar (W) dated 14th to 16th June’13.


The Seven (7) Senior BFSI professional, Established IFAs & Freshers had attended the training Workshop.

1) Mr. Krishna Singh, Senior Manager- Axis MF-Pune.

2) Mr. Abhishek Raj, Established Independent Financial Advisor-Pune.

3) Ms. Tanvi Mahajan, Assistant Manager-SBI Life Insurance-HO-Mumbai.

4) Ms. Kushal Dehekar, Life Insurance Advisor-LIC-Mumbai.

5) Mr. Jagdish Suvagia, Established Independent Financial Advisor-Surat.

6) Mr. Bhaskar Prakash, Established Independent Financial Advisor-Patna.

7) Mr. Nishant Lukhi (Patel), Fresher.

All participants are confident to complete their CFP in Regular/challenge Pathway with the “A” or “B” Grade @ 1st attempt latest by

Oct.’13.

Happy to share Group Photo of our 31st Batch Mumbai Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training

workshop @ Ahmedabad dated 24th to 26th May’13.

Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop

1) Mr. Pankaj Mohta, Established Share broker & Independent Financial Advisor- Ahmedabad.2) Mr. Sandeep Gandhi, Sr. Manager

with Leading PSU General Insurer & Independent Financial Advisor-Rajkot.3) Mr. Ashish Mumbaiwala, Established Independent

Financial Planner-Ahmedabad.

4) Mr. Mukesh Patel, Established Independent Financial Advisor-Ahmedabad.

5) Ms. Leena Purohit-Sr. Manager-MF Distribution, Marwadi Share Brokers-Rajkot.

6) Mr. Shaunak Antani- working with Franklin Templton MF.

7) Mr. Hemang Desai- Established Independent Financial Advisor-Surat.



8) Mr. Ninad Parikh, Fresher (M.Com) All participants are confident to complete their CFP in Regular/challenge Pathway with the “A”

or “B” Grade @ 1st attempt latest by Sept.’13.

Happy to share Group Photo of our 33rd Batch Mumbai Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @

Dadar (W) dated 18th to 21st July’13.

THE CFP ASPIRANT CLUB (INDIA) & KEYUR SHAH (Expert Coach and Trainer for the CFP exam 5/Final/AFP module) launches

the FAST TRACK CFP EXAM 5/FINAL and MODULEs Exams" preparation training workshop

Group Photo of 30th Batch_Kolkata_17th to 19th May'13 @ Hotel Bengal Inn.

Eight (8) Young CFP Aspirants, Senior BFSI professionals & Established Independent Financial Advisors had attended the

training Workshop.1) Mr. Raju Das, Senior Manager- State bank of India-Kolkata.2) Mr. Anirudh Kanoria- Senior Business

Associate & Established IFA.

3) Mr. Anubhaw Chandak, Senior Associate-Client Associate Family Office.

4) Ms. Paromita Mukherji- Manager-Ops-TrustPlutus Wealth Manager.

5) Mr. Ujjal Chakraboty- Share Broker & IFA.

6) Mr. Amit Sharma, Established IFA.

7) Ms. Riha Agarwal-CFP Aspirant.(Pursing CFP in Regular Pathway

8) Ms. Aishwarya Surana, CFP Aspirant.(Pursuing CFP in Regular Pathway)

All participants are confident to pass CFP Exam 5/Final with the "A" or "B" Grade by Aug.'13

The Group Photo of 29th Batch_Mumbai_10th to 12th May'13@Dadar


Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop.

1) FCA Girish Mahaddalkar, Professior with a leading Commerce college & Practicing CA, Mumbai.2) Mr. Rajiv Kanotra,

Senior Manager, Religare Securities, Mumbai.3) Mr. K. Narsimulu, Senior Manager- E Learning, SBI Life, HO, Mumbai.

4) Mr. Munir Kulavoor, Founder Director- INtegra FinServe, Mumbai.

5) Mr. Aditya Pathak, Wealth Manager- Ladder Up Wealth Management, Mumbai.

6) Mr. Parikshit More, Relationship Manager-IIFL, Mumbai.

7) Ms. Prajakata Wadekar, Fresher & CFP Aspirant-Mumbai.

8) Mr. Srinivas M. Khuperkar, Established IFA & Farmer – Kolhapur

All participants are confident to pass CFP Exam 5/Final/AFP with the "A" or "B" Grade by August'13.

The Group Photo of 28th Batch_Hyderabad_3rd to 5th May'13 @ Hotel Celebrity.


Eleven (11) Senior BFSI professional & Established IFAs attended the training Workshop.1) Mr. V. Chakra Pani, Senior

Agency Manager, Life Insurance Corporation of India, Karim Nagar.2) Mr. Raghavendra N.V.- AVP & Regional Head, L & T

MF, Hyderabad.

3) Mr. BLN Swamy, Senior Manager- State Bank of India-Vijayawada.

4) Mr. Senthil, Regional Head- Private Bank

5) Mr. Alok Surana- Established Independent Financial Planner & Stock Broker-Hyderabad.

6) Mr. Nagendrakumar, Area Manager-Integrated Enterprises Ltd., Vijayawada.

7) Mr. Manu Sreenivasan, Family Office-Hyd.

8) Mr. Sunil Khilwani, HNI-Investor & Businessman

9) Mr. Sailesh Nagar, Senior Advisor- Private Family Office- Chennai.

10) Mr. V. Sanakara Rao, Senior Manager-Accounts, Karvy-HYD.

11) Mr. Y. Santhosh, CFP Aspirant- Guntur.

All participants are confident to pass CFP Exam 5/Final/AFP with the "A" or "B" Grade by July'13.

Group Photo of our 27th Batch_Delhi_19th to 21st April'13.


Group Photo of the 27th batch_Delhi of Fast Track CFP Exam 5/4/3 + CPFA + FPC Training workshop in Dadar (W),Mumbai

dated 19th to 21st April'13 @ Gurgoan.

Ten (10) Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. Jagjit Jagoar, Development Officer, Life Insurance Corporation of India, CP, Delhi.2) Mr. Tejinder Nagpal, Branch

Manager-SBI Life Insurance, Kashipur-Utranchal.3) Mr. Saurabindu Basu, Deputy Director-TrustPlutus Wealth Managers

(India) P. Ltd., Delhi.

4) Ms. Suman Dogra, Manager, ICICI Bank, Solan, HP.

5) Mr. Jiwan Pradeep, Retired Banker- State Bank of India & Home Loan Consultant- SBI, Delhi.

6) Mr. Ajay Malhotra, Established Independent Financial Advisor, Delhi.

7) Mr. Anurag Anand, Established IFA, Delhi.

8) Mr. Rashid Khan, Service Manager- TrustPlutus Wealth Managers P. Ltd. , Delhi.

9) Mr. Abhay Uppal, Product Trainer- Netambit

10) Mr. Mukesh Gupta, Sales Manager- FD acquisition, Unitech Ltd., Delhi

All participants are confident to pass CFP Exam 5/Final/AFP with the "A" or "B" Grade by July'13.

The Group Photo of 26th Batch_Mumbai_12th to 14th April'13.


The Group Photo of the 26th batch of Fast Track CFP Exam 5/4/3 Training workshop in Dadar (W), Mumbaidated 12th to

14th April'13.

Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop.

1) FCA Dhaval Chotai, Senior Manager- Valuation, Mind Tree Consulting, Pune2) Ms. Geetanjali Deokar, Senior Manager-

Corporate Solutions, SBI Life, Mumbai.3) Mr. D'Souza Valerian, Established IFA, Mumbai.

4) Ms. Shabana Shaikh, Established IFA, Mumbai.

5) Mr. Jitesh Patankar, Sr. Relationship Manager-Bancassurance-Bajaj Allianz Life.

6) Mr. Amit S. Bhagat, Independent Financial Planner & CFP Aspirant, Mumbai.

7) Mr. Saurabh Kale, Manager-Assute Management Consultant, Mumbai.

8) Mr. anand Gokhale, Fresher & CFP aspirant.

All participants are confident to pass CFP Exam 5/Final/AFP with the "A" or "B" Grade by June'13.

The Group Photo of 25th Batch_Mumbai_15th to 17th March'13


Seven (7) Senior BFSI Professionals & Established IFAs had Attended Training Workshop.

1) Mr. N.S. Kishore Kumar, Ex-Banker (SBI & HDFC)2) Mr. Rakesh Chandran, Senior Forex Manager – Federal Bank3) Mr.

Dilip Butani, Senior Visiting Faculty- MBA Colleges

4) Mr. Dinesh Bapna, Established IFA-Arham Securities

5) Mr. Suyog Patil, Senior Manager-Investments-

6) Mr. Ninad Dhure, Senior BFSI Professional

7) Mr. Sameer Dhuri, IFA & Sub broker

The Group Photo of 24th Batch_15th to 17th Feb.'13_Mumbai


The Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop.

1) Ms. Alka Mittal, CA, Senior Manager-Investments, Bharti Axa Life Insurance.2) Mr. Altaz Khakiani, VP-Software

Development, Morgan Stanely.3) Mr. Vipin Rao, Credit Analyst_J P Morgan Chase.

4) Mr. Manoj Panda, National Manager-Third Party Products-Ratnakar Bank.

5) Mr. Swapnil Verma, Senior Sales Manager-Daiwa MF.

6) Mr. Sushil Sabrwal, Established IFA.

7) Mr. Priyesh Chokshi, Established IFA & Stock Broker.

8) Ms. Nidhi Manchanda-Fresher and CFP Aspirant.

The Group Photo of the 23rd batch of Fast Track CFP Exam 5 Training workshop in Kochi (Kerala) dated25th to 27th

January'13 @ Abad Metro Hotel.


11 (Eleven) Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. Noble Paul, VP & Branch Head, Axis Bank.2) Mrs. Leena Jayan, Senior Manager- State Bank of Travankore.3) Mr.

Rajesh Kuttikkat, Finance Manager, Fragomen

4) Mr. Maxi Jose, Director-Affluenz Financial Services India P. Ltd.

5) Mr. Hareesh M.V. , AVP-WMS-Hedge Equities.

6) Mr. Abraham Joseph, Established IFA

7) Mr. M.N. Gopalakrishnan- IFA, Kottayam

8) Mr. Dinesh K. – Senior BFSI Professional.

9) Mr. Vijayananda Prabhu- Senior BFSI Professional. 10) Mr. Ranjith V.M.- Senior BFSI Professional.

11) Mr. Anoop Purshotam- Senior BFSI Professional.

The Group Photo of the 22nd batch of Fast Track CFP Exam 5 Training workshop in Bangalore dated18th to 20th

January'13 @ Hotel Nahar Heritage


Nine Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. Prithvi Putty, Associate Director-TrustPlutus Wealth Managers (India) Pvt. Ltd. (Hyderabad)

2) Ms..B S Padamini, Deputy Director- Director-TrustPlutus Wealth Managers (India) Pvt. Ltd. (Bangalore)

3) Mr. Rohan Shankar, Deputy Director-TrustPlutus Wealth Managers (India) Pvt. Ltd. (Bangalore)

4) Ms. Preetha Sugumaran, Deputy Director, TrustPlutus Wealth Managers, (Chennai)

5) Ms. Monika Kamath, Senior Wealth Manager, Religare Macquarie Wealth Managers, Bangalore.

6) Mr. Rajiv Varma, MD, Fintel Solutions P. Ltd., Hubali.

7) Ms. Nilofer Amlani, Senior Manager-AXIS Bank, Bangalore.

8) Mr. Vishnu Agarwal, Senior Credit Manager,Kotak Bank Ltd., Bangalore.

9) Mr. Girish Khandelwal, Business Head Future Financial Planner, Chennai.

All participants are confident to pass CFP Exam 5 with a Good Grades by April'13

The Group Photo of the 21st batch of Fast Track CFP Exam 5 Training workshop in Mumbai dated 11th to 13th January'13




1) Mr. K. V. Ramaswamy, MD & CEO, Quadratic Financial Services Pvt. Ltd. (Ex. CEO of JM & Birla MF)

2) Mrs. Asha Ramaswamy, Sr. VP, SBI Life Insurance.

3) Mr. Vikram Nandi, Regional Director- Key Clients, TrustPlutus Wealth Managers (India) Pvt. Ltd.

4) Ms. Jayeeta Sen, Head Client Relations, TrustPlutus Wealth Managers

5) Mr. Abhijit Kargirwar, Associate Director-Key Clients, TrustPlutus Wealth Managers

6) Ms. Hetal Thakker, Asscciate Director, TrustPlutus Wealth Managers

7) Mr. Rajnikant Tiwari, Sr. Manager, Diawa MF

8) Mr. Sundeep Kumar, Sr. Manager, Diawa MF

9) Mrs. Surabhi Verma, Senior professional IFA (Ex. RM of HDFC Bank)

All participants are confident to pass CFP Exam 5 with a Good Grades by April'13

Successfully completed 20th batch of Fast Track CFP Exam 5 Training workshop in Ahmedabad dated 4th to 6th

January'13.


1) Mr. P.C. OZA- No.1 Senior LIC DO from Bhavnagar Division.

2) Mr. Ketan Jhaveri- No.1 LIC/MF Established IFA from Surat.

3) Mr. Jayaprakash- AVP & Regional Manager- Motilal Oswal Abad.

4) Mr. Hiren Pandya, Deputy Director from TrustPlutus Wealth Managers Pvt. Ltd., Abad.

5) Mr. Vivek Srivastava- Associate Director from TrustPlutus

6) Mr. Apurva Mehta- Associate ¬ Director from TrustPlutus Surat.

7) Ms. Jalvi Diwanji, Singapore

8) Mr. Chitral Shah, Manager Kotak Securities

9) Mr. Minesh Rana, Business Associate Motilal Oswal, Baroda

All participants are confident to pass CFP with a Good Grades by March13.


The 18th Batch_Mumbai_FAST TRACK CFP EXAM 5/4/3 + CPFA + FPC preparation training workshop conducted on 7th,

8th & 9th Dec.'12 @ Dadar (W) Mumbai.

17th Batch_Delhi_FAST TRACK CFP EXAM 5/4/3 + CPFA + FPC preparation training workshop conducted on 23rd to 25th

Novermber'12 @ SIRIS 2 Gurgoan.

11 (eleven) senior BFSI professionals working with corporate and Established Independent Financial Advisors have

attended training workshop. All participants are confident to pass theExam 5 with A or B grade latest by January'13.


15 batch_FAST TRACK CFP EXAM 5+ FINANCIAL PLAN CONSTRUCTION training workshop conducted at Vijayawada, AP

(Oct.'12-3 days) @ HDFC MF and ICICI MF Office.

10 Senior BFSI professional and Established Independent Financial Advisors had attended a trainingworkshop includes

Cluster Head of ICICI MF, Branch Head of ICICI MF, Branch Head of HDFC MF andseven established IFAs of Vijayadawada

region. All participants were confident to pass the Final/Exam 5 in

the next attempt by Dec.'12/Jan.'13 with A or B grade



14 th Batch @ Chennai Dated 15 th & 16 th Sept.'12 @ Haddows ClubTen (10) Senior BFSI professionals attended the

Training Workshop includes Wealth Managers fromReligare Macquarie Pvt. Wealth, Future Capital, Centrum corporate

advisors & Sharekhan and Bankers

from ICICI Bank, Senior Managers from UTI Mutual Funds & Cognizant Technologies and Senior Partner of

established CA firm.

Post training workshop, All participants were confident to pass the Final/Exam 5 in the next attempt by

Oct./Nov.'12 with A or B grade — atHaddows Club.

Mr. Rajesh, Religare Macquarie, Mr. Manoj, UTI MF & Mr. Sreeni ICICIC Bank had successfully passed their CFP Exam 5 @

1st attempt post training with in 3 month of training workshop.

13 th Batch of FAST TRACK CFP EXAM 5 @ Vantage, Dadar Mumbai. ( 6 th & 7 th Sept.'12)Ms. Priya Shah- passed

CFP Exam 5 @ 1st attempt with a "B" Grade in Nov.12Mr. Naresh Panjanani has cleared CFP Exam 5 in Dec.'12


Six (6) senior BFSI professionals attended the 13th Batch of FAST TRACK CFP EXAM 5 training Workshop dated 7th & 8th

Sept.'12 includes Established Independent Financial Advisors (IFAs) from New Delhi, Mumbai, Employee of UTI Mutual Funds and

Aspiring CFPs .Post training workshop. All participants were confident to pass the Final/Exam 5 in the next attempt by Oct./Nov.'12

with A or B grade.

Kolkata

A 12th batch of FAST TRACK CFP EXAM 5/FINAL/AFP module preparation training workshop dates 18th & 19th August'12 @ 1

Love Lock Hotel, Kolkata.

Abhishek, Client Associate and Russi (IIFL) have successfully passed their CFP exam 5 in one month post training @ first attempt.

Ten(10) Senior BFSI Professional have attended the training workshop includes Chief Manager- UCO Bank,Branch Manager-Bank

of India, Senior Manager-State Bank of India, Branch Manager- UTI MF, Wealth Managers from a leading Private Wealth

Management firms and Established Independent Financial Advisers. Post Training workshop, All participants were confident to pass

the CFP Final/ Exam 5 with A or B Grade in Month of Sept./Oct.'12.

New Delhi A 9th batch of FAST TRACK CFP EXAM 5/FINAL/AFP module preparation training workshop dates 14th & 15th July'12

@ SIRIS2 Hotel Gurgoan.



10 senior BFSI professionals (AVP/VP+ level) from Religare Macquarie, Aditya Birla Money Mart,Elite Wealth management

attended the training workshop. Post training workshop All participants were confident to pass the Final/Exam 5 in their first/next

attempt by Aug.'/Sept.12 with A or B grade.

Banglaore

An 8th batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop (Nahar Heritage Hotel)

successfully completed dated 7th & 8th July'12.

Ten(10) senior BFSI professional attended a training workshop includes Director of a leading stock broking Co., Head-Finance-CITY

OF LONDON TELECOM, Premier Banker from HDFC Bank, Wealth Manager from a leading Corporate, Training Manager of a

leading Life Insurance Co., Branch Manager of State Bank of India and established IFAs.Post training workshop All participants

were confident to pass the Final/Exam 5 in the next attempt by Aug./Sept.'12 with A or B grade

Mumbai

A 7th batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop @ Religare Macquarie Private

Wealth Mgmt HO, Mumbai successfully completed dated 30th June & 1st July'12.



There were 12 wealth managers (AVP/VP+ level) from Religare Macquarie and one participant from Met life (Zone Training

Manager-Banca) attended the training workshop. Post training workshop All participants were confident to pass the Final/Exam 5 in

the next attempt by July/Aug.'12 with A or B grade.

A 6th batch of FAST TRACK CFP EXAM 5/FINAL/AFP preparation training workshop @ HO of a leading MNC Private Wealth mgmt

Co @ Mumbai. A training workshop was attended by "CXO" level participants (Director-Sales (PAN INDIA HEAD), Chief Investment

Officer(CIO) of a leading Pvt. Life Insurance Co.)

5th Batch in Mumbai in month of June'12



Nine Senior BFSI professionals & Established IFAs attended a training workshop (Cluster Head of Standard Chartered Bank Private

Wealth Management, Skyes & Rays financial planner, Equity Analyst with IIFL)

4th Batch_Religare Macquarie Wealth Managers Dates 9th & 10th June


Ahmedabad_3rd batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop @ Ahmedabad on

dated 2nd & 3rd June'2012. There were nine (09) experienced BFSI professionals had attended the program from SBI/Axis

Bank/ICICI Securities/Trust Plutus/MNYL and established financial Advisors.


171+ Success Stories of our Video Learning Kit & Classroom Fast Track CFP Training Workshop:

“I just can't express my happiness in words…”-Vivekh Pathak

171st Success Story:Mr. Vivekh Pathakh, Sr. BFSI Professional, Delhi enrolled with us in Double Sure (Video Learning & Fast Track Classroom Training Workshop) in May’14 and successfully passed remaining Modules exams and Final /Exam 5 @ 1st

attempt in Dec.14.

Happy to share Good news..... Successfully cleared the Exam 5 In First Attempt........

Vivekh Pathak <[email protected]> Tue, Dec 9, 2014 at 8:00 PM

To: Keyur Shah CFP <[email protected]>

Dear Sir,

Greetings..............

I am very happy to share that I have cleared the Exam 5 in the very first attempt. I just can't express my happiness in words.


Sir, before contacting you, it had been a year since I was preparing for CFP certification and was unsure, if I could attempt and clear the exam. Despite, joining classes with a reputed education provider, I was not happy with the mode of teaching as they follow a set pattern that might not be the right approach. At times during myself preparation before contacting you, I got disillusioned few times as the certification is not an easy one considering the complex nature of the calculations.

I remember the day I contacted you from Delhi and spoke with you over the phone for over an hour. I felt assured that I had approached the right coach post the long discussion with you. I took the decision to travel to Mumbai and attended the classroom coaching. This proved to be the right decision as it made the course content look simple with the process laid down by you to solve the questions/exam/s. Squeezing the entire course content within 45 days in such a way that does not look too heavy for a participant is absolutely amazing, considering the exhaustive course content.

You have designed a course that is bound to create success stories. Within my batch those who followed the process as laid down by you, have cleared the paper in first attempt. Although, I was skeptical of the video learning kit initially, since I had taken the classroom coaching and did not think whether video learning would really be of any value. However, this video learning kit proved to be a blessing in disguise, as I always felt I was constantly in the class when studying by the Video Learning Kit. The way you have designed both the modules cleared my selfdoubt of clearing the certification.

Moreover, the amazing 5 STEP PROCESS and exhaustive question bank along with your constant support and continued guidance over phone calls to clear doubts made this journey look very easy and enjoyable. Moreover, when you offered me to attend the coaching again, that you were doing for the senior professionals in Delhi, so as to refresh my learning, I was humbled and really feel indebted by your selfless attitude. Not only this, your continued support post clearing the certification for setting up my own consultancy / practice, makes me feel that I not only have a coach in you, but also a guide, a support and a mentor.

I am sure now, how smart CFP's are getting certified under your hands. You are truly the BEST and First Coach in INDIA who has not only designed the module to ensure the participants clear the exam,

but also set up their practice as well. I really have a coach, a guide and a mentor in your now.

Sir, with respect the exam, it was really a tough one and had the complex nature of questions designed to confuse the examinee. It needed expert skills to attempt and clears the exam.

The 5 Step process that needs to be followed as taught by you, the scientific steps to attempt the exam and follow a time schedule for the questions, designing how to attempt the exam in the first 10 minutes laid down the foundation which helped me attempt the exam and clear the same without getting nervous a bit. The high success rate of participants in your training program is the result of this smartly designed course module and the process laid down to attempt the exam.

I once again feel indebted and thank you from the bottom of my heart.

Sincere Thanks for the continued support and guidance,

With Best Regards,Vivekh Pathak0 98 99 111 22 8http://vivekhpathak.wordpress.com

“THANK YOU”. This is the first and the most important thing without which I cannot start with. In fact, one thank you will also fall short in front of your guidance.- Ms. Aishwarya Surana.

170th Success Story: Aishwarya Surana, Final Year B. Com Student,

Guwahati-Assam, She enrolled in the CFP Regular pathway and unsuccessful twice in 1st exam and later on Enrolled with us in Double Sure (Video Learning Kit+ Classroom Fast Track Workshop) in May2014 and Successfully completed her all 4 Modules exams @ 1st Attempt and Final/Exam 5 with a “B” Grade. (1st Class- 60%+)

Aishwarya Surana <[email protected]> Fri, Dec 5, 2014 at 5:56 PMTo: Keyur Shah CFP <[email protected]>

Dear Keyur sir,

I am very much glad to share that I have cleared all 4 module exams in regular pathway and exam 5/Advanced Financial Planning successfully on 2nd Dec within one and a half years along with my B. Com (Hons.) which is due to complete in 6 months.

My journey of CFP did not have a good start until I joined Mr. Keyur shah Sir. After joining you, sir, I got to know that my concepts were not at all clear. But after attending video learning classes and classroom workshop, my concepts got cleared and then I successfully completed first 4 modules in a smooth manner at 1st attempt with a “B” Grade. Then I started preparing for exam 5 but due to some reason couldn’t click it. May be somewhere down the line I lost my confidence. But Keyur sir helped me boost my morale and motivated me to devote some time for self-analysis thus helping me figure out where I was going wrong.

“THANK YOU”. This is the first and the most important thing without which I cannot start with. In fact, one thank you will also fall short in front of your guidance.

Sir, your “5” step process is a great help with which the solutions to the problems become even more easier because when we actually go through the questions in the exam and if we don’t go through it twice, we would find it difficult as almost every question is twisted and ultimately land with a wronganswer. Also, I would specifically like to mention about question banks and solutions which are very much comprehensive enough to clear all our concepts. The study material is fully updated as per the syllabus.

Secondly, the post training support of yours has been just amazing and most importantly HELPFUL to solve almost every tough question in an easier manner by just following your valuable guidance.

Last but not the least, your training is a “ONE STOP SHOP” where we can just close our eyes and trust our coach “MR. KEYUR SHAH Sir.

Regards,Aishwarya Surana098 64 80 61 08

169th Success Story: Mr. Shyam Jain, AGM (Training) -State Bank of India, Auragabad enrolled in CFP Certification Challenge pathway way back 2012 but was unsuccessful… Later on He enrolled Video Learning Kit with us in Nov.14 and successfully completed his CFP certification in the challenge pathway @ 1st attempt with a “B” Grade on 29th Nov.14.

SHYAM JAIN(MBA (B & F), CIA, CFSA, CISA, CAIIB, CRB, CWM, DBM, AMFI ,CIF,NCFM(DM),SP)

Asst. General Manager (Trg.)State Bank Learning Centre, State Bank of India,

AURANGABADN 7, CIDCO (SOUTH)

JALGAON ROADAURANGABAD 431003

MOBILE NO: 7738608600 8275093005

TEL: 0240 2485915FAX: 0240 2483305

[email protected] Success Story: Mr. Nitin Malhotra, Sr. Wealth Manager, Standard Chartered Bank, Delhi enrolled in Video Learning kit in May14 and successfully completed his CFP certification in challenge pathway in Nov.14.

“Sir, you are as a GAME CHANGER in our FINANCIAL PLANNING Industry. The concepts you've explained are crystal clear. Video learning was very helpful. It was as effective as live training or workshop.”-Vaishali Kale

Happy to share 167th Success Story of The CFP Aspirant Club (India): Ms. Vaishali Kale, MBA (Finance), Sr. BFSI Professional (Founder- V Link Financial Services & Associated with a leading CA firm), Mumbai. She enrolled in the Regular pathway with one of Education Partner and completed her Training… She was unsuccessful in 1st module exam and later on enrolled in Our Successful Innovation called VIDEO LEARNING KIT in June2014. She successfully passed her all 4 modules exams and Final/ Exam 5 @ 1st attempt with a “B” (60%+ -1st Class) @ 1st Attempt on 29th November’2014. Vaishali Kale <[email protected]> Tue, Dec 2, 2014 at 12:22 PM

ReplyTo: Vaishali Kale <[email protected]>


My success story

Dear Keyur Sir,

I'm glad to share that I've successfully completed my CFP certification in Regular pathway (all 4 Module exams) and Exam 5/Final Advanced Financial Planning with a “B” Grade (60+ First Class) on 29th November in just span of 6 months with the help of VIDEO LEARNING KIT.

