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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

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

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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

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

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.

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

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