Cfp study

A Journey from Corporate to Independent Professional Mr. Shankarnarayan A. S, Maximo Centre Of Excellence, Consultant - Independent, Mumbai, Ex Sr. IT Professional worked in India, UK, USA, Middle East having 24 + years work experience share his success story. 165th Success Story: He enrolled in Video Learning Kit Aug.14 and successfully passed his CFP certification exam in Challenge pathway @ 1st Attempt in Nov.14. https://youtu.be/NmHi_orRZJs Shankarnarayan A.S shankarn.as@gmail.com Wed, Nov 26, 2014 at 11:49 PM To: Keyur Shah CFP keyurcfp@thecfpaspirantclubindia.com 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 http://investmentcafe.in/about.php PFA Key Learning from his presentation # Logical & Magical 5 Step Process # Commitment to Regular Practice to complete CFP certification # Preparing Hand made Financial Plan with 5 steps process # Benefits of doing CFP certification with CFP Aspirant Club / Keyur Shah CFP 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 October 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. 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

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

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

" A World Beyond Statutory Courses CA, CS, CMA" Mr. Rahul Rewari, Inter CA, Final CA Student, CFP / CFA Aspirant delivered one of the best presentation in our 2016 series 3rd CERTIFIED FINANCIAL PLANNER Learning Conference in association with Motilal Oswal AMC in Delhi on 18th September 2016 @ Grand Amrapali Hotel. He presented his thoughts on innovative topic " A WORLD BEYOND STATUTAORY COURSES " CA, CS , CMA and inspired students to do various International Professional development certification like CFA, IFRS, CFP for better career opportunities / Growth. https://youtu.be/eKu_k5PtdEg Key Learning from his presentation are below 1) Problems faced by Students / Aspiring Finance Professional 2) 95%+ Students do not think beyond statutory courses 3) CA Market Saturated...Not Paid well 4) CA is not expert in Personal or Corporate Finance. 5) CA + CFA = helps to get expertise in corporate finance 6) CA + CFP = Financial Planning / Wealth Management Practice 7) Benefits of Training with Mr. Keyur Shah, CFP 8) Explore Unexplored Possibilities in Financial Planning arena 9) Must Read book for every CA / CA Aspirant...."' From CA to CEO: Career choices for the new generation CA" by V. Pattabhi Ram, Chartered Accountant, Chennai, Author. 10) CA curriculum does not cover Where to Invest, How to Invest etc. but General people believe that CA is Right Person. 11) New Opportunities / Possibilities / for CFP a) Earning via Youtube / Blog writing. b) Financial Journalism C) Corporate Training D) Investor Education E) Financial Inclusion agenda of RBI / Central Govt F) Personal Financial Planning Advisory to Developed Countries like U. K. / USA G) Guest Faculty to College / Schools You can contact Mr. Rahul Rewari on his mail id for rahulrewari1@gmail.com if any queries. Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by March 2017. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: Last 1 Seat left 75th Batch 15 Weekends- Oct to Jan17 Every Sunday- 4pm to 9 pm- 75 hrs training- Starting 9th Oct 2016 @ Kandivali W...Last 1 seat left..FEE 45k..pay in 3 EMI of 15k OR Last 1 Seat Left in Sep 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 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 Updated…Like our FB page https://www.facebook.com/TheCfpAspirantClubindia Attachments area Preview YouTube video A world beyond Statutory Courses CA , CS, CMA by Rahul Rewari

73rd CFP batch Group Photo “Comprehensive Fast Track CFP” started dated 24th July 2016 every Sunday 15 weekends batch (9am to 2pm) in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai. 6 (Six) Sr. Professionals, Sr. IFA and aspiring IFAs have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by Dec. 2016. 1) Mr. Paresh Bhadreshwara, Brach Manager, HDFC Life Insurance, Mumbai 2) Mrs. Anuya Purohit, Sr. IFA, Mumbai 3) Mr. Shivnarayan Tryagi, Sr. Manager, State Bank of Mysore, Mumbai 4) Mr. Gaurav Dad, Baroda, Credit Manager – Capital First 5) Mr. Manish Shah, A/C Diamond Firm & Sr. IFA, Mumbai 6) Mrs. Neeta Paresh Bhadreshwara, Homemaker, Aspiring IFA, Mumbai Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by March 2017. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on FEE 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 Updated…Like our FB page https://www.facebook.com/TheCfpAspirantClubindia

