Cfp video

Mrs. Ulka Shinde, Mumbai started her career with UTI MF and worked 19 yrs. She took VRS in 2003 and also worked another AMC for 2 years. She started her career as an Independent Financial Advisor (IFA) (MF Distribution) in 2006. Initially, she sold NFOs to her clients and also focused on Lumpsum business. In 2008, Market reached to 8k level from pick level of 22k and many of her clients lost their money and withdrew their investments. She took a back seat for few years and later on she decided to learn and enrolled in CFP certification in 2011 but was not successful. Once again, she took challenge to complete her long pending certification and enrolled with NJ and faculty was Mr. Keyur Shah, CFP in Jan 2015. This time, She Successfully completed her 4 module exams and Exam 5 / Final / AFP with a "B" grade on dated 1st March 2016. Now, She will do Goal based Financial Planning to her Clients and advised to invest in SIPs to achieve their Goals. https://youtu.be/6RMsok_mmTY 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: FEE 45k...pay in 3 monthly installments of 15k 74th Batch (15 Weekends) Batch 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 OR Video Learning Kit 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 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/TheCfpAspirantClubindiaMrs. Ulka Shinde, Mumbai started her career with UTI MF and worked 19 yrs. She took VRS in 2003 and also worked another AMC for 2 years. She started her career as an Independent Financial Advisor (IFA) (MF Distribution) in 2006. Initially, she sold NFOs to her clients and also focused on Lumpsum business. In 2008, Market reached to 8k level from pick level of 22k and many of her clients lost their money and withdrew their investments. She took a back seat for few years and later on she decided to learn and enrolled in CFP certification in 2011 but was not successful. Once again, she took challenge to complete her long pending certification and enrolled with NJ and faculty was Mr. Keyur Shah, CFP in Jan 2015. This time, She Successfully completed her 4 module exams and Exam 5 / Final / AFP with a "B" grade on dated 1st March 2016. Now, She will do Goal based Financial Planning to her Clients and advised to invest in SIPs to achieve their Goals. https://youtu.be/6RMsok_mmTY 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: FEE 45k...pay in 3 monthly installments of 15k 74th Batch (15 Weekends) Batch 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 OR Video Learning Kit 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 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

" 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

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. Prashant Nambiar, Sr. Branch Head & AVP, HDFC Bank, Vile Parle Branch, Mumbai shared the best presentation to 120+ participants during "Professional Development" theme during 11th January conference "A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015" Key highlights of his presentation are as below. 1) Client-Adviser Cycle Relationship basis to Product basis to Goal based Financial Planning Relationship business- Over...Now...Product based business but getting over soon...New era already begun of "Goal based Financial Planning"...Do it now or late. 2) How Goal based financial planning helped to acquire HNI & NRI clients and shared his success stories. 3) Personal benefits of attending right training. https://www.youtube.com/watch?v=Jivm20bwXhY 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

One more Success story from Life Insurance company employee to Independent CERTIFIED FINANCIAL PLANNER Practitioner. Mr. Kiran Kumar, Ex Sr. Area Manager, SBI Life successfully completed his CFP certification in Aug 16 and started his practice. Today, he is very happy to provide unbiased professional advise as per clients needs. All the best to Kiran Kumar ji. 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

Aashish Sir’s presentation was divided in 2 broad categories. 1) Why IFA should be a Financial Planner from Agent 2) Wealth Creation through Equities He shared his real life experience and stress below areas to be a Financial Planner. # IFA should starts charging fees to their clients to provide quality advisory and services. # If Doctor or Architect don’t charge fees than as a customer what you will think? # Be a Professional…Introduce Process in discussion with clients He shared easy to understand real life examples to explain how one can do wealth creation through equities. $ Objective of Stock market is to provide Liquidity & Price Discovery…Return comes from Earning of company not from stock market. $ IFA should avoid discussing about Market and Products with their clients…Focus must be on achieving client’s Financial Plan. $ We should educate our clients about Life Style Inflation not only about CPI. $ India is still small cap Vs. Global market…Our market size is just 2% of global market…Our biggest company TCS is just 10% size of Apple…So there is huge potential to grow for NIFTY companies like TCS, HDFC in the long run. $ We should not worry about cost but focus on net return produced by a fund. He solved participant queries regarding Online Platform, Direct Equity Vs MF and Real Estate Vs. Equity. Aashish Sir’s presentation was rated BEST presentation by 100+ participants and we thank for their value addition and supports for making conference successful. https://www.youtube.com/watch?v=BGOpa6DrboY 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