I would like to THANK YOU Sir for this success. This would not have been possible without your proper training & guidance. You're always there as a mentor in each and every situation. Thanks for boosting my confidence & ensuring me to do it in very short span of time. Because of time constraint it was very difficult to manage. But you were always one step ahead to help.

Sir, you are as a GAME CHANGER in our FINANCIAL PLANNING Industry. The concepts you've explained are crystal clear. Video learning was very helpful. It was as effective as live training or workshop. Each and every word said by you in the training or during my post training preparations makes sense. The approach to attend the exam or be it how to do post training preparation, are so perfect that there are no chances of failure. I would like to specifically mention about Question Bank and Solutions. They are very comprehensive, latest and always upgraded as per latest syllabus and more practical. You just need to trust your coach and success is yours. I did it in same manner.

I'm very proud today that I've completed my CFP^CM Certification and ready to deliver more valuable Services to my clients. The training not only helped me in professional level but on personal level too.

It helped me to budget my personal finances in an organized manner and I was able to prioritize My Goals and calculated inflation adjusted corpus required and also started investing for same...I think everyone must learn financial planning.

Keyur Sir, thank you once again for being part of my journey.

Regards,Vaishali Kale9870260192

166th Success Story: Ms. Pratibha Kumble, Jr. BFSI Professional, Dombivali, enrolled in Video Learning Kit in Aug.14 and successfully completed her CFP Exam 5 / Final @ 1st attempt with a “B” Grade (60%+ Firstclass) dated 25th

Nov.14.

Pratibha Kamble <[email protected]> Wed, Nov 26, 2014 at 10:52 PM

To: [email protected] Thank you mail

To Respected & Dear Sir,

I am very glad to inform you that with the help of you I have cleared CFP certification with a “B” Grade. It was a great journey with your guidance & indefinite help. All the features of this training are just simply fine, best & useful.

Video learning option is the best option. It gives the feel of personal training. Anyone can see these videos as per their convenient level till the concept get cleared. “5 Step Process” is the truly secret of success. UNIVERSAL STEPS formulas are simply amazing. I personally realized that, If you follow principles, 5 Steps process, The UNIVERSAL STEPS & guidance related to how to attain the exam, Do & Don't etc that really helps you to crack the exam easily.

The High Quality Questions Bank with detailed handwritten solutions & the overall study material more than enough for exams.

Thank you for post training support till last minute of exam through phone & mail. MOCK TEST really helpful to Identify mistakes & leads to perfection.

Let me take the opportunity to THANK YOU once again for your support throughout the journey. Look forward your guidance henceforth.

Regards,

Pratibha

09920425510

165th Success Story: Mr. Shankarnarayan, Sr. BFSI Professional, Mumbai enrolled in Video Learning Kit Aug.14 and Successfully passed his CFP certification exam in Challenge pathway @ 1st Attempt in Nov.14.

mailto:[email protected]

Shankarnarayan A.S <[email protected]> Wed, Nov 26, 2014 at 11:49 PM


Thank you, I cleared my Final Examination @ 1st Attempt in Challenge / Fast Track Pathway.

Dear Keyurji,

Greetings!!!

I am very happy to inform you that I have cleared my CFP Certification on Saturday 22nd November 2014. I would like to thank you for the coaching and guidance you provided me in the last 4 months.

My dream to be a CFP was on my wish list for 3 years. The Journey started 2 years back when I cleared my Retirement Paper. But professional commitments always came in between giving the other papers.

Your advice to apply for the challenge status was the first step to my success. Talking to you in detail on the steps that would help me achieve CFP certification made me confident. Hence I decided to take the Video learning approach from you.

My confidence was not belied and I would like to share my experiences as your student.

1. The video lectures were realistic and as good as attending your classroom Lectures. But the added benefit was that I could listen and assimilate them at my own pace.

2. The question bank & solutions provided were exhaustive, covered complex problems and prepared me for the Final Examination.

3. Most important, the support provided by you during the last 10 days before the exams in form of multiple mock tests was the icing on the cake. It made me aware of the gaps, how much more I had to practice and in true sense got me ready to take the final exams.

4. As per your guidance, I enrolled Charter member pathway which saved more than Rs. 15,000/- (Fifteen thousands) Vs. Education Partner or Self Study Mode.

Thanks a lot for being my Guru in this educational Journey. I wish you all the Success in all your teaching endeavors.

Thanks & Regards,

A.S Shankarnarayan

09820892177

164th Success Story: Mr. Ramesh Hegde, Sr. Independent Financial Adviser, Davanagere, Karnataka enrolled in Video Learning Kit in May14 and Successfully completed his CFP Exam 5/Final with a “B” Grade (60%+) in Nov.14.

RAMESH HEGDE <[email protected]> Tue, Nov 18, 2014 at 12:30 PM

To: keyur shah <[email protected]>

Hi sir.

I am very happy to say that I have cleared my Final module with a “B” grade on 15 Nov 2014. I am very much thankful to you for providing the proper direction and guidance to me. So I produced the magic result that saved my time, money, and build the confidence to write the exam because I completed 4 modules 3 year back and not thinking to complete the 5th module.

After I established the relationship with you i stated dreaming and that is become reality today.

The way you taught calculating Goal based Financial Calculations (Retirement Planning, Children’s higher education & marriage planning, Insurance Planning etc.) This multiplied my conversion rate, Ticket size and AUM and happy to share you that recently I received Highest SIP Awards by a Wealth Forum in Mumbai.

Thank you & Regards

Ramesh Hegde

Hegde Financial Planning ServicesDavanagere577002www.hegdefp.com, http://www.hegdefp.comEmail :[email protected]

Ph :9845169191

163rd Success Story:

Happy to share 163rd Success Story of Mr. Dhawal Chotai, Sr. Charted Accountant (FCA), Mumbai enrolled in Double Sure

(Classroom & Video Learning) Program and successfully completed his CFP certification in Challenge / Fast Track

pathway on 5thNov.14

Dhawal Chotai <[email protected]> Wed, Nov 5, 2014 at 1:05 PM


Dear Keyur Sir,

A major milestone has been reached! I have cleared my CFP exam 5, under the Challenge Status Program @ 1st attempt.

This has been only possible with your astute guidance, and a very meticulous approach to the entire preparation for the

examination.

I attended classroom training as well as video learning with you and under both approaches; I was able to consolidate my

understanding of the concepts. Over the last 18 months, your focused methods, especially the 5 step process, have

helped me stay afloat with the preparations, in the face of many personal and professional hurdles/setbacks, and finally to

get over the line.

Overall, the test was of much higher toughness than earlier expected… So, all future aspirants must treat this on par with

any other professional exam like say for example CA.

Finally, thank you again Sir for your guidance. You have opened many doors for me!

Best Regards

FCA Dhawal Chotai

098200 34989

162nd Success Story:

Mr. Anil Mutalik, Sr. LIC Adviser, Dombivali, Mumbai has successfully completed his CFP certification in Regular pathway.

He enrolled in Double Sure (Classroom & Video Learning) training workshop and completed 3 modules exams and Final

/Exam 5 with us.

Respected Guruji Keyur Sir,

My journey with you towards the CFP certification started since two years back. I met you when I had cleared only One

Module and today I am successful… A LONG AWAITED DREAM IS REALITY NOW. With consistent support from you I have

cleared the final exam on dates 25th Oct.14.

I take this opportunity to say THANK YOU!!!!!!!!!!!!!!!!!!!!!!!

• It was possible only with the help of your training and post training support you extended.

• The classroom training was useful in understanding the concepts.

• Video Kit helped me to memorize and get more clarity on the concept.

• The video lectures helped me to revise the concepts at my pace and at my requirements.

• The GOLDEN FIVE STEP PROCESS developed by you helped me a lot to save the time, to crack the question and to

decide upon the steps to follow. The question bank that you have prepared to help me for practicing and remember the

additional scenario related to each concept.

• Your teaching of 3 virtual parts in final exam helped to boost the confidence.

• Mock tests conducted by you helped to identify weak areas and leads to perfection.

THE TRAINING CONCEPTS HAS HELPED ME A LOT TO ACHIVE MORE BUSINESS IN MY PROFESSIONAL CAREER.

Your entire teaching is paying rich dividend to me in my business. My ticket size per client has increased many fold and

calls are being closed within one or maximum two meetings. Most of closed calls are with higher Sum assured plans and

also achieved MDRT Status.

It will be of great help if you continue to support us in a similar way in future years. I once again extend my Thanks to you

and extend my well wishes in your journey to create the SOLID TEAM OF CFP CERTIFICANTs.

Anil Mutalik

9869056100, [email protected]

161st Success Story:

Happy to share 161st Success Story of our CFP Video Learning Kit…Mr. Ali Ishaan, Jr. BFSI Professional in Mumbai, He

could not clear his Exam 5 in 2012 and then enrolled in Video learning workshop in 10th September 2014 and successfully

completed his CFP Final /Exam 5 @ 1st attempt with a “B” Grade (First class- 60%+)

Passed CFP (CERTIFID FINANCIAL PLANNER) Final / Exam 5 with a 'B' Grade @ 1st attempt

Ali Ishaan <[email protected]> Fri, Oct 31, 2014 at 12:57 AM


Dear Keyur Sir,

It gives me immense pleasure to share with you that I have passed the Exam 5 – Advanced Financial Planning on my 1st

attempt with a 'B' grade. It surely wouldn't have been possible without your holistic approach and guidance towards

nailing the final exam.

Although I opted for the 'Video Learning Kit' staying in Mumbai, but nevertheless the classroom-style feeling was still there

and the best advantage of it was the flexibility that it provided to me.

I just blindly followed your principles, techniques and approaches towards all different kinds of the client's situation and

Voila! The answer was always there in front of me. Your 'Magical 5 step process' is a boon to every participant which

surely is a sure-shot way to make sure we arrive at the correct solution.

Attending Mock tests helped me know my improvements areas and your queries handling supports provided sharpness

and perfection which gave me confidence to motivate me to pass exam @ 1st attempt with a good grade.

To sum it up, I would say 'You are the rock star of Financial Planning Training World'.

Thanks again!

Best Regards,

Aliishaan

08867409925

160th Success Story:

Mr. Harish Naganna, Sr. Independent Financial Adviser, Pune enrolled in our 35th Fast Track CFP Batch and successfully

completed his CFP Exam 5 / Final @ 1st Attempt with a “B” grade (First class 60%+) in Oct.14.

Harish Naganna <[email protected]> Tue, Oct 21, 2014 at 12:17 AM


Dear Keyur Sir,

Greetings of the day…

Sir, First of all, let me say Thank you very much for your Guidance and Support that has helped me to Crack the CFP Exam

5 (Advanced Financial Planning) on the 18th Oct with B Grade.

Due to Time Constraints, it was really very difficult to devote the required time of 2 to 3 hrs daily, but somehow made up

my mind and actually focused all my energy on the basic principles that Sir has taught in the class and has always

emphasized on , and his devotion towards making us CFP.

I liked the Mock Test that he gave me, that gave me the Real Picture as to where i stood vis a vis the preparation and i

really had to pull up my socks.

Also the last min call that sir gave me and again emphasized on the Process, was again a Gentle reminder of the basics.

Thank you once again.

Regards,

Harish Naganna

Aditya Investments

Family Financial Advisor

Mobile : + 91 9881009501.

www.adityainvestments.in

http://in.linkedin.com/in/harishnaganna


Mr. Rahul Banerjee, Sr. BFSI Professional, Kolkata enrolled in our Video Learning Kit in Sept.14 and successfully

completed his CFP Exam 5 / Final @ 1st Attempt in Oct.14.

[email protected], 09051221124 / 08100012976


Mr. Gaurav Khandelwal, Fresher, Delhi, He was unsuccessful in 1st attempt (scored only 33%) in CFP Exam 5/Final @

enrolled in Video Learning Kit in Aug.14 and successfully completed his CFP Exam 5 /Final @ 1st Attempt in Oct.14

gaurav khandelwal <[email protected]> Sat, Oct 18, 2014 at 12:34 PM

To: [email protected]

DEAR SIR,

You are the best teacher I have ever met or I have ever seen… Without your support I think that I won't be able to clear my

CFP ADVANCED FINANCIAL PLANNING EXAM. Your Teaching Methods, Notes, Mock tests helped me a lot to clear my

exam. Whenever i need your help or your guidelines, you were always available.

I sincerely give my success to you and want to say thank you so much SIR from the bottom of my heart.

Regards,

Gaurav Khandelwal,

099905 80820


Result Speaks Louder… Happy to share the 157th Success Story of Mr. Mrinal Khona, Sr. Associate, Willis (MNC KPO),

Mumbai. He attended our 40th Batch (March 14) and successfully passed his CFP (CERTIFIED FINANCIAL PLANNER)

certification Exam in Challenge / Fast Track pathway @ 1st attempt with a “B” Grade (60%+)

CFP- Thank you Sir

Khona, Mrinal K. <[email protected]> Mon, Oct 6, 2014 at 1:30 PM


Dear Keyur Sir,

Following points I have to mention, first of all would like to Thank you for the greatest help in my career;

1. I cleared my CFP certifcation fast track pathway in 1st attempt B Grade that too with a very difficult Paper, Must say

FPSB has increased their standard a lot.

2. The query which you have solved by meeting me in person few days before my exams has helped to have a better clarity

and understanding of what I have studied.

3. Your notes are like the Bible, Quran or Bhagvad Gita of CFP which is ample enough to become a CFP.

4. Your four days training gave the require confidence that even I can be a CFP. Whenever I have called you have attended

all my queries.

5. Your Magical and logical 5 Step Process does not help just in Sum but in real life as well, it a wonderful theory which

goes a long way.

6. I came to know about the many products and you gave few advices that how I should stop paying my Endowment plans

and Invest in PPF, which was again a wonder help given by you to your student.

7. You are also helping students in finding them the required career by helping their CV to your correct contact.

Sir, in Short you are “one STOP shop” or “MAN TO GO” as far as CFP is concerned, I am completely sure that If one

follows your instruction and guidelines correctly SUCCESS IS GUARANTEED. Once again, I thank you for your MARG

DASRHAN, I wish all the best to you for, hope all students get benefited from you as I did.

Regards,

Mrinal Khona

098 67 89 14 32


Happy to share 156th Success story of our CFP AspirantClub…Mr. Sai Krishna, Chennai, Sr. BFSI

Professional([email protected], 096 77 95 92 88) Successfully completed his CFP (CERTIFIED FINANCIAL PLANNER)

certification @ 1st attempt dated 26th Sept.14 with help of VIDEO LEARNING KIT.

II गु�रु ब्रह्मा� गु�रु वि�ष्णु� गु�रु दे�� महे�स्� �रहे� गु�रु स्�क्षा�त्� परब्रह्मा� त्स्म� श्री� गु�र�� नम�II

"स्�.एफ्� .प� आस्पी�र�ण्ट क्लब्�' के� "ब्�देशा�हे"

भा�रत्� के� स्�(श्री�स्ट� CFPCM गु�रु श्री� "के� यु�र� शा�हे�"

Respected Sir,

I am elated to tell you that I had appeared for the Exam 5(Advanced Financial Planning-CFP) ON 26-092014 (NSEIT,

HYDERABAD)and successfully completed the Exam 5/Advanced Financial Planning (CFP) 1st attempt.

I sincerely attribute my success to your 'Astute Tutelage' and Revered Guidance right from the time of enrollment in "CFP

ASPIRANTCLUB" till the date of exam.

With Regards:-

P.V.SAI KRISHNA CHOUDARY

[email protected], 096 77 95 92 88

155+ Success Stories

155th Success Story: Neelima Patil, Sr. BFSI Professional, Mumbai was stuck since 2012 and joined in our Video Learning

kit in May14 and successfully completed Exam 4 (TPEP) and Final /Exam 5 @ 1st attempt with a “B” grade in Sept.14

Really appreciate all your support…Finally I am CFP

neelima patil <[email protected]> Mon, Sep 15, 2014 at 11:12 AM


Dear Keyur Sir

I am happy to inform you that I have cleared my Exam 5 with B grade in first attempt. I am really obliged and great full to

you for boosting my confidence in every phases of this training.

Your mock test was eye opener for me and with limited days in my hand I could work on my weak areas and your last

moment suggestions on how to go about the studies really helped me.

Your Video learning kit is immensely useful and gave me in-depth knowledge of all the concepts and how to attain the

exam also how to practically apply the knowledge in day to day life. Your magical and logical five step process is the key

for my success.

I really appreciate the post training support which you have provided personally and over the phone. For any query you

are just phone call away and after discussing with you nothing seems to be difficult or impossible.

Really appreciate all your support

Regards

Neelima


Rahul Sangoi, BFSI Professional, Mumbai, Attended our Fast Track CFP Training workshop and successfully completed

his CFP Exam 5/ final @ 1st Attempt in Aug.14

Contact detail: 09821366307, [email protected]


6 times unsuccessful…but 7th time with our CFP Video Learning Successful…Happy to share 153rd Success Story of Mr.

Srinivas, Sr. Independent Financial Adviser, Hyderabad successfully completed his CFP Exam 5 / Final @ 1st attempt post

video learning on 26th Aug.14.

A big thanks

Srinivas P <[email protected]> Sun, Aug 31, 2014 at 11:21 AM

To: Keyur Shah CFP <[email protected]>, Keyur Shah CFP

<[email protected]>

Cc: [email protected]

This is Sreenivas, from Hyderabad.

Sir after completing 4 modules in July 2012 I have prepared with one of my colleague, Mr Sriram

Nagesh for the final module for more than a month. Which I could not succeed in which he could clear

it. I.e on In September 27th, 2012. Now it's left for me to give a finishing which I was unsuccessful for

almost 6 times and 3 times I left on the border. I was not finding any clues how breaks the barrier.

Last year Keyur sir called me in the month of May while I was about to go in an attempt. Because of

very shortage of time and money. I couldn't commit to sit for the coaching material.

This month when on the 3rd Aug.14, I have booked for a slot I recollect his words n contacted him on

8th and sincerely on 11th I have got his material and got very short time for the preparation. He has

clearly told me that you need to give 6 hrs times. For the 26 th slot. Now started listening to the video

learning kit and noted down the solved problems. Listened to the theory questions keenly because of late theory

curriculum also changed on the exam pattern, I think only 2 theory questions I have asked him for the answers. In he

means process.

For me at age of 53 years, it was a real challenge for me, despite of professional activities and managing an office with two

assistants it was something like a devil sitting on me to complete this course.

Of course finish with end the mind and inspiration from my NJ colleagues and all constructive steps provided by Keyur sir

really helped me to complete CFP course. The comfort level after listening to the Video Learning raised up. And two key

words really helped me there is no short cut to success. You have to go through the process. Enjoy the learning and the

environment doesn’t carry the exam as a burden. Just enjoy with passion as you see an entertaining movie. They have

really helped me.

Let me take this opportunity to acknowledge all colleagues and seniors, Mr Nagaraj Mr. DV Suresh, Sri Suri Seetharam Mr

Sagar Mr Sinivas peddi, Mr Nagesh Sri B. Kulkarni n colleagues and the expert coach Sri Keyur Shah.. Thank you very

much, sir, all the best. You have made the difference.

Thank you again.

Sreenivas Rao pul

09246589117

3 Key benefits of being CFP with Mr. Keyur Shah, India’s Best Expert Coach & Trainer (Fast Track CFP)… Right Direction &

in Right hands…

1) Saving Time…Means Saving Money: Min. 200 hrs time (your One month income) saved with a high quality training +

Advance Question banks + Post training supports Vs. Self Study or Normal EP way Training.

2) A saving of Money in exams Attempt: With my training & your adequate post training preparation… you will get an

indirect guarantee of passing Modules & Final /Exam 5 @ 1st attempt with a good grade. (60%+)

3) Achieving Domain expertise: with high quality training + Question bank/Solutions + Post Training supports… you will

acquire sound knowledge & skill sets in the personal finance domain… You will capable to prepare & present high quality

customized comprehensive Financial plan of clients and enable to solve their most queries logically.

VIDEO LEARNING KIT (CFP) is an innovative accepted option among the BFSI Professionals, Fresher and IFA across India

& abroad for Regular pathway or Challenge pathway aspirants.

11 Unique Benefits of CFP Video Learning Kit.

1) Highest Pass% (60%+) through Self Discipline Learning: 60+ Aspirants enrolled in last 2 year and 35+ participants have

successfully passed in Regular or Challenge pathway.

2) Feel like a Personal Training from Mr. Keyur Shah, India’s Best No1 Expert Coach & Trainer (Fast Track CFP)

3) An Excellent option to attend the highest quality personal training without leaving your home/office and Learn @ your

convenience (Morning/Evening OR 2 hours or 4 hours a Day)

4) An option to relearn till your concept clears (Pause, Rewind, and Forward)

5) Live Recorded Training as per new syllabus (2014)- 8 full day content (64 hrs Video)

6) No need of Internet- You receive set of 16 DVDs-Each Video DVD has 4 hrs training.

7) High Quality Question banks with a detailed handwritten solution as per 2014 syllabus.

8) Online Queries Solutions: You can solve your queries on daily basis (6pm to 11pm) through phone/chatting/Video calls

and also personal meeting once in 15 days for 2-3 hrs on a mutually convenient time.

9) 100%Guaranteed Result with a good grade subject to required post training preparation.

10) 100%Placement assistance post CFP.

11) Mr. Keyur Shah will provide supports till you complete your CFP.

Best Offer:

Video Learning Kit (V5-2014)- 8 full day (64 hrs) Live Recorded Training Workshop + Study Material + post training

supports till you complete CFP…Gross FEE 23k…5k Discount & also an Option to pay in 2 equal monthly installment of 9k

till 20th Sept.



2) Video Testimonial of Dr. Nirakar Pradhan, CIO of Future Generali about Video Learning Kit


3) Video Testimonial of Mr. Rushabh Shah, Final CA Student, Mumbai about our Video Learning Kit


4) Video Testimonial of Mrs. Sangeeta Nair, FCA, Mumbai about our Fast Track CFP Training Workshop.


5) How High Quality Training helps Fresher to get 1st better job in corporate world- 119th Success Story Ms. Nidhi



Result Speaks louder…Happy to share 153rd Success Story of our Fast Track CFP Training Workshop.

Mr. Anthony Lobo, Sr. IT Professional, Mumbai enrolled in 42nd Batch in May’14 and successfully completed CFP

certification in Challenge pathway @ 1st Attempt with a “B” grade on dated 26th Aug14.

Cleared my CFP certification in Challenge Pathway

Anthony Lobo <[email protected]> Wed, Aug 27, 2014 at 2:30 PM

Reply-To: Anthony Lobo <[email protected]>


Hello Keyur Sir,

I would like to inform you that I have cleared my CFP Certification in Challenge pathway yesterday.

I really appreciate the efforts you have put in to make the paper seem simple and I could clear it in the first attempt with a

“B” grade in just 3 months. The steps and techniques shown were really useful and not to forget the question bank, it's

quite comprehensive.

Your post training support was an excellent and also solving two mock tests provided exam like experience. I would

definitely recommend anyone wanting to do CFP to join the FAST Track course conducted by you.

Once again thank you for guiding me how to enroll in Charter member challenge pathway which saved my Rs. 15,000/-+

Vs. EP/Self study mode.

With Warm Regards,

Anthony Lobo http://myfinancefundas.blogspot.in/

09820676489

Happy to share 151st Success story of our The CFP Aspirant Club (India)

Many many congratulations to Ms. Digisha Jobanputra, Fresher, Mumbai successfully passed her CFP (CERTIFIED

FINANCIAL PLANNER) Final/Exam 5 @ 1st attempt post our 5th Weekend Batch June-July’14 dated 31/7/14.

Happy to share 151st Success story of our The CFP Aspirant Club (India)

Digisha Jobanputra <[email protected]> Fri, Aug 1, 2014 at 10:55 PM

Reply-To: Digisha Jobanputra <[email protected]>

To: Keyur Shah CFP <[email protected]>,

Dear Keyur Sir,

I am happy to share with you my success in CFP exam 5. I cracked it after getting trained by you. Though I had very limited

time, but all thanks to you that you gave personal attention and found out my weak points. I thought it was impossible for

me to clear this exam as the FPSB has raised their bar tremendously. But after meeting you and attending your training it

wasn't the same any longer. You cleared all my concepts and basics which helped me a lot throughout my journey. Your

study material was more than enough for all the exams.

I would like to owe my success to your training and post training guidance. I would just sum it up by saying that if 1 does

all that Keyur Sir says & follow him religiously then success will definitely knock your door. Thank you for everything, I am

very grateful to have a coach like you.

Regards,

Digisha Jobanputra.

+91-9920445809


Mr. Anubhav Agarwal, Sr. Software Developer in Hyderabad Successfully completed his CFP through video learning kit in

Regular pathway in 4 months. He enrolled in May14 and passed all 5 Exams @ 1st attempt with a “B” Grade.

(Cell no. 09505234236, Mail id: [email protected])


Mr. Brijesh Madhusudan, Sr. Banker in Chennai enrolled in Video Learning Kit (May14) & successfully passed four

modules exams @ 1st Attempt with a “B” grade and aim to pass Exam 5/Final Exam by Aug.’14.

(Cell 09884010247, Mail Id: [email protected])


Mr. Ashish Pandey, Sr. Manager, Lucknow working with ISec successfully completed 1st 2 exams with Video learning kit

and aim to complete balance 3 exams by September’14.

(Cell no.8756961068, [email protected]


Mr. Srinivas Rao Kasinathuni, Sr. Independent Financial Adviser, Vijayawada, attended our 15 th Fast Track CFP Training

workshop in 10/12 and successfully completed his CFP in challenge pathway in May’14 @ 1st attempt.

(Cell no. 09848889490, Mail id: [email protected])


Mr. Suman Babu, Branch Manager, HDFC MF, Vijayawada, attended our 15 th Fast Track CFP Training workshop in 10/12

and successfully completed his CFP in challenge pathway in May’14 @ 1st attempt with a “B” Grade.

(Cell no. 07702212383, Mail Id: [email protected]


Mrs. Renu Dhavan, IFA, Mumbai, attended our 16th Batch in Oct.’12 and successfully completed her CFP Exam 5/Final.


