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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

" 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

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" 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

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

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Dr L. Ravindran, CFP , Ph. D Founder Managing Director & CEO, Wealthmax Enterprises Management P Ltd, Bangalore delivered an excellent presentation in 2016 CFP Learning Conference Bangalore dated 15th May 2016 " Logical & Magical 5 Steps to Achieve 100+ Cr. AUM " Key learning from his presentation are below and his presentation was rated among top 3 presentation by participants. https://youtu.be/RhK2WgBdp0w Pls visit below link to view / download presentation https://www.scribd.com/doc/313622440/Dr-L-Ravindran-CFP-Ph-D-Founder-Managing-Director-CEO-Wealthmax-Enterprises-Management-P-Ltd-Bangalore 0. A Journey from CFP Aspirant to CFP Practitioner & Benefits of CFP certification in their Professional & Personal Life. 1 How to double your Client Acquisition, Client Advisory and Client Retention Skills 2. Logical & Magical 5 Steps to achieve 100+ Cr. AUM 3. How to set up Fee based Advisory Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 73rd Batch (14 Weekends)- June to Sept 2016 (Every Sunday)- 3:30pm to 8:30pm-70 hrs training- Starting from 5th June 2016 @ Kandivali W...Last 1 seat left OR Last 1 Seat Left in June Batch of CFP Video Learning Kit: We are happy to launch “Video Learning Kit (2016 Version) of “Comprehensive FAST TRACK CFP” for Regular Pathway CFP Aspirants who may not able to attended the our Weekend or FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at their own pace or living out of Mumbai. In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Contents of Video Learning Kit : 1) Training: As per Current Syllabus 03/03/2016 (100 hrs- 11 full days (9am to 7pm) Training workshop) We have LIVE Recorded our 71st Mega Batch (March 2016) 11 full days Comprehensive FAST TRACK CFP Training Workshop – You can watch video & learn as an offline E – participant (without need of Internet) at home/office without leaving your desk and learn at your pace will take approx 200 hours with the Practice & Evening assignments. Regular / Challenge pathway Aspirant: Rs. 40k (Forty Thousand Only)..An option to pay in 2 equal monthly instalments of 20k till 31-5-16 Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 KEYUR SHAH, CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life), SEBI Registered Investment Adviser L1 & L2 Certified, AMFI & IRDA Certified. India's Best & No. 1 Expert Coach and Trainer (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) for promoting CFP certification course in India Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai. Search on GOOGLE, Keyur Shah CFP. OR CFP Aspirant Club INDIA.

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

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

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

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

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

About us: eDrishyaa IT India is an exclusive SAP Authorized Education Partner since 2009. We have SAP Authorized academy at Bangalore and Coimbatore. We have successfully trained and placed more than 2500+ fresh graduates and working professional in companies like Capgemini, IBM, Wipro, Accenture, Cognizant, Infosys, HCL etc. With starting package of 5 lakh […]

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