Aum

Must Watch Video to achieve 100+ Crore AUM Welcome Speech Video : Mr. Keyur Shah, CFP, India's Best Coach (Fast Track CFP) of Bangalore 2016 CFP Learning Conference in association with Motilal Oswal AMC 15th May 2016. " Logical & Magical 5 Steps to achieve 100+ Crore AUM " 11+ SPEAKERS AND 50 + PARTICIPANTS from Bangalore, Mysore, Chennai, Pune, Hubli, Mangalore, Kochi and many more attended. https://youtu.be/HETFjohmaYg View or download Presentation https://www.scribd.com/doc/312849682/Bangalore-CFP-Learning-Conference-Welcome-Speech-15th-May-2016 Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016. Enhance your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 72nd Batch (14 Weekends)- May to Aug 2016 (Every Saturday)- 3:30pm to 8:30pm-70 hrs training- Starting from 28th May 2016 @ Kandivali W...Last 3 Seats left OR 73rd Batch (14 Weekends)- May to Aug 2016 (Every Sunday)- 3:30pm to 8:30pm-70 hrs training- Starting from 29th May 2016 @ Kandivali W...Last 3 seats left OR DADAR…73rd Batch (8 week days): Every Thursday June to July 2016 (Every Friday) 9am to 6pm -70 hrs- Starting from 2nd June @ Dadar w, LJ Education Training ( No of seats = 08) Video Learning Kit We are happy to launch “Video Learning Kit (2016 Version) of “Comprehensive FAST TRACK CFP” for Regular Pathway CFP Aspirants who may not able to attended the our Weekend or FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at their own pace or living out of Mumbai. In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Contents of Video Learning Kit : 1) Training: As per Current Syllabus 03/03/2016 (100 hrs- 11 full days (9am to 7pm) Training workshop) We have LIVE Recorded our 71st Mega Batch (March 2016) 11 full days Comprehensive FAST TRACK CFP Training Workshop – You can watch video & learn as an offline E – participant (without need of Internet) at home/office without leaving your desk and learn at your pace will take approx 200 hours with the Practice & Evening assignments. Regular / Challenge pathway Aspirant: Rs. 40k (Forty Thousand Only)..An option to pay in 2 equal monthly instalments of 20k till 30-04-16 Pls visit our website to Read /Speak 241+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 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. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) for promoting CFP certification course in India Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai.

Dr L. Ravindran, CFP , Ph. D Founder Managing Director & CEO, Wealthmax Enterprises Management P Ltd, Bangalore delivered an excellent presentation in 2016 CFP Learning Conference Bangalore dated 15th May 2016 " Logical & Magical 5 Steps to Achieve 100+ Cr. AUM " Key learning from his presentation are below and his presentation was rated among top 3 presentation by participants. https://youtu.be/RhK2WgBdp0w Pls visit below link to view / download presentation https://www.scribd.com/doc/313622440/Dr-L-Ravindran-CFP-Ph-D-Founder-Managing-Director-CEO-Wealthmax-Enterprises-Management-P-Ltd-Bangalore 0. A Journey from CFP Aspirant to CFP Practitioner & Benefits of CFP certification in their Professional & Personal Life. 1 How to double your Client Acquisition, Client Advisory and Client Retention Skills 2. Logical & Magical 5 Steps to achieve 100+ Cr. AUM 3. How to set up Fee based Advisory Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 73rd Batch (14 Weekends)- June to Sept 2016 (Every Sunday)- 3:30pm to 8:30pm-70 hrs training- Starting from 5th June 2016 @ Kandivali W...Last 1 seat left OR Last 1 Seat Left in June Batch of CFP Video Learning Kit: We are happy to launch “Video Learning Kit (2016 Version) of “Comprehensive FAST TRACK CFP” for Regular Pathway CFP Aspirants who may not able to attended the our Weekend or FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at their own pace or living out of Mumbai. In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Contents of Video Learning Kit : 1) Training: As per Current Syllabus 03/03/2016 (100 hrs- 11 full days (9am to 7pm) Training workshop) We have LIVE Recorded our 71st Mega Batch (March 2016) 11 full days Comprehensive FAST TRACK CFP Training Workshop – You can watch video & learn as an offline E – participant (without need of Internet) at home/office without leaving your desk and learn at your pace will take approx 200 hours with the Practice & Evening assignments. Regular / Challenge pathway Aspirant: Rs. 40k (Forty Thousand Only)..An option to pay in 2 equal monthly instalments of 20k till 31-5-16 Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 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. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) for promoting CFP certification course in India Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai. Search on GOOGLE, Keyur Shah CFP. OR CFP Aspirant Club INDIA.

