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271+ Success Stories of Our Video Learning Kit & Fast Track CFP Training workshop. – Old

272nd Success Story:

Mrs. Sucheta Bhirud, Mother of 2 teenager children, home maker and Sr. Independent Financial Advisor having 20+ Cr MF AUM enrolled in our 70th Classroom Batch in April 16 and successfully completed her CFP in Regular pathway on 9th Dec @ 1st attempt with the " B " Gr.

sucheta-img

She implemented Learning in the spirit and sold one of house to balance her asset allocation and also to create corpus to fund higher education of her children in coming years.

I started my journey with Keyur Sir from April 2016. Earlier I was doing my studies on my own but extra factor which leads to Final Exam clearing is only added when I joined with Sir's coaching for CFP Regular Path.

Sir always motivated for disciplinary approach in studies, always motivated to complete each module in first attempt with good grade. Despite my busy schedule in my office , I never forgot the Mantra given by Sir & followed "There is no shortcut for success".

I sincerely followed all Classroom sessions, mock tests given by him.

In this journey he always encouraged to do ur best Keeping in mind the goal of achieving success.

Thank you Sir for your patience, Guidance, Tips on how to attend each module.

Sir, one thing I want to tell u that I completed this B grade one hr before the time. That confidence comes because you guided that way in my journey. Thank you sir once again.

Regards

Sucheta Bhirud

http://classicinvestments.co.in/index.php/about-us/our-team

90221 70338

271th Success Story:

CFP Students / Aspirants who want to complete CFP Certification in time without wasting their precious time & money, they should contact Keyur sir bcoz he is the best CFP coach.

Mr. Biyut Mallick, Junior Professional, Delhi enrolled in Regular CFP pathway with delhi based Education partner but was unsuccessful twice to pass his 1st exam. Later on he enrolled in our Video Learning Kit (Feb 16) and successfully completed his all 5 exams @ 1st attempt in Nov 16. 

271-sucess-story

From: BIDYUT MALLICK <bidyutcfp@gmail.com> on Sun, 13 Nov 2016 22:12:33

To: keyur1975@rediffmail.com

Dear Sir,

CFP Students / Aspirants who want to complete CFP Certification in time without wasting their precious time & money, they should contact Keyur sir bcoz he is the best CFP coach.

When I started the journey of CFP Certification he guided me in this unknown world, enlightened me to the right path. Without his guidance it was just next to impossible for me.

Let me elaborate below:

1st I started the journey with video learning kit, It is awesome you can stop where you feel it is important to take a note also you can rewind as you wish.

2nd Study material is really exhaustive which can give enough practice to gain the proper knowledge & understanding about the topic.

3rd Post training support is good as sir is very supportive it may be whatapp, phone call or email he will answer your query.

What ever sir advices to you please apply for better understanding about the topic.

Don't make your own plan but stick to the strategy advised by sir bcoz he is Guru of CFP Certification. I started video learning from 1 February 2016 & passed

Exam 5/Advanced Financial Planning on 10 November 2016. All happened due to the advice & guidance given by Keyur sir. I wish him a long life so that many more CFP aspirant get his guidance

 BIDYUT MALLICK

9958973439

 

270th Success Story:

Mr. Anil Chandnani, DGM, 5inance.com, Mumbai successfully completed his CFP certification @ 1st attempt in challenge pathway in Aug 16. He enrolled in our 67th Classroom Batch in Nov 15.

270-sucess-story

Subject: Thank you Coach

From: Anil Chandnani <anil.chandnani@gmail.com> on Mon, 14 Nov 2016 14:26:11

To: keyur1975@rediffmail.com

Very happy to share that I cleared my CFP Certification in 1st Attempt on 16th August, 2016.

Working with a Robo-Advisory firm, it was extremely important to get a good hold of the subject as well as the required certification. Your coaching methodology helped me to grasp the subject. During our classroom sessions, we (CFP aspirants) enjoyed the interactions & healthy discussions with you on so many topics which enhanced our understanding of the subject as well as gave us good insight to financial services industry overall. 5 steps are truly magical. 

Just to share with you :

1. Entire training / coaching module is designed to perfection. Really appreciate the amount of effort & detailing. Logical thought process & simplifying the problem is a USP of this training program. Someone, who wants to clear this examination & take real practical knowledge with implementation, should just simply FOLLOW your advice.

2. Question bank & solutions provided were exhaustive, covered complex problems. It gives you enough confidence to attend the final examination.

3. Most important, the support provided by you after the training was completed was really appreciable. It helped me to identify the gaps & work on the same. 

I believe the journey has just begun & therefore will look forward to your ongoing support.

