Financial

Financial modeling is the task of building an abstract representation of a real world financial situation. This is a mathematical model designed to represent the performance of a financial asset or portfolio of a business, project, or any other investment. Financial modeling is a general term that means different things to different users the reference usually relates either to accounting and corporate finance applications, or to quantitative finance applications. While there has been some debate in the industry as to the nature of financial modeling—whether it is a tradecraft, such as welding, or a science—the task of financial modeling has been gaining acceptance and rigor over the years. Typically, financial modeling is understood to mean an exercise in either asset pricing or corporate finance, of a quantitative nature. In other words, financial modelling is about translating a set of hypotheses about the behavior of markets or agents into numerical predictions for example, a firm's decisions about investments .ABOUT ECORPTRAININGS: Ecorp Trainings are one of the best institute providing quality level of training in E-learning process.This is instructor led online training. We also provide corporate training , if group of people interested in same technology. Contact us for detailed course content & register for a free demo. We also provide support in client interviews , resume preparation , ticket resolving. Contact us for custom designed training course by experts exclusively for yourself. We provide training for almost all IT technologies i.e ; JAVA , DOTNET , SAP ,ORACLE , PEOPLESOFT ,HYPERION etc, contact us if you have any particular need. Contact: Ecorptrainings Email: training@ecorptrainings.com USA: +1-703-445-4802 UK : +44 20 3287 2021

HYPERION FINANCIAL MANAGEMENT ONLINE TRAINING Oracle Hyperion Financial Management is a comprehensive, Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution. Oracle Hyperion Financial Management utilizes today's most advanced technology, yet is built to be owned and maintained by the enterprise's finance team. Online Training Features 1. Interactive Learning sessions 2. Industry Savvy Trainers 3. Learn Right from Your Place 4. Customized Curriculum 5. Highly Affordable Courses 6. Support after Training 7. Placement Services for H1B / EAD status holders* About Acutesoft ACUTE SOFT is a Global Interactive Learning company started by proven industry experts with an aim to provide Quality Training in the latest IT Technologies. ACUTE SOFT has a pool of Expert Trainers worldwide on all the technologies to train the students. ACUTE SOFT is offering online Training services to Major IT giants and to individual students worldwide. We also provide online training on SAP FICO,SAP SD,SAP WM,SAP PP,SAP MM,SAP SRM,SAP FSCM,SAP MDM,SAP APO, SAP IS RETAIL,SAP CRM,SAP ABAP,SAP BI,SAP BASIS,SAP BO,SAP HANA,SAP BPC,SAP ESS-MSS,SAP CS,SAP PLM,SAP GTS And SAP SNC. Experience the Quality of our Online Training. For Free Demo Please Contact Santhosh /Lakshmi: INDIA: +91-9848346149, +91-7702226149 Land line: +91 (0)40 - 42627705 US: +1 973-619-0109, +1 312-235-6527 UK :+44 207-993-2319 Skype id : acutesoft http://www.acutesoft.com http://training.acutesoft.com

ORACLE APPS FINANCIAL ONLINE TRAINING Training Icon is a Global Interactive Learning company started by proven industry experts with an aim to provide Quality Training in the latest IT Technologies. Training Icon has a pool of Expert Trainers worldwide on all the technologies to train the students. Training Icon is offering Training services to Major IT giants and to individual students worldwide. About Our faculty: we have excellent ORACLE APPS FINANCIAL instructors who have real time experience plus expert orientation in Online Training. You Can Attend FREE DEMO Classes We offer you: 1. Interactive Learning at Learners convenience 2. Industry Savvy Trainers 3.“Real Time" Practical scenarios 4. Learn Right from Your Place 5. Customized Course Curriculum 6. 24/7 Server Access 7. Support after Training and Certification Guidance 8. Resume Preparation and Interview assistance 9. Recorded version of sessions We have a new batch starting on ORACLE APPS FINANCIAL Online Training. We also provide online training on SAP HANA, SAP BASIS, SAP ABAP, SAP FICO , SAP BI, SAP BO,SAP OIL & GAS, SAP All Modules, ORACLE APPS ALL MODULES,ORACLE DBA,ORACLE APPS FINANCIAL,HADOOP,JAVA,MS DYNAMICS AXAPTA,ALL ETL TOOLS, WEBLOGIC Experience the Quality of our Online Training. For Free Demo Please Contact Srinivas, INDIA: +91-9666900051, US: +1 408-791-8864, Email id: info@trainingicon.com http://www.trainingicon.com