Mr. Apurva Mehta, Associate Director, TrustPlutus Wealth Manager, Surat, Attended our 20th Batch in Ahmedabad and

successfully completed his CFP in Challenge pathway. (Cell no. 09825500184, Mail: [email protected]


Mr. Srinivas-Hyderabad (09701956446)- Joined in Video Learning & successfully passed RPEP & IP exams and aim to

complete CFP by Dec.14


Mr. Ramesh Kumar, Sr. Vice President, MCX, Hyderabad attended our 42nd batch in May14 and successfully passed

1st module exam Investment Planning @ 1st attempt with a “B” Grade and aim to complete CFP by Dec.14.

(Cell no.09642704619, Mail: [email protected])

Happy to share the 141st Success Story of our Video Learning Kit… Jay Joshi, Fresher, Mumbai successfully passed his

CFP Exam 5/Final @ 1st attempt with the "A" Grade dated 1st July'14.

jay Joshi <[email protected]> Wed, Jul 2, 2014 at 3:41 PM

To: Keyur Shah <[email protected]>

Dear Sir,

Thanks for all your support and guidance, the video learning kit was really awesome which cleared the majority of my

doubts and the five step process, not only helped in this exam but will also help me further in my higher studies thanks for

it sir.

Initially I wasn't able to clear the exam, but due to your training, guidance I not only cleared it but passed with “A”grade.

Your video learning kit was really awesome and the way you guided me through d entire process was indeed superb, The

question bank with a handwritten solution which you have prepared is really very nice and post training supports (query

handling/Mock tests) gave me a good domain expertise.

All I will once again say you is thanks a ton sir.

Regards,

Jay Joshi,

09930558595

140th Success Story: Kamal Deep Singh, Regional Training Manager, Reliance Life Insurance, Delhi-Successfully

completed Investment Planning & Exam 5/Final with the help of Video Learning Kit. (Cell no. 09999983980, Mail id:

[email protected])

“Investing for the fast track CFP course is definitely VALUE INVESTING… Once again thank you so much Sir and HAT’S

OFF TO YOU.”… Happy to share the 139th Success Story of our Video Learning Participant Ms. Vaishali Kale, MBA

(Finance) Senior Partner with a leading CA firm in Mumbai.

Vaishali Kale <[email protected]> Tue, Jun 17, 2014 at 4:18 PM

Reply-To: Vaishali Kale <[email protected]>


Dear Keyur Sir,

I am glad to share that I’ve cleared my two modules at the first attempt in a 15 -20 days time.

Sir, this was not possible without your support and guidance. As I’d already enrolled myself and also completed my

course with one of the reputed educational providers. I was very much confident about my exam that I would definitely

clear my exams with good grades.

But I didn't clear my first exam. I was shaken and shocked too. That time somehow it clicked me to contact to Keyur Sir.

The situation was very crucial as I had already enrolled for the exams and was with very short time. I was not confident,

whether I’ll be able to clear my remaining modules in first attempt. But the pathway Sir has built to achieve CFP^CM

Certification is so solid that one has to trust Sir and follow the road map and you’re there “With you Certificate”. I did the

same thing. There were 3 exams remaining and wanted to clear with good grades.

So, I enrolled myself for Video Learning Kit. I feel there is no difference whether you are in a classroom or in front of your

PC. For me it was a classroom training only. The way Sir has explained each and every concept, mainly 5 step process and

Universal Steps are amazing. Asset allocation and portfolio re-balancing strategy very well explained. It is not just exam

oriented, but more of practical approach. The course is designed with proper planning and of course result oriented

strategy. Study material and handwritten solutions are very much helpful.

Investing for the fast track course is definitely “VALUE INVESTING”. Once again thank you so much Sir and HAT’S OFF TO

YOU.

Thanks & Regards,

Vaishali Kale

9870260192

138th Success Story: Mr. Kalyan, BFSI Professional in Delhi successfully completed his CFP exam 5/Final with the help of

Fast Track CFP Training Workshop. (Cell no. 08800233332, [email protected])

137th Success Story

Mr. Ashish Mumbaiwala, Senior BFSI Professional, currently working as an Independent Share broker,

Real Estate & Financial Advisor (Ex. Regional Manager, Reliance Life Insurance) based in Ahmedabad…

Attended our 31st batch Fast Track CFP batch & successfully completed his Exam 3 (Investment

Planning), Exam 4 (Tax Planning & Estate Planning) and Exam 5 (Advance Financial Planning) @ 1st

attempt with a First Class ("B" Grade) in May'14.

Ashish Mumbaiwala – CFP Passed with a First Class ("B" Grade) in First attempt.

Ashish Mumbaiwala Ashish <[email protected]> Tue, May 20, 2014 at 12:01 PM

To: "[email protected]" <[email protected]>

Dear Keyurbhai,

Thank you very much, for giving such knowledge of financial planning.

Your given Training & Study material really works a lot for IP, TPEP & AFP exams.

I have attended your 31st batch since last long, although, I passed my final exam with you after training support.

I must say here, that your given question and solution, are just like, Imp from lot many twist question for AFP.

With your advice on “How to attend exam?” I covered almost 40% marks in the very first hour by attending 2 marks and 3

marks question first. After that, my confidence level was very high. So, I appeared all 30 questions and passed @ 1st

attempt with a first class (B Grade)

Thanks again, for educational and moral support.

Regards,

Ashish Mumbaiwala

9099556500

136th Success Story

136th Success Story of our Video Learning Kit Fast Track CFP Training Workshop.

Riha Agarwal-Kolkata, fresh Graduate – Completed successfully CFP in Regular Pathway (all 5 Exams)

She has enrolled “Double Sure Fast Track CFP” Training Workshop-Attended both Video Learning & Class Room Training

workshop in our 30th Batch in Kolkata dated 17th to 19th May’13. She was unsuccessful twice in her first module exam

(Retirement planning in March’13) before enrollment. She has cleared her 1st module exam Retirement planning @ 1st

attempt post workshop on 4th June’13 and 5th Exam AFP/Final in March14.

Riha Agarwal <[email protected]> Wed, Apr 2, 2014 at 11:06 PM


Dear Sir,

I am glad to share that I have cleared my final module at first attempt which would not have been

possible without switching over to your training program.

Keyur sir has provided latest and updated study material which was very helpful and specially prepared from the exam

point of view .The question bank and scan hand written solutions were best to help to clear concepts.

Apart from the study material he has given the right process this is for all those keep on calling and asking to mail them

the study material as sir shared my contact info earlier after i have cleared my module exam.

One may get his CFP study material on borrowed basis but not the techniques & supports of expert coach which are

equally essential for building knowledge and exams.

For all the queries sir has always been easily accessible either through phone or mail away neither he ended his work by

providing the training even after that throughout the session he has kept mailing all the important questions and changes

made.

Above is a huge difference between him and other education partners.

I have cleared my Retirement module exam (which earlier became quite difficult for me as I had already stuck twice in it)

that too after 15 days of attending Fast Track Training workshop. Earlier I was a bit confused about getting enrolled with

fast track because I had already enrolled with a leading education partner in Kolkata and was disappointed. But I myself

have experienced a major difference between the Expert Coach & EP.

2. With the help of Keyur sir only the “Financial mathematics” concepts got clear to me and moreover he provided the

right and updated study material and by following his guidelines both minor and major ones (like attempting the paper in

ascending order, solving questions on a rough sheet first which I earlier considered a waste of time ) helped me a lot . By

his training as he himself mentions 70 -75% of paper becomes in our control. Thanks a lot sir.

Thanks for all your support.

Regards

Riha Agarwal

9163068499, [email protected]


Happy to share the 135th Success Story of our Fast Track CFP Training Workshop… Mr. Sanjay Tawde, Senior BFSI

Professional (Ex. Senior Training Manager- Max Life Insurance Mumbai, Enrolled in our 38th Batch in Dec.13 and

Successfully completed his CERTIFIED FINANCIAL PLANNER certification in March14 @ 1st attempt.

Thank you from the bottom of my heart

Sanjay tanwade <[email protected]> Sat, Mar 15, 2014 at 9:29 AM

Reply-To: Sanjay tanwade <[email protected]>

To: Keyur CFP <[email protected]>

Dear Keyur Sir,

I am glad to inform you that I have cleared my CFP through challenge pathway.

Clearing CFP through challenge pathway was actually a challenge, the reason been candidate need to be clear about Tax,

Insurance, Retirement, goal base calculations and Investment to attend the challenge pathway.

However, you made it so much possible through your systematic training structure and post training support that I could

clear the Exam in first attempt in just two months time. I feel without your training it would have taken me more than six

months.

Thanks for saving my time and efforts your training is worth attending.

All the best for your journey of creating CFP Certificants.

Regards,

Sanjay Tawde

09820777478


Ms.Needhi Shah, Junior BFSI Professional works with an Ifast Solution, Mumbai, She was unsuccessful in 1st attempt

(Exam 5/Final) in Feb.14 and she already booked her 2nd attempt on 10th March…Later on she had contacted us in Feb

end and started her Video Learning 1st March14 and she successfully completed her CFP Exam 5/Final @ 1st attempt with

a "B" grade post Video Learning Training Workshop on dates 10th March14.

Subject: Ma Guru Dakshina

From: Nidhi Jakharia <[email protected]> on Sat, 15 Mar 2014 13:24:25


Dear Sir,

I am Happy to share with you my success in CFP exam 5. I have cleared the paper after getting trained by you. Though I

had a very limited time all thanks to you that i could clear it in 1 shot after getting trained by you.

I would like to owe my success to your simple training and guidance. I need to acknowledge the Tips given by you in the

video learning. It helped me a lot and could successfully score B grade by studying in 10 days.

Thank you for your guidance.

Best Wishes,

Needhi Shah

09664716351


Mr. Sumit Prabhakar, Senior Manager- UTI MF, Chandigadh, Enrolled in CFP Regular pathway and was unsuccessful 3

times in 1st Module Exam (RAIP) till Aug’13. Later on He enrolled in our Video Learning Kit and successfully completed all

(4) Module exams @ 1st attempt with a “B” Grade (60%+) and Exam 5/Final @ 1st attempt with a “B” Grade in Feb.14.

Passing Module & Final Exam (All 5 exams)- CFP in Regular Pathway

CFP in Regular Pathway (All Modules/Final Exams) successfully completed with our Video Learning Kit @ 1st attempt with

a “B” Grade.

Sumit Prabhakar <[email protected]> Sat, Mar 1, 2014 at 3:04 PM

To: [email protected], [email protected]

Dear Sir,

Much Happy to inform you that I have successfully passed FPSB Four Modules & Final Paper successfully. I was able to

clear all the papers in first attempts. Cleared papers in less two months time.

I started with first exam Dec End and passed final one on 24th Feb. Thanks you for the support and guidance with which

only I was able to clear the papers first attempt & faster than I could have imagined earlier… Before training I was not

confident/able to solve the questions as basic logic's were not clear…Got stuck up with the first module paper (RAIP) for

three times and was thinking to stop pursuing the course further. But luckily I got to know of your Video Learning DVD

training with which I was able to pursue studies at home on evenings and morning without taking leave.

The Training definitely changed my thought process after going through training sessions I was able understand/Logic of

Inflation adjusted Corpus/SIP calculation & became confident of solving any kind of Corpus/SIP calculations.

Moreover, your support in regard to queries was promptly there on the phone whenever required. Also general discussion

within workshop also helped in understanding practical points like fair value of real estate, PPF etc.

Though before the start of the Training Workshop I was always wondering how one could pass Module Papers when

Training was revolving more around Final exam. But today I can vouch that anyone who goes through the five day

workshop diligently will be able to easily pass the Modules as well as Final Paper with Good Grades

I am sure that for any grade student Study DVD Training is more than enough to pass with the “A” grade. I will be more

than happy to answer any queries or value added to any new participants who has any doubts/concern.

Thanks again for your continuous support.

Yours sincerely,

Sumit Prabhakar

M-9779009973


Mr. Hemang Bhatt, Sr. Independent Financial Advisor , Valsad-Gujarat. Enrolled in Video Learning Kit in Oct.13 and

successfully completed his CFP in Challenge Pathway @ 1st attempt in Feb.14

Testimonial

Hemang <[email protected]> Sat, Mar 1, 2014 at 1:47 PM


Cc: "[email protected]" <[email protected]>

Dear Keyurbhai

I have passed the CFP exam 5 on 27/02/2014 @ 1st attempt…Keyurbhai, your video learning kit n ur study material r so

good that they help me a lot to pass the exam…… Post training support of urs is also "KABIL- E- TARIF" ……..whenever i

had called u, u have solved my queries…. Anybody who join u wil pass the exam esily that is for sure……. Thank u very

much Keyurbhai for ur support n guidance

Regards

Hemang Bhatt

Sent from my iPhone

131st Success Story:

Mr. Senthil Rajan, Australia, Ex-Regional Head of a leading Pvt. Sector Bank (Chennai) and now in Australia… attended our

28thBatch Fast Track CFP Training workshop in Hyderabad in May13 and successfully completed his CFP in Challenge

pathway @ 1stAttempt in Feb.14.

Thank You

SENTHIL RAJAN C <[email protected]> Thu, Feb 13, 2014 at 4:32 AM

Reply-To: SENTHIL RAJAN C <[email protected]>

To: [email protected], [email protected]

Dear Keyur,

I am Happy to share with you my success in CFP exam 5. I have cleared the exam on my First attempt after getting trained

by you Keyur. I would like to owe my success to your simple training and guidance.

I need to acknowledge the Tips given by you on the previous day of exam. Even though I attended the training in May 2013

you were always willing to guide me even in Feb 2014.

I am feeling lucky that I had the opportunity of attending your training.

Happy to inform that I have landed in Australia on Tuesday 11th Feb.

Best wishes to you….

Rgds

Senthil Rajan

0061 469552012

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Mrs. Monica Mansukhani, Senior Insurance Professional (Ex. COO of a leading firm) based in Bangalore. Enrolled in our

Video Learning Kit in Nov.13 and successfully completed her CFP in Challenge Pathway Exam 5/Final @ 1st Attempt with a

“B” Grade in Jan.14.

Monica Mansukhani <[email protected]> Tue, Feb 4, 2014 at 12:34 PM

To: <[email protected]>

Hi Keyur,

Thank you so much for your excellent and crisp training techniques which helped me to pass the exam with a B Grade in

the first attempt! With not much studying time in the last week before the exam, I was only relying on the methods taught

by you on goal setting and the rules provided by you to take me through the exam….and it really helped!

One of the most significant things that I have learnt is the use of the financial calculator. Initially, I was not sure if I could

learn this through video learning, but truly, all through the video learning, I never ever felt that I was not present in a

classroom environment!

I am now in the process of preparing my financial plan and will need your guidance after I complete it. I will appreciate if I

can get your support on this.

Once again, thanks for all your support.

Regards

Monica

09342536347/080-41664060


Mr. Kiran Hake, Senior Insurance Professional, Mumbai (Ex. Chief Manager, Birla Sun life Insurance) and current working

as Sr. Partner in a leading firm.

KIRAN HAKE <[email protected]> Fri, Jan 31, 2014 at 6:28 PM

Reply-To: KIRAN HAKE <[email protected]>


Cc: Kiran Hake <[email protected]>

Dear Keyur Sir,

Yesterday I cleared the CFP Module 5 examination and now I am qualified to get SEBI license to conduct financial

planning practice. As I told you earlier, I could able to study only for 15-18 days prior to exam since I was engaged your

valuable guidance and feedback in helping me clear my exams. Especially the 5 step process to approach the questions,

the mock-test environment to know the strengths and weakness and finally a specific exam ordinated approach &

guidance one day prior to the exam was very much useful.

The hypothetical sections of question paper (i.e. Sec 1: 2 marks, Sec 2: 3 marks, Sec 3: 4/ 5 marks) help me in managing

the time during the exam to attempt maximum number of questions.

Thanks a lot for your help.

Regards,

Kiran Hake

(M): 09819004029


Ms. Vinita Idnani, Partner, Capital League, Gurgoan- Enrolled in our Video Learning Kit dated 15th Jan.14 and successfully

passed CFP Exam 5/Final @ 1st attempt in 30th Jan.14

Thank you

Vinita Idnani <[email protected]> Thu, Feb 6, 2014 at 7:09 PM


Dear Keyur

Thank you very much for your support in helping me clear the CFP Module 5 exam in a span of 2 weeks!! The speed with

which you reacted and immediately sent me the video learning kit is commendable.

The course content for the video learning kit has been very well put together and the training and question bank

comprehensively cover the entire syllabus.

I found the 3 day training video particularly useful. It covers the entire syllabus, is interesting and is great for working

professionals who can go through it at their convenience and pick and choose the topics as well. You have definitely made

it much easier for all CFP aspirants to complete this course.

Regards

Vinita Idnani

Partner

Capital League

GL-502, DLF Cross Point I DLF City Phase IV Gurgaon – 122002, Haryana

Tel: +91-124-4062349, 4148539 I Telefax: +91-124-4072350

Mobile: +91-98111 1226 I Website: www.capitalleague.biz

Best Performing Individual Financial Advisor Award (National), 2012-13

Best Performing Individual Financial Advisor Award (Mega Cities – North), 2012-13


Mr. Ismail Shaikh, Senior Banking Professional, Mumbai. Enrolled in our 36th Batch Oct.13 and

successfully completed his CFP Exam 5/ Final @ 1st attempt in the Challenge pathway in Jan.14.

A word of thanks.

Ismail Shaikh <[email protected]> Sat, Feb 1, 2014 at 10:28 AM

Reply-To: Ismail Shaikh <[email protected]>

To: "[email protected]"

<[email protected]>

Cc: Ismail_red <[email protected]>

Dear Mr. Shah,

It takes pleasure to inform you that I have cleared CFP through challenge status in my first attempt

and take this opportunity to thank you for providing your valuable guidance and support as and when

required over the phone or meeting personally after 4 days training sessions which helped me a lot in

clearing concepts & problems.

I give my best wishes to all the participants of your batches for their success in coming days.

Regards,

Mohd. Ismail Shaikh, B.Com, GDCA, PGDFA, CFP^CM


Ms. Rikita Shah, Fresher, Mumbai- Attended our 36th batch in Oct.13 and successfully completed her CFP exam 5/Final @

1stattempt in Jan.14 (09833417244), [email protected]


Mr. Girish Khandelwal, A young Independent Financial Planner based in Chennai attended our 22nd Batch in Bangalore

Jan.14 and later on also enrolled in Video Learning Kit in Sept.13…Successfully completed his CFP in Challenge pathway

in Jan.14.

Cleared CFP Examination 5 today 28/01/2014

girish kumar <[email protected]> Thu, Feb 6, 2014 at 1:27 PM

Reply-To: girish kumar <[email protected]>


Dear Sir,

First of all I would like to thank you for your great efforts to guide and motivate me to clear CFP Examination. I would like

to share some of my learning which helped me during the examination and as well as in my Profession.

Exam point of view:

1. Always-think that you are not writing the exam, you are making a financial plan for your client.

2. Following 5 step process and drawing a Timeline. This helped me understand a lengthy paragraph question too simple

one.

3. The best part is a video learning kit and handwritten notes.. when ever I get a doubts I can go back to video and clear the

doubts.

4. Last 10 days, mock test preparation is very crucial practice

Professional Practice Point of view…

1. Mutual fund AUM increased to 1cr within 7 months

2. 25 Fee based Financial Planning report prepared during my 9 months of preparation for the Exam.

Earlier I use to follow up the clients many times, But now they are calling me for all the needs regards to personal finance.

The view of the client changed from seller to Professional Advisor.

The overall experience and learning's from you has become a Boon for me….. Thank's a lot. Will be in touch with you in my

financial journey of Life.

Regards.

Girish Khandelwal MBA,CFP.,

Chief Financial Planner

Future Investments Securities & Services

Website: www.fiss.co.in/ Mail: [email protected]

09884766601


Mr. Rayudu Peddi, Sr. Equity Analyst- Hyderabad, Enrolled in our Video Learning Kit in Dec.13 and successfully passed

his CFP Exam 5/Final @ 1st attempt with a “B” Grade in Jan.14

THANK YOU VERY MUCH SIR..

rayudu peddi <[email protected]> Thu, Jan 30, 2014 at 12:13 AM


Dear Keyur Sir,

I have cleared the final exam of CFP in first attempt on 28th January 2014 with B grade.

Thank you for your support and guidance in clearing the final exam.

Your video learning kit has helped me a lot to clear the final exam.Thanks to your tips and techniques to approach the final

module which enabled me to clear the exam.

The case studies and the stepwise solutions which you have provided are really excellent. The five step process is very

much useful for solving the case study easily.

I highly recommend your video learning kit to CFP aspirants because one can repeat the video again and again until we

understand the certain topic.

Thank you once again for your support

Regards,

Rayudu Peddi

9701007744


Ms. Vidhi Shukla, Fresher, Mumbai, Attendedin our 36th Batch Oct.13 and successfully passed her CFP Exam 5/Final @

1st attempt with a “B” in Jan.14(09967262598)

Vidhi Shukla <[email protected]> Mon, Jan 27, 2014 at 3:08 PM

Reply-To: Vidhi Shukla <[email protected]>


Dear sir,

Thank you sir for you support and time,which helped me to clear final module exam with B-grade @ 1st attempt. Without

your guidance it was not possible to clear at one shot.

I attended the batch in October for 4 days,classroom training clear the concepts and after classes, sir has always solve the

query whenever we call him.

The question banks prepared by sir is awesome.

Thank you for your support and patience.

Regards

Vidhi Shukla


Mr. Abraham Josheph, Senior Independent Fianncial Advisor, Kochi, Enrolled in our 23rd Batch in Kochi Jan.13 and

successfully completed his CFP @ 1st Attempt with a “B” Gade in Aug.13. (09847050776, [email protected])


A Youngest Participant of Our CFP Aspirant Club, Ms. Aishwarya Surana-Guwahati-Assam-Studying in a 1st year B.Com

(09864806108)-Attended both Video Learning & Classroom (30th batch Kolkata in month of May’13)-Successfully passed

her all 4 Module Exams @ 1st attempt with a “B” Grade in last six months and aims to complete her CFP Exam 5/Final by

March’14.

Aishwarya manoj surana <[email protected]> Wed, Jan 22, 2014 at 10:29 AM


Dear keyur sir,

First of all I am very grateful to you for providing me the help whenever I asked for. I had attempted for the RAIP module

once but could not pass it before joining your workshop as well as video learning kit.

Today, I am happy to share that I have cleared my all 4 module exams RAIP, RPEP, IP & TPEP successfully with a “B”

grade@ 1stattempt in last six months.

The study material which you have provided is exhaustive and very much sufficient. The five step process is a great

technique for solving the sum in the stipulated time period. Also the usage of p/y and c/y is great…Which you taught us

during the video learning as well in classroom training workshop.

The financial calculator makes it easier to solve the sums. Your guidance was also a great help in the post training

preparation. Last but not the least, THANK YOU for all your support and the help that you provided without which i would

not have been able to pass my exam with such a good grade.

Regards,

Aishwarya surana.


Feedback about our Video Learning Kit: Mr. Paresh Swain, Regional Training Manager- SBI Life Insurance,

Chennai. He has successfully completed his CFP in challenge pathway @ 1st attempt with a “B” Grade on

20th Jan.2014.

Paresh Swain <[email protected]> Tue, Oct 29, 2013 at 11:36 AM


Dear Keyur,

Greetings of the day!

First and foremost thank you for being able to package it so nicely and could touch base with wide variety of

concepts and solutions.

-Your 5 step process is definitely a great game changer.

-The principles shared are amazingly practical and simple.

-Language used is simple and you have tremendous amount of patience and your ability of understanding where someone

could get struck is something to look forward to.

-The ease at which you comprehend a case and through timeline you solve the cases is something many of us have to

master on.

-After completing the last video I felt I wish I could have attended your live class.

Regards,

Paresh Swain (09940022062,09962499233)


Ms. Nidhi Manchanda, B.Com fresher had attended our 24th Batch Training Workshop in Feb.13 Mumbai and

completed her CFP Exam 5/Final in March13. She got her 1st Job immediately based on CFP with a MNC KPO as

Financial Analyst.

We shared couple of openings post CFP all fresher/Requested participants and she got selected with Mid size

Financial Planning firm and now working as Sr. Financial Planner.

Nidhi Manchanda <[email protected]> Thu, Oct 24, 2013 at 7:57 PM

To: Shah Keyur <[email protected]>, Keyur Shah CFP

<[email protected]>

Dear sir,

I would like to express my sincere gratitude to Keyur sir who guided me to become a CFP.

My experience at Keyur sir's fast track CFP training workshop was very informative. During the workshop, in-depth clarity

of concepts was given. Many features of the financial calculator were shown which I was not aware of earlier. The study

material provided was very exhaustive, helpful and sufficient.

The handwritten solutions prepared by sir were very easy to understand.

At the end of the workshop, he asked me to decide the date on which I will be giving the CFP final exam to set a target.

He provided full support even after the workshop. I called him up several times and every time he helped to clear my

doubts either on phone itself or by mailing the solution to the question.

With his post training support and guidance, I cleared the CFP final exam within one month of joining the workshop with

grade B.

Also I got my first job on the basis of CFP soon after clearing the exam and he has also share couple of opening and I got

selected with one mid size Financial Planning firm and now working as a Sr. Financial Planner.

I would recommend all the CFP aspirants to join Keyur shah's fast track CFP training workshop.

Regards,

Nidhi Manchanda, 09833559603

Sent from Yahoo! Mail on Android


Mrs. Sangeeta Nair, FCA, Senior BFSI Professional, Mumbai Enrolled in our 37th Batch in Oct.’13 & successfully

cleared his CFP Exam 5/Final @ 1st attempt with a "B" Grade (60%+)on 10th January’2014.

Sangeeta Hemant <[email protected]> Tue, Jan 14, 2014 at 10:06 AM

To: Keyur Shah CFP <[email protected]>, [email protected]

Dear sir

I am extremely happy to inform you that I have cleared CFP final exam in the first attempt with B grade.

This journey was made very easy only because of your extensive support, motivation and exhaustive coverage of

the topic.

I am actually a student of an Educational Partner, but I am very sure that if I had only relied on them, this journey

would not have been smooth.

I am very happy that as aspired by me, I am much more knowledgeable today with a better grip over the subject and

passing had eventually become secondary.

Thanks a lot for helping me become a knowledgeable CFP and showing confidence in me whenever I felt short of it.

Best regards

Sangeeta Hemant, CA, CFP

9967060586


Mr. Rushabh Shah, Enrolled in our Video Learning Kit in Nov.13 & successfully cleared his CFP Exam 5/Final @ 1st

attempt with a "B" Grade (60%+).

Rushabh Shah <[email protected]> Fri, Jan 10, 2014 at 7:23 PM

Reply-To: Rushabh Shah <[email protected]>

To: Keyur CFP <[email protected]>

Dear Keyur Sir,

I am very happy to inform you that with your perfect training and guidance for preparation, I am able to clear Exam – 5 with

a "B" Grade "easily" @ 1st attempt.