BIG THANK YOU AGAIN!!!

Thanks & Regards,

Anil Chandnani

+91-9890395420

 

269th Success Story:

A Journey from Corporate Employee to an Independent Professional

Prabakaran, Adidem Solutions, Consultant – Independent professional, Chennaii, Ex Regional Training Manager worked in Max Life Insurance, having 19+ years work experience.

269-sucess-storyGurudakshina mail

Prabakaran J <prabakaran.adidem@gmail.com> Sun, Oct 23, 2016 at 10:26 PM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>, Keyur Shah <keyur@thecfpaspirantclubindia.com>

Cc: Keyur Shah CFP <keyur1975@rediffmail.com>

Dear Keyur Sir,

 Greetings!

A Journey from Corporate Employee to an Independent Professional

Prabakaran, Adidem Solutions, Consultant – Independent professional, Chennaii, Ex Regional Training Manager worked in Max Life Insurance, having 19+ years work experience.

Enrolled in Video Learning Kit January 2015 and successfully passed his CFP certification exam in Challenge pathway in Oct 2016

I am very happy to inform you that I have cleared my CFP Certification on Tuesday 18 October  2016. I would like to thank you for the coaching and guidance you provided me in the last  20 months.

Since my dream was to be a CFP, the Journey started 4 years back when you did a “Fast Track CFP Exam 5” at Chennai during Sep 2012, After that I could clear only Risk, retirement and Tax Planning modules, due to professional commitments I could not clear the other modules.

Your advice to apply for the challenge status gave me confidence and that was the first step to my success.  Hence I decided to take the Video learning from you in Jan 2015.

I would like to share my experiences as your student.

1. The video was realistic and as good as attending your classroom Lectures but additionally I could listen and assimilate them at my own pace and convenience.

2. The sample Q&A were very much useful to prepare for my Final Exam.

3. Most important, the support provided by you during the last few days before the exams in Feb 2016 was very helpful. It made me aware of the gaps, how much more I had to practice even though I could not clear in Feb 2016.

4. I enrolled for the exam again in Oct 2016 basis my leaves and Holidays for preparation and cleared the exam.

5. Your guidance to register me with the charter member of FPSB India had saved more than Rs. 13,000/- than Self Study Mode

 The key Learning from Keyur Sir’s training

# Reading the question twice

# drawing the proper timeline

# Logical & Magical 5 Step Process

# Commitment to Regular Practice to complete CFP certification

 Thanks a lot for being my Guru in this educational Journey. I wish you all the Success in all your teaching endeavours.

Thanks and Regards

Prabakaran

9344408802

 

268th Success Story:

Mrs. Khushboo Shah, House wife turned to Aspiring IFA, Pune successfully completed her CFP certification in Regular pathway @ 1st attempt with the “A” grade in Oct 16 with help of Video Learning Kit.

khushboo shah <khush.shah14@gmail.com>

Sun, Oct 30, 2016 at 10:55 AM

To: Keyur Shah <keyur@thecfpaspirantclubindia.com>, Keyur Shah <keyurcfp@gmail.com>

Dear Sir,

268-sucess-story

I am happy to share that I have cleared all CFP examination requirements (4 Module exams) in a regular pathway in the 1st attempt with good grades & Exam 5 / AFP @ 1st attempt with the “A” Grade.

Enrolment into your VIDEO LEARNING KIT was the key decision which helped me to complete the tough CFP journey with flying colours.

The VIDEO LEARNING KIT is really a boon.

It is well structured and self sufficient, i.e. you don’t need any other study material. Firstly you learn the concept and then strengthen it by solving various real problems/assignments before moving to the next one.

In VIDEO LEARNING KIT exam centric method is explained to save time during exams along with the client centric method for better understanding of the concept. Proven and structured preparation strategy post video learning is clearly explained. Strategy to handle exams works well.

POST LEARNING SUPPORT in terms of solving queries is really good. All my queries were solved over phone in maximum a day once I email it to you. MOCK TESTs provided before exams were too close to real FPSB exams both in terms of difficulty level and time management. The BEST part is you provided this support till I cleared all my exams.

In short you have prepared the EXPRESSWAY to CFP on which the candidate needs to drive himself up. Believe me even some one having ZERO financial background can clear CFP in first attempt if he follows what you teach.

I would like to take this opportunity to thank KEYUR SHAH Sir for teaching me how to think and visualize anything about Personal Finance. Nothing is difficult to understand with coach like you. In my opinion, KEYUR SHAH Sir is really the class coach and a wonderful person.