ORACLE APPS FINANCIAL ONLINE TRAINING Training Icon is a Global Interactive Learning company started by proven industry experts with an aim to provide Quality Training in the latest IT Technologies. Training Icon has a pool of Expert Trainers worldwide on all the technologies to train the students. Training Icon is offering Training services to Major IT giants and to individual students worldwide. About Our faculty: we have excellent ORACLE APPS FINANCIAL instructors who have real time experience plus expert orientation in Online Training. You Can Attend FREE DEMO Classes.. We offer you: 1. Interactive Learning at Learners convenience 2. Industry Savvy Trainers 3.“Real Time" Practical scenarios 4. Learn Right from Your Place 5. Customized Course Curriculum 6. 24/7 Server Access 7. Support after Training and Certification Guidance 8. Resume Preparation and Interview assistance 9. Recorded version of sessions We have a new batch starting on ORACLE APPS FINANCIAL Online Training. We also provide online training on SAP HANA, SAP BASIS, SAP ABAP, SAP FICO , SAP BI, SAP BO,SAP OIL & GAS, SAP All Modules, ORACLE APPS ALL MODULES,ORACLE DBA,ORACLE APPS FINANCIAL,HADOOP,JAVA,MS DYNAMICS AXAPTA,ALL ETL TOOLS, WEBLOGIC Experience the Quality of our Online Training. For Free Demo Please Contact Srinivas, INDIA: +91-9666900051, US: +1 408-791-8864, Email id: info@trainingicon.com http://www.trainingicon.com

ORACLE APPS FINANCIAL ONLINE TRAINING Training Icon is a Global Interactive Learning company started by proven industry experts with an aim to provide Quality Training in the latest IT Technologies. Training Icon has a pool of Expert Trainers worldwide on all the technologies to train the students. Training Icon is offering Training services to Major IT giants and to individual students worldwide. About Our faculty: we have excellent ORACLE APPS FINANCIAL instructors who have real time experience plus expert orientation in Online Training. You Can Attend FREE DEMO Classes | We offer you: 1. Interactive Learning at Learners convenience 2. Industry Savvy Trainers 3.“Real Time" Practical scenarios 4. Learn Right from Your Place 5. Customized Course Curriculum 6. 24/7 Server Access 7. Support after Training and Certification Guidance 8. Resume Preparation and Interview assistance 9. Recorded version of sessions We have a new batch starting on ORACLE APPS FINANCIAL Online Training. We also provide online training on SAP HANA, SAP BASIS, SAP ABAP, SAP FICO , SAP BI, SAP BO,SAP OIL & GAS, SAP All Modules, ORACLE APPS ALL MODULES,ORACLE DBA,ORACLE APPS FINANCIAL,HADOOP,JAVA,MS DYNAMICS AXAPTA,ALL ETL TOOLS, WEBLOGIC Experience the Quality of our Online Training. For Free Demo Please Contact Srinivas, INDIA: +91-9666900051, US: +1 408-791-8864, Email id: info@trainingicon.com http://www.trainingicon.com

ORACLE APPS FINANCIAL ONLINE TRAINING Training Icon is a Global Interactive Learning company started by proven industry experts with an aim to provide Quality Training in the latest IT Technologies. Training Icon has a pool of Expert Trainers worldwide on all the technologies to train the students. Training Icon is offering Training services to Major IT giants and to individual students worldwide. About Our faculty: we have excellent ORACLE APPS FINANCIAL instructors who have real time experience plus expert orientation in Online Training. You Can Attend FREE DEMO Classes We offer you: 1. Interactive Learning at Learners convenience 2. Industry Savvy Trainers 3.“Real Time" Practical scenarios 4. Learn Right from Your Place 5. Customized Course Curriculum 6. 24/7 Server Access 7. Support after Training and Certification Guidance 8. Resume Preparation and Interview assistance 9. Recorded version of sessions We have a new batch starting on ORACLE APPS FINANCIAL Online Training. We also provide online training on SAP HANA, SAP BASIS, SAP ABAP, SAP FICO , SAP BI, SAP BO,SAP OIL & GAS, SAP All Modules, ORACLE APPS ALL MODULES,ORACLE DBA,ORACLE APPS FINANCIAL,HADOOP,JAVA,MS DYNAMICS AXAPTA,ALL ETL TOOLS, WEBLOGIC Experience the Quality of our Online Training. For Free Demo Please Contact Srinivas, INDIA: +91-9666900051, US: +1 408-791-8864, Email id: info@trainingicon.com http://www.trainingicon.com ../

Oracle Hyperion Financial Reporting, Fusion Edition enables book-quality financial management and reporting targeted at meeting the unique requirements of the Finance department or any functional area that requires very highly formatted multidimensional reporting. This financial reporting solution can use Hyperion Financial Management, Hyperion Planning and Hyperion Essbase as data sources. ABOUT ECORPTRAININGS: Ecorp Trainings are one of the best institute providing quality level of training in E-learning process.This is instructor led online training. We also provide corporate training , if group of people interested in same technology. Contact us for detailed course content & register for a free demo. We also provide support in client interviews , resume preparation , ticket resolving. Contact us for custom designed training course by experts exclusively for yourself. We provide training for almost all IT technologies i.e ; JAVA , DOTNET , SAP ,ORACLE , PEOPLESOFT ,HYPERION etc, contact us if you have any particular need. Contact: Ecorptrainings Email: training@ecorptrainings.com USA: +1-703-445-4802 UK : +44 20 3287 2021 India: 040-64643304/06,+91-8143-111-555 Gtalk ID : ecorptrainings Skype ID : ecorptrainings

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This Oracle Fusion Financial Online Training course includes topics for registering sources and targets creating and working with jobs; and working with transformations. We, SkillBricks Trainings are one of the best institute providing quality level of training in E-learning process. This is instructor Led Oracle Fusion Financial Online Training. We also provide corporate training , if group of people are interested in same technology. We also provide support in client interviews , resume preparation , ticket resolving. Contact us for custom designed training course by experts exclusively for yourself. We provide training for almost all IT technologies i.e ; JAVA , DOTNET , SAP , ORACLE , PEOPLESOFT , Hyperion and etc. Contact us for detailed course content & register for a free demo. Contact : +1-510 509 7542(USA) +91-9030596677(India) Email: info@skillbricks(dot)com Web URL : http://skillbricks.com/oracle-fusion-financial-online-training.html Blogger : http://skillbricks.blogspot.com

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Financial Management in Microsoft Dynamics AX can give you deeper insight into your financial status and cash flow whenever you need it. You can analyze your liquidity with cash flow forecasts and optimize the way your company manages foreign currencies. With the Bank Management in Microsoft Dynamics AX module, you can reconcile your accounts, custom format paper checks and monitor and report deposits, payments and balances on bank accounts. You can also use the electronic payment option to import customer payments automatically into your payment journal, or make vendor payments with clear visibility into all your accounts to help you manage your cash flow more effectively. ABOUT ECORPTRAININGS: Ecorp Trainings are one of the best institute providing quality level of training in E-learning process.This is instructor led online training. We also provide corporate training , if group of people interested in same technology. Contact us for detailed course content & register for a free demo. We also provide support in client interviews , resume preparation , ticket resolving. Contact us for custom designed training course by experts exclusively for yourself. We provide training for almost all IT technologies i.e ; JAVA , DOTNET , SAP ,ORACLE , PEOPLESOFT ,HYPERION etc, contact us if you have any particular need. Contact: Ecorptrainings Email: training@ecorptrainings.com USA: +1-703-445-4802 UK : +44 20 3287 2021 India: 040-64643304/06,+91-8143-111-555 Gtalk ID : ecorptrainings Skype ID : ecorptrainings

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

" 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

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

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

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

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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

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

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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.

IMP COMMUNICATION to Existing CFP Aspirants Classroom / Video Learning participants, PFA summary of expectations setting done before joining / during training sessions. Pls read it thoroughly before me...Expectations settings from my side to avoid future conflict. 1. Our Relationship will be Guru / Coach & Aspirant / Student (not a buyer - Seller)...I wil help you to become Personal Finance Domain expert (True Financial Planner) and passing exams will be byproducts provided your follow my guidelines in spirit. 2. Min 20 hrs / week Time Investment for Regular Pathway Aspirants for 9 months / Challenge pathway for 6 months to achieve domain expertise in Comprehensive Financial Plan construction and passing exams. 3. Video Learning Kit Aspirants will get the right to access password protected Video Learning for 3 months (Only 1 window based PC allowed). We will charge 10k extra for additional one month extension. 4. Classroom / Video Learning participants will right to access the Study Notes / Solutions password for limited period to 9 months...post will charge 5k for each months extension of passwords / Post Training supports. 5. Practical Application of Learning: Meeting 1 person every day and doing Goal based Financial Planning to get depth of subject matter ( We will provide Handouts) 6. Post Training Supports through phone/mail/one to one queries handling till you complete CFP max. 12 months from start date of 1st training session. 7. Queries handling time between 1pm to 6pm (Monday to Friday)...No queries will be entertained on Saturday & Sunday...You have to 1st mail / whatsapp queries and we will reply by end of next working day. (Note : I am a Human not the Robot so if i am travelling / Busy in other professional commitments / Non well / Engaged in Social activities...no support provided during that period) 8. You have to follow all guideline (will be given during training / post training period) to be followed in spirit...Pls note that you are doing CFP 1st time in life and Mr. Keyur Shah has produced 261+ CFPs. We will welcome suggestions but Mr. Keyur Shah's decision will be final. 9. Monetary Investments A) Classroom FEE 65k OR Video Learning Kit FEE 52k...visit website for more details. www.theCFPaspirantClubIndia.Com B) You need to pay 30k to 40k to FPSB India for Registration / Exams / Certification/ Calculator 2k ...Visit www.fpsbindia.org for more details

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