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

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

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

A Jounrey from Part Time LIC Life Insurance Agent to Full Time Independent CFP Professional Mr. Hitesh Mantri, Mumbai having total 25+ years of work experience successfully transited from Part Time LIC Life Insurance Agent to Full Time Independent CFP Professional. Key Learning from his Video as below 1. Part Time Vs. Full Time Independent Advisory Practice 2. Random Vs. Goal based Investments 3. Commission Vs. FEE based 4. LIC to MF 5. Agent to CFP Practitioner https://youtu.be/6h2OAS_g6uU 224th Success Story of CFP Aspirant Club Keyur Shah CFP Hitesh Mantri hiteshmantri@yahoo.co.in Sun, Jan 24, 2016 at 11:15 AM Reply-To: Hitesh Mantri hiteshmantri@yahoo.co.in To: Keyur Shah CFP keyurcfp@thecfpaspirantclubundia.com Cc: Keyur Shah CFP keyur1975@rediffmail.com Dear Sir It was a great and wonderful experience with Keyur Sir since January 2015 in a regular pathway. I was bit worried when I joined the journey because of complexity of CFP course. But to my surprise the way Sir drove us through entire course with his rich and practical knowledge, it was really appreciating. He explained us the concepts of Financial Planning, problems and solutions with great interest, which really made the topic interesting to us. I was able to clear my CFP exam in 1st attempt with a unique 5 step process. This experience would really help me in my career path ahead. Sincere thanks to dear Sir from bottom of my heart. Regards, Hitesh Mantri 9821897240 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

" 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

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

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

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

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

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

Happy2 launch 2016 - 2017 VIDEO LEARNING KIT 11 full days 200 hrs CFP Training workshop with practice/evening assignments for comprehensive learning. ( Dates 8th to 19th March 2016 9am to 7pm) Be a Future Ready by Sept16 with India's Best Expert Coach Mr. Keyur Shah CFP. Learn BEST n NEXT level International practice..Double ur Client Acquisition, Advisory n Retention Skills...Guaranteed double digit on return on your investment subject to practice. Already 71+ participants have successfully completed their CFP certification with help of Video Learning Kit in last 3 years. Fee 45k and Pay in 3 monthly instalments of 15k. Golden Chance to Enroll now...Pay 3 monthly installments of 15k Last 1 seat left in 70th Batch starting 9th April every Saturday 9am to 2pm for 14 weekends Or Last 3 Seats left in 72nd Batch starting 23th April every Saturday and Sunday afternoon 3:30pm to 8pm 8 weekends OR Enroll in Video Learning Kit…Distance / Online Training… Fees - 45000 , Pay in 3 monthly instalments of 15k Note: Cash back of Rs. 5000 provided you enroll by 31st March and complete your CFP certification by Sept16. CFP certification is the highest International qualification in Personal Finance and Family Financial Planning originated from USA and recognised in 25+ Developed countries. Pls visit my website Or type in Google search CFP Aspirant Club OR Keyur Shah CFP for more details n feel free to call if any queries. 9167362201 9930751709 7876063281

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

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

Hearty Congratulations to Ms. Nupur Vibhash Desai, Independent Personal Finance Professional (Daughter of a leading Sr. IFA Borivali Mr. VIBHASH DESAI) Mumbai for completing her (CERTIFIED FINANCIAL PLANNER ) certification @ 1st attempt with a first class (B gr) on dated 15th March. Note: CFP certification is the highest International qualification in Personal Finance and Family Financial Planning. (More details visit www.fpsb.org) Happy to share 245th success story of CFP Aspirant Club Keyur Shah CFP Mumbai NUPUR enrolled in our 65th Batch Oct15 and successfully passed Exam 5 today @ 1st attempt with a " B " Grade on 15th March. Last 1 seat left in 70th Batch starting 9th April every Saturday 9am to 2pm for 14 weekends Or Last 3 Seats left in 72nd Batch starting 9th April every Saturday and Sunday afternoon 3:30pm to 8pm 8 weekends Net fee 45k..Pay in 3 monthly instalments of 15k. Or Enroll in Video Learning Kit...Net FEE 45k...Pay in 3 monthly instalments of 15k. Pls read /Speak 241 + Success stories. ..visit website Search on GOOGLE, Keyur Shah CFP. OR CFP Aspirant Club India. Pls call now for more details. Keyur Shah CFP 9167362201 9930751709 7678063281

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

Achieved milestone of 251+ Success stories. CFP Aspirant Club & Keyur Shah CFP are happy to share that we have crossed 251+ Success stories milestone. Hearty Congratulations to all successful participants 253 : Akshay Bhatuse, Pune 252 : Ambika Goyal, Gauhati, Assam 251: Nupur Desai, VND Wealth, Mumbai 250 : Raja Yashwanth, ICICI BANK, Gulbarga 249 : Sesh Chandra, HSBC Bank, Mumbai 248: Prateek Jhalani, Gandhinagar, Gujatat 247: Trustcare Capital, Ashish Shah, Vadodara, 246: Mahesh Kumar, NGO Manager, Mumbai 245 : Brijesh Madhusudan, SBI, Chennai 244 : Khushboo Shah, Pune 243 : Anoop Nair, Kochi Be a Future Ready … Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah CFP by Dec 16. 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. Call now 91673622001 9930751709 or visit website CFP Aspirant Club

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

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

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.