Regards,

Khushboo Parth Shah

+918446977952

 

267th Success Story:

Mr. Girish Asodekar, Sr. Lawyer / IFA, Belgoan, KA enrolled in our Video Learning Kit in May 16 and successfully completed his CFP certification in challenge pathway on 4th Oct 16.

Subject: I have completed CFP in such a short time, only and only because of you sir.

From: girish asodekar <asodekar@gmail.com> on Tue, 11 Oct 2016 14:41:45

To: <keyur1975@rediffmail.com>

267-sucess-story

Dear Sir,

I am an Advocate by profession, but when I realised on my personal experience that, most of the people don’t have knowledge about financial products and financial planning.

Then I have decided to enter into this field and I started doing Mutual Fund & Insurance as a part time.

In the beginning of 2015 I thought that I should enhance my knowledge and that time I came to know about CFP which is the highest certification in financial planning.

Then I started collecting material for the course after knowing all the details about this course, but then again I thought I should go for coaching.

When I was surfing online for course material I came to know about you, then I gone through all your videos posted on you tube. But I was not sure about your material because in market there are so many CFP course material providers, and one day I decided and approached you. After having discussion with you I understood that I have to register with you for video learning and I have registered and I COMPLETED CFP IN SUCH A SHORT TIME, ONLY AND ONLY BECAUSE OF YOU SIR.

After completing CFP I am really feeling like out of the crowd, my thinking has changed, I have started thinking in different way.

The speciality of your coaching is as all says 5 STEP PROCESS, in 5 steps I think drawing a TIME LINE plays very imp role in solving the problem, of course all steps are as important as Time Line, but it is like crown.

Once again I am very much thankful to you for your unique video learning material; if I would not have joined I could not have completed CFP so early.

Regards
Girish Asodekar

 

266th Success Story:

Ms. Richa Tilwani, BFSI Professional, Bangalore enrolled with us in Video Learning Kit in May 16 and successfully completed his CFP certification in Challenge pathway @ 1st attempt in September 2016.

Last week, she got selected in mid size Financial Planning & Wealth Management firm as a Sr. Financial Planner.

266-sucess-story

I am Richa Tilwani a  CFP officially, and all thanks to my Guru my mentor Mr. Keyur Shah, he guided me all through my journey, he was a torch to me in dark, I left my job and came to Bangalore for personal commitments, was wondering what will I do, it started in May 2016, when I first spoke to Keyur Sir, and rest is history…doing a CFP under his guidance has been wonderful:

1. He explained the true sense of being a CFP

2. FPSB gives code of ethics in theory, practically it is shown in the journey with him

3. He always stresses in being a planner and not just passing exam, so  now I can confidentially say, I can plan finances for people.

4. The course material given by him, covers everything related to exams and in practicing planning in real life. It's just apt.

5. Post CFP, he is in touch and shows light for the path ahead.

Just go by his words and enjoy the journey.

Happy learning!!

Richa

https://www.linkedin.com/in/richa-tilwani-377b9010b

richa_t06@yahoo.com

9000390272

 

265th Success Story:

Paras Saraf, Fresher commerce Graduate, Gauhati, Aasam, enrolled in December 15 in Regular pathway Video Learning Kit and successfully passed all 4 module exams and 5th Exam 5/ AFP @ 1st attempt in September 2015.

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Subject: Thank You Sir

From: Paras Saraf <paras.saraf09@gmail.com> on Thu, 15 Sep 2016 17:03:15

To: Keyur Shah CFP <keyur1975@rediffmail.com>

Respected Sir

I heartily thank you Keyur Sir for all your support guidance that you have provided me with.

It was with the help of your guidance ( the do's and don'ts for the exam, the time management theory) through out and video learning kit, PDF files i was able to complete my CFP certification. Though learning via video learning was new yet interesting, easy and concept building.

it was with your motivation, study material and problem solving approach, as and when basis, that all my queries stood resolved and i was able to sail through all the modules of CFP.

Thanking You
Regards
Paras Saraf
9435542540

 

 

264th Success Story:

Must Watch Video for every Stock / Equity market Professional

https://youtu.be/pbMxW8J7k8Q

Mr. Mahesh Kaware, Sr. Stock / Equity Market Professional, currently working as a VP- Motilal Oswal, Mumbai having 15+ rich experience enrolled in our 65th Classroom Batch Oct 15 & successfully completed his CFP certification in challenge pathway in Feb.16.

264-sucess-story

He successfully completed his CFP certification in challenge pathway with a “B” grade 60%+ on 1st March 2016.