Mr. Ravi Kumar, CFP, Sr. IFA, Bangalore delivered an excellent presentation in 2016 CFP Learning Conference Bangalore dated 15th May 2016 " Logical & Magical 5 Steps to Achieve 100+ Cr. AUM " https://youtu.be/6Lv0j1nKcPM Key learning from his presentation are as below...Pls click on below link to visit / download his presentation. https://www.scribd.com/doc/316329110/Mr-Ravi-Kumar-CFP-Sr-IFA-Gaining-Ground-Bangalore 1 A Journey from CFP Aspirant to CFP Practitioner & Benefits of CFP certification in their Professional & Personal Life. 2 How to double your Client Acquisition, Client Advisory and Client Retention Skills 3 Logical & Magical 5 Steps to achieve 100+ Cr. AUM 4 How to set up Fee based Advisory Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 73rd Batch (14 Weekends)- July to Oct 2016 (Every Sunday)- 9am to 2pm- 75 hrs training- Starting from 10th July 2016 @ Kandivali W...Last 1 seat left...Net FEE 45k...pay in 3 monthly installments of 15k till 30-6-16. OR Last 1 Seat Left in July Batch of CFP Video Learning Kit: In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k till 30-6-16 Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 KEYUR SHAH, CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life), India's Best & No. 1 Expert Coach and Trainer (Fast Track CFP)- The CFP Aspirant Club (INDIA), Mumbai. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) for promoting CFP certification course in India www.TheCFPaspirantClubIndia.com Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai Pls like our FB page https://www.facebook.com/TheCfpAspirantClubindia

This Diwali / New Year start an innovative SIP for 9 months. 1. 2 to 3 hrs per day of TIME Investment 2. Rs. 10k pm for 9 months Investments in your Professional Development will help in achieving the next & best level in your Professional career and personal life. Above investment will surely help you to DOUBLE your Client Acquisition, Advisory & Retention Skills. TRIPPLE your Respect & Trust with your clients family. Mulltiply your AUM..Acheive 100+ Crore AUM in next 5 to 7 years. Be a Future Ready...Be a CERTIFIED FINANCIAL PLANNER Practitioner by Aug 17 with India's Best Expert Coach Mr. Keyur Shah CFP. 1 ) Video Learning Last 1 seat left in Nov 16 Video Learning Kit...Fee 45k..pay in 3 monthly instalments of 15k. 2) Classroom Last 1 seat left in 76th Batch starting every Saturday 4pm to 9pm 16 weekends Kandivali..Fee 60k..Pay in 4 monthly instalments of 15k. Read / Speak / watch VIDEO Testimonials of 267+ Success stories Pls visit our website for more details and post feel free to call 9167362201 www.TheCFPaspirantClubIndia.Com Plz save no to receive regular updates