Struggle to Success with help of CFP Certification Mr. Harish Barke, Sr. CFP Practitioner, Mumbai working as a Head - Financial Planning Dept of a leading Stock broking company more than 2 years. He has successfully completed his CFP certification with us in 2013. He has built FEE based Financial Planning vertical from scratch in last two years for his company. Now, He is building the “ROBO” Advisory platform to provide Goal based Financial Planning Solutions to Retail Investors. He regularly conducts FP Awareness Education trainings / sessions for corporate employees to plan their Retirement Planning / Insurance Planning etc. He also participated in a various Personal Finance Shows on a leading National TVs. Benefits of CFP 1. Got his 1st job with a Financial Planning firm 2. Now Heading FP vertical for leading Stock Broking firm 3. Learn Time Value of Money 4. Participated in Personal Finance TV Shows 5. Respect / Trust from Society Click below link to watch Video https://youtu.be/xrTYmm3QcA4 You can reach him Ph. 9172350468 / 8451001883 Harishb2410@yahoo.co.in Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by July 2017. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: Last 1 Seat left 76th Batch 16 Weekends- Dec 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 10th Dec 2016 @ Kandivali W...Last 1 seat left..FEE 60k..pay in 4 EMI of 15k OR Last 1 Seat Left in December 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

IMP COMMUNICATION to Existing CFP Aspirants Classroom / Video Learning participants, PFA summary of expectations setting done before joining / during training sessions. Pls read it thoroughly before me...Expectations settings from my side to avoid future conflict. 1. Our Relationship will be Guru / Coach & Aspirant / Student (not a buyer - Seller)...I wil help you to become Personal Finance Domain expert (True Financial Planner) and passing exams will be byproducts provided your follow my guidelines in spirit. 2. Min 20 hrs / week Time Investment for Regular Pathway Aspirants for 9 months / Challenge pathway for 6 months to achieve domain expertise in Comprehensive Financial Plan construction and passing exams. 3. Video Learning Kit Aspirants will get the right to access password protected Video Learning for 3 months (Only 1 window based PC allowed). We will charge 10k extra for additional one month extension. 4. Classroom / Video Learning participants will right to access the Study Notes / Solutions password for limited period to 9 months...post will charge 5k for each months extension of passwords / Post Training supports. 5. Practical Application of Learning: Meeting 1 person every day and doing Goal based Financial Planning to get depth of subject matter ( We will provide Handouts) 6. Post Training Supports through phone/mail/one to one queries handling till you complete CFP max. 12 months from start date of 1st training session. 7. Queries handling time between 1pm to 6pm (Monday to Friday)...No queries will be entertained on Saturday & Sunday...You have to 1st mail / whatsapp queries and we will reply by end of next working day. (Note : I am a Human not the Robot so if i am travelling / Busy in other professional commitments / Non well / Engaged in Social activities...no support provided during that period) 8. You have to follow all guideline (will be given during training / post training period) to be followed in spirit...Pls note that you are doing CFP 1st time in life and Mr. Keyur Shah has produced 261+ CFPs. We will welcome suggestions but Mr. Keyur Shah's decision will be final. 9. Monetary Investments A) Classroom FEE 65k OR Video Learning Kit FEE 52k...visit website for more details. www.theCFPaspirantClubIndia.Com B) You need to pay 30k to 40k to FPSB India for Registration / Exams / Certification/ Calculator 2k ...Visit www.fpsbindia.org for more details

Final call Save 20k...Book seat @ Old Fee 45k till 13th..New Fee 65k Last 1 seat left 75th CFP Batch starting 16th every Sunday 4pm to 9pm 16 weekends Kandivali W..payable in 3 monthly of 15k. Be a Future Ready by June 17..Be a CERTIFIED FINANCIAL PLANNER Practitioner with India's Best Expert Coach. Double your Client Acquisition, Client Advisory and Client Retention Skills. 100% return on FEE Investment subject to implementation of learning. Read / Speak / watch Testimonials of 267 + Success stories Pls visit website for more details www.theCFPaspirantClubIndia.com Or Call 9167362201 Pls save no to receive regular updates