Key Learning from his presentation is below

# To achieve Domain expertise # Professional Development # To create Differentiation  

# Enhance Client Acquisition, Client Advisory and Client Retention Skills

# Be my own Boss

https://youtu.be/pbMxW8J7k8Q

Thank You Keyur Sir….

mahesh kaware mahesh.kaware@gmail.com Sat, Mar 5, 2016 at 7:17 AM

To: Keyur Shah Cfp KeyurCFP@thecfpaspirantclubindia.com, Keyur1975@rediffmail.com

Dear Keyur Sir,

Greetings for the day…

I have joined classroom Training in Oct 2015…it was a small group of 6 persons as if it was more one to one personalized Training.

What differentiate in class room training is high energy level and enthusiasm with which keyur sir teaches each and every topic.

This 5 step logical & magical process convert complex concept into small easy to understand studies, and I think stands good in all walks of life.

Question bank & solutions and concept used are all very exhaustive & are of high standards.

Further all small – small instruction and guidance received during training helps you to attain perfection in solving an questions and makes you exam ready.

Post training also keyur sir extends his support generously and is willing to resolve your queries in all modes of  communications .ie personal meeting /email/phone calls etc.

I must say Thank You to keyur sir…all credit goes to him and his coaching style that has made my journey towards CFP certification enjoyable,

Something which i wanted to do for last 4-5 years , with Right Coach Keyur Sir i was able to complete in flat 4 months.

Wish him a Good Health so that he continues to help aspirants to achieve their goal of CFP Certification.

Regards
Mahesh Kaware
09819398744

 

263th Success Story:

Mr. Kalyan  Reddy Battu, Sales Manager, Franklin Templeton AMC, Hyderabad enrolled in Video Learning Kit in Jan 2016 and successfully completed his CFP certification in Challenge pathway with a “B” (60%+) in September 2016.

I appreciate Your service

KALYAN REDDY Battu <battu.kalyanreddy@gmail.com> Thu, Oct 13, 2016 at 6:24 PM

To: keyur1975@rediffmail.com, keyur@thecfpaspirantclubindia.com

 

263-sucess-story

Dear Sir,

It was a great experience to attend Your video learning training program, excellent I must say, without which I would not have cleared the CFP with B Grade.  I found the training material and the content in the video learning kit is very much helpful for the aspiring candidates to clear the Exam and also in preparing financial plans in real situations for Investors, No need to refer any other material.

The way you have explained the Complex Problems solutions in simple 5 step process is excellent, It is the Key to clear the Exam with domain expertise.

Thank you so much for your support.

Regards
Kalyan  Reddy Battu
Sales Manager
Franklin Templeton Asset Management (India) Pvt. Ltd.

1st Floor ,Amit Plaza.No.6-3-885/7c , Somajiguda Circle
Hyderabad -500082.
Mobile: +91 9866177082

 

262th Success Story:

Mr. K. R. Mane, Sr. Software/ IT Professional, Mumbai successfully completed his CFP certification in Regular pathway @ 1st attempt with a " B " Grade 60%+. With help of Video Learning Kit.

He enrolled in Dec 15 in Video Learning Kit and successfully passed all 4 modules exam @ 1st attempt and Exam 5 / Final @ 1st attempt with a " B " Grade.

262-sucess-story-details

262-sucess-story

Krishnakant Mane <krmane@yahoo.com> Wed, Sep 7, 2016 at 5:48 PM

To: Keyur Shah CFP <Keyur1975@rediffmail.com>, Keyur Shah Cfp <KeyurCFP@thecfpaspirantclubindia.com>

Dear Mr. Keyur,

This gives me immense pleasure to inform you that I have completed CFP – regular pathway in first attempt  with a “ B” Grade (60%+)

Thank you very much for all your support during my journey to this certification.

Throughout my career (20+ years) I was in IT industry but always liked two other fields.

  1. Mechanical  2. Financial  

With the saturation in IT industry and not much of job satisfaction I decided to pursue Personal Finance field.

I initially enrolled to your class room session in March 2014 but lost focus due to regular job pressure (it was my bread-butter so could not leave it immediately).

Finally in December 2015 I decided to complete the certification. This time I enrolled to Video Learning Kit. I choose this option because I thought it will allow me to study whenever I get time. I can revisit topics I did not understand initially. And I was right. I did two iterations of all the videos along with the evening assignments. It has boosted my confidence.

Now time came to appear for exams. Since I was pursuing LLB course simultaneously I had to plan my studies and exams such that it will not clash with my LLB studies. Here your guidance in terms, how to study, how much to study, sequence of exams helped me a lot.

With this plan and study I appeared for first module exam (RPEB). I was not very confident before exam but again mock test given by you and one-on-one session before exam has given me confidence to appear for exam and clear it. This repeated for remaining modules and Final exam also. 