I opted for video training and it was like a personal training from Keyur Sir. I never felt that i am not in classroom. Your

magical and "Logical Five Step Process" of solving problem helped me a lot. In exam i found difficult problem very easy to

solve with a "Five Step process."

Once again Thank you so much sir for helping me to achieve my dream. Thanks for your support and well directed

guidance.

I surely recommend my friends to join your training if they want to become CFP with a good knowledge and with good

marks.

Regards

Rushabh Shah ( 9833601958) CFP , CA Final Student


Mr. Jatin Shah, Sr. Vice President, Way 2 Wealth Wealth Management, Mumbai enrolled in Video Learning in Oct.13 &

Successfully completed his CFP Exam 5/Final with a "B" (60%+) Grade in Dec.'13.

Jatin Shah <[email protected]> Thu, Dec 26, 2013 at 3:40 PM


Dear Keyur Sir,

I am happy to inform that I have passed CFP Exam in B grade, thanks to your Video Learning Kit.

I cleared in 2nd attempt as I didn't complete the total practice hours and did hurry in giving exam, Mainly your five step

process are accurate for solving questions .

Video learning kit is very help full for full time working people like us. Using video learning kit , we can clear our doubts

and queries , if any again and again. It has helped me in clearing my doubt in advance financial planning calculation. Even

your help and guidance during post training has helped a lot.

Thank you Sir, Jatin shah, 09819007090


Dr. Nirakar Pradhan, Chief Investment Officer (CIO) -Future Generali Insurance, Mumbai enrolled in our Video Learning Kit

(Aug.’13) & successfully completed his CFP in Challenge Pathway/Fast Track CFP in Dec.’13 @ 1st attempt with a “B”

Grade 11th Dec.’13.-

Nirakar Pradhan <[email protected]> Fri, Dec 13, 2013 at 6:14 AM


Dear Sir,

I am happy to inform that I passed CFP Exam in B grade, thanks to your structured learning tips from Video lessons.

Despite having a CFA charter, I failed in the 1st attempt as I didn't follow/ practice your step by step processes. The focus

to learn basics of fundamental concepts how to use CMPD, AMRT and CASH functions immensely helped.

I may add here my exam experience. I forgot to carry my calculator and had to return to my residence. Thus, I was late to

exam hall by about 30 minutes. I answered only 75 marks, couldn't have time for another 25 marks ( 5 questions carrying 5

marks each). Still I got B grade. This indicates I answered most questions correctly.

Video learning helps candidates how to relearn a concept again and again, wonderful advantage for a busy person (CIO of

an insurance company) like me. This coupled with your assurance to clarify any post-training /video lessons instilled

profound confidence in me.

I sincerely thank you for your most valuable inputs in my professional journey. I wish you all the best ahead.

Regards

Nirakar


Mr. Jagdish Chaudhri, Senior BFSI Sales Professional, Based in Ahmedabad completed his CFP in Challenge pathway. He

had enrolled in 36th Batch Oct.’13 Mumbai & attended the special Training and completed his CFP with a “B”Grade in

Nov.13 in just 45 Days.

Many Thanks-Cleared CFP with a “B” Grade

Jagdish <[email protected]> Tue, Dec 17, 2013 at 1:38 AM

To: Keyur Shah <[email protected]>, Keyur Shah CFP <[email protected]>

Dear Keyur,

I would like to thanks you profusely for your mentoring, as without it it would have taken long to successfully clear CFP

Challenge examination in B Grade in straight 6 weeks.

Also you are well aware that after flunking in 1st attempt I repeated after 2 weeks and result was far better than expected.

If I analyse difference was that 2nd time I tried to replicate exactly your all 5 steps and drawing the goals timeline more

efficiently. Now I also understand why from day 1 your emphasis was following 5 steps, drawing correct timeline and not

jumping directly to calculate outcome. Also whenever I called up you we're await able to clarify my quietly as soon as I

threw question to you.

But more than all I would like to thank you for all your patience and motivation you provided.

I wish more and more people benefit from your efficient guidance and if required please provide my mail and number to

anybody so I be a vetting point in one'a learning journey in becoming a CFP.

Many thanks again

Jagdish Chaudhari


Mrs. Kushal Dehekar- LIC/MF Advisor-Mumbai,(09833544705)

Attended our 32nd Batch in June13 & completed her Exam 5/Final in Nov.13.


Mr. Manuel Xavier, Senior BFSI Professional & IFA, based in Kochi, Enrolled in Video Learning Kit in Aug.’13 and

Successfully Completed Investment Planning (Exam 3) & Final/Exam 5 in Nov.13.

Subject: Thank you for making me a CERTIFIED FINANCIAL PLANNERFrom: Manuel Xavier

<[email protected]> on Sun, 01 Dec 2013 10:13:48To: Keyur Shah <[email protected]>

Dear Sir

A trillion thanks to you for making a proud CFP

This CFP will add more value to me especially because I am a person without having any qualification with finance

background .I am only a BSc Science graduate with experience in finance industry .Only because of your video learning kit

and valuable support and guidance I become a CFP now .Without your guidance, it is impossible for a person like me to

clear the Exam 5 in first chance.

Thank you once again Sir…Thank you very Much for the support

Manuel Xavier

With Best Regards

Manuel Xavier CFP

Hand Phone +91 9895880576

111th Success Story

Mr. Atul Gaikwad, Senior BFSI Professional_Trainer, based in Pune, Enrolled in Video Learning Kit (CFP-v3-50hrs) in

Oct.13 & successfully completed Investment Planning (Exam3) & CFP Final_Exam5 @ 1st Attempt in Nov.13.

Atul Gaikwad <[email protected]> Mon, Nov 25, 2013 at 4:41 PM


Dear Keyurji,

I have cleared the Final_Exam5 of CFP in the first attempt on 19th Nov 2013. Thank you for your support and guidance in

clearing the final exam.

Your video learning kit has helped me immensely not only to clear the final exam but also to the clear Investment Planning

Module. I had never thought that I would be able to clear the final module in first attempt but thanks to your tips and

techniques to approach the final module which enabled me to clear the exam.

Your stepwise problem solving approach is 'The Best'. The video learning kit has definitely cleared all my doubts and gave

me a conceptual clarity which was lacking earlier.

The case studies and the stepwise solutions which you have provided are really excellent.

I highly recommend your video learning kit to CFP aspirants.

Thank you once again for your support

Regards,

Atul Gaikwad

Cell – 9923047121


Mr. Sunit Nahata, Senior BFSI Professional & IFA, Kolkata, He was twice unsuccessful in CFP Exam 5/Final and joined our

Video Learning Kit in Aug.’13 . He has successfully completed his CFP Exam 5/Final @ 1st attempt with a “B” Grade in

Nov.’13.

Dear sir,

Greetings for the day & sorry for writing you a bit late I take this opportunity to thank you and appreciate the time and

effort you devoted to help me in clearing my exam5 of the CFP.

The Video Learning Kit provided by you was an eye opener. It gave me the conceptual clarity that I had never gotten

before. The video learning kit I as good as doing a four day workshop.

Anyone who wishes to be a Certified Financial Planner, I recommend should go through your Video Learning Kit or attend

the Fast Track CFP Workshop.

Once again Thanks a ton…

Regards,

sunit nahata

9830675528


Mr. Rajnish Dhawan, Wealth Manager- Axis Bank, Delhi, He enrolled in our Video Learning Kit in June’13 and Successfully

cleared his CFP in Challenge pathway in Oct.13.

Dear Keyur Sir,

I am really very grateful and thankful to have a coach like You who provided his valuable time and effort's for me.

"Guru Mantra" to Succeed in the exam given by You is FIVE STEP PROCESS, which if followed religiously by the student,

helps a lot in clearing the exams.

I should say your video learning kit greatly helped me. Thanks to your sincere efforts in the training sessions. Some of the

concepts are explained very clearly in the training sessions and all the material provided by you is quite exhaustive and

detailed.

The SUPPORT given by You after training program, i.e. during post training practice is really commendable. Only by the

God's Grace & destiny, I have a coach like Mr Keyur Shah, who consistently pushed and also motivated me to appear for

the exams. Last But Not Least, Thank You So Much For Every second of time You devoted just to make me CFP whole

heartedly.

Best Regards

Rajnish Dhawan

09540358666 / 08588818765


Mr. Chetan Pandya, FRM, Head- Investment Advisory & Risk Management-TrustPlutus Wealth Management (India)

P. Ltd., Mumbai.- He has enrolled in Video Learning Kit in Aug.’13 and successfully completed his CFP in

Challenge/Fast Track Pathway in Oct.’13.

Chetan Pandya <[email protected]> Sat, Jan 18, 2014 at 1:32 PM


I found video training program offered very useful and time saving. I was able to grasp the concept quickly and

calculate case studies with program which squeezed my time requirement.

Also Mr. Keyur was very helpful in guiding for the exam as well solving queries post video learning. His

promptness and willingness to clear doubt is commendable.

This training and help of Mr. Keyur has played major part in my clearing of CFP exam in short span of time. Thank

you and wishing all the best to Mr. Keyur Shah.

Chetan Pandya, FRM

Head – Investment Advisory and Risk Management

TrustPlutus Family Office & Investment Advisers (India) Private Limited

1101, Naman Centre, G – Block, C – 31,

Bandra Kurla Complex, Bandra (East)

Mumbai – 400051

Tel: +91 22 40845000 , Fax: +91 22 40845066

Mobile: +91 9167790592

[email protected]

www.trustplutus.com


Mr. Pranav Jain was an unsuccessful in CFP Exam 5/Final & later on joining our 33rd Batch Mumbai in July'13 and

successfully completed his Final/Exam 5 @ 1st Attempt with a "B" Grade on dates 28th Oct.'13.

Pranav <[email protected]> Tue, Oct 29, 2013 at 5:49 PM


Dear Keyur Sir,

On the outset I would like to thank you for your support and sharing of knowledge during our workshop I was

unsuccessful in clearing final exam previously now I realize the difference in training I use to solve sums via complex

formulas and was trying to tally answers with already provided solutions but your ideas , teaching technique and process

changed my way of learning and I literally understood the concept of financial planning which helped me in understanding

and I am confident to take it to bottom level where our client needs education on financial planning .

I would be honest I always hoped u have sum master imp solutions which will help me to clear the exams but rather your

training and post training support cleared my fundas now exam clearance was a only formality.

I once again thank you to be available all the times . In my journey I will never forget 3 things which I have learned from

you

1. Control the controllable

2. 5 Universal steps

3. Trust your coach

I am confident that above things will help me in real life situations.

I wish u luck and successful year ahead and see you reach 200 CFP participants under your training by next diwali . I will

be always available to help you.

Thanks and Regards

Pranav Jain


Mr. Gowri Shankar, Senior Established IFA, Share broker & Financial Planner based out of Secunderabad, AP. He had

Enrolled in CFP 6+ year before and finally stuck in CFP Exam 5/Final Exam more than 3 years. He has enrolled in our Video

Learning Kit in Aug.’13 and successfully completed his CFP exam 5/Final in Oct.’13 @ 1st attempt with a “B” Grade.

G Shankar <[email protected]> Wed, Oct 30, 2013 at 9:38 AM


Dear Sir,

I cannot describe as to which area I did not get his help and support, as I got his support in all matters…..

Beginning from Fixing up my Examination Date, dealing with FPSB, numerous and minute details on tackling the

examination. Further, I being technologically challenged (not proficient in using MS Excel) I could not have got off the

phobia and cleared the examination but for his assurance and support on using the FC 200. Thanks … a…. ton…. Sir.

Regards.,

N.Gowrishankar

For ZEN FOREX & MANAGEMENT PVT.LTD.

9-1-87, (1st Floor), Sangeet Cinema X Road, Sarojini Devi Road,

SECUNDERABAD,AP 500 003

Mob: + 91 98482 72700, Off: (040) 2771 5421 / 5430

www.zenfxnfunds.com, www.zeninsure.com, www.3rdeyefinancialplanners.com


Manu Sreenivasan- Director, Private Family Office- Hyderabad (09000711510)- Joined our 28th Batch in Hyd May’13 and

Successfully cleared CFP Exam 5/Final in a Challenge Pathway @ 1stattempt with a “B” Grade on 1st Oct.’13.

Cleared Exam 5 – Thank you…

Manu Sreenivasan <[email protected]> Thu, Oct 10, 2013 at 2:08 PM


Cc: "[email protected]" <[email protected]>

Dear Sir,

I am extremely delighted to inform you that I have cleared Exam 5 in Challenge Mode in my first attempt. Thank you for all

the training, and post training support provided.

I would like to highlight some of the things that helped me successfully clear the exam with B grade, and

Hopefully help in future practice as well:

1. Training was a good mix of focus on the exam as well as on establishing a FP practice Not only helped in clearing the

exam, but am sure will help in building a successful practice in future.

2. Specific techniques on approaching the problems Solving as an offline exam Practically doing away with excel, and

getting comfortable with the calculator Principles to remember for each type of question Time management and

sequencing of attempting the questions.

3. Good repository of sample questions based on actual cases along with solved notes Helped work with the data in actual

cases and get familiarized ahead of the exam Repository of the 2 and 3 mark questions helped in getting a feel of what

kind of questions could come in the exam.

4. Post training support

I could discuss doubts in detail and thanks for the discussions that went on for a long time Updates on experience of

candidates who attended exam after my training helped in clarifying few key doubts The study material provided helped in

gaining understanding of various financial instruments, insurance products etc. I am sure even after they can be used as a

reference for building a FP practice.

5. In the exam I got 2-3 tricky questions that were not covered in the training Here the tip of controlling the controllable

helped me and I could focus on the questions I knew well and complete them well on time before spending time on the

tougher ones Looks like in the recent past, the number of variables in each question has been increased, and I am sure

only with good guidance and practice one can clear the exam with good grades.

I had to juggle my work, family, and preparation, and without your guidance it would have been impossible to achieve

success.

Thanks and regards,

Manu.


Mr. Abhishek Rastogi (Merrut-9045866003/9219615141)- Enrolled in Our Video Learning Kit (June’13) & successfully

passed CFP exam 5/Final in Sept.’13.

From: abhishek rastogi <[email protected]> on Sun, 29 Sep 2013 13:31:02To: keyur1975

<[email protected]> Dear sir,

Finally I have cleared my advance financial planning examination on 26th Sep 2013.

It was all due to Keyur Sir's guidance and simple systematic approach towards exam.. Initially it was all lost picture for

me…I have enrolled for CFP way back in 2011 then after clearing 3 modules. In 2011 I took a break from CFP due to some

personal commitments.. Then I have decided to appear for Tax planning and estate planning exam, Finally I made it in the

second attempt.

After few online searches in 2013 I came into contact with keyur sir In June 2013 and finally have decided to enroll for his

video learning Kit in early July and find sir's guidance as major tool for clearing

Exam his post exam guidance helped me in many ways….

Note- good coach creates interest in the subject and I found my lost interest Back due to Keyur sir and find my lost

confidence back and sky High….. credit goes to keyur sir and his 5 step process which

Minimizes human error and made it simple for me to crack in seconds

attempt…..

Regards

Abhishek Rastogi


Dhairya Shah (T.Y-BFM Student-9819061095)- He attended exam 5 thrice but was unsuccessful. Then Joined our Video

Learning in Aug.’13 & passed @ 1st Attempt on 10th Oct.’13.

Dhairya Shah <[email protected]> Fri, Oct 11, 2013 at 7:07 PM

Reply-To: Dhairya Shah <[email protected]>


Dear Keyur Sir,

I take this opportunity to thank you and appreciate the time and effort you devoted to help me be a success story in

Exam5.

The Video Learning Kit provided by you was an eye opener. It gave me the conceptual clarity that I had not got before. It

looked like I was getting personalized training with Mr. Keyur Shah CFP.

Anyone who wishes to be a Certified Financial Planner, I recommend should go through your Video Learning Kit or attend

the Fast Track CFP Workshop.

Thanks a ton…

Regards,

Dhairya Shah

Below Mentioned participants have successfully progressed in Regular pathway and passed Module exams.

1. Kamal Jeet Singh-Training manager-PNB Met life-Delhi-9999983980- Successfully passed IP with the help of our Video

Learning Kit in Aug.’13 and aim to clear CFP exam 5/Final in Oct.’13.

2. Ashwariya Surana (81st Success Story) – She has clear her 2nd Module Exam RPEB @ 1st attempted in Sept.’13 &

Investment Planning @ 1ST Attempt with a “B” Grade in Oct.’13.

3. Riha Agarwal (71st Success Story) – She has Cleared her 3rd Module Exam- IP

4. Mr. Anil Mutalik (87th Success Story)- He has passed his 3rd Exam – TPEP @ 1st attempt in Sept.’13.

5. Mr. Srinivas-Hyderabad (09701956446)- Joined in Video Learning in July’13 & successfully passed Retirement planning in

Sept.’13.

6. Mr. Manuel Xavieer-IFA-Kochi (09895880576)- Enrolled in Video Learning Kit in Aug.’13 & successfully passed Investment

planning in Sept.’13.

102+ Success Stories & Testimonials

102nd Success Story: Charmi Shah, Fresher, She was unsuccessful twice (38 % & 29%) before joining our 34th Batch

Aug.13 Mumbai. She has successfully passed Final/Exam 5 @ 1st attempt with the “

A” grade (75%+) Post Training Workshop on dated 26th Sept.’13.

“A” Grade @ 1st attempt post Fast Track CFP Training Workshop:

Charmi Shah <[email protected]> Fri, Sep 27, 2013 at 12:13 PM

Reply-To: Charmi Shah <[email protected]>

To: Keyur Shah <[email protected]>, "[email protected]" <[email protected]>

Respected Keyur sir,

I am glad to share that on 26-09-2013 I have successfully cleared Exam 5 with `A’ grade which was like a dream come true

for me. I had enrolled for CFP in year 2011 and I had cleared 4modules in a year itself but because of my Board Exam

(Third Year Bachelors in Accounting & Finance) I had to take a break from CFP studies. In May 2013 I started my journey

towards Exam 5. Before joining Fast Track CFP I had already appeared twice for Exam 5 but unfortunately I did not clear.

After joining 4days workshop of Mr. Keyur Shah I have a clear view about the concepts and also easy techniques to solve

problems.

I would especially like to mention that the post training process which sir told us to follow is very fruitful and it has helped

me a lot. Providing question banks and its handwritten solutions and also sitting for 4hours mock tests are like stepping

stones towards assured success. By following all these steps I was not at all feeling nervous during the examination

which helped me to build confidence. All we need to have is trust the coach.

I would like to express my sincere gratitude to Keyur sir as without his guidance `A’ grade would have been impossible for

me. Thank you once again for putting efforts and also clear all my doubts.

Regards,

Charmi Shah. (09664256998)

101+ Success Stories of our Video Learning Kit & Fast Track CFP Training workshop:

101st Success Story: Mr. Hemang Desai, Senior BFSI Professional & Independent Financial Advisor- Surat.(09327392646)-

Joined Our 31st batch Fast Track CFP training workshop in Ahmedabad (May’13) and successfully completed @

1st attempt with a “B” Grade CFP Exam 5/Final in Challenge Pathway dated 6th Sept.’13.

Hemang Desai <[email protected]> Sat, Sep 7, 2013 at 10:12 AM

To: Keyur Shah <[email protected]>, "[email protected]"

Dear Keyur Shah,

It all started with a desire to acquire adequate knowledge Continuously, because by the grace of God, with knowledge &

honesty, proper & lasting solutions are given to society. I saw such quality in you when first met you during your training

assignment in ING Life. So I thank God to provide me a good mentor to prepare for Challenge Status Exam 5. Let me admit

I am a layman in this financial field even if I am attempting to help people manage their family’s financial matters since Feb

2001.

In 2001 I got the IRDA license through HDFC Life, In August 2005 I was certified by AMFI as Mutual Fund Distributor, Since

November 2008 ING Life Insurance accepted me as Sales Manager , being an IFA (Gold ) of Franklin Templeton (Who

sponsored me as a Chartered Member for registration to FPSB India.)

Today, 6th Sept 2013, I could successfully pass CFP Exam 5 with B-Grade, add more knowledge & tested by the exam.

What helps me most is your guidance regarding steps to be taken, a total process driven. I share here, basically how I

prepared for Exam.

1. 3 days, 24*3 = 72 hours uninterrupted dedicated to Your Training at Ahmedabad 24th to 26th May 2013.You stuffed us

with such a knowledge that I felt then only to digest it a little more time is expected from You. I happy to note that You

have extended training for 1 day. 50 % preparation was done than only.

2. 150 hours practice , after every six hours practice I wrote on paper your following instruction… Make one pager with key

data of family , list important Information, draw lime line with Goals, Read the question twice , attempt 2 marks Q first ,

then 3 Marks Q, then 4 & 5 marks Q of case 1 & then Case 2. Leave the question were stuck-up & later on handle same.

3. Don’t talk ( I suggest to keep cotton bud into your ears while giving EXAM, because I experienced some other people

around me were asking for help & I got disturbed ) or listen to anybody.

4. Don’t See Answer.

In , I think , everybody’s life such instruction is given by teachers but You have very clearly & repeatedly EMPHASIED all . I

seriously took it as per your 1st & last talk, Believe in your Coach.

Thanks again Keurbhai , all concerned mention above, FPSB India & my family & friends.

Your student forever,

Hemang R.Desai

9327392646

SURAT-Gujarat-India

100th Success Story: Miss Minali Shahri (09769357056), working as Financial Planner with a Bajaj Capital, Mumbai. She

has attended our 33rd Batch (July’13) and successfully passed CFP exam 5/Final @ 1st attempt with a “B” on dated

10th Sept.’13.

Letter of Appreciation

Minali Shahri <[email protected]> Fri, Sep 13, 2013 at 8:44 AM


Dear sir,

Greetings for the day!

I would like to thank you whole heartedly for helping me throughout the training as well as after training to study for the

exam and secure B Grade in Exam 5. I required in depth study 'because of gap in studies moreover apart from exam point

of view your steps and concepts also help in real life situation and I can feel that difference since I've joined my

work. Overall it's a huge step forward for growth. This wouldn't be possible without your help and support and especially

the positivity and confidence you got in my mind. During the training session you were available to solve queries even

after the lecture and made sure all the concepts sinked in our mind.

After the training almost daily contact and 10+ hrs personal training/query handling of my visit to your office made this

success possible.

Thank you so much sir.

Regards,

Minali Shahri

99th Success Story: Naresh Kumar Vashishta (09899156070)- Senior Banker with State Bank of India-Delhi. Enrolled for

our Video Learning Kit (V3-50hrs) in June’13 and Successfully passed CFP Exam 5/Final in the challenge pathway @

1st Attempt at Sept.’13.

CFP EXAM

[email protected] <[email protected]> Fri, Sep 6, 2013 at 10:36 PM


Dear Sir,

I am glad to inform you that I passed the CFP exam5/Final @ 1st attempt today. It could happen only due to your able

guidance and Video Learning Kit.

The Video Learning Kit is immensely useful. One can study at odd hours and at a convenient time. Though I am banker,

but you clear the concept of PPF/ saving schemes and loan calculations.

Once again I thank you from core of my heart for all your support.

regards,

Naresh Kumar Vashishta

98th Success Story: Mr. Raju Das(09674719820), Senior Banker with State Bank of India-Kolkata-Attended our 30th Batch

in Kolkata (May’13) and successfully cleared CFP Exam 5/Final in Challenge/Fast Track Pathway in Sept.’13.

CFP Exam 5 Challenge Status

RAJU DAS <[email protected]> Tue, Sep 10, 2013 at 6:48 PM


Dear Sir,

I am very glad to inform you that I have cleared the Final Exam Module 5 on 7th Sep 2013. The way you have chalked out

the whole program is superb. The uniqueness of your approach to solve the problems help the candidates in a big way.

I would like to mention two salient features of your teaching:

1. The timeline : The drawing of time line before starting the calculation itself remove all the hindrances of the problem.

The obscurity of the problems becomes easy in that way.

2. Use of the Financial Calculator: The use of financial calculator instead of the Excel creates a huge difference in solving

the problems. The cumbersome approach of Excel is easily overcome by this. The right way of using the calculator is the

basic but most essential tools for this exam.

Last but not the least, the constant help and guidance provided by you over phone, mail and boosting up the morale is

many ways responsible for clearing this exam for me.

Thanks a ton for being with me in this memorable journey.

Warm Regards,

Raju Das

97th Success Story: Mr. Santosh Kedari, Established Independent Financial Advisor based in Pune, Enrolled for Video

Learning in June’13 and Successfully passed CFP exam 5/Final in Sept.’13.

S P Kedari <[email protected]> Wed, Sep 18, 2013 at 11:16 AM


Dear Sir,

I would like to thank you for your video learning and coaching facility which help me to clear the CFP exam. Your study

covers all required topics and case studies which are beneficial not only from exam point of view but also for practical

purposes.

Also, the clarity of concepts is amazing. Do and Don’t was very informative and all minute details were covered.The

process and application of step by step case studies were very helpful.

Your teaching and presentation skills, your speed of delivery , sequence of lectures and study material were all very

informative and useful.

Due to video learning facility one can watch the videos as per their convenience and get the same benefit of attending your

session.

Regard

Regards

Santosh Kedari.

Lifins Financial & Sanriya Investment Advisors Pvt. Ltd.

968/1, Senapati Bapat Road,

Opposite Ratna Memorial Hospital,

Between ATM of PNB and Vidya Sahakari Bank, Pune 411016,

(M) : 9822 403 407, 9371 011 297

(E): [email protected]; [email protected]

(w): www.sanriya.in

96th Success Story: Mr. Viraj Padhye, Safe Hands Financial Services- Pune (9923430110)-Attended our 34th Batchin

Mumbai (Aug.13) and successfully cleared RPEB, TPEP and Exam 5/Final @ 1st attempt with a “B” grade in just one

month.

Veena Padhye <[email protected]> Sat, Sep 28, 2013 at 6:58 PM

To: "The CFP Aspirant Club (India) Keyur Shah" <[email protected]>

Hi Keyur,

Please find my experience-

Testimonial – “Learned systematic approach of solving mathematical problems which are difficult to find in any book in

the market. Once you complete your theory of all subjects, this is a must to attend the program. It would have been

difficult for me to pass so soon without this training.

Thanks to Keyur. Study material is also very rich.

One will get tired doing all that study material provides.”

Regards,

Viraj Padhye

95th Success Story:

Sandeep Gandhi, Senior Established Independent Financial Advisor, Rajkot (09825078399)

Mr. Sandeep Gandhi attended our 31st Batch Fast Track CFP in Ahmedabad & successfully completed

CFP Exam 5/Final @ 1st attempt with a “B” Grade in Aug.’13.

Rtn Sandeep Gandhi <[email protected]> Thu, Sep 5, 2013 at 6:30 PM

To: "THE CFP ASPIRANT CLUB (INDIA) KEYUR SHAH" <[email protected]>

Dear Keyurbhai,

Greetings!!