Today, Most investors complains about mis-selling by Banks, Corporate Agent or Individual Agent...Who is responsible ??? 1st responsibility of Investors who invests his hard earned money without proper understanding of Financial or Non Financial products. Family has 1st major task to earn a good income every months eg. Rs. 1 Lakh to meet their present (Monthly) expenses and also save for their future certain / uncertain expenses. 2nd important task of family to save average 30% of income annual Rs. 3.6L to meet their certain / uncertain future expenses...If family invests without proper understanding then seller will going to sell high margin products to get more commission...Family / Investors may end with lower return or some time capital loss and lot of PAIN /SORROW. This is the high time for investor to update their knowledge on personal finance to decide suitable Products or select right Adviser. Invest in Personal Finance Knowledge building...surely you will have minimum 100% return on your investments every year. Benefits of Training with Keyur Shah CFP # Save Min. Rs. 50,000 pa or 10% of Life Style expenses # Save Min. 50,000 pa or 1% on Loan interest...Reduce your debt over period of time...Be a debt free in 3 to 5 yrs. # Prepare your Comprehensive Financial Plan for your life's Goals. # Learn Importance of Right Asset Allocation Strategies...Leads to Good return with safety net # Suitable products to achieve goals...Lower cost..leads to better return # Estate Planning # Tax Planning # Peace of Mind, Happiness and more time for family Note : Above Data based on Rs. 12 PA Income Happy to share 240th Success Story: https://youtu.be/6oG-YTfy5KE Mr. Amey Vaze, Sr. Engineer, Reliance Industries Ltd. Navi Mumbai successfully completed his CFP certification in Regular pathway. He passed his Exam 5 / Final with a "B" grade on 25th FEB. He enrolled in Video Learning Kit in June15 and successfully passed all Module exams by Dec15. (9970051073, amvaz13483@gmail.com) Dear Keyur Sir, Thanks once again for all the necessary guidance you have given me throughout this journey "Though I was well acquainted with the personal finance domain, clearing all the modules of CFP Exam specially Exam 5 was a distant dream. But with all the support, motivation, guidance I received from my coach & mentor Mr Keyur Shah I could become CFP is short span of time. Though I had opted for Video Learning Option, always could feel the personal touch with which Mr Keyur has mentored throughout this journey. Course curriculum is so well organized & especially the “Logical & Magical 5 Step Process” makes all the question patterns look simple to solve. Also one thing is worth mentioning is the patience, determination, accuracy, friendliness, simplified manner in which Mr Keyur Shah handles every query throughout the course & also thereafter. I wish my “CFP Aspirant Club” to be the most desirable avenue for all CFP Aspirants in the near future." Classroom: FEE 45k...pay in 3 monthly installments of 15k 72nd 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 : 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 Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai.

" 3 Promotions in a Year " Must Watch Video 4every Mutual Fund / Insurance Professional CFP certification helped Ms. Riashree Mukherjee to get the Promotion and to move to her desired location. Last year, she was Branch Manager with Birla Sunlife AMC, Mysore and successfully completed her CFP certification with help of Video Learning Kit in Oct. 2015. Happy to share 208th Success Story of CFP Aspirant Club Keyur Shah CFP. https://youtu.be/BtB1UlDIBXY In Feb 2016, She got the Promotion and moved to Mumbai, HO as Channel Manager- Banks, Birla Sunlife Mutual Fund AMC. Ms. Riashree Mukherjee, Branch Manager, Birla Sunlife Mutual Fund AMC, Mysore. She enrolled with one of leading Education Partner in Regular pathway last year and managed to clear module exams but she was not confident about pass Exam 5 / Final. Finally she decided to enrolled in our Video Learning Kit in Aug 2015 and successfully completed her CFP Exam 5 / Final @ 1st attempt in Oct. 2015. Thank you sir Riashree Mukherjee rb.mukherjee89@gmail.com Mon, Oct 12, 2015 at 12:06 AM To: Keyur Shah CFP Keyur.Shah@theCFPaspirantclubindia.com Keyur Shah CFP keyur1975@rediffmail.com My sincere thanks to Mr. Keyur Shah Sir. I was in touch with sir only two months prior to my final examination of CFP module 5. The entire video kit and materials were very much useful for me and I could clear the exam in my first attempt itself. It would not have been possible without the able guidance and support of sir. My doubts and queries were resolved immediately with perfect solution and in an understanding manner. The entire flow was very convenient, Keyur Shah Sir was encouraging and even though at a distant place was immensely supportive in every way possible throughout. Regards, Riashree 8496016111 / 8050804424 Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by July 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- Dec 16 to March 17 Every Saturday- 4pm to 9 pm- 80 hrs training- Starting 10th NDec 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

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

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