My observation here is that your questions are much tougher than FPSB exam questions. So if one can solve question bank given by you then he need not to worry about actual exams. And of-course not to forget "5 Logical Magical Steps". It is THE way to solve the question.

Thank you once again for your guidance and helping me to achieve my goal.

Regards,
Mane

 

261th Success Story:

Mr. Kiran Kumar M, Sr. Area Manager, SBI Life Insurance (Banca), Mangalore successfully completed his CFP certification in challenge pathway @ 1st attempt in Aug 16 with help of Video Learning Kit.

261-sucess-story 

Subject: Thanks for the Best guidance

From: Kiran Kumar <kiranbvr@gmail.com> on Mon, 05 Sep 2016 12:44:07

To: Keyur Shah CFP <keyur1975@rediffmail.com>, Keyur Shah <keyur@thecfpaspirantclubindia.com>

Dear Keyur Sir,

First of all please accept my sincere gratitude for the best coaching and guidance you provided which helped me to complete my CFP in first attempt.

I would like to inform you that your coaching material, Flow of syllabus and 5 Step process is so well planned which helps to understand any variations in question patterns and crack it easily. Also the 5 step process and use of calculator helps to explain the customers to understand their complex Financial planning queries.

I sincerely thank you for the best coaching you provided through video learning kit and telephonic support to clear all my doubts. Even before 4 days of my exam your counselling and mock test helped to understand where I was doing wrong and which field I needed to concentrate.

Overall I believe that Mr. Keyur Bhai is the best Coach and Guide to understand CFP curriculum and easily walk through the exam.

Thanking you,

Regards,
Kiran Kumar M

Mangalore
9342547676

 

260th Success Story:

Mr. Amit Pednekar, Sr. Account Professional working with Sun TV , Mumbai enrolled in Regular CFP pathway with one of EP  and managed to pass his 4 module exams. But, He was twice unsuccessful in Exam 5 before joining us. 

Later on, He joined in our 71st Batch March 16 and Successfully completed his CFP Exam 5 on 4th Aug 16 with the “B” grade (60%+). 

Sharing Wonderful CFP Experience with Keyur Shah Sir

From: Amit Pednekar <ammped@rediffmail.com> on Mon, 08 Aug 2016 18:42:18

To: <keyur1975@rediffmail.com>

Dear Sir,

I am happily to inform you that I have cleared my CFP Advanced Exam 5 with B Grade.

260-sucess-story

Initially when I cleared all 4 Modules of CFP, I was very confident that I will clear Advanced Exam in first go. But I was wrong and did not clear advanced even after two attempts. 

Then I felt necessary to seek guidance of a experience person who is well know personality in CFP Education Provider and so I contacted Mr. Keyur Shah Sir on 26 Feb 2016.

During first one to one meeting with Sir and discussing with my issues, I felt within me that I had came to right place to learn CFP and clear the exam & also be client ready after clearing my exam.

I had joined VLK 2016 Class room Program from 8 March 2016 & very first day all basic CFP concepts was cleared and solved. During next 7-8 days each and every topic was covered whether it’s IRR, XIRR, Loan Calculation, Conversion, Asset allocation including advanced asset allocation, Insurance, Retirement Planning and Taxation.

Sir had also taught us how to prepare for Exam 5 going in depth in case studies A B C D E. Solving exam related questions. Whatever queries were raised is to be sorted out at that movement. 

During training, Sir had also given important notes and guidance about client acquisition & how to retain client for long run by using Hard skills & Soft Skills and People skills & Logical and Magical 5 Step Process

On 19 March 16 we had completed Training program. I had got adequate & clear knowledge about Personal Finance in both Exam ready & Client ready ways. After that I had started preparing for Exam 5 referring sir notes (Especially Folder No. 19 2016 VLK). All my doubts and queries was sort-out clearly & in simple way with examples.

On 4 August 2016 I clear my Exam with B Grade.

So I am Thanking you Sir for such wonderful CFP learning I had got from you and for all hard work you had put in for us to clear Exam with good grade.

Also Thanking Mr Nagesh Abnave & Mr Sagar Ingale & Mr.Amol Pimplekar (All Students/Ex-Students of Keyur Shah Sir) who had also supported me & giving me confidence to clear the Advanced with good grade.

Regards

Amit Pednekar
9920249550

259th Success Story:

Mr. Nikhil Shirkole, Sr. LIC / MF Advisor, Kharghar, Thane, enrolled in our Video Learning Kit in Aug 2015 and successfully completed his CFP certification in Regular pathway @ 1st attempt in July 16.