There are universities (FPSB), there are libraries (EP) but then also we need a good teacher, however, though we feel

ourselves smart and experienced.

Mr Keyur Shah, has really designed a very good water tight curriculum, to acquire the CFP. Moreover, his after 3 days

training, 24×7 support is very appreciative. He makes it sure that the candidate applies and appears the test, in a right

way. He has a ‘self ISO’ like system developed for each and every stage of learning e.g. drawing a correct time line, note

down the process of solving the problem, golden principles to follow and even clear cut guideline for appearing the final

exam, which if followed religiously by the student, helps a lot in clearing the exams. He is also continually updating the

student about the structure of the questions, style of question paper etc. which shows his passion for the profession.

I am lucky to have a coach like Mr Keyur Shah, who consistently pushed and also motivated me to appear for the exams. I

am thankful to him that I can clear the set of exams at one shot.

Regards,

Rtn Sandeep Gandhi

President 2012-13

+91 98250 78399

Rotary Club of Rajkot

Celebrating Platinum Jub

94th Success Story:

Elizabeth Micheal, working with a leading financial organization based out

of the UAE,Enrolled in our Video Learning Kit in April’13 & successfully

completed CFP in the challenge pathway in Aug.’13.

Liza Tony <[email protected]> Thu, Sep 5, 2013 at 4:28 PM


Dear Keyur Sir,

Happy teachers' day

I express my sincere gratitude for making me a CERTIFIED FINANCIAL PLANNER, Without your fast track coaching and

video learning kit I would not have made it. I urge all students to follow sir’s class word by word, even to use the calculator

as sir suggests (which is also an integral part of passing the exam).

Video participants during the class, take not under each video which topic is covered so that in the final preparation for

any clarifications you can easily go back to the video. Post training also each and every doubt when you study; note it

down and get back to sir, There will be a reply for sure. This support makes us more motivated to achieve CFP.

Thanking you!

Elizabeth Micheal

+971-554894878

93rd Success Story:

Mr. Haressh MV, AVP, Hedge Equities Wealth Management Services, Kochi

+91 994 666 5447, Joined our 23rd batch Jan.13 Fast Track CFP Training Workshop in Kochi and

successfully passed Tax & Estate Planning & Exam 5/Final @ 1st attempt in Aug.’13.

Completed CFP All modules – Thank You

HAREESH MV <[email protected]> Thu, Sep 5, 2013 at 7:18 PM


Dear Sir,

Thanking you for your kind support and meticulous training guidelines that enable me to successfully crack CFP modules,

especially the final one in the first attempt itself. Before attending your Fast track training session conducted at Kochi

(23rd Batch in Jan. 2013) and had completed 3 modules (Minus Tax) and undergoing more or less self study. Had

undergone few sessions through a Delhi based educational service provider in their Chennai Center during weekends.

Your session was exemplary and distinctive in a sense, its clear and focused on how to crack the exam if we stick with the

process and most importantly believe your coach. I have not got a grade that I aimed for since I have not able to devote the

full time period as you have advised, due to personal and official turbulence during the period. So as refocused on the

final Module just for a couple of weeks only and able to complete the journey successfully by this Monday.

Also extending thanks to other batch mates whom have shared their experience during the time and wishing you all the

best success in your career moving forward.

Once again reiterating the fact that it's all stick to the process and follow the guidelines laid down so specifically by the

No.1 Coach.

Thanking you again & Kind Regards

Hareesh M V

AVP, Hedge Equities Wealth Management Services, Kochi

+91 994 666 5447

92nd Success Story: Mr. Sailesh Nagar, Senior Family Office Advisor-Chennai, Attended our 28th Batch (May’13) Fast

Track CFP Training workshop in Hyderabad. Successfully completed CFP Exam 5/Final exam @ 1st attempt with the “A”

Grade in Aug.’13.

Subject:Cleared CFP Final Module

From: Sailesh Nagar <[email protected]> on Thu, 05 Sep 2013 16:03:18To: Keyur Shah

<[email protected]>

Dear Sir,

Further to my attending training for the Advanced Financial planning Exam 5 module with you, I am glad to inform that I have cleared

the final module on a few days back with "A Grade" .

And to my satisfaction the best part of it is that I did it in my first attempt as I had inspired to do.

I wish to place on record my sincere thanks, appreciation and gratitude to you for the excellent approach provided in your sessions, the

exhaustive question bank and post Training support. Even though, I did my program early may 2013 you provided the vital support

over the phone till my last query was resolved.

I would emphasize to all CFP aspirant's attending your program that they need to concentrate on the "Do's & Dont's " and other vital

approach parameters in solving problems which you provide during the training session, and that the post training preparation of 150-

180 hours is a must and overcoming the module without that would be close to impossible.

Thanks again for your support and shall look forward to the further knowledge addition in future.

Best regards,

Sailesh Nagar.Chennai. 09940198646

91st Success Story: Mr. Jitesh Patankar, Senior Relationship manager- Bancassurance, Bajaj Life-Mumbai. Attended our

26th batch (April’13) Fast Track CFP training workshop in Mumbai and successfully completed CFP certification in the

challenge pathway in Aug.’13.

Success story

jitesh Patankar <[email protected]> Wed, Aug 28, 2013 at 4:30 PM


Dear Keyur Sir,

I first of all very much grateful and thankful to you for providing your valuable time and effort's for me. Under your

guidance have cleared the CFP certification exam with 1st attempt with a “B” grade in challenge pathway. Your Guidance

post training was very much helpful.

I like your solving problems technique which was very much useful during the online examination process. In short all my

efforts were given a new look by your training and help.

Regards & Thanks,

Jitesh

09820884708

90th Success Stories:

Mr. Bhasskar Prakash, Share Broker & IFA-Patna, Enrolled for Video Learning Kit in May’13 & attended our 32nd Batch in

Mumbai in June’13 and successfully completed his CFP Exam 5/Final Exam @ 1st Attempt on 20th August’13.

(08454874567)

Bhasskar Prakaash <[email protected]> Sun, Aug 25, 2013 at 11:58 PM


Dear Sir,

I am happy to share with you that I have successfully passed the Exam5/Final @1st attempt. I am very much thankful to

you for the support you provided me especially after post training workshop. It was simply awesome without which my

success story could not be written. Every time I approached you with queries over the telephone you responded very

generously & clarified my all doubts without bothering for time spent over the phone. This kind of post training support is

very rare.

Earlier, in the workshop which ran for two extra days also helped me greatly in learning some decent concept like use of

P/Y & C/Y in financial calculator, solving for SIP in existing funds under an asset allocation & re-balancing strategy, and

many more such concepts to name.

I also opted for the video learning kit. It is like an icing on the cake. It is very difficult to retain everything you learnt in the

workshop due to its hectic schedule. So, it comes very helpful to embedding those learning permanently with you by

watching the recording of the workshop at your convenience at your own home. It is a wonderful idea pioneered by you. It

is a must for those who reside outside Mumbai.

The question bank provided by you is really a whole universe for any sort of questions especially for exam 5/ AFPand for

all module exams as well. One who goes through it can be rest assured for 100% success without any doubt in the mind. I

found no questions (except a few questions with very slight variations) in the exam based on the other pattern than those

given to the question bank.

I strongly recommend every CFP aspirant to join this workshop and learn first the right concept of theory & the advance

financial planning process, then practice a lot to embed those concepts and then go for a series of mock test (strictly

under the exam conditions) before appearing for the final exam. Mock test is very essential for success. It will infuse much

needed confidence in you which is essential for the exam. You will also learn what to do or not to do during the exam.

I wish all the best for the CFP aspirants for their success.

Regards,

Bhasskar Prakaash

89th Success Story:

Mr. Mihir Sanjanwala, Senior Wealth Manager @ HDFC Bank, Mumbai.

Enrolled in Video Learning Kit (May’13). He Successfully passed Tax Planning & Estate Planning (Exam 4) @ 1st attempt

with a “B” Grade (June’13) & CFP Exam 5/Final Exam with a “B” Grade dated 13/8/13. Subject: CFP Final Exam…….From:

MIHIR SANJANWALAon Wed, 14 Aug 2013 10:43:26To: "[email protected]"

Dear Keyur,

Greetings for the Day !!!

Finally, yesterday I have cleared my CFP Final Exam…

A big share of the credit for the same goes to Mr. Keyur Shah.

I had enrolled in the CFP Certification program in the year 2010 under the self- study & the pace of my progress was very

slow due to hectic work schedule. I had cleared first 3 modules on the borrowed & study basis. Final 2 modules viz Tax

Planning & Estate Planning & Advance Financial Planning were remaining…

I could not move forward as myself study was not value added to me as due to my approach which was mainly Exam

focussed was not adding any value. One day while surfing on the Internet about CFP Preparations, I learned about Keyur

Shah & after seeing his video – approach to Exam & most important Financial Planning process, I decided to enroll for

Video Learning mode. His techniques were simple & easy to understand as well as very Effective while implementation. I

found my lost interest. One of the important things I would honestly like to confess here is you need to have faith in your

mentor & must follow his steps with dedication & I aim dead sure success would be yours.

I would like to express my sincere gratitude to Mr. Keyur Shah as without his guidance, it would be difficult for me to

complete my journey & reach the ultimate destination. "May God Bless U for Your Noble Effort & May the Light of

Knowledge spread across the World."

Warm Regards

Mihir Sanjanwala

+919821197761 88th success story:

Prajkta Wadekar (Fresher, Completed Graduation), Attended our 29th Batch May’13 in Mumbai & Successfully passed her

Final/Exam 5 @ 1st Attempt on 12th Aug.’13. (09867976106)

Thanks giving

Prajakta Wadekar Tue, Aug 13, 2013 at 2:02 PM

To: Keyur Shah CFP

Respected Keyur Sir,

I am glad to inform you that i have successfully cleared Module 5/Advanced Financial Planning with C

Grade on 12th August 2013. Your proper guidance and training made it possible. The 3 days Fast Track

CFP training workshop at Dadar was very convenient and informative.

Many of my concepts got cleared. The notes provided by you, with proper handwritten solutions were

Very helpful. Your post training guidance also helped a lot in solving all the doubts on an immediate

Basis.

I am very much thankful to you for providing such an effective training and post-training guidance.

With regards,

Prajakta Madhukar Wadekar.

87th success story:

Mr. Anil Mutalik, Senior LIC/MF Advisor-Mumbai, Joined our Video Learning in month of June’13 & successfully completed

Retirement planning @ 1st Attempt in Aug.’13 & aim to complete balance modules by Dec.’13.


I am glad to inform you that I have cleared Retirement module on Wednesday dated 7th Aug’13.

It was possible only because of the video learning kit. This helped me to revise and clear the basic concepts of financial

mathematics. The video learning kit helped me to revise and repeat the portion of my pace and convenience of time. This

helped me to study at my own timing which otherwise was not possible in the classroom teaching.

Being in Insurance advisory business, this is actually a hands on practice for me. When I applied the same technique to

my customer, I could turn the proposal into big policy of 50L term insurance. There were two cases which I could turn to

big SA and bigger coupon size in the last month.

I am again thankful to you for providing me the telephonic support on an almost daily basis. I

I am very much thankful to you for extending such innovative services to the CFP aspirant. I hope same sort of help will be

extended to me till I finish the remaining part of the CFP.

With warm regards,

Anil Mutalik

9869056100

86th Success Story:

Mr. Arun Prakash, Chief Manager-State Bank of India, Devgadh-Jharkhand. (09771435401)-Enrolled our Video Learning Kit

(v3-50hrs) in May’13 & Successfully passed CFP Exam 5/Final @ 1st attempt with a “B” Grade on 27th July’13. Prior to

joining video learning, I attempted Exam 5 in self study and got only 30 marks…The Video Learning has helped to learn

basic financial mathematics & advance goal based corpus/SIP calculations & updated question banks with detailed

solution helped to do right practice and Keyur Sir has extended his full support when ever is required.

I learned many new concepts which I was not familiar even though I am working as senior banker like PPF, Real Estate,

Ideal Asset allocation strategy etc.

I recommend all bankers to enroll for video learning before going CFP exam. 85th Success Story:

Mr. Harish Barke, Financial Planner, Ffreedom Financial Planner, Mumbai (09172350468)-Joined our 33rd Batch in July’13

& Successfully passed CFP exam 5/Final @ 1st attempt in Aug’13.

Testimonial

Harish Barke Wed, Aug 7, 2013 at 11:17 AM

To: Keyur Shah CFP , keyur shah

Dear Keyur Sir,

I have passed my CFP Final Exam on the first attempt. I would like to sincerely thank you for your efforts put in during the

training sessions. Also the question bank prepared for the final paper case studies greatly helped.

Moreover I would like to thank you for explaining the concepts so clearly that I could clear the Exam without much

preparation.

In all, the credit goes to you for your training and help.

Thanks again.

Harish Barke

84th Success Story:

Mr. Valerian D’Souza, Independent Financial Advisor-Mumbai. (09769260891/09322210891) joined our Fast Track CFP

Training workshop in Dec.’12 and Successfully Retirement Planning with a “B” Grade @ 1st Attempt in Jan’13 and Tax

Planning & Estate Planning in month of March’13. He further attended Training in our 26th Batch Mumbai in April’13 &

Successfully passed Final/Exam 5 with a “B” Grade on 7th Aug.’13.

From: Valerian Gracias Dsouza on Wed, 14 Aug 2013 13:13:57To: "Keyur Shah "

Dear Mr Keyur Shah

I thank you Sir that today I am a Certified Financial Planner and all credit to you .I can surely say if not for your FastTrack

Training workshop this would not be possible .The study material is well prepared and extremely helpful and I admire how

you personally solved all my difficulties-on phone & personally

Thanks once more. Do continue the wonderful work of helping many more financial planners achieve their dreams

All the best

Valerian Dsouza

Independent Financial Adviosr-Mumbai.

09769260891/09322210891 83rd Success Story:

Mr. Ashish Mumbaiwala, Senior BFSI Professional, attended our 31st batch in ahmedabad in month of May’13. He has

successfully passed Investment Planning module exam @ 1st Attempt post training workshop in july’13. Aim to complete

Tax & Estate planning & Final/Exam 5 by Sept.’13.

82nd Success Story:

Mr. Peter Paul, Australia, Joined our video learning in June’13 & successfully completed IP & TPEP @ 1st attempt in

July’13 and Aim to completed CFP Final/Exam 5 in his next India visit.

81st success story:

A Youngest Participant of Our CFP Aspirant Club, Ms. Aishwarya Surana-Guwahati-Assam-Studying in a 1 st year B.Com

(09864806108)-Attended both Video Learning & Classroom (30 th batch Kolkata in month of May’13)-Successfully passed

her 1 st module exam Risk Analysis & Insurance Planning @ 1 st Attempt with a “B” Grade post Training Workshop on dated

16 th July and aim to balance four exams by Nov.’13.

Aishwarya manoj surana <[email protected]> Wed, Jul 17, 2013 at 10:29 AM


Dear keyur sir,

First of all I am very grateful to you for providing me the help whenever I asked for. I had attempted for the RAIP module

once before joining your workshop as well as video learning kit but couldn’t click it and after post training I have cleared

my RAIP module successfully with B grade.

The study material which you have provided is exhaustive and very much sufficient. The five step process is a great

technique for solving the sum in the stipulated time period. Also the usage of p/y and c/y is great…Which you taught us

during the video learning as well in classroom training workshop.

The financial calculator makes it easier to solve the sums. Your guidance was also a great help in the post training

preparation.

Last but not the least, THANK YOU for all your support and the help that you provided without which i would not have

been able to pass my exam with such a good grade.

Regards,

Aishwarya surana.

80th Success Story: Mr. Jagdish Suvagia, Independent Financial Advisor based in Surat (09998989096), Successfully

passed CFP Exam 5/Final @ 1st attempt post training WS on dated 15th July. He attended 32nd Batch Training WS in

month of June in Mumbai.

From: Jagdish Suvagiya on Wed, 17 Jul 2013 13:28:32


I STRONGLY RECOMMEND ALL CFP ASPIRANTS TO ATTEND THIS CRASH COURSE THAT WILL HELP NOT ONLY TO

CLEAR FINAL EXAM AND ALSO HELPFUL TO LAUNCH HIS FEE BASED PRACTICE.

GOOD WORK…KEYURBHAI….KEEP IT GOING UP AND MANY MANY THANKS FOR ALL YOUR SUPPORT AND GUIDANCE.

WITH THANKS,

Jagdish Suvagiya

79th Success Story:

Ms. Paromita Mukherji works with a leading MNC Private Wealth Management Company based in Kolkata in Operation

Dept. (09836498881)- She had attended our 30th batch-Kolkata in the month of May and successfully completed her CFP in

the challenge pathway @ 1st Attempt with a “B” Grade.

paromita mukherji Wed, Jul 17, 2013 at 3:07 PM


Sub.: Thank you

Dear Sir,

It gives me immense pleasure to inform you that I have cleared the Fast track CFP exam with a grade B in the very first

attempt. I would like to take this opportunity to thank you for all the help and guidance that I received from you. Your

training was truly the best that I have attended till date. Infact the question bank prepared by you is absolutely similar to

the pattern of questions that come in the exam.

Thank you again.

Regards,

Paromita Mukherji

78) N S Kishore Kumar, Retired Senior Banker (SBI & HDFC) – Currently working as a Management Consultant in Mumbai

& Independent Director on various leading BSE/NSE Listed Companies ([email protected], 09320561929)- enrolled in

our 25th Batch in March’13 & successfully passed CFP Exam 5/Final Exam in Challenge Pathway dated 18th June’13.

Dear Keyur ji,

Thanks to your unstinted efforts, I could clear the fast track exam in the first attempt…my experiences are summarized in

the attached testimonial.

Challenge Status- Fast Track Training conducted by Shri Keyur Shah

This training program was of immense value to me in preparation for the exam…the design, content and delivery of course

material by Keyur ji was par excellence…He is extremely committed, highly competent and sincerely concerned about the

learning process of his students. His post-training support is comprehensive and effective….Thanks to his efforts, I could

clear the challenge status exam in the first attempt…. I think Mr Keyur Shah is doing yeoman service to the cause of

professional and ethical practice of financial planning.

N.S.Kishore Kumar

Mumbai

77) Mr. Hareesh, AVP-Hedge Capital-Kochi- Successfully passed Tax Planning & Estate Planning (Exam 4) with a “B” grade

in July’13 and aim to complete CFP exam 5/Final by Aug’13. (Attended our 23rd Batch in Jan.’13 in Kochi)

76) Roopa Khatri-09819918163 (Senior BFSI Professional, Mumbai) enrolled for CFP in Regular Pathway- Completed her

Investment planning (Exam 3) @ 1st attempt with a “B” Grade post Video Learning Training WS dates 18th June’13 & Aim

to complete her CFP by Aug’13.(Enrolled in March’13)

Thanks a Zillion for your guidance & support.

Video learning was like Keyur Sir has come to my home to give me a private coaching.

75) Mr. Mihir Sanjanwala, Wealth Manager @ HDFC Bank, Enrolled via Video Learning Kit (May’13) & successfully passed

Tax Planning & Estate Planning (Exam 4) @ 1st attempt with a “B” Grade (June’13). Aim to complete CFP by July’13.

74) Mr. Venkatraman Subramaniam (Chief Financial Officer- City of London Telecom, Bangalore) Attended our 8th Batch @

Bangalore last year July’12 & successfully passed CFP Exam 5/Final in Challenge pathway on dated 22nd June’13.

CFP certificaion

Venkatramanan Subramaniam <[email protected]> Sat, Jun 22, 2013 at 12:02 PM


Hello Mr Keyur Shah

If you recollect, I attended your 2 day training program in BLR during Jul 2012.

I passed the CFP CS status last Friday with B grade.

Thanks for your help and guidance. The type of practice questions that you shared were very useful.

Rgds

Venkatramanan

73) Mr. Sushil Sabarwal, Established Independent Financial Advisor, Mumbai (9821012113) Attended our 24th batch in

Feb’13 & successfully passed CPFA Exam @ 1st attempt with 70%+ dated 20th March’13. Aim to complete his CFP by

Sept.’13 in challenge pathway.

72) Mr. Dilip Butani (09223286283)- Senior Visiting faculty with various MBA colleges & full time working with Principal

Retirement Advisor, Mumbai.Attended our 25th Batch in month of March’13 & successfully passed CPFA Exam with 80%+

in June’13. Aim to complete the CFP in the challenge pathway by Sept.’13.

71st Success Story" of our Fast Track CFP Training Workshop.

Riha Agarwal-Kolkata (Fresh Graduate –Persuing CFP in Regular Pathway)

She has enrolled “Double Sure Fast Track CFP” Training Workshop-Attended both Video Learning & ClassRoom Training

workshop in our 30th Batch in Kolkata dated 17th to 19th May’13. She was failed twice in her first module exam

(Retirement planning in March’13) before enrollment. She has cleared “Retirement Planning @ 1st attempt post workshop

on 4th June’13. She is confident to complete all balance 4 exams by 30th July’13.

Riha’s Testimonial:

I have cleared my Retirement module exam (which earlier became quite difficult for me as I had already stuck twice in it)

that too after 15 days of attending Fast Track Training workshop. Earlier I was a bit confused about getting enrolled with

fast track because I had already enrolled with a leading education partner in Kolkata and was disappointed. But I myself

have experienced a major difference between the

2.With the help of Keyur sir only the “Financial mathematics” concepts got clear to me and moreover he provided the right

and updated study material and by following his guidelines both minor and major ones (like attempting the paper in

ascending order, solving questions on a rough sheet first which I earlier considered a waste of time ) helped me a lot . By

his training as he himself mentions 70 -75% of paper becomes in our control. Thanks a lot sir.

Regards

9163068499

[email protected]

70) Mr. Abhay (07838984765)- Product Trainer with a leading Insurance Broker- Delhi.

Attended our 27th Batch_Delhi_April13 & successfully passed CFP Exam 5/Final on 5th June’13 @ 1st attempt with a “B”

Grade.

69) Mr. E. Santosh Kumar (9246800151)- Business Associate- ShareKhan, Hyderabad.

Attended our 15th Batch Vijayawada & passed dated 6th June’13 @ 1st Attempt in Challenge Pathway.

68) Mr. Nitin Rao, Independent Financial Advisor & Trainer, Pune (09665096021)- Attended our 10th Batch_Mumbai and

successfully passed CFP Exam 5/Final in June’13.

67) Mr. Anurag Anand (09310495868)- Established IFA, Passed with the "A" Grade today in Delhi…He attended our 27th

Batch in Delhi last Month. He got Sanjay and Gurpreet Case Studies. He had failed twice before attending our Training WS

in Exam 5.

67th Success Story:

Wishing you all the very best for your future

Anurag Anand <[email protected]> Thu, Aug 29, 2013 at 7:52 PM


Dear Sir,

Thanks for your professional guidance for clearing the Final module/Exam 5 in just one go after attaining training session

on 19-21 April 2013. I appeared on 17th May 2013 and I never looked up before finishing my exam. I submitted my paper

around 45 minutes before completion of time. I thank you from the bottom of my heart for your kind and humble support

after training. As you know I frequently asked many queries which you solved diligently. I got 'A' grade, which I dedicate to

you because without you it never was possible. Right now I joined Corporation Bank as clerk and expecting to clear the

Bank PO exam within a year.

Regards

Anurag Anand

08875698381

66) Mr. Pradeep Jivan (09810932978)- Retired Banker-SBI, Passed with a "C" Grade CFP Exam 5today @ 1st Attempt post

TWS. Attended last month in 27th Batch_Delhi.

65) Mr. Vineet Jain (09909019783)-Area Manager- ING Life, Passed Tax Planning & Estate Planning with a "B" Grade @ 1st

attempt 16th May & Retirement Planning on 24th May’13 in Vadodara- He enrolled through Video Learning Kit on 5th

May'13 & cleared Investment planning in July’13 & aim to complete CFP Final/Exam 5 by Oct.’13.

I am thankful for the training inputs that have resulted in significant change in grade secured. I have passed TPEP with B

grade @ 1st attempt post video learning. Though I have completed RAIP module but I just passed with C grade even

though I have completed the Associate exam of III with good grades.

Three important inputs: Approach the exam with 1 marks question, then 2 marks and so on. This seemingly small input has been tremendous as I

was very much in control Use of financial calculator. Previously I used excel that was time consuming but after video learning I came to know

different techniques of using financial calculator that too resulted in time saving. The video learning has helped me in improving the financial mathematics significantly specially use of p/y and c/y and

conceptual clarity it brings in calculations

65th Success Story:

Mr. Vineet Jain (09909019783)-Area Manager- ING Life, Baroda. Passed Tax Planning & Estate Planning with a "B" Grade @

1st attempt 16th May & Retirement Planning on 24th May’13 in Vadodara- He enrolled through Video Learning Kit on 5th

May'13 & cleared Investment planning in July’13 & completed CFP Final/Exam @ 1st attempt with a “B” Grade in Oct.’13

Thanks!!

Vineet Jain <[email protected]> Sat, Oct 12, 2013 at 2:33 PM


Cc: Keyur Shah CFP <[email protected]>Dear Keyur,

Thanks for the guidance and I have cleared the final exam with ‘B’ grade. Initially I tried to do the course in self-study mode but then I

realised a need for expert coach like you without whom I could not have cleared the exam in 7 months time looking to ongoing job

requirement of a senior manager.

Your training and help you provided post training was very important. The books may give you knowledge but practical techniques can

only be learnt in a class room/Video learning in the same way as you can find karate steps on internet but without training under a guide

you will never be able to master steps.

The preparatory material and way to prepare running-up to exams were also very useful. Thanks again for your guidance.

I am thankful for the training inputs that have resulted in significant change in grade secured. I have passed TPEP with B grade @ 1st

attempt post video learning. Though I have completed RAIP module but I just passed with C grade even though I have completed the

Associate exam of III with good grades.

Three important inputs:Approach the exam with 1 marks question, then 2 marks and so on. This seemingly small input has been tremendous as I was very much in controlUse of financial calculator. Previously I used excel that was time consuming but after video learning I came to know different techniques of using financial calculator that too resulted in time saving.The video learning has helped me in improving the financial mathematics significantly specially use of p/y and c/y and conceptual clarity it brings in calculations

Regards,

Vineet Jain

64) Jagjit Jagoar- Senior LIC Development Officer, Delhi (09953320041) has successfully cleared Investment Planning &

Tax & Estate Planning @ 1st attempt post training workshop within one month & aim to clear CFP by June’13. (Attended

our 27th Batch @ Delhi in April’13)

MY TESTIMONIAL REGARDING MODULE EXAMS- I.P. & T.P.E.P.

jagjit jagoar <[email protected]> Wed, May 22, 2013 at 9:53 AM



First of all I must thank you for giving me an opportunity to attend your 27Batch held on 19-21 April, in Gurgaon.

