Cfp distance learning

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

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

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. 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

Achieved milestone of 251+ Success stories. CFP Aspirant Club & Keyur Shah CFP are happy to share that we have crossed 251+ Success stories milestone. Hearty Congratulations to all successful participants 253 : Akshay Bhatuse, Pune 252 : Ambika Goyal, Gauhati, Assam 251: Nupur Desai, VND Wealth, Mumbai 250 : Raja Yashwanth, ICICI BANK, Gulbarga 249 : Sesh Chandra, HSBC Bank, Mumbai 248: Prateek Jhalani, Gandhinagar, Gujatat 247: Trustcare Capital, Ashish Shah, Vadodara, 246: Mahesh Kumar, NGO Manager, Mumbai 245 : Brijesh Madhusudan, SBI, Chennai 244 : Khushboo Shah, Pune 243 : Anoop Nair, Kochi Be a Future Ready … Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah CFP by Dec 16. Last 1 seat left in 73rd Batch starting 10th July 15 weekends every Sunday 9am to 2pm. ..Fee 45k...pay in 3 monthly instalments of 15k. Or Enroll in 2016- 17 Video Learning Kit...fee 39k ..pay in 3 monthly instalments of 13k. Call now 91673622001 9930751709 or visit website CFP Aspirant Club

Happy to share Agenda of our 17th July Hyderabad 2016 Series 2nd CFP Learning Conference " Logical & Magical 5 Steps to acheive 100+ Cr AUM" in association with Motilal Oswal AMC @ Best Western Ashoka Hotel. https://www.scribd.com/doc/316931452/Agenda-Hyderabad-17th-July-CFP-Learning-Conference Last 10 Seats left...50% concession till 30th June. FEE only Rs. 2k per participant...Call now to book 9167362201 Book Online (use CFP code for 1000 discount) https://www.payumoney.com/events/#/buyTickets/www.theCFPaspirantClubIndia.com

This Diwali / New Year start an innovative SIP for 9 months. 1. 2 to 3 hrs per day of TIME Investment 2. Rs. 10k pm for 9 months Investments in your Professional Development will help in achieving the next & best level in your Professional career and personal life. Above investment will surely help you to DOUBLE your Client Acquisition, Advisory & Retention Skills. TRIPPLE your Respect & Trust with your clients family. Mulltiply your AUM..Acheive 100+ Crore AUM in next 5 to 7 years. Be a Future Ready...Be a CERTIFIED FINANCIAL PLANNER Practitioner by Aug 17 with India's Best Expert Coach Mr. Keyur Shah CFP. 1 ) Video Learning Last 1 seat left in Nov 16 Video Learning Kit...Fee 45k..pay in 3 monthly instalments of 15k. 2) Classroom Last 1 seat left in 76th Batch starting every Saturday 4pm to 9pm 16 weekends Kandivali..Fee 60k..Pay in 4 monthly instalments of 15k. Read / Speak / watch VIDEO Testimonials of 267+ Success stories Pls visit our website for more details and post feel free to call 9167362201 www.TheCFPaspirantClubIndia.Com Plz save no to receive regular updates

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