Subject: I am very very thankful and feel blessed for having a Mentor / Guide / Couch / Guru like you during my CFP journey.

From: Nikhil Shirkole <nikhilshirkole@gmail.com> on Fri, 29 Jul 2016 21:39:37

To: Keyur Shah CFP <keyur1975@rediffmail.com>, Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>

nikhil_shirkole

Becoming CFPCM is one of the very essential Life Goal for me… However to realize this goal has passed may hurdles as usual our day to day life.

But materialization CFPCM for me in First attempt and boosting self confidence… its credit goes one and only one to you, Mr. Keyur Shah. I am very very thankful and feel blessed for having a Mentor / Guide / Couch / Guru like you during my CFP journey.

As I shared with you, I have started CFP journey in year Sept. 2010, however I was able to crack only one module exam. And unable to crack second module in two attempt, so at that movement I have almost given up of becoming CFP.

As being Engineering background my belief is becoming like CFP is not my cup of tea. But I am unable to digest my give up, as CFP is one of my life’s most important and most required Professional Goal. As in year 2009 I have decided to make carrier in my most loved field Personal Financial Management and CFP in one of milestone in that.

Before give up CFP, I decided to at least do / attempt in different way.  It was may be my luck that since from long back I am receiving emails from you, and I was always ignoring these mail like as other promotion mail.  One day I decided to go though your email and many of success stories from youtube.com of your channel and here is real turn happen.

When in the month of August 2015 I approached to you and discussed about my CFP goal and its journey till the time. Then you have advised me to go though video learning. Though my earlier belief was that online couching and post couching support is only part of promotion speech. But I kept blind faith on you  as after speaking with you, my self belief was like that you are right guy, will never misguide.

And I am very thankful for your time to time most valuable guidance apart from course material during last 10/11 months.

Going though video learning is as good as or in fact it’s more profound way for me than attending classroom training. As I have control key to pause / rewind the lecture till my concept will be clear. In these eight days video learning I have experienced you have covered all probable types of question from exam point of view and most importantly from view of making practice as CFP.

Your’s provided reference material and important notes played key role in my CFP journey. To pass CFP final exam in first attempt.

Here I am willing to express my gratitude towards you (Mr. Keyur Shah) for becoming my mentor in one of the most important life goal. You’re the true planner with you I assured my important professional goal.

Thanking you…….

Best Regards,

Nikhil Shirkole, CFPCM

+91 90290 97575

258th Success Story:

Mr. Prasanna Rupji, Regional Product Manager, ICICI Securities, Mumbai has successfully completed his CFP certification in Challenge pathway / Fast Track CFP @ 1st attempt. He enrolled in our 59th Classroom Batch in 2015.

From: Prasanna Rupji <prasanna.rupji@gmail.com> on Mon, 01 Aug 2016 15:49:33

To: Keyur Shah CFP <Keyur1975@rediffmail.com>, Keyur Shah Cfp <KeyurCFP@thecfpaspirantclubindia.com>

Dear Keyur Sir,

I am happy to inform you that I passed the CFP Exam on 5th July 2016.

prasanna_rupji

I want to thank you for your support & guidance and preparing me so well for the exam.

The Best part of the training was

  • The 5 Step process to solve the problem.
  • Easy way of Calculating for different simple and complicated financial planning goals.
  • The Exhaustive training material with various permutation and combination of problems.
  • Last but not the least, the Strategy to solve the paper.

The overall experience was fantastic.

Thanks once again for extended guidance…

Regards,

Prasanna Rupji.

9920729969

257th Success Story

Mr. Santosh, Fresher, Guntur- AP, Enrolled in our 28th Batch Hyderabad in 2013 and successfully completed his CFP certification in Regular pathway in 2015. Right now, He is working with Hyderabad based MNC.

santosh

 

256th Success Story:

Mr. Amol Pimplekar, Sr. Branch Manager, Lalit Magan Stock Broking, Mumbai successfully completed his CFP certification in Challenge pathway in July 2016. He enrolled our Classroom training in 54th batch in 2015.

amol_pimplekar

amol pimplekar <ampimplekar@yahoo.com> Tue, Jul 12, 2016 at 8:15 PM

Reply­To: amol pimplekar <ampimplekar@yahoo.com>

To: Keyur Shah <keyur@thecfpaspirantclubindia.com>

Dear Keyur Sir,

Its my great pleasure n honour writing this email as I have completed my CFP certification journey.

Sir, it was possible only n only because of you n the efforts you put in during training n post training preparation for exam.