It was a fantastic session which cleared my doubts followed by some Important tips like- how to appear in the exam -

(Time-Management), Do's & Don'ts, Goal Setting, Basic Financial MATHEMATICS. All the inputs that you

Provided in the Class/Workshop helped me to clear my two pending MODULES 0f INVESTMENT PLANNING

TPEP. Earlier I was not confident that I'LL be able to clear my these two exams in a very short duration as

My Enrollment was going to expire on 29th May and also I had failed on two earlier occasions.

Anyhow after attending your session I got confidence and your above mentioned tips helped me to crack these

Exams successfully. I am again thankful to you.

63) FCA Ms. Alka Mittal (09820468318), working with Bharti Axa Life as a Manager-Investments)

Successfully passed dated 16th May’13 @ 1st attempt with the "B" Grade. She got Sanjay (Case F) & Gurpreet (Case B) …

She had attended our 24th Batch_Feb.13 in Mumbai. She had registered in Challenge pathway or Direct Exam 5/Final.

100%Guarantee of Success in CFP Exam 5………Yes this statement is very true when it comes to Keyur Sir's training

program. Its not just the training program but the wholesome knowledge imparting process which is very rare to find, be it

queries related to the exam, or queries related to the profession, Keyur Sir is available round the clock and always more

than happy to help the participants. I would like to take this opportunity to thank sir for making impossible, possible for

me!!!!!!!!!!!!!!

Regards,

Alka Mittal FCA,CFP^CM

62) Mr. Srinivasan, Senior Banker (Bangalore)-09663399780-

Enrolled through Video learning Kit in March’13 & successfully completed Investment Planning (Exam 3) Module exam @

1st attempt with a “B” Grade, Tax Planning & Estate Planning @ 1st attempt on dated 6/6/13 & Passed Exam 5/Final @ 1st

attempt with a “B” Grade on 8th July’13.

P.Srinivasan <[email protected]> Wed, Jul 17, 2013 at 12:11 PM

To: [email protected]: CFP Exam 5/Final & Modules Exams (IP & TPEP)Dear Keyur,I passed my CFP Exam 5 in grade B. In fact i have passed exam 3, 4 and 5 in quick succession.. Apart from the video learning kit, i should say that the your question bank prepared for the final paper case studies greatly helped. It provided the required practice in tune with the exam pattern. Thanks to you for timely help and please keep up the good work!!RegardsSrinivasan

P.Srinivasan <[email protected]> Mon, May 20, 2013 at 10:49 AM


Dear Keyur,

I have cleared the Investment Planning module exam with a B grade @ 1st attempt post video learning.

I should say your video learning kit greatly helped me. Thanks to your sincere efforts in the training sessions. Some of the

concepts are explained very clearly in the training sessions and all the material provided by you is quite exhaustive and

detailed.

Above all, the case studies and the handwritten solutions are the best part of the learning. Please keep up the

Good work !!

Regards

P.Srinivasan

61) Mr. Anand Gokhale, Fresher & CFP Aspirant passed his CFP Exam 5/Final in month of April’13. Attended Training

Workshop in month of March’13 in Mumbai. (09821674334)

Hello Sir,

I am Anand Gokhale.I want to give you a good news that I cleared my Exam 5 /Final module at last week.Sir thank you so

much for guide me to clear Exam 5/Final module.My experience about your 3 days workshop for Exam 5 was fabulous.You

taught me those concepts like marriage corpus,vacation corpus,education corpus etc…which I really find difficult to solve

& those became barrier to clear Exam 5 for me.Before attending your workshop I gave exam 5 for 6 times but not yet

cleared.I was very up sate & wanted to give up Exam 5 but you gave me confidence & courage to clear Exam 5.Also you

gave me good quality material & post training support.which help me to clear Exam 5.Sir you are LIGHT HOUSE in this

CFP education sea which prevent Boat of Student from collapsing to failure rock & gives direction for sailing towards

success port.Again thank you very very much for giving proper guidance.

Yours Sincerely,

Anand Gokhale

DBF,CFA(ICFAI),CFP.

60) Mr. Harazika Simanta (Cluster Head- HDFC Bank, Assam)-09863102537

Enrolled through Video Learning Kit in Month of April’13 & successfully passed his CFP Exam 5/Final @ 1st attempt in

month of May’13.

Dear Keyurjee,

THANK YOU VERY MUCH.

Simanta Hazarika (Circle Head-Operations, HDFC Bank, Sivasagar, Assam) enrolled for a 19th batch at Kolkata (20th

Dec’12 to 23rd Dec’12) and took Video Learning Kit(16th April’13),successfully passed CFP

Exam5/Challenge Status Pathway on 7th May’13 with “C” grade.

“Thank you very much Sir, for your kind help and teaching technique, Although I have passed with “C” grade, I am happy

to clear the Exam 5, despite of my busy work schedule. I learned the right process & principles which helped me to

enhance the knowledge and skills. Moreover, the Video Learning Kit is very helpful, which I can use at

any time, any date like ATM. But, one thing I should say the full credits goes to you Sir, without your support, guidance &

help it was Simply impossible, as I had started from ‘Zero’ only.”

With regards.

Simanta Hazarika

9863102537

59) Mr. Sundeep Singhal, MDRT/CM Club Member- DELHI (09810093263)

Enrolled through Video Learning Kit (5th April’13) & successfully passed his CFP Exam 5/Final @ 1st Attempt on dated

22nd April’13.

SUNDEEP SINGHAL-DELHI PASS MY CFP FINAL IN FIRST ATTEMPT

Sundeep Singhal <[email protected]> Wed, May 22, 2013 at 4:11 PM


Dear Keyur Shah sir

ALL CREDIT GOES TO YOU IN CLEARING MY FINAL EXAM IN SUCH A SHORT DURATION OF TIME .. I AM

LUCKY THAT I FIND A GOOD TEACHER LIKE YOU AND YOUR GUIDANCE AND CORRECT METHOD HELP

ME IN CRACKING THE EXAM..

MY TARGET WAS TO CLEAR IT WITH 'A' GRADE AS MY CONCEPT WAS CLEAR .

FINAL MODULE NEED A GOOD PRACTICE BUT I ALREADY BOOKED MY EXAM DATE BEFORE MEETING

WITH YOU I GOT LESS PRACTICE TIME …. BUT ANYWAY I CLEARED IT IN FIRST ATTEMPT AND I

REQUEST YOU SIR THAT WHENEVER YOU COME TO DELHI YOU HAVE TO COME TO MY OFFICE OR I

WILL COME TO MEET YOU …

Rgds

SUNDEEP SINGHAL(CFP)

M/S SECURE LIFE

226,Ring road mall, manglam palace, Sector-3, Rohini, Delhi-110085

ph-09810093263,47073939.

www.securelifess.com

58) Mr. Naveen Kanth, (Director- BFSI Academy and BFSIhiring.com, Hyderabad)-09848999276

Enrolled for Video Learning Kit (25st March)- Successfully passed CFP Exam 5/Final in Challenge Pathway on 19th April @

1st Attempt with a “B” Grade.

"I found the Video Learning equivalent or better than the classroom training workshop. The Advantage was that I could run

video 2nd time when particular topic could not understood first time and also gave me flexibility to learn at my convenient

time without leaving home. The Mr. Keyur Shah had extended his full support during my post training preparation through

mail/phone.

57) Mr. Nikhil Khatiwala, (Established Independent Financial Advisor- Pune)-09822206851

Enrolled for Video Learning Kit (3rd April)- Successfully passed CFP Exam 5/Final in Regular Pathway on 19th April @ 1st

Attempt.

Thank you very much for making me CFP !!!!

Nikhil Khatiwala <[email protected]> Wed, May 22, 2013 at 6:35 PM

Reply-To: Nikhil Khatiwala <[email protected]>


Dear Keyurbhai,

First let me thank you for your whole heartedly and timely support, which helped me pass CFP exam.

Your Video learning kit is 100% worth. It really gave me in-depth knowledge of the topic. It showed me some new

techniques to use financial calculator to solve tough calculations.

I had cleared all the four modules, and had attempted the 5th Module for the first time on 25th Feb 2013, in which I failed. I

was upset and demotivated. I had cleared all the 4 modules at one go in B grade. So could not believe that I had failed in

the final module. Then again with vigor I booked the seat for Final module (Advance Planning) for the date 19th April 2013.

But I was not prepared. Then suddenly I got the mail of Mr. Keyur Sir, and I had a conversation with him on the phone, and

opted for Video Learning. The very next day I received the Video Learning Kit, date was 02nd April 2013.

Mr. Keyur Sir told me to study sincerely as there were only 17 days left for exams. When I started with the video Coaching,

on the first day my confidence was raised and I was sure that I will pass the exam. I studied as per the instructions given

by Mr.Keyur Sir. If there were any queries I would call him in evening from6pm-10pm and he would sincerely answer all my

questions. But I will tell you When you will go through the video learning all your doubts will be cleared. You will start

solving complicated Questions in minutes and accurately.

The video learning is the perfect way to study for the final exam, as, if you want to repeat some part, you can easily do it.

It's as if Mr. Keyur is teaching live and that also with comfort and ease of relearning. The e-study material provided my Mr.

Keyur Sir, is in abundance. It has got plenty and plenty of questions andanswers on all the related topics and Case

studies.

I cleared my final module on 19th April 2013 and I am CFP now. Many many thanks to Mr.Keyur Sir. It's just because of

Mr.Keyur Sir, that I am CFP.

I will say that anyone who wants to clear the CFP exams and with good grade should go with Video Learning Kit.

You can make out that this man is not just for money, but he wants his students to pass the CFP with good grades, who

will leave no stone unturned for his student. Once again I thank Mr.Keyur Sir. I wish Mr. Keyur Sir all the best to make all

his students a CFP !!!

"Thank you, Your Teaching method was very good. It had helped to fine tuned financial mathematics & financial planning

cacluation concepts/methods. I learnt the right process & principles and really helped me to enhance my domain

knowledge and skills. Your approach of financial plan goal calculations is helping me in practical life and helps me to

enhance conversion rate and ticket size. I am also planning to start my fee based financial planning service on immediate

basis.

Nikhil Khatiwala

Insurance and Investment Advisor

"Creating Wealth. Protecting Families."

http://www.renukainvestments.in/

B5 Vijayshree Towers,

Dattwadi,

Pune 411030.

9822206851

56) Mr. Chitral Shah, Manager, Kotak Securities-Ahmedabad-09998172990

Attended our 20th Batch in Jan.’13 & passed @ 1st attempt with a “B” Grade in April’13.

55) Mr. Kamal Kothari, Visiting faculty for ICWA/CA/CFP/Finance in Nagpur-09823138489

Enrolled through Video Learning Kit (In March)- Successfully passed CFP Exam 5/Final in Regular Pathway on 16th April.

Dear Keyurji,

Hope you are doing fine.

I am thankful to you for guiding me through success in CFP. Before taking your classes, aim was just to clear CFP and get

the certification. This was particularly so because I have heard from many friends and acquaintances that CFP level 5 is

very tough to crack. However, 2 things made CFP extremely easy for me. Firstly, conceptual clarity provided in very

organised manner and secondly, usage of Financial calculator instead of Excel working.

I am now so better equiped with CFP subjects knowledge that I am now very enthused to share it with others and make

CFP simplified for them too.

Thanks once again.

Best regards,

CMA Kamal Kothari

Cell : 09823138489

54) Mr. Altaz Khakiani, VP- Software Development (Morgan Stanley)- Passed with a “B” Grade @ 1st Attempt on dated 1st

April’13 post training workshop. (Attedned our TWS in month of Feb.’13)-09820712667)

Hi,

When I joined Keyur's sir 3 day classes, I was skeptical how I would be able to prepare myself for CFP exam 5 as my

background is software development. Sir did an excellent job in teaching us the right process and technique to pass the

exam. Even though I am glad I passed my exam 5 with grade B in first attempt, the amount of knowledge I got from these 3

days of training is priceless. The best part is post training support that Keyur Sir provided me until the day I appeared for

my exam.

I highly recommend Keyur Sir for CFP exam 5 prep.

Thanks,

Altaj Khakiani

VP – Morgan Stanley Wealth Managemen

53) Surabhi Verma, (Ex. Banker and Independent Financial Planner)-Passed with a “B” Grade @ 1st attempt on dated 26th

March’13 post training workshop.(Attended our Fast Track CFP Exam 5 TWS in Jan’13 in Mumbai) 9702454350

Dear Keyur Sir,

This is to thank you for your to the point guidance and post workshop help as well which has been very instrumental for

me in clearing my Exam 5. The approach in understanding the questions and the way to attempt it not just with correct

procedure but also with apt logic has been very useful for me.

Also, your help pertaining to the updated questions and solutions, your availability on the phone and mails for clarification

of the smallest doubts, and focussed approach for clearing the paper is really credible.

Thanks again Sir for your guidance, support and encouragement.

Thanks and Regards

SURABHI VERMA

52) Mr. Rajnikant Tiwari, Manager (Sales)- Diawa MF, Passed with a “B” Grade @ 1st Attempt on 23rd March (Attended our

Training workshop in Month of Jan.’13)

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Thank you very much *** cleared CFP advanced module in 1st attempt.

Rajnikant Tiwari <[email protected]> Mon, Mar 25, 2013 at 4:15 PM


Dear Sir,

I am happy to share with you that i have cleared CFP in Exam 5 Advanced Module in 1st attempt with a B grade.

Keyur Sir has very good knowledge of the subject, he had designed the overall flow of the program very well and it was

easy to understand. I bothered him a few times after the training, every time he was more than happy to help me. Post

training e-mailer"s and question bank was very useful . i strongly recommend Keyur sir's training to all financial

professional who wish to do CFP advanced module."

Thank you very much once again for your support and guidance

With warm Regards,

Rajnikant Tiwari

# 9930435861

51) FCA Mr. Rajesh Kuttikkat , Senior Finance Manager is working with a leading MNC had Attended 23rd Batch in Kochi

dates 25th to 27th Jan.13 and passed @ 1st attempt CFP Exam 5 with a “B” Grade in just one month post training

workshop.

Rajesh kuttikkat <[email protected]> Wed, Feb 20, 2013 at 1:31 PM (CA & Senior Finance manager with MNC

(Fragomen) in Kochi)


Dear Mr Keyur,

Thanks for coming to Kochi and conducting the Workshop so that within one month, three participants who took the

exams qualified the exams. I am sure the success story will continue with all other participants. Wishing all the

participants the best wishes !!

I owe my success to the following factors:

a) As a trainer, you have given us specific direction on how to approach the exams. Five step process including drawing

the right time line was a "learning" for me who opted the CS route. This made the studies very interesting and problems

less "problematic".

b) Financial Calculator – I was really skeptical when you mentioned about the calculator. I thought that this will be

additional and unnecessary expenditure. I was not used to the financial calculator and used to practice in MS Excel. But

your workshop, post training sessions and the exam proved it otherwise. It was not an unnecessary expenditure but a

capital investment, the benefit of which is reaping now. The calculator was truly awesome and thanks for recommending

and giving us training on this.

c) Success doesn't come by mere luck. You have to put lot of effort to taste success. Due to my job responsibilities and

family matters (including managing a 10 month old baby), I was finding it difficult to manage the time. Since stretching of

24 hrs is not possible, I have to plan the study time accordingly. (I always believe in "Plan your work and Work your plan").

Putting extra hours, sleeping less hours, "tweaking" some office time, cancelling all extra appointments / weekend "get

togethers" were one strategy.

e) Practice, practice, and more practice….:) Obviously another strategy.

f) Group study or interaction with other participants is another strategy. Ranjith has helped me in this regard. He redefined

my clarity of concepts and refined my knowledge levels. Thanks Ranjith and Hearty Congrats on your success.

g) Time management – Pre exam preparation should include attempting the mock test in a typical exam environment. This

will increase your confidence level, that is for sure. I am the living example )I got Ashwin (Case A) and Sanjay (Case F) in

my exams and is attaching some questions that I felt unique. There were two or three questions which was really tough for

me and has to guess that answers. One question is about computing the net worth of Sanjay after 5 years from now (with

all sorts of adjustments). Even in an AC environment, you will sweat it out after reading these type of questions ). Read the

questions atleast twice to understand the "hidden agenda".

Wishing all the participants the very best in life.

Rajesh K

9746333661

50) Mr. Maxi Jose, Leading IFA in Kochi had Attended our 23rd Batch in Kochi dates 25th to 27th Jan.13 and passed @ 1st

attempt CFP Exam 5 with a “B” Grade in just one month post training workshop.

Maxie Jose <[email protected]> Mon, Feb 25, 2013 at 2:09 PM


Good Day Mr. Shah,

At the outset I must thank you for the excellent workshop conducted in Kochi. Three of the participants have cleared CFP

within three weeks is a testimonial to this. I am confident that there will be many more success stories and you could soon

be proud of 100 % results for the Kochi batch.

· I owe my success entirely to you and your focus towards cracking the exam. I must admit that I have been a culprit to

Not follow some of the rules advised by you.

· Mantra for success is hard work and practice. Solve as many questions as possible.

· Though I did not book my exam one month in advance, I would strongly recommend it to all.

· Financial calculator would be the best way for most solutions except for some like Moneyback policy calculations.

Despite my initial inhibitions, I found that use of a calculator makes it much easier and faster.

· Do not overlook the 2 and 3 mark questions, they can be crucial for passing as well as getting good grades. They were

simple and were the saving grace.

· Though the basic format was as advised by you, some questions were tricky and needed thorough understanding of the

question as well as concepts.

Thank you again for your support, particularly for the late evening queries during the last two days.

Warm Regards

Maxie Jose

CERTIFIED FINANCIAL PLANNERCM

Affluenz Family Office LLP

Level 1, MIG 386, Panampilly Nagar, Cochin – 682036

Off: +91 484-2311790, 6462098

eMob; +91 9495218492

[email protected]

49) Mr. Ranjith Senior BFSI Professional had attened 23rd Batch in Kochi dates 25th to 27th Jan.13 and passed @ 1st

attempt CFP Exam 5 in just one month post training workshop.

ranjith v.m <[email protected]> Mon, Feb 25, 2013 at 10:24 PM

Hi Keyur,

First of all, thanks Keyur for conducting such a great workshop in Cochin for the CFP aspirants like me. It helped me

understand the pattern of the exam and how to approach it like how to plan the time and prioritize the questions.

The five-point system you introduced gave me clarity on how to approach a problem and to achieve more accuracy in the

calculations.

I was not fully aware of the possibilities of 'begin' and 'end' in the financial calculator.Thanks a lot for letting me know

about that.

The Mock tests which you provided in the last days was a great help in boosting my confidence.

Hard work, regular practice and time management are the three big factors behind my success.

The most special thing about this workshop was the opportunity to meet other CFP aspirants in and around Cochin.

Thanks a lot Anoop for letting me know about the workshop, Vijay for the combine study sessions and Rajesh Kuttikkat for

discussing and sharing his views on solving various complex questions.

Regards,

Ranjith V M (09846998228)

48) Mr. Hiren Pandya, Senior BFSI Professional had attended 20th Batch in Ahmedabad dates 4th to 6th January’13 and

passed CFP Exam 5 @ 1st attempt on 25th Feb.

(Mr. Hiren was failed four times before attending a training workshop)

Hiren Pandya <[email protected]> Tue, Feb 26, 2013 at 6:22 PM

To: keyur shah [email protected]

Dear Keyurbhai,

It has been a tough time so far but finally with your guidance and mentoring could crack CFP..

All thanks to your faith in me .

Will never forget this journey !!

Warm Regards,

Hiren Pandya

Associate Director , Client Relations – Ahmedabad

TrustPlutus Wealth Managers (India) Private LimitedTM

101 A,Zodiac Avenue, Opp. Mayor's Bunglow,

Near Law Garden, Ellisbridge, Ahmedabad – 380006.

Tel: 079 – 4040 3802 ; Fax: 079 – 4040 3839

Mobile: +91 9879597372

[email protected]

www.trustplutus.com

47) Mr. Minesh Rana, Attended our 20th Batch in Ahmedabad dates 4th to 6th January’13 and passed CFP Exam 5 @ 1st

attempt on 25th Feb.

Baroda, Business Associate of Motilal Oswal and IFA (09925223467)

(Mr. Rana was failed three times before attending a training workshop)

46) Mr. Vijay Senior BFSI Professional had attened 23rd Batch in Kochi dates 25th to 27th Jan.13 and passed @ 1st attempt

CFP Exam 5 dated 4th March’13- (0895419897)

vijay prabhu <[email protected]> Mon, Mar 11, 2013 at 4:33 PM

To: Keyur Shah CFP [email protected]

Sub.: From Aspirant to Achiever

Dear Sir and all my Friends,

Feeling happy and a bit relieved after clearing the exam. It was a great moment for me. Long cherished one.

Thanking Guru Keyurji for showing us the right path to reach the success (I think you almost took us till the doorstep and

we just had to knock the door) .

All my friends were of great support and motivation in this achievement.

Those days long sessions with Ranjith were the building blocks.

There is no short cut to clearing the exam. Practicing the mathematical problems and thorough knowledge of concepts is

the key.

Thanking you sir for the continuous support.

Regards

Vijayanand

45) Mr. Priyesh Chokshi, leading IFA & Stock broker based in Mumba had attened 24th Batch dates 15th to 17th Feb.13 and

passed with the “B” Grade @ 1st attempt CFP Exam 5 in just one month post training workshop-09820224126

Priyesh chokshi <[email protected]> Sun, Mar 10, 2013 at 6:52 AM


Dear Keyur Sir,

I want to sincerely thank you for all the efforts you have taken starting from 3 day crash course till the last day of the

examination. Your 3 day crash course was very good & effective as it almost cleared all concepts. Your

The importance of the 5 step process made the question paper looked simpler to understand and passed the examination

easily.

Your dedication towards helping the students in clearly doubts is tremendous…. Encouraging the students till the very

last day …. Helps to build confidence in them.

As you clearly say 50% I can provide with understanding the concept & rest 50 % lies with your 200 hours of practice post

training…. for passing the CFP Exam.

I again thank you for the wonderful training & knowledge passed to us.

Wishing you all the best for your future endeavors.

REGARDS

PRIYESH CHOKSHI

09820224126

44) Mr. Arnab Chetarjee- IFA, Kolkata, Passed with the “A” Grade @ 1st attempt post training on 29th Jan.'13 (Cell

09836264672)- Attended Training workshop in Dec.12.

Dear Sir,

I am highly obliged to you for your guidance and support.Without you it would have not become possible. You are like a

guiding star to me and i guess to the other CFP aspirants as well. The right methods taught by you, not only helped me

clear the exam, but has imbibed me with good technical knowhow, which i feel will be of great help throughout my career

in ' Financial planning '. Thank you very much.

With regards,

Arnab Chatterjee,[email protected]

43) Mr. Taresh Bhatia- Delhi-Passed with the “A” Grade post Training on 30th Jan.13. (Cell no. 09810144683) – Chief

Knowledge Officer, Advantage Consultants- Attended in Nov.’12.

Hello Keyur,

When the opportunity came, it appeared in a different form, and from a different direction than I had expected. That is one

of the tricks of opportunity. It has a sly habit of slipping in by the back door, and often it comes disguised in the form of

misfortune, or temporary defeat. Perhaps this is why so many fail to recognise opportunity

…. CLEARED MY FINAL CFP EXAM TODAY!

With your help, kind cooperation, guidance, techniques, approaches, methods, sample paper, it made my path more

clearer to towards clearing the final CFP exam today. Your persistently saying that I will get A grade brought more

confidence on every call to you and I actually got A grade today! Of course, I had to really really work very hard, cutting off

the outer world and concentrate on my studies but then this also taught me how to bring what you actually DESIRE! Many

thanks Keyur!

TRULY, “thoughts are things,” and powerful things at that, when they are mixed with definiteness of purpose, persistence,

and a BURNING DESIRE for their translation into riches, or other material objects.

A little more than THREE years ago, I discovered how true it is that men really do THINK…MY discovery did not come

about at one sitting. It came little by little, beginning with a BURNING DESIRE to be a CERTIFIED FINANCIAL PLANNERCM

One of the chief characteristics of My Desire was that it was definite. Observe, carefully, the description of translating my

DESIRE into reality, and you will have a better understanding of my success principles! When this DESIRE, or impulse of

thought, first flashed into my mind, I was in no position to act upon it. Many difficulties stood in my way. These difficulties

were sufficient to have discouraged the majority of men from making any attempt to carry out this kind of a desire!

But mine was no ordinary desire! I had learned, from years of experience, that when a man really DESIRES a thing so

deeply that he is willing to stake his entire future on a single turn of the wheel in order to get it, he is sure to win. I got this

opportunity! that I had asked for, because I had made up my mind to stand by until i succeeded. And got Success today…

more to come..

Shall always seek your blessings and cooperation in times to come.

Best wishes and many Thanks, [email protected]

42) Mr. Allan Pereira- Passed with “A” Grade @ 1st Attempt post training, Mumbai-Senior BFSI Professional ON 19th

Dec.'12(Cell no.09820581508)- Attended training WS in June’12.

41) Mr. Akhil Maediratta, entrepreneur, TitaGarh, Orrisa, Passed @ 1st attempt on 28th Jan.’13–Subscribed “Video

Learning Kit” in the month of Oct.’12 (Cell no. 09437069007)

40) Mr. Ravikant, Senior BFSI Professional , Hyderabad, Passed with a “B” Grade on 25th Jan.’13- Subscribed Video

Learning Kit in month of Dec.’12 (Cell no.09989951612)

39) Mayank Patel, IFA, Bardoli, Gujarat passed his CFP exam 5 first attempt with a “B” grade. (Attended our training

workshop in the month of Oct.’12-09537459696)

38) Rajiv Ledwani- Mumbai, Passed his CFP exam 5 first attempt. (Got job in IIFL advisory post CFP, Attended training

workshop in the month of Dec.’12, 09960101000) K. Seenivasan, Senior Manager with ICICI Bank Chennai , Passed his CFP exam 5 with a “B” grade (attended a training

workshop in the month of Sept.’12 in Chennai-08148453448)

36) Mr. Naresh Panjannani, Senior Stock broking Professional & Established IFA- Passed CFP certification in the month of

Nov.’12- Attended Training Workshop in the month of Sept.’12 (Cell no. 09821078655)

35) Prabakaran. J, Senior Training Manager- Banca-Max life insurance Chennnai, Passed his Retirement planning (exam2)

1st attempt with a “B” grade post training workshop and aim to complete CFP by May’13. (09944044846)

34) M. K. Jayaprakash, regional manager & AVP-Motilal Oswal, Ahmedabad, Passed his Tax Planning & estate Planning

(Exam 4) with a 1st attempt within one week from completion of the training workshop. (09879583119) Rupali Rane _Attended in 18th Batch_Mumbai dated 7th-8th-9th Dec.'12 and passed her CFP Exam 5 1st attempt post

training on dated 26th Dec.'12.

Your process is really good. I followed all your guideline and whatever you taught us in your workshop. If we follow that 5

step method then we can easily solve any Question regarding Retirement corpus, Insurance cover , Higher education

goals, world tour corpus, etc. And solving case studies like a real exam give confidence to attempt CFP exam 5.

Thanks’ a lot sir, for Your Well wishes, encouragement and valuable support.

Warm Regards,

Rupali Rane CFP.

[email protected], Contact detail: 09833387663

31) Valerian DSouza, IFA- thane, Mumbai, Passed his Retirement planning (exam 2) with a “B” grade post training

workshop. (Attended in Dec.’12 in Mumbai-09322210891) & Tax Planning & Estate Planning Exam in month of May’13 & aim

to complete CFP by July’13.

30)Priya Shah (09870624732)-Mumbai- I had already attended Exam 5 training from a leading institute but not confident

about the Exam 5 and had to join the Ffreedom financial planner post CFP. I had attended FAST TRACK CFP EXAM 5

training workshop in the month of Sept.’12 and successfully passed Exam 5/final with the “B” grade @ 1st attempt.Now, I

am working with the Freedom Financial Planner. Mr. Ashok DB, IFA-Shimoga , passed his CFP exam 5 @ 1st attempt post training workshop in the month of Dec.’12

(Attended training workshop in July’12 in Bangalore-09880244288) Shyam Jaiswal, Hyderabad, subscribed “Video Learning Kit” and Passed Insurance planning (Exam 1) and aim to

complete CFP by April’13.

27) Rajesh.rajgopal <[email protected]> Tue, Nov 6, 2012 at 5:11 PM


Dear Sir,

Greetings and trust you are fine.

I am glad to mention that I passed the exam 5 today . I thank you to the bottom of my heart for the Guidance you had given

during the fast track module in Chennai, without which this would not have been possible.

I got C grade, but it’s because I had not been as focused as you had asked post the classes and I must have spent only a

couple of quality days revising. Just because I was methodical , as you had told, in approaching the exam today, I could

qualify.

Thanking you again. I look forward to meet you on your next visit to Chennai.

Warm Regards

Rajesh (09176999397)

26) Mr. Manoj – Senior Manager, UTI MF attended in Sept.’12 at Chennai and passed Exam 5 in the month of Nov.’12 (1st

Attempt) (09840304992, [email protected],)

25) Mr. Aditya Lakshman Rao- Zone Training Manager (Passed Exam 3, 4 and Exam 5) – Metlife Insurance, Mumbai.

Aditya Rao <[email protected]> Wed, Nov 28, 2012 at 4:40 PM


Dear Keyur,

At the outset, I would like to inform you that I cleared my Final Module of CFP.

I would like to take this opportunity to thank you, for all the support given. Without which it wouldn't have been possible.

To give you a quick background, I met you at a time when I was almost on the verge of giving up CFP. I registered for CFP

in 2007 and had not given exams consistently due to lack of guidance and coaching.

While I had cleared 2 Modules, Risk Management and Retirement, I had failed in Investment twice and was slowly losing

interest.

After attending your workshop in July, I cleared Investment, Taxation and Final in matter of Just 4 months, amidst of a lot

of professional and personal commitments.

I guess all one has to do to clear the exams after attending your workshop is to keep in touch with you and your mails.

Practice is a given and there is no escaping from that. But being in touch with you and your mails helped me in

anticipating the questions and prepare for the same.

While the Workshop gave an overview, doubt handling sessions give guidance to take the learning from the workshop

forward.

Even simple tips like, taking a case study like a test with time limits goes a long way in helping us to face the exams. Your

dedication and commitment is proven by the fact that, you had connected with me on Skype at 9:30 PM from Delhi after a

workshop just clarify doubts and give last minute tips. A special thanks for that.

Thanks a ton and I am sure with your guidance, there will be many more CFPs in the country.

Warm Regards

Aditya Rao

Zone Training Manager (Metlife- Bancassurance vertical), Mumbai.

09619640950

24) Mr. Avinash Poddar (Established CA based out of Surat and MD of well known “Tarun” Group- office no.0261-

402327) passed CFP Exam 5|FINAL|AFP in month of August.12. I had enrolled in challenge status and failed twice and later

on I had attended our FAST TRACK CFP EXAM 5|FINAL|AFP training workshop in the month of May in Mumbai. I learned

the right method of various Goal Corpus calculations and finding investment required, concepts of Insurance to Estate

planning with us and practiced well and successfully passed CFP FINAL|Exam 5. I found that there is need of personal

financial planning among all families and I have decided to promote the Financial Planning Movement in South Gujarat and

became Authorized Education Partner with FPSB India (Franchisee of Vantage Institute of Financial Market) and also plans

to launch soon Fee based Financial planning practice in South Gujarat.

23) Mr.Mohish Damani (09833343021)- Professional Independent Financial Advisor (Ex. ICICI bank Wealth Manager)-

Mumbai

I was stuck in tax planning and failed twice. Later on, I attended FAST TRACK CFP Exam 5 training workshop in month of

July’12.

I passed “Tax planning & Estate planning” module in the next fifteen days with a “B” grade. I have successfully passed the

Final/Exam5 of CFP in the month of Oct.’12. The knowledge I learned in the training workshop helped many ways in

practical life and now I have already launched fee based financial planning practice.

22) Mr.Makrand-Pune (09049049700)- Established Independent Financial & Tax Advisor-Pune

I had enrolled in the “Challenge” pathway (Directly for Exam5/Final) in the year 2010 through Reliance MF and failed twice.

Fortunately, I had attended FAST TRACK CFP Exam 5 training workshop in month of June’12 and Keyur Sir had always

extended quality post training support and now, I am a CFP certficant. (Passed in month of Oct.’12) Mr.Rishi bhowal (9903084593)_Kolkata- working with IIFL as Senior Advisor. –Passed exam 5 in month of Oct.’12

I was hesitating for enrollment due to the cost because I had already attended training and failed but finally decided to

attend a training workshop in kolkata Aug’12. After two days of the training workshop, my 99% doubt and queries were

resolved and found a high level of confidence. Keyur Sir has exceeded my expectation for training and also provide good

post training support.

20) Mr. Birju Acharya (9825126655): I have successfully passed the CFP Exam 5/Final/AFP module with “B” Grade in month

of August’12. I am an established Independent Financial Advisor and Share Broker based out of Patan, Gujarat..

I had joined our FAST TRACK CFP EXAM 5/FINAL/AFP module preparation training workshop @ Ahmedabad dated 2nd

and 3rd June’12 and he made a good preparation / practice for almost 100 hrs+ and successfully passed Exam 5 with “B”

Grade on dated 21/8/12. Keyur Sir’s teaching methodology was simple and easy to understand various concepts and

calculations and way he taught the financial calculator was made my life easy and also use in day to day practical

applications with clients. The way KeyurSir taught various persuasion techniques which gave me confidence to put

Knowledge in practice and client enjoyed the experience and my conversion rate and ticket size almost are doubled. Now, I

am ready to launch immediate basis FEE based financial planning practice.

19) Mr.Paresh Patel (Manager-Sate Bank of India-09825129701) I had enrolled challenge status (Direct Final module)

pathway 6 months before and was struggling to find the right coaching for me. One of my colleague referred Mr.Keyur

Shah and I attended FAST TRACK CFP EXAM 5 preparation training workshop last month in Ahmedabad. It was a really

quality training provided a sound understanding of personal financial domain knowledge and skill. Post training, Keyur Sir

provided 24*7 supports till I passed the exam 5. I have cleared CFP exam 5/Final module with B Grade within 2 months of

attending the workshop

18) Abhishek Khudania (09830360202), Kolkata works with Client Assoicates (Wealth Management & Family office)

Sir, Thanks a lot for your guidance and support; which helped me sail through. The workshop helped me not only in

clearing the Examination but also have a enhanced clarity and understanding on various topics. A Guru & his knowledge

are always cherished and I shall always thank you for helping me achieve a milestone in my career.

Note: Abhishek has attended our Training workshop at Kolkata dated 18th & 19th Aug.'12 and successfully passed CFP

AFP/ Exam 5 on 31st Aug.'12.

17) V. Karthikeyan_Bangalore(9844252299): I am an Established IFA / LIC Advisor & enrolled in a regular/Self study

pathway. I had attended Keyur Sir’s training workshop in Bangalore last July’12. I learned systematic approach (Four Step

Process) and most of my doubts were cleared during the workshop which gave me solid confidence. I practiced as per

guideline and successfully cleared my CFP Exam 5 with a “B” grade.

CFP Exam Cleared

karthik venkat Sun, Sep 30, 2012 at 8:51 PM

To: [email protected], Keyur shah

Dear Sir

I am Karthikeyan from Bangalore and hope you remember that I have attended the two days Training Workshop done by

you in Bangalore.

I am happy to inform you that with all your Support & guidance I have cleared my CFP Final Module successful with B

Grade. I sincerely thank you and dedicate this to you.

The steps & Process which you tought was very useful and I have blindly followed that. As suggested by you have

collected 20 stapled plain sheets from the NSE and they have obliged me. I have used only one page per question

completely. I have started with a listing of important information required for the question. Then draw the complete

timeline and marked the information. Then listed out what is N=?, I=?, PV/FV=? Then started incorporating all these in the

FC.

The second thing is as advised you I have practiced some 20 Case studies independently with Timer. Similarly, the

probable questions and answers for the case studies made my job simple, it has given the psychological confidence when

sit in the exam hall.

One more important thing which I would like to share is that I have not used Excel at all. I have completed 99% I have used

only Financial Calculator only.

After completion of this exam I have started to use this confidently with my clients and they all appreciating and it is useful

for me also.

I would like to Thank you once again for all your guidance and support

Thanking you

Yours Truly

V Karthikeyan

9844252299

16) Saket Jain-Mumbai (09867411087)-Mumbai-Passed in month of Sept.’12 (Attended TW/S Aug.’12)

I am saket jain,i had enrolled in a self study mode and clear all the four exams but when i reached in fifth exam,i found it

very difficult because i didnot knw the right method and timeline approach.but when i joned keyur sir's workshop i found a

huge gap in my understanding.In clasess i learnt four step process,problem analysing tricks and timeline approach which

helped me a lot.After finishing workshop, keyur sir also helped me through emails and special query session which helped

me alot.I successfully passed the fifth exam in first attempt on 24 september.once again i would like to thank Keyur sir.

15) I am Sanam Desai (9867313259), fresh commerce graduate and pursing CA final. I had enrolled CFP in Self study

regular pathway and completed four modules in one year. I attended FINAL/EXAM 5 but only scored 26% and then I

approached to Keyur Sir and attended his FAST TRACK CFP EXAM 5 training workshop in Aug.’12. First time, I learned the

right method (Four Step approach) of calculating Goal corpus and finding Investment required and also learned the

scientific way to approach the exam and most imp Do & Don’t. Keyur Sir had regularly provided post training supports

through phone/mail/classroom query handling till I successfully passed the EXAM 5 WITH B GRADE.

14)

If you are Regular|Self Study pathway candidate and attend FAST TRACK CFP Exam 5|AFP preparation Training Workshop

now and does post training preparation as per our guideline… It will surely help you successfully pass your's Module

exams with good grades.

You may speak to a few of our FAST TRACK participants who have successfully passed their Module exams with good

grades.

+919619640950- Mr. Aditya, (Passed Investment planning with B grade and Tax planning)- Metlife (ZTM)

+919223440013-Mr. Anil (Passed Retirement planning with B Grade)- Advisor- LIC

09833343021-Mr.Mohish (Passed Tax planning & Estate planning with B Grade)- IFA

13) Meera Mehta

12) Shruti Gupta

11) Rajeev Gupta

10) Biju Behnan

09) Mr. Nilesh Shukla, SBI

08) Mr. Manoj Kalaria, SBI

07) Mr. Devendra Sharma, SBI

06) Jatin Maniyar, IFA Jamnagar

05) Bhavin Sarda, IFA Jamnagar

04) Alpa Maniyar, IFA Jamnagar

03) Mr. Prithvi Potta, Asscoiate Director- TrustPlutus Wealth Managers, Hyderabad (09885330546)-Passed CFP Exam 5 @

1st attempt post training workshop dated 11th March’13 (Attended 22nd Batch in Bangalore_Jan.13)

02) Ms. Nidhi Manchanda, B. Com. Fresher- Attended our 24th Batch_Mumbai_Feb.13 (09833559603)-Passed CFP Exam 5

@ 1st attempt with the “B” Grade post training workshop dated 19th March’13.

01)Mr. Noble Paul, VP & Branch Head, Axis Bank-Kochi (08086000811)-Attended our 23rd Batch_Kochi_Jan.’13- Passed

CFP Exam 5 @ 1st Attempt with the “B” Grade post training Workshop.

Dear Mr. Keyur Shah,

I am indeed delighted to inform that I cleared the CFP with a B Grade.

I was initially thinking about whether to take the exam now or in April. But , I had a certain confidence in me which

prompted me to take the decision of going ahead in March itself. I must state that this confidence came to me only after

the intense and exam-oriented training session that I had through your sessions. The methodology of teaching was very

very useful and essential , especially the process advocated by you for solving each and every problem. Thanks a ton,

Keyurji. The Financial Calculator was a revelation to most of us , without which I do not think the exam and calculations

would have been this effortless.And thanks a lot Keyur for helping me clear my doubts even at odd hours of the day or

even at night time. This was a tremendous support especially towards the last week. I must also mention about the

support given by the CFP training colleagues Mr. Ranjith , Mr. Rajesh Kuttikkatt and also Mr. Maxie .And of course , the

hard work put by me made all the difference in the ultimate analysis.

Feedback Of Our TrainingParticipants' feedback about Training workshop

1) Dr. Nirakar Pradhan, Chief Investment Officer-Furutre Generali Insurance- “Short & Effective deliberations of entire range of CFP

concepts. Overall This is an excellent interactive learning experience”-Attended workshop in month of June’12 2) Mr. Sriram Iyer-

Director (Sales)-Religare Macquarie Pvt. Wealth Management- Covered all key topics with adequate focus and Case Study

Methodology.-Attended in month of June’12. 3) Mr.Rohit Misra- Branch Manager- HDFC MF-Jalgon- “Very Very Focused approach

on CFP exam 5 only and practical tips for various issues”-Attended in month of June’12

4) Mr.Akhil Rai-Associate Vice President-Religare Macquarie-“Conceptual Clarity and Clarity of thoughts” 5) Mr.Birju Acharya,

Established IFA, Patan, Gujarat-“Easy way of teaching and learned smoothly and excellent presentation skill”-attended in month of

June’12 @ Ahmedabad. 6) Mr. Mohankumar-Training Manager-Religare Life, attended workshop in Bangalore in month of July’12

“Speed and Accurate Delivery of presentations”

7) Mr.Venkatraman, Chief Financial Officer- City of London Telecom “Well organized session by Mr.Keyur Shah and useful study

material… Interactive session” Attended in month of July’12 @ Bangalore 8) Mr. Raja, Cluster Head, Standard Chartered Bank Pvt.

Wealth Management “Mr.Keyur Shah was excellent and I came to know the methodology of solving case studies. Particularly apart

from good knowledge of tax planning and investment planning. 9) Mr. K Srinivas Rao-IFA and Trainer- Vijayawada-“Well organized,

systematic and lucid presentation”, “Structured Approach, practical inclination and demystification of FP concepts in simple

language” Attended in Oct.’12 @ Vijayawada.

10) Mr. Nagraju-Cluster Head-ICICI MF, Vijayawada-“To identify the concepts and draw a timeline and follows steps to solve the

problems”-attended in Vijayawada in Oct.’12 11) Mr.ACV Sumanbabu- Branch Head- HDFC MF, Vijayawada-“Complete clarity

towards CFP in 3 days training…Approach and explanation and style of training was excellent” 12) Mr.K.Seenivasan-ICICI Bank-

Learned the right methods for case studies solutions and now I am confident to pass the final exam with A grade”- Attended in

Chennai Sept.’12

13) Mr. Biju Kurville- Senior Vice President-Centum Private Wealth Management-“This training session gave a different perspective

and certain “Inside Scoop” with a clear focus on cleaning a test.” –Attended in Chennai Sept.’12 14) Mr. C.R.Manoj-Senior

Manager-UTI MF-“Systematic approach, basic concepts on time line taught in a simple way” Attended in Chennai sept.’12 15)

Mr.Naresh Panjanani-Established IFA and stock broking professional-“A very structured way of approaching the CFP Exam, Clarity

of concepts, focus teaching and A small concentrated group with personal attention for each participant” attended workshop in

Sept.’12 at Mumbai.

16) Ms. Chitra Ramesh-Manager-UTI MF-Mumbai-“The workshop was very interesting and I have learnt many new concepts and

also use of a financial calculator, Study material provided is an excellent quality and presentation was also excellent” attended in

Sept’12 in Mumbai.17) Priya Shah-CFP Aspirant-Fresher-“As I got my basic concepts crystal clear and learned the right techniques

to solve the goal corpus calculation and finding SIP.” Attended in sept.’12 at Mumbai. 18) Mr.KK Verma-Chief Manager-UCO Bank-

Kolkata-“The Exam preparation strategies ultimately are directed at holistic professional development.” Attended in Aug.’12 at

Kolkata

19) Mr.Ujjawal Chakraboty-Branch Manager-UTI MF-Dhanbad-“There are many take away from this session. Especially the way

Mr.Shah has taken Subject in his own style has added much value. The process and the clarity of thoughts of Mr.shah was

amazing. He has been able to create the confidence in me that I shall pass the exam” attended in Aug.’12 at Kolkata. 20) Mr.Aditya

Kanoria-Regional Manager-Future Capital, Kolkata-“The approach was very good, the way of explaining the concepts was very

good.” Attended in Aug.’12 in Kolkata. 21) Mr.Raju Das-Senior Manager-State Bank of India-Kolkata “Finding very helpful in

understanding the concept, the right approach to face challenge pathway Exam 5. The basis and know how of how to figure the

solution of the problems are clear. The confidence of the Trainer and building up the same of the participants was great” attended in

Aug’12 at Kolkata. 22) Mr.Naresh Baid, Established Independent Wealth Planner-Kolkata “Learn the Do & Don’t, Very Informative

and exhaustive, through knowledge about logic and theory…Liked Steps and approach to solve the case studies” attended in

Kolkata Aug.’12

23) Mr.Manoj Belgaonkar- General Manager-Siemens India-Mumbai-“In Depth Coverage of key concepts, Practical application of

concepts then examples” 24) Mr. Sandeep Gandhi- Established IFA- Rajkot-“Very Methodological, To the Point, Concept

clarity”attended at Mumbai in month of July’12 25) Mr. Aditya Lakshman-Training Manager-Metlife Insurance- Excellent hold on

content and knowledge of facilitator” attended in month of July’12 in Mumbai.

Workshop Training Flow# Introduction of CFP Exam 5/AFP/Final Format & Module Exam format.

# Practical guidance and Dos and Don’ts for Exam 5 & module Exam5

# How to attend the Exam 5 & Module exams (Scientifically)

# Learn the right “Financial Mathematics” on 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.

# Case studies solutions with Financial Calculator

(Learn the Time Tested “Five steps Process)

@ Calculate Inflation adjusted Insurance corpus in case of Death (Expenses/Income Replacement)

@ Retirement corpus: Calculate Inflation adjusted Retirement corpus And find

Monthly/Annual/Lump sum/Limited Years investment required

(Income & Expense Replacement

@ Children’s Higher Education Corpus: Calculate Inflation adjusted Higher education corpus required and find the

Monthly/Annual/lump sum investment required

@ Children’s Marriage Corpus: Calculate Inflation adjusted children’s marriage corpus required marriage and find the

monthly/Annual/Limited Years investment required

@ Inflation adjusted Vacation corpus and special need corpus and find investment required calculations

@ Find SIP of Asset allocation & Rebalancing strategy

@ PPF calculation

@ Increasing SIP Investment calculation

@ PRACTICE OF CASE STUDIES (A TO F) & PAST CASE STUDIES 2010/2009/2008

Investment Planning (Concepts and Calculations)-EXAM 3

# Risk and Return (Equity Investments): Concept of Morden Portfolio Theory, CAGR, Risk

adjusted return (Sharpe, Treynor, Jensen Alpha), Standard deviation etc.

# Equity valuation-Intrinsic value calculation-Dividend discount model, important ratios-Dividend

yield, PE, EPS etc.

# Bond Valuation

# Derivatives-Concepts of Futures and Options, Calculation of option premium and various option

strategies

# Real Estate Valuation: Residential/Commercial Real estate analysis and valuation.

# Other Investment options: Mutual Fund/ETF/Structure/Alternative Products

# Govt. Scheme: PPF/NPS/NSC/Senior Citizen Savings Scheme/PO MIS/

# Tax planning (Concepts and Calculations)- EXAM 4

# 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

# Estate Planning- EXAM 4

# What is Estate Planning and Benefits of Estate Planning

# Instruments for Estate Planning (WILL, Private Trust)

# Learn tax efficient Estate planning strategies

# Retirement Planning- Exam 2

# Tax efficient retirement planning strategy

# Instruments for sound retirement planning: PPF, NPS, SCSC, POMIS, MF

# Insurance Planning-Exam 1

@ An Important Principles/Concepts of Life, General & Health Insurance.

@ Learn the Construction of Various Insurance Products (Features, Benefits & Limitations)

@ Death/Maturity Benefit Calculations for Traditional/ULIP.

# Introduction of Financial Planning:

@ Learning of Code of Ethics & Practice Guideline of FPSB India.

@ Financial Planning Cycle

Financial Plan Construction:

# Learn the various content of the Financial Plan

# Learn to construct the “Handwritten Financial Plan”

# Learn the “Soft skills” cycle to market the “Fee based” concept among the potential customer.

# Prepare your own “FINANCIAL PLAN”

# One year handholding supports provided in during the building of “Fee based” Practice worth

Rs.10,000/- (Concept of PLANNER’S PLANNER- an Advisory reconfirm services, help in the

financial plan construction, queries handling and doubt solving)

Study Material: (Soft Copy)

Study book with work book (All Modules), Comprehensive Question banks with Solutions

(Updated As per current syllabus- 2013)

Post Training Supports:

We will provide offline/online queries handling support till you pass the exam 5 and during the buildingof your “Fee” based Practice.

7 Unique Benefits of our Fast Track CFP Training Workshop7 Unique benefits of Learn n Master Art of Goal based Family Financial Planning with Mr. Keyur Shah, CFP^CM (A Grade),

BE, MBA, MFA-LIMRA, III Associate (Life), AMFI & IRDA Certified. India’s Best & No. 1 Expert Coach and Trainer (Fast

Track CFP)-The CFP Aspirant Club (INDIA), Mumbai.

The Way we will teach & You implement classroom learning with your prospective Customers will be following benefits.

0) Learn to prepare your own comprehensive Financial Plan, Right Asset allocation and choose the best Investment products for

yourself…will provide 1 full year supports for queries.

1) Learn & Master the “Art of Financial Planning” & will be able to do Goal based Financial Planning calculations & will able to

provide wider Advisory to the client that helps to double your ticket size, conversion rate & AUM in the long Run.

2) Confident to launch your Fee based Financial Planning & Real Estate Advisory Practice and overall additions of Rs. 1,00,000

(One lac income) per year With the help of our Training & Guidelines.

3) You can contact Mr. Keyur Shah even posts CFP for your practical queries/Doubts. (Indirectly will act as Planner’s Planner)

4) You will get an Indirect Assurance of passing CFP Modules/Exam5 at 1st Attempt with a good grades subject to post training

preparation.

5) Fast Track your Career in Corporate and better prospect to become Global Citizen.

6) You will be Respected, Trusted & Earn reputation among your Clients/relatives/friends.

7) Enjoy your profession and forever Happiness.

Note: Above Benefits are shared/expressed by our successful participants and you can speak them before joining our Training

Workshop/Video Learning Kit.

Aim to complete your CFP…Please call…will show the right PATH n when U follow our path…you will be a CFP by June14

09167362201

09930751709

Watch New Sample Video:


Website: www.TheCFPaspirantClubIndia.com

Connect with us on Social Media:


http://www.linkedin.com/pub/india-s-best-no-1-expert-coach-trainer-fast-track-cfp/35/3aa/a93

About Video Learning Kit Dear CFP Aspirant,

We are happy to launch “Video Learning Kit (Ver. 5-2014 format) of “Comprehensive FAST TRACK CFP” for CFP Aspirants

who may not able to attended the our FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at

their own pace.

In last 2 years, 60+ participants have enrolled in Video learning kit and 35+ participants have already successfully

completed their CFP certification in Regular pathway or Challenge pathway.

Contents of Video Learning Kit:

1) Training: (Current Syllabus wef 04/02/2014) (8 full days Training workshop)

We have LIVE Recorded our 39th Batch (in 2014) 5 full days Comprehensive FAST TRACK CFP Training Workshop &

another 3 days of solving Sample / Past years papers (64 hour video training with practice assignments) – When you can

watch video as an E – participant and learn at your pace will take approx 80+ hours with the evening assignments.


2) Latest updated high Quality Study material/Question Banks with solutions: (Soft Copy format 430+ MB Content)

Study books and workbooks for each module (500+ Question per module), High quality Study Contemporary 300+

question bank with detailed Solutions from A to F case Studies (2014), 45+ Sample Case Studies with Question bank with

the solution, Short notes, and also learn to make handwritten customized Financial Plan Construction for yourself & your

customer.

3) Post Training Supports:

Post Training Supports through Mail/phone/webinar till you complete your CFP.

Total FEE of Comprehensive FAST TRACK CFP Video Training kit= Rs.23, 000/- (Twenty Three Thousand only)

Note: Video Learning Kit is for an individual use and not to disseminate to anyone or upload any content on any

websites… if any one disseminates offline/online for a fee or free will be a violation of the copyright act and liable for the

legal action. (Video Learning will be available limited period (3 to 4 months) and can access only on one PC/Laptop due to

password protected and will require a PC / Laptop with speakers/Headphone)

http://www.linkedin.com/pub/india-s-best-no-1-expert-coach-trainer-fast-track-cfp/35/3aa/a93

https://www.facebook.com/keyur.shah56808

http://www.thecfpaspirantclubindia.com/

http://www.facebook.com/l.php?u=http%3A%2F%2Fyoutu.be%2Fa0gT-rEiDDc&h=8AQFFAarN&enc=AZM6JN-SS2bs28fRhdupsGyULOfJ1C8mYA925czYUqo9xPbDSyMGYpVa9m0v0Ak2GfvpXgfRzqp8KRegevZSGiiPlNlCtpkRjSo2WsJMR3tmwKqVunAaiYGYVOqsMYzH2DxTH0a0U6sb15wAtciIwcd9X94BuGsXiO16_IKOOl6ziQ&s=1

Dispatch of kit: Once Fees received in Bank A/C, we will courier Set of 16 video DVDs to your address.