Women Empowement...Financial Planning for Financial Independence Ms. Nupur Vibhash Desai (Daughter of a leading IFA Mr. Vibhash Desai, Borivali having 100+ Cr MF AUM) Science Graduate, MBA ( Family Business), Young IFA, Mumbai enrolled in our Double Sure ( Classroom & Video Learning) in Sept 2015 and successfully completed her CFP certification @ 1st Attempt with a “B” grade 60%+ in Challenge / Fast track Pathway on 15th March 2016. Key Learning from his Video presentation 1 Video Learning was a like a Classroom Training 2 You develop your thinking abilities during CFP training 3 Trust / Follow Your Coach 4 Now, I am confident to face the HNI / NRI / Corporate Clients 5 Benefits of CFP certification A Professional: Now, helping her father to build the MF AUM of 1,000 Cr in next 10 years with this Knowledge / Technology. B Personal : Spending less…Savings More https://youtu.be/Lxrh6QuX30E 250th Success Story: Subject: Testimony CFP Class – Professor Keyur Shah Sir From: Nupur Desai desainupur21@gmail.com on Wed, 30 Mar 2016 13:43:16 To: Keyur Shah CFP keyur1975@rediffmail.com, keyur.shah@thecfpaspirantclubindia.com I had enrolled for Video Learning + Class room training with Professor Keyur Shah for my CFP exam. To be honest, it was my 1st experience in Video learning and before that I always thought that video learning might be difficult and boring to learn, however once I started with the videos I realised it was so easy and convenient. You can pause and rewind according to your understanding, you can make notes and refer because video learning with Keyur Shah sir is very intense and comprehensive covering everything. It becomes fun and easy to grasp after a few videos. It was of immense help to get hold of basics and processes for me. Class roam training again was fun and enriching. Our sir made sure that not only the solutions were given but thought process was developed which helped in dealing with clients in real. Simple and easy to understand and practical approach helped me execute the financial planning process easily with clients and while solving case studies. It is very important to trust your Guru while learning and trusting professor Keyur Shah to clear my exams and deal with clients lead to my success eventually. His revision time table, post training solutions support and In Training and Post Training motivation on Why and How to give CFP helped me completing my graduation easily with confidence. Regards, Nupur V. Desai VND Wealth Managers Pvt Ltd Web site :- www.vndwealth.com Mobile No :- +91 9619454397 , Land Line:- 28333442/28654397 Branches – Borivali W – Kandivali W – Andheri E – Kurla E Victory Loves Preparation Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by June 2017. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: Last 3 Seats left 76th Batch 16 Weekends- Nov 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 19th Nov 2016 @ Kandivali W...Last 3 seats left..FEE 60k..pay in 4 EMI of 15k OR Last 1 Seat Left in November 16 Batch of CFP Video Learning Kit In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 45k..pay in 3 monthly instalments of 15k Pls visit our website to Read /Speak 261+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 KEYUR SHAH, CFP^CM A Grade, BE, MBA, India's Best Expert Coach Fast Track CFP-The CFP Aspirant Club INDIA, Mumbai. FPSB India CERTIFIED Trainer & Resource Person Education Partner www.TheCFPaspirantClubIndia.com Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai Stay Updated…Like our FB page https://www.facebook.com/TheCfpAspirantClubindia

" A" Grade CFP : Must Watch Video for every CFP Aspirant Mr. Prashant Chitnis, AGM , State Bank of India On Deputation: Chief Risk Officer, SBI Cap Securities Ltd. Mumbai, Sr. Banker having 38 years of experience in Banking & Financial Servicies. He enrolled in CFP Video Learning Kit in Sept. 2015 and successfully completed his CFP certification on 1st March 2016 with the "A" grade 75%+. 9769627251, chitnisprashant@gmail.com Happy to share 229th Success story of CFP aspirant Club Prashant Chitnis chitnisprashant@gmail.com Fri, March 04, 2016 at 2:47 PM To: Keyur Shah CFP keyur1975@rediffmail.com Cc: Keyur Shah keyur@thecfpaspirantclubindia.com Dear Sir, Had I not joined your class it would never been possible for me to pass this exam. U have correctly mentioned that right training and handholding post training is must for this exam. U have simplified the difficult level by resorting to easily understandable logical steps. Sir I very much enjoyed the journey with u. My association with you during last 4-5 months was marvellous. I learnt new skills and acquired knowledge in a very relevant area. I did the course through video learning but I wish I should have done through class room also. Post training you have extended full support and attended to my queries promptly. You provided access to questions bank which was taking care of various variants. I wish I could retain it in the form of a book. The course requires support of a mentor or coach and you have fulfilled that in true spirit. You are a great motivator and ensure that the candidate does not get disappointed when he is unable to solve complex problems. I enjoyed the journey and wish to continue our association. I joined video coaching for final module through challenged pathway on 29/09/2015 My feed back on programme is – i Video Learning: Very interesting and relevant All 8 days are very useful and just right amount of coverage. ii Question / Solution Bank; Very useful. Supplements can be added every quarter with answers based on the feedback of students who appeared for the test. iii Post training Support: Very good, prompt. All queries are attended promptly in a very illustrative way. iv Attend exam with full alertness, fresh & open mind v Exam Centric Training Vs other general contents vi There are many Education providers in town...one can not keep tring...Go with the Best Mr. Keyur Shah Mr. Keyur has a tremendous grip on the subject and a very supportive and motivator. His helping attitude made a Coach in true sense. I wish all the very best to Mr. Keyur Shah in his future endeavourer. Thanks and Regards! Prashant Chitnis https://youtu.be/aWodBvt0Zq0 " Be a Future Ready … Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah CFP by Dec 16." Double your Client Acquisition, Client Advisory & Client Retention Skills and multiply your AUM...Min. 100% pa Return on your FEES investment. Last 1 seat left in 73rd Batch starting 10th July 15 weekends every Sunday 9am to 2pm. ..Fee 45k...pay in 3 monthly instalments of 15k. Or Enroll in 2016- 17 Video Learning Kit...fee 39k..Pay in 3 monthly instalments of 13k till 19th June More detail pls visit website and post feel free to call www.theCFPaspirantClubIndia.Com 91673622001 / 9930751709 https://youtu.be/aWodBvt0Zq0