You make difficult tasks look easy by consistently adhering to basic principles n expecting from us the same. Your five step process is rightly termed as Logical n Magical Process by you.

Appreciating you by just saying Thank You is not sufficient as you have given a new vision by changing our perception.

Sincerely appreciating you.

Thank You so much n looking forward for your cooperation in future.

Regards

Amol Pimplekar, CFPCM

9819946436

 

255th Success Story

She lost 1 decade…10 years

Mrs. Ulks Shinde, Age 54, IFA based in Mumbai, successfully completed her CFP certification in Regular pathway on 1st March 2016 with a “B” grade (60%+)

M. 98219 02410, Mail: ulka61@gmail.com

ulks_shinde

She 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.

Watch her Video

https://youtu.be/6RMsok_mmTY

254th Success Story

Mr. Nihar Shah, MBA (Finance), 3rd generation Independent Financial Advisor (IFA) from Surat successfully completed his CFP certification in Challenge / Fast Track pathway @ 1st attempt in June 2016. He enrolled in our 71st Batch Classroom Training in March 2016.

nihar_shah nihar_award

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Hello Sir,

I have no words to thank you….this was one of biggest goal of my life….so happy to say that i have cleared my CFP on first attempt…. Without your guidance it would not have been possible.

Study Material given by you was very useful in my exam as well as it'll in my professional career..i have completed My BCom, MBA in finance but none of that has added much value in my career as you did in just 3-5 months.

As it was not just a certification, It was actual learning!! Your training and process was always logical so of course it has to be magical.

Now its time for me to apply that magic in my business with my clients!!! So that magic spreads in their life and this is my next dream or goal whatever you say You have boosted my confidence in each and every aspects!!!

A big thanks sir!!!! Will surely be in touch for more an more learning.

Thanks & Regards,

Nihar Shah

MBA CFPCM

9825968877

Sent from my Samsung device

 

253rd Success Story:

Mr. Akshay Bhatuse, BFSI Professional, Pune enrolled in Regular pathway but was TWICE unsuccessful in Exam 5 / AFP in Jan 2016. Later on He decided to enrol in our Video Learning Kit in March 2016 and successfully passed his Exam 5 / Final @ 1st attempt in May 2016.

akshay_bhatuse

From: Akshay Bhatuse <bhatuseakshay3@gmail.comon Tue, 24 May 2016 15:27:00

To: keyur1975@rediffmail.com

Respected Keyur Sir,

I am really happy to clear the CFP Advance Financial Planning Module.

First of all thank you so much Keyur sir to given me a such kind of great study material – Video leaning kit, PDF & Word files and most important is your motivation towards become a “Certified Financial Planner”

Yes, you are an inspiration of CFP students & CFP Practitioners; you have activated hunger for knowledge and wisdom, inspiring me to plan my study and future.

I started video learning course on 8th March 2016 and I competed it in very short period. During training I feel that I'm in doing physical classroom training/session with you. Your way to explaining the concepts is really amazing. What I like most in videos is – 5 step logical & magical processes, realistic example and to apply what we have learned with our friends and relatives.

Again I really thankful to you Sir, Thank you Soooooo Much for all. I would suggest every CFP aspirants to take a lesson from Keyur Sir once, its value a lot……

Thanking You,

Akshay Bhatuse

9921426939 / 9270515544

252nd Success Story:

Mr. K.Rajayaswanth, Deputy Manager, ICICI Bank Ltd, Gulbarga, Karnataka enrolled in our Regular pathway Video Learning Kit in June 2015 and successfully passed his all Modules ( RAIP, IP, RPEB, TPEP) and Final Exam AFP / Exam 5 in April 16 @ 1st attempt.

Subject: Thanks for you support in achieving my goal of CFP

rajayaswanth

From: rajayaswanth <kalva.yaswanth@icicibank.comon Tue, 26 Apr 2016 17:36:47

To: keyur1975@rediffmail.com, keyur.shah1975@gmail.com

Dear Sir,

I am very much happy to inform you that I have cleared CFP final module in first attempt.

I am very much thankful to your support and the valuable time which you have allocated to resolve my queries when ever it was required. I could have scored a better grade if I would have taken much more support before the attempting the final examination, however due to a few circumstances, I could not.

To end with I am grateful to you from the bottom of my heart for helping me to climb the ladder of CFP.

Thanks & Regards

K.Rajayaswanth

Deputy Manager, ICICI Bank Ltd

Gulbarga, Karnataka

#9900071950

251st Success Story:

Ms. Ambika Goyal, Fresher (Commerce Graduate), Guwahati, Assam enrolled in July 2015 CFP Regular pathway Video Learning Kit and successfully completed her all Module Exams (4) and Exam 5 / Final @ 1st attempt with “B” Grade (60%+) on 12th April 2016.