Rs. 5000/- Discount on “Video Learning Kit (Ver. 5-2014 format)” of Comprehensive Fast Track CFP Learning Kit till 30-9-

2014.

The Video Learning Kit will help you to complete your Modules Exams (1 to 4) & Final/Exam5 @ 1st attempt with a good

grade with required post training preparation.

Hurry !!! Call now for more details.

Call now 09167362201/09930751709

[email protected], [email protected]

Video Learning Kit/Challenge pathway Version 5 – 2014Dear Fast Track /Challenge pathway CFP Aspirant,We are happy to launch “Video Learning Kit (Ver. 5-2014 format) of “Comprehensive FAST TRACK CFP” for CFP Aspirants who may not able to attended the our FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at their own pace.In last 2 years, 60+ participants have enrolled in Video learning kit and 35+ participants have already successfully completed their

CFP certification in Regular pathway or Challenge pathway.

Contents of Video Learning Kit:1) Training: (Current Syllabus wef 04/02/2014) (8 full days Training workshop)

We have LIVE Recorded our 39th Batch (in 2014) 5 full days Comprehensive FAST TRACK CFP Training Workshop & another 3 full days of solving Sample / Past years papers (64 hour video training with practice assignments) – When you can watch video as an E – participant and learn at your pace will take approx 80+ hours with the evening assignments.Watch New Sample Video:

http://youtu.be/a0gT-rEiDDc2) Latest updated high Quality Study material/Question Banks with solutions: (Soft Copy format 430+ MB Content)Study books and workbooks for each module (500+ Question per module), High quality Study Contemporary

300+ question bank with detailed Solutions from A to F case Studies (2014), 45+ Sample Case Studies with Question bank with the

solution, Short notes, and also learn to make handwritten customized Financial Plan Construction for yourself & your customer.3) Post Training Supports: Post Training Supports through Mail/phone/webinar till you complete your CFP. Total FEE of Comprehensive FAST TRACK CFP Video Training kit= Rs.23, 000/- (Twenty Three Thousand only)

Note: Video Learning Kit is for an individual use and not to disseminate to anyone or upload any content on any websites… if any one disseminates offline/online for a fee or free will be a violation of the copyright act and liable for the legal action. (Video Learning will be available limited

period (3 to 4 months) and can access only on one PC/Laptop due to password protected and will require a PC / Laptop with

speakers/Headphone)

Dispatch of kit: Once Fees received in Bank A/C, we will courier Set of 16 video DVDs to your address.Rs. 5000/- Discount on “Video Learning Kit (Ver. 5-2014 format)” of Comprehensive Fast Track CFP Learning Kit till 30-9-

2014.



Hurry!!!Call now 09167362201/09930751709


Video Learning Kit/Regular Pathway Version 5 – 2014Dear CFP Regular Pathway Aspirant,

We are happy to launch “Video Learning Kit (Ver. 5-2014 format) of “Comprehensive FAST TRACK CFP” for CFP Aspirants who may not able to attended the our FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at their own pace.In last 2 years, 60+ participants have enrolled in Video learning kit and 35+ participants have already successfully


Contents of Video Learning Kit:1) Training: (Current Syllabus wef 04/02/2014) (8 full days Training workshop)We have LIVE Recorded our 39th Batch (in 2014) 5 full days Comprehensive FAST TRACK CFP Training Workshop & another 3 days of solving Sample / Past years papers (64 hour video training with practice assignments) – When you can watch video as an E – participant and learn at your pace will take approx 80+ hours with the evening assignments.Watch New Sample Video: http://youtu.be/a0gT-rEiDDc

2) Latest updated high Quality Study material/Question Banks with solutions: (Soft Copy format 430+ MB Content)Study books and workbooks for each module (500+ Question per module), High quality Study Contemporary 300+ question bank with detailed Solutions from A to F case Studies (2014), 45+ Sample Case Studies with Question bank with the solution, Short notes, and also learn to make handwritten customized Financial Plan Construction for yourself & your customer.3) Post Training Supports: Post Training Supports through Mail/phone/webinar till you complete your CFP. Total FEE of Comprehensive FAST TRACK CFP Video Training kit= Rs.23, 000/- (Twenty Three Thousand only)

Note: Video Learning Kit is for an individual use and not to disseminate to anyone or upload any content on any websites… if any one disseminates offline/online for a fee or free will be a violation of the copyright act and liable for the legal action. (Video Learning will be available limited

period (3 to 4 months) and can access only on one PC/Laptop due to password protected and will require a PC / Laptop with

speakers/Headphone)

Dispatch of kit: Once Fees received in Bank A/C, we will courier Set of 16 video DVDs to your address.Rs. 5000/- Discount on “Video Learning Kit (Ver. 5-2014 format)” of Comprehensive Fast Track CFP Learning Kit till 30-9-

2014.



Hurry!!!Call now 09167362201/[email protected], [email protected]

11 Unique Benefits of CFP Video Learning Kit11 Unique Benefits of CFP Video Learning Kit.

1. Highest Pass% (60%+) through Self Discipline Learning: 60+ Aspirants enrolled in last 1 year and 35+ participants have

successfully passed in Regular or Challenge pathway.

2. Feel like a Personal Training from Mr. Keyur Shah, India’s Best & No. 1 Expert Coach and Trainer (Fast Track CFP)

3. An Excellent option to attend the highest quality personal training without leaving your home/office and Learn @ your convenience

(Morning/Evening OR 2 hours or 4 hours a Day)

4. An option to relearn till your concept clears (Pause, Rewind, and Forward)

5. Live Recorded Training as per new syllabus (2014)- 8 full day content (64 hrs Video)

6. No need of Internet- You receive set of 16 DVDs-Each Video DVD has 4 hrs training.

7. High Quality Question banks with a detailed handwritten solution as per 2014 syllabus.

8. Online Queries Solutions: You can solve your queries on a daily basis (6pm to 11pm) through phone/chatting/Video calls and also

personal meeting once in 15 days for 2-3 hrs at a mutually convenient time.

9. 100% Guaranteed Result with a good grade, subject to required post training preparation.

10. 100% placement assistance post CFP.

11. Mr. Keyur Shah will provide support till you complete your CFP.

Ultimate offer:

Video Learning Kit (V5-2014)- 8 full day Live Recorded Training Workshop + Study Material + post training supports till you

complete CFP…Option to pay in 2 equal monthly installments of 9k till 5th July.

Logical & Magical 5 Step Process: Secret Success of our Participants


DOUBLE SURE

Double Sure Comprehensive Fast Track CFP Training Program:

Dear CFP Aspirant,We are happy to launch “Double Sure Training Program ” for CFP Aspirants whose aim to Learn & Master the Personal

Finance Domain Knowledge, their Objective is to pass the CFP Modules/Final Exam @ 1st Attempt with the “A or B” Grade,

Going for Regular pathway or Wants to launch their Fee based Comprehensive Financial Planning practice post CFP.

You will attend both Video Learning & Classroom Training workshop and detail as below.

We are happy to launch “Video Learning Kit (Ver. 5-2014 format) of “Comprehensive FAST TRACK CFP” for CFP Aspirants

who may not able to attended the our FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at

their own pace.

In last 2 years, 60+ participants have enrolled in Video learning kit and 35+ participants have already successfully


Video Training: (Current Syllabus wef 04/02/2014) (8 full days Training workshop)

We have LIVE Recorded our 39th Batch (in 2014) 5 full days Comprehensive FAST TRACK CFP Training Workshop &

another 3 days of solving Sample / Past years papers (64 hour video training with practice assignments) – When you can

watch video as an E – participant and learn at your pace will take approx 80+ hours with the evening assignments.



2) Classroom Training: Advance Learning through Weekend /4 full day classroom Training Workshop.

Class Room Training Workshop will help to Reach to advanced level and solve most queries about domain.

3) Latest updated high Quality Study material/Question Banks with solutions: (Soft Copy format 430+ MB Content)

Study books and workbooks for each module (500+ Question per module), High quality Study Contemporary 300+

question bank with detailed Solutions from A to F case Studies (2014), 45+ Sample Case Studies with Question bank with

the solution, Short notes, and also learn to make handwritten customized Financial Plan Construction for yourself & your

customer.

4) Post Training Supports:

Post Training Supports through Mail/phone/webinar till you complete your CFP.

Total FEE of Comprehensive FAST TRACK CFP Video Training kit= Rs.23, 000/- (Twenty Three Thousand only)

Note: Video Learning Kit is for an individual use and not to disseminate to anyone or upload any content on any

websites… if any one disseminates offline/online for a fee or free will be a violation of the copyright act and liable for the

legal action. (Video Learning will be available limited period (3 to 4 months) and can access only on one PC/Laptop due to

password protected and will require a PC / Laptop with speakers/Headphone)

Dispatch of kit: Once Fees received in Bank A/C, we will courier Set of 18 video DVDs to your address.

Rs. 5000/- Discount on “Video Learning Kit (Ver. 5-2014 format)” of Comprehensive Fast Track CFP Learning Kit till 30-10-2014.

The Video Learning Kit will help you to complete your Modules Exams (1 to 4) & Final/Exam5 @ 1st attempt with a good grade with

required post training preparation.

Hurry !!! Call now for more details.

Call now 09167362201/09930751709


A Journey from CFP Aspirant to CFP Practitioner : Opportunities & Challenges in 2015 (One Day Seminar)We are conducting an innovative One Day Seminar named “A Journey from CFP Aspirant to CFP Practitioner:

Opportunities and Challenges in 2015" for CFP (CERTIFIED FINANCIAL PLANNER) Practitioner, CFP Aspirants and IFAs

dated on 11th January'2015

As you know that we have conducted 51+ Fast Track CFP Preparation Training Workshops PAN India and successfully

launched an innovative way of Learning "Video Learning kit"…Already 300+ participants (Sr. BFSI Professionals, IFA,

Fresher) have attended our Training workshops (Classroom or Video Learning) and already 161+ participants

have successfully completed their CFP with us in last 3 years.

Now the time has arrived for BEST PRACTICE SHARING & CROSS LEARNING who have successfully implemented our

classroom learning and achieved milestones like Practicing Goal based family financial planning, Fee based services,

Multiply their (Ticket sizes, conversion rate and AUM) etc.

Objective of Seminar / Conference: (One Day)

1) 10+ successful participants of the CFP Aspirant Club (India) will share their success stories with Q & A session (20

minutes time for each participant) (4 IFA, 3 Corporate Employee & 3 Fresher)

2) 5+ Service providers (FP Software / Platform / Products) will share their presentation

3) Presentation by 3+ corporate leaders (CXO) level

4) Innovative Practice building Strategies Eg. Real Estate Advisory, Financial Antivirus, Push Goals…Pull Products etc.

5) Launch of "Connect each other" platform for continuous best practice sharing (Note: 50% discount for conference

participants)

Who should attend:

CFP Certificant, CFP Aspirants, Independent Financial Adviser (IFA) who has a dream to launch fee based practice and

wants to upgrade their knowledge & Skills sets to provide the better advisory to their clients.

Freshers who want to build their career in Financial Planning, Wealth Management & Banking.

Date 11th January'15, Time: 9am to 6pm , Venue: Dadar / Mumbai

Early bird Offer till 30th Nov.14…Fee for our participants:

CFP Certification completed: Free, CFP Aspirants (Attended training): Rs. 500/- & Others: Rs. 1000/-

Regular Fee from 1st Dec. to 31st Dec.14

Fee for our participants:

CFP Certification completed: Rs. 500/-, CFP Aspirants (Attended training): Rs. 1,000/- & Others: Rs. 2,000/-

Total Seats: 100

Note:

It is the Not for Profit event so we would like to see your partnership to make the event successful…you will get

an opportunity to promote your products / services to 100+ participants.

Be a seminar partner:

Platinum partner : Rs. 1,00,000 (Only 1)- Product Stall + 30 minutes post lunch slot to share presentation + Contact details

of 100+ participants + 10 complementary invites

Gold partner: Rs. 50,000/- (Only 2)-Product Stall + 15 minutes post lunch slot to share presentation + Contact details of

100+ participants + 5 complementary invites

Silver partner: Rs. 25,000/- (only 4): Product Stall + Contact details of 100+ participants + 2 complementary invites

For more detail pls visit our website


and also feel free to call or write.

[email protected]

09167362201 / 09930751709

An Ideal Asset Allocation Strategy for Retail InvestorToday morning, I was reading News Paper having list of 10+ compines who had issued their IPO between 2006 to 2010…

today their share price just only 5% to 1% of Issue price…I found that approx 1000+ Crore money lost by retail investors…

To avoid above kind of mistakes and have a good return on investment with a peace of mind in the long run…pls read

below article.

An Ideal Asset Allocation Strategy for Retail Investor to earn Good Returns with safety, liquidity , flexibility & Tax

efficiency.

1st Learn The Golden Principles of Family Financial Planning.

1. You have to save minimum 30% of Annual Salary/Income for future certain Goals.

2. Build a contingency corpus for the six month of household expenses & EMIs.

3. Focus on your basic needs & avoid an unnecessary Luxury expenses & Impuse Shopping.

4. Constant enhance your Financial Quotient.

5. An appoint qualified CERTIFIED FINANCIAL PLANNER and pay the annual fees because no free lunch in this world to

prepare your comprehensive family financial plan (Life’s Road Map)

A Retail Investor should invest as per asset allocation (Broad Categories)

1) 30% Debt (1st Preferrence to PPF (1 Lac/2Lac) & balance among Long term MF debt fund (40%), Tax free Bonds (20%),

Bank FDs (20%) Traditional LIC (20% )

2) 30% Equity (1st Preference ELSS, Large cap MF, Index ETF, Large cap shares, Sector/midcap funds)

3) 30% Real Estate (1st own home, 2nd home for rental income, 3rd Commercial & 4th Land)

3) 5% Alternative investments (Precious metals, Gold ETF etc.)

4) 5% One's Self development- Regular investment in one's knowledge & skills Upgradation gives guaranteed double digit

return in the long run.

mailto:[email protected]

http://www.thecfpaspirantclubindia.com/

Above Asset allocation will help Retail Investor to get optimum tax efficient return with the safety and liquidity.

For more detail about author, pls visit his website and post feel free to call.


Be a Passive InvestorBe a Passive Investor… But Active in your Job / Business

I have found that most people busy in managing their investments like a reading newspaper /watching TV shows / asking

for advises which Stocks/MF/Bonds/Commodities/Insurance/Real Estate to buy / hold /sell and ends up with investing /

wasting their precious time and also active nature leads to higher transaction cost or poor returns or some time capital

loss.

Yesterday, I was reading one of my MF investment statements and found that NAV increased three times in just 6 years… I

had invested in Reliance Growth Fund during Sept to Dec. 2008 @ average NAV Rs. 200 and after six years became Rs.

705… I have earned 23% CAGR return without investing time in managing my investment or Having SIP in HDFC Tax Saver

fund since last 9 years produced 20%+ returns.

I strongly advise that as an Investor, you need to hire a qualified Financial Planner (CFP practitioner) who can draw the road map of your Life [Prepare comprehensive family financial plan (Inflation Adjusted Corpus required for various goals) and suggest suitable asset allocation strategies & products to achieve your Goals] by paying fix Fee every year.. you are assured of getting unbiased high quality advice and regular reviews of investments… So, you as an investor save min. 30 minutes per day means 200 hrs

time every years leads to additional one month man days…if your income approx. Rs. 1 lakh per month…You will save min

Rs. 1,00,000 pa and also protect yourself from capital loss. Eg. Today I met one of my friends and during the discussion he shared that lost Rs. 10,000/- in DLF intraday /F&O trading in one day… above loss happens because of speculation when you are passive investor you will never like to do above activities.

You must be active in your job / business so you can achieve a higher level of expertise and add value to your customers,

which surely leads to higher income instead of invest / waste your time in managing investments. eg. Automate your

investments… since last 10 years… I do only SIPs( Equity / Debt MF or PPF / Bank RDs etc.) and review fund performance

once in six months or years… so completely focused on my activities which leads more respect and satisfaction and also

income.

Invest your precious time in your professional activities not in managing investments…leave your investments to

professionals.

To know more about author Pls visit his website and also share your valuable feedback and opinion.www.TheCFPaspirantClubindia.Com

3 Key Benefits of being CFP with Mr. Keyur Shah

3 Key benefits of being CFP with Mr. Keyur Shah, India’s Best Expert Coach & Trainer (Fast Track CFP)… Right Direction &

in Right hands…

1) Saving Time…Means Saving Money: Min. 200 hrs time (your One month income) saved with a high quality training +

Advance Question banks + Post training supports Vs. Self Study or Normal EP way Training….Saving of Min. 25k to 100k

based on your monthly income.

2) A saving Money in exams Attempt: With my training & your adequate post training preparation… you will get an indirect

guarantee of passing Modules & Final /Exam 5 @ 1st attempt with a good grade. (60%+)… Average 1st Attempt board result is

35% and 2nd attempt is 45% and 3rd attempt is 50%+…Our Participants result almost double…1st attempt 70%+…Approx.

Rs.15,000 Saved in exams attempts.

3) Achieving Domain expertise: with high quality training + Question bank/Solutions + Post Training supports… you will

acquire sound knowledge & skill sets in the personal finance domain… You will capable to prepare & present high quality

customized comprehensive Financial plan of clients and enable to solve their most queries logically… Better Career

opportunities.. better conversion rate…higher ticket size and bigger AUM…Min. Additional income of Rs. 1,00,000 (One

Lakh) per year based on implementation of learning.

What is the most ImportantWhat is the most Important Passing Exams OR Acquiring domain knowledge & Skill set???

Hi Sir, I want to enroll in the CFP certification regular pathway… Please recommend few good books to pass

exams… OR Sir, I am unsuccessful (40%) in Exam 5/Final… I have few important questions… Please provide

solutions…So I can pass exams… Finally… Sir, I am fresher… I have completed my CFP certification but finding

difficult to get jobs…. When I did an analysis found that passed all exam average 2 or 3 attempts with a C grade

and poor quality of knowledge.

Please note that the objective of certification is to acquire sound domain knowledge and skill sets (CA, CFP, CFA, etc.) not just to

pass the exam…But most aspirants think that the certification pursed in self study & examination is conducted online…So let me

borrow books/notes from friends/colleagues and appear exams directly and may end up poor knowledge and skill set.

The Three key disadvantages of joining in Self Study

1) Lack of right Direction… may end up with wasting double time (Eg. The required time is 600 hours in regular pathway and you

may need 1200 hrs means 600 hrs more time required equivalent of two months time)

2) Wasting Money… May end with repeated attempts (2-3) in exams which cost extra 15000 to 20000

3) Not Job Ready… Poor Knowledge & Skill Set… Aspirant may fail to demonstrate sound domain knowledge/skill set

during the interview to the employer and may be unsuccessful or starts with lower salary. OR IFA may not put into practice

and enhance revenue per client or may not able to start fee based practice.

Our successful fresher participants acquired the domain knowledge and skill sets with our high quality training workshop, study

material and post training support…which helped them to complete their CFP certification with a good grade @ 1st attempt…Today,

we are happy to share that our fresher participants have successfully absorbed in the corporate world after completion of CFP with

us.

1) Nidhi Manchanda

2) Priya Shah

3) Charmi Shah

4) Rikita shah

5) Vidhi Shukla

6) Anand

7) Rajiv & Many mores…Pls visit our website for more detail.

Earn Guaranteed Double digit ReturnEarn Guaranteed Double digit Return by investing in your Professional Development…Be a Future Ready by

December’2014.

The Golden Opportunity to Join our World Class Fast Track CFP Training Workshop…

1) Last 2 Seats Left in 6th Weekend (2 months- June & July) batch Kandivali (W) starting from 14th June-Gross FEE Rs.

25,000/-…Rs.5000/- discount till 5th June – Includes 50 hrs High Quality Training + Advanced Updated Question banks +

Post Training supports till you complete CFP (Phone/Mail/Personal meetings) (Total Seat 4)

2) Last 3 Seats left in 43rd batch Fast Track CFP Training Workshop in Dadar dates 19th to 22nd June- Gross FEE Rs.

20,000/-…Rs. 4000 discount till 9th May (Total 7 Seats)

3) Video Learning Kit (V5-2014)- 8 full day Live Recorded Training Workshop + Study Material + post training supports till

you complete CFP…Gross Fee Rs. 23,000…Rs. 5000 discount till 5th June.

Pls visit our website & VIDEO GALARY to read/speak/watch 137+ Success stories before joining with us.

www.TheCFPaspirantClubIndia.Com and please call now for complete

details 09167362201 / 09930751709

7 Unique benefits of Learn n Master Art of Goal based Family Financial Planning with us.

The Way we will teach & You implement classroom learning with your prospective Customers will be following benefits.

0) Learn to prepare your own comprehensive Financial Plan, Right Asset allocation and choose the best Investment

products for yourself…will provide 1 full year supports for queries.

1) Learn & Master the “Art of Financial Planning” & will be able to do Goal based Financial Planning calculations & will

able to provide wider Advisory to the client that helps to double your ticket size, conversion rate & AUM in the long Run.

2) Confident to launch your Fee based Financial Planning & Real Estate Advisory Practice and overall additions of Rs.

1,00,000 (One lac income) per year With the help of our Training & Guidelines.

3) You can contact Mr. Keyur Shah even posts CFP for your practical queries/Doubts. (Indirectly will act as Planner’s

Planner)

4) You will get an Indirect Assurance of passing CFP Modules/Exam5 at 1st Attempt with a good grades subject to post

training preparation.

5) Fast Track your Career in Corporate and better prospect to become Global Citizen.

6) You will be Respected, Trusted & Earn reputation among your Clients/relatives/friends.

7) Enjoy your profession and forever Happiness.

Learn & Master the Art of Goal based Family Financial PlanningWe have successfully completed 1 day training workshop Learn & Master the Art of Goal based Family Financial

Planning Pan India (Chennai, Delhi, Ahmedabad & Mumbai) for Learning & Development Training Team of Birla Sunlife

Insurance.

Training Methodology:

1) Case Study based Pre Training Test

2) Brain Storming:

a) Why customer delays decision of buying financial products even though he needs it.

b) Why Attrition of SIP/Premature withdrawals

c) What could be BEST long term Solution

3) Learn Secret Success of Financial Planner (Art of Financial Planning with 5 step process)

4) Learn Goal based Calculations (Inflation adjusted Corpus/SIP) with 5 step Process

1) Retirement Planning

2) Children’s Higher Education Planning

3) Children’s Marriage Planning

4) Annual Vacation Planning

5) Additional Life Insurance Planning

6) Emergency Corpus Planning

5) Post Training Test

Benefits to Participants:

1) Participant will be able to prepare & present comprehensive Goal based Comprehensive Financial Plan for their

Customers.

2) Participant will be able to prepare & present various scenarios & educate the importance of right asset allocation during

accumulation & distribution phase.

3) Participant will be able to solve advance queries on personal financial planning of their customer. (Insurance to Estate

planning)

4) Participant will be benefited with higher conversion rate, bigger ticket size & AUM will be in the long term with regular

practice of Art of Retirement Financial Planning.

5) Earn Respect & Trust from customers and can launch fee based financial planning service.

Photo of Chennai Training workshop (8/2/14)Photo of Chennai Training workshop (8/2/14)

http://thecfpaspirantclubindia.com/wp-content/uploads/2014/08/learn11.jpg

Mumbai (23rd Feb.2014)



Delhi (12th Feb.14)



Ahmedabad (22/2/14)



Learn to construct your Family Financial PlanLearn to construct your Comprehensive Family Financial Plan-The Golden Strategy for forever Happiness and Peace of

Mind.

Target Audience: Middle & Senior Management Corporate EmployeesNature of Training Workshop:

1. Pre Training Preparation (Pre Test & Study Material)2. 3 full days (24 hrs) classroom training workshop3. Study Kit4. Preparation of comprehensive financial plan5. One Year Supports (Mail/Phone) for query handling & one half yearly review of plan.

Investment/Participant: Rs. 20,000/- Per Participant

Why Need of Training Workshop: (Participant benefits)

1. Take a control of your financial health in your hands.2. Vaccination against mis-selling done by manufactures/intermediaries.3. Keep yourself financially fit and healthy & Insurance for ensuring a good financial health.4. Learn simple and straight forward way for the best personal financial planning.5. Be a Financially Educated- Be a Logical- Learn to avoid trap of street smart salesman.6. Learn to avoid Speculation/Impulse shopping/bad habits.7. You will learn, understand & prioritize your inflation adjusted Corpus required & additional SIPs

required to achieve for Various Important Life Goals.


8. You will learn the right asset allocation: Which Enables you to construct the Right Portfolio (with Lower charges, Safe, Tax efficient, Flexible and provide Good return in the Long run.)

9. Learn New Relationship with Money: Family will have enough corpuses to achieve family’s goals and Family will feel richer.

10. Higher Income: The Domain Knowledge & Skills will help to have the higher passive and provide more time to generate active income.

11. Peace of Mind & Forever Happiness: you will learn the Road map of your life’s Journey which enables forever happiness and peace of mind.

12. You will become more Confident, have the Positive Attitude and will enjoy your Journey of life.13. Save Your Time: You can give more time to your business/family/Job instead of spending too much

time with your bankers/advisers/TV/News papers etc. Why Need of Training Workshop: (Company Benefits)

1. The Peace of Mind & Happiness of Manager will boost focus on company’s task and better productivity.

2. A Manager will save time in his personal financial planning…So, More time for company and his family.

3. The Financial freedom of Manager will reduce risk of financial frauds/corruption with a company.4. The higher level of motivation & confidence in a Manager.5. A Happy Manager makes a happy employees and customers.

Training Workshop Flow:

1. What is Family Financial Planning?2. An Importance of Family FP in your life?3. Decide yourself: Successful Vs. Failure in FFP.4. Learn basic financial mathematics with help of financial calculator (Casio FC 200v)5. Prepare your own case study (About your family, Annual Income, Assets-Liabilities, Goals,

Assumptions, Concerns, Queries)6. Prepare your own goal based personal financial plan for Retirement, Children’s higher education,

Children’s marriage, Special Goals (vacation etc.) and Insurance planning.7. Learn Right Asset allocation strategy (Accumulation & Distribution stage)8. Know your Tax liability for AY 14-15 and learn innovative effective tax planning strategies (Loss from

Let out property)9. Selection of right instruments for goal based planning.10. Learn Investment Planning (Equity valuation, bond valuation, real estate valuation and risk adjusted

return- for selecting right MF)11. Retirement Planning: Know various retirement planning instruments (Pre & Post)12. Insurance Planning- Life, Health and General Insurance13. Estate Planning- Know importance of Will, PoA and Private Trust.14. Real Estate Planning15. Review Existing portfolio and design your ideal portfolio based on financial plan.

The CFP Aspirant Club India Website Offline

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