Rs 45k 1600sqft 2nd

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

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

" 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

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

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

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

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.

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

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

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.