Happy to share Agenda of our 17th July Hyderabad 2016 Series 2nd CFP Learning Conference " Logical & Magical 5 Steps to acheive 100+ Cr AUM" in association with Motilal Oswal AMC @ Best Western Ashoka Hotel. https://www.scribd.com/doc/316931452/Agenda-Hyderabad-17th-July-CFP-Learning-Conference Last 10 Seats left...50% concession till 30th June. FEE only Rs. 2k per participant...Call now to book 9167362201 Book Online (use CFP code for 1000 discount) https://www.payumoney.com/events/#/buyTickets/www.theCFPaspirantClubIndia.com

Must Watch Video for Every Equity Investor : QGLP Mr. Shailesh Agrawal, Regional Head- S & D, AP-T, Motilal Oswal AMC, Hyderabad delivered an excellent presentation on " Wealth Creation through Equity" with help of " Buy Right - Sit Tight" philosophy in our 2016 series 2nd CFP Learning Conference " Logical & Magical 5 Steps to achieve 100+ Cr AUM" in Hyderabad on 17th July 2016. Key Learning from his presentations are as below # Specialist in Equity (Vintage more than 30+ yrs) # What we do & How we do ? # Possible & Possibilities # QGLP # MF & PMS Click below link to watch Video https://youtu.be/CjwmxAq1OLM Click below click to visit or download Presentation https://www.scribd.com/presentation/318882654/QGLP-Buy-Right-Sit-Tight-Wealth-Creation-through-Equity Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 74th Batch (15 Weekends)- Aug to Nov 2016 (Every Saturday)- 9am to 2pm- 75 hrs training- Starting from 20th Aug 2016 @ Kandivali W...Last 1 seat left...Net FEE 45k...pay in 3 monthly installments of 15k till 31-7-16. OR Last 1 Seat Left in Aug 16 Batch of CFP Video Learning Kit: In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k till 31-7-16 Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 KEYUR SHAH, CFP^CM (A Grade), BE, MBA, India's Best Expert Coach (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) www.TheCFPaspirantClubIndia.com Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai Stay in touch with us...Pls like our FB page https://www.facebook.com/TheCfpAspirantClubindia

Last 10 seats left...Must Attend Conference for IFA / WM / RM / MF / LIC AGENT Last 10 seats left in Delhi 2016 series 3rd CERTIFIED FINANCIAL PLANNER Practitioner & CFP Aspirant Learning conference " Logical & Magical 5 Steps to achieve 100+ Crore AUM " Sunday 9am to 6pm 18th September in association with Motilal Oswal AMC @ Hotel Amrapali Grand, Karol Baug area, Pusa Road Circle, East Patel Nagar http://www.slideshare.net/KeyurShahCFPCMAIndia/agenda-delhi-64692133/KeyurShahCFPCMAIndia/agenda-delhi-64692133 Book your Seat online Total no of seats : 50 https://www.payumoney.com/events/#/buyTickets/theCFPaspirantClubIndia.com Call today to book seat or any queries Keyur Shah CFP 9167362201 9930751709 Must watch video 4 every CFP Aspirant / Practitioner https://youtu.be/bvXyrXYIEPY Visit website for more details www.theCFPaspirantClubIndia.com Stay Updated..Like FB page https://www.facebook.com/TheCfpAspirantClubindia

We welcome all registered participants on 18th Sunday 9am in our 3rd 2016 series CFP Learning conference in association with Motilal Oswal AMC @ Delhi Hotel Amrapali Grand. Must Attend Learning full day Event for IFA / WM / RM / MF / LIC Advisor...Delhi CFP Learning conference in association with Motilal Oswal AMC. Last 5 seats left in Delhi 2016 series 3rd CERTIFIED FINANCIAL PLANNER Practitioner & CFP Aspirant Learning conference " Logical & Magical 5 Steps to achieve 100+ Crore AUM " on Sunday 9am to 6pm 18th September in association with Motilal Oswal AMC @ Hotel Amrapali Grand, Karol Baug area, Pusa Road Circle, East Patel Nagar http://www.slideshare.net/KeyurShahCFPCMAIndia/agenda-delhi-64692133 Book your Seat online...1k per participant https://www.payumoney.com/events/#/buyTickets/theCFPaspirantClubIndia.com Call today to book seat or any queries Keyur Shah CFP 9167362201 9930751709 Must watch video 4 every CFP Aspirant / Practitioner https://youtu.be/bvXyrXYIEPY Visit website for more details www.theCFPaspirantClubIndia.com Stay Updated..Like FB page https://www.facebook.com/TheCfpAspirantClubindia