Subject: Thanksgiving By Ambika Goyal

From: AMBIKA GOYAL <ambikagoyal1603@gmail.comon Tue, 26 Apr 2016 16:17:13

To: Keyur Shah CFP <keyur1975@rediffmail.com>

Respected Keyur Sir,

Had you not be there at every step to guide me all through my journey of becoming a CFP, I am sure I wouldn’t have stood successful in completing the Certification in a span of 7-8 months. I have cleared all the four modules in regular pathway and The Exam 5 also at my first attempt with a B-Grade.

ambika_certificateambika_goyal

 

Sir I am glad to have got this opportunity to thank you for all the guidance you have provided me with. Though video-learning classes held by you were the ultimate source of building basic and both advanced concepts regarding financial planning. Only studying the material you gave us as per your instructions is more than sufficient to clear the modules at one go.

From teaching us the core of concepts to telling us the do’s and don’ts at every step, From giving us a well prepared and arranged study material to making us solve the numerous exam case study questions and From even guiding us with the number of hours we need to invest in a file per day to answering my phone calls and messages every time I approached, Sir you have done it all.

I owe you this certification Sir.

Thanks a lot for focusing so much on a student living a number of cites far in some other state as much as you would if I lived in Mumbai. I am sure Sir if one gets your hands over him, he is sure to clear his exams, know the course and grow with it.

To all other participants – Just do what Sir asks you to, every single thing, and you ll know how great that’ll turn out for your career.

Thanking You,

Ambika Goyal

(Guwahati, Assam) Mobile :97079 45216 / 94351 03352

250th Success Story:

Ms. Nupur Vibhash Desai, MBA (Finance) BFSI Professional, Mumbai enrolled in 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.

Subject: Testimony CFP Class – Professor Keyur Shah

From: Nupur Desai <desainupur21@gmail.comon Wed, 30 Mar 2016 13:43:16

To: Keyur Shah CFP <keyur1975@rediffmail.com>, keyur shah <keyur.shah@thecfpaspirantclubindia.com>

nupur

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!"

249th Success Story:

In 2014, Mr. Sesh Chandra, HSBC Life Insurance, Banca channel, Mumbai enrolled in Video Learning Kit. He has successfully completed his CFP certification in Challenge Pathway on 25th April 2016. Now, He has been promoted and works with HSBC Bank, Associate Vice President – Premier Banking, Mumbai.

sesh_chandra

Thanks for your support 

Sesh Chandra <seshchandra@gmail.com> Thu, Jun 16, 2016 at 4:43 PM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>

Dear Sir,

I had enrolled for video learning program with you and successfully completed the CFP certification on 25 Apr 2016.

Your training methodology is considered the best. To highlight some of the key takeaways:

1) 5 steps of approaching/solving the problems.

2) Your support over phone and in person for query resolution.

3) Your constant emails and whats-up messages on how other members were progressing in achieving their goals.

These inputs were considered very vital, it kept reminding about the course completion. Since in professional life work keeps a person occupied with their responsibilities and education takes a back seat.

Course material and structure should also be given equal credit as it is well designed and contains in depth information.

Finally I would like to thank you for your wonderful support as an instructor and will keep in-touch; your guidance will help new aspirants in fulfilling their dreams too.

With Regards,

Sesh Chandra V

Associate Vice President – Premier Banking

HSBC Bank, Mumbai

Ph. 99675 45154

248th Success Story:

Mr. Mahesh Kumar, Sr. Manager, working with a leading NGO in Mumbai, enrolled in 50th weekend CFP (CERTIFIED FINANCIAL PLANNER) course batch in Aug 2014 and successfully completed all 4 modules exams @ 1st attempt out of 3 exams with a first class ("B" Grade) in Jan'15 and completed his Exam 5 / Final Exam @ 1st attempt with a “B” grade in July 2015.

https://youtu.be/uoJxoDknngg

mahesh_kumar

Mahesh Kumar <postbox.mk@gmail.com>

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>,

Dear Sir,

Greetings of Seasons to you!

I underwent 50th Weekend training during July-Sep 2014. Immediately after that I started preparing for module exams. Every month I gave one exam and devoted 2 hours of study and I am happy to inform you that I have passed all the 4 modules of CFP. The grades are as follows.

1. IP – B grade

2. RAEP – B grade

2. RPEB – C grade

2. TPEP – B grade

2. Exam 5 – B grade

Thank you very much for all your support and training. I look forward to your precious suggestions for making