Challenge To All Finance Professionals, CFP practitioners & CFP Aspirants : Construct below standard "Retirement" Plan for Mr. Arjun To get FREE entry in our 3rd CFP Learning Conference @ Delhi 18th Sept Sunday 9am to 6pm in association with Motilal Oswal AMC in Hotel Grand Amrapali, East Patel Nagar & also receive beautiful gift " CERTIFIED FINANCIAL PLANNER" mark embossed Roller Pen Note : Only 1st 5 participants who mails their correct answer with process / steps by 16th 6pm will get the CFP Roller pen with FREE Ticket to our Delhi Conference. Pls mail your solution to KeyurCFP@theCFPaspirantClubIndia.Com / keyur1975@rediffmail.com Case Study: Mr. Arjun Aged 40, Mrs. Arjun aged 35, Life Expectancy Mr. Arjun = 85, Mrs. Arjun = 90, Desired retirement age=60, Inflation: 7% P.A., Expected Equity MF Return = 12% pa, Expected Debt Fund Return = 8% pa, Monthly Household Expenses are Rs.50, 000/-. You have advised Mr. Arjun to starts weekly SIP immediately in an Equity MF for 15 years. You have further advised to transfer corpus in a Debt fund begining of 16th year and continue SIP till in debt fund till retirement to build inflation adjusted retirement corpus. (Note : You have advise Mr. Arjun to increase his SIP every year by 10% pa till retirement) We welcome all registered participants on 18th Sunday 9am in our 3rd 2016 series CFP Learning conference in association with Motilal Oswal AMC @ Delhi Hotel Amrapali Grand. Must Attend Learning full day Event for IFA / WM / RM / MF / LIC Advisor...Delhi CFP Learning conference in association with Motilal Oswal AMC. Last 5 seats left in Delhi 2016 series 3rd CERTIFIED FINANCIAL PLANNER Practitioner & CFP Aspirant Learning conference " Logical & Magical 5 Steps to achieve 100+ Crore AUM " on Sunday 9am to 6pm 18th September in association with Motilal Oswal AMC @ Hotel Amrapali Grand, Karol Baug area, Pusa Road Circle, East Patel Nagar http://www.slideshare.net/KeyurShahCFPCMAIndia/agenda-delhi-64692133 Book your Seat online...1k per participant https://www.payumoney.com/events/#/buyTickets/theCFPaspirantClubIndia.com Call today to book seat or any queries Keyur Shah CFP 9167362201 9930751709 Must watch video 4 every CFP Aspirant / Practitioner https://youtu.be/bvXyrXYIEPY Visit website for more details www.theCFPaspirantClubIndia.com Stay Updated..Like FB page https://www.facebook.com/TheCfpAspirantClubindia

Must Watch Video for Every LIC Agent by Mr. Bahaar Anerao Anerao, CFP Practitioner, Sr. LIC Agent, Sr. Independent Financial Adviser, Kandivali E, Mumbai shared his success story with us. Key Learning from his presentation is below CFP certification offers Designation Myth buster: I know everything He started his MF business... Having 3.75 Cr AUM and Rs. 5.25 Monthly SIP book in just one year. https://youtu.be/vWMgZTQV5x4 Thank You for the support & guidance, which helped me to transform myself from an LIC Agent to a CERTIFIED FINANCIAL PLANNER. The training & knowledge you gave helped me clear CFP Exam in Challenger pathway (Exam 5) with the "B" grade, in 1st attempt. I enrolled for Classroom learning in May 2015 i.e. the 60 th batch & cleared my certification in Nov 2015. During the classroom learning process many a time I would get upset & felt I would not be able to do CFP. But every time Sir use to motivate by saying " PRACTICE & TRUST YOUR COACH " which would bring back the confidence " YES I CAN DO IT " Post classroom training till one week prior to exam I use to practise daily 1 hour & during the last week I use to study for 10 to 12 hours a day. Before 2 days of my exam, Sir mailed me 2 Mock Tests, which were very helpful with reference to exam. Again, 1 day before my exam 1 met sir & solved some important questions, which boosted my confidence and helped me clear some of my conceptual mistakes. During the exam, I followed the five step process and Sir's steps how to attend the exam, I attempted only 80 marks & was able to score 60 + marks which is "B" grade. I would suggest everyone, just do what Sir says and practice Sir's material . Today all my clients are proud of me & I can educate them better in their financial planning after becoming a CFP. ThanQ…. Sir. Best Regards, BAHAAR ANERAO. CERTIFIED FINANCIAL PLANNER. HORIZUN FINANCIAL SOLUTIONS. Mobile No. 9820504945. Email Id. horizun.bahaar@gmail.com Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by June 2017. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: Last 3 Seats left 76th Batch 16 Weekends- Nov 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 19th Nov 2016 @ Kandivali W...Last 3 seats left..FEE 65k..pay in 5 EMI of 13k OR Last 1 Seat Left in November Batch of CFP Video Learning Kit In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 52k..pay in 4 monthly instalments of 13k Pls visit our website to Read /Speak 261+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 KEYUR SHAH, CFP^CM (A Grade), BE, MBA, India's Best Expert Coach (Fast Track CFP)-The CFP Aspirant Club INDIA, Mumbai. FPSB India CERTIFIED Trainer & Resource Person Education Partner www.TheCFPaspirantClubIndia.com Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai Stay Updated…Like our FB page https://www.facebook.com/TheCfpAspirantClubindia

Mr. Sandeep Gandhi, leading Sr. Independent Financial Adviser & CERTIFIED FINANCIAL PLANNER, Rajkot, Gujarat having MF AUM more than Rs. 100 Crores and 20+ years experience delivered one of the best presentation in our 2nd Learning Conference “ A Journey from Agent to Financial Planner” on 13th September 2015 @ Motilal Oswal Tower, Mumbai. Birth as an Agent: He started his career in 11th Std. as an Equity IPO forms distribution, Share sub brokers in 1985. He was fascinated by Money management and always believe that Money management is an art not only science. Later on He became Life & Non- Life insurance Agent but always acted as an HONEST AGENT…Shared always conservative bonus figs or Disclosed of material facts before selling policies. 2nd birth as a Financial Planner: Started Journey of CFP certification in 2005…Completed in 2013 with help of Mr. Keyur Shah…Each one of you need a Coach. Now as a CERTIFIED FINANCIAL PLANNER…Prepares Family Balance Sheet, Document each discussion with a client, Insist client to tag investments…now 95% discussion on Goal based Financial Planning and only 5% products. Finally, Image changed from Agent to Financial Planner…Charges fee as Rs. 1000 to max. Rs. 30,000 pa. We have to inculcate habit of right “FEE cheque” to client…FREE no value…One day commission might reduce or go…So best option to charge fix fees to clients. When He started charging fees…20% clients left…but 80% are retained…They give fees and good business…More satisfaction and gained respect from Clients and IFA community. Now, his clients are bypassing CA, Accounts and more over many reputed CAs are his clients. When He started drawing a TIME LINE..Client better understood and started SIPs to achieve multiple life goals. Today He is getting repeated investments & references from same clients. Opportunities: # If succession planning is not possible…then you can sell your business. # Tie ups or mergers with experts. # MF Volume will be 10 times in next 5 year. # Have open mind required to learn new things # Adopt Technology innovations & changes Threats: # Robo Advisory # Do it yourself DIY # Selling of non-suitable products by too many people Agents or Bank RMs. He solved thoroughly queries of participants regarding How to Charge fees to clients, Need Analysis, Process to acquire new clients and suggesting to define time horizon to investments if client not willing to tag name of goal. https://www.youtube.com/watch?v=q1bKCBsiFT0 Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by June 2017. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: Last 3 Seats left 76th Batch 16 Weekends- Nov 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 19th Nov 2016 @ Kandivali W...Last 3 seats left..FEE 60k..pay in 4 EMI of 15k OR Last 1 Seat Left in November 16 Batch of CFP Video Learning Kit In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 45k..pay in 3 monthly instalments of 15k Pls visit our website to Read /Speak 261+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 KEYUR SHAH, CFP^CM A Grade, BE, MBA, India's Best Expert Coach Fast Track CFP-The CFP Aspirant Club INDIA, Mumbai. FPSB India CERTIFIED Trainer & Resource Person Education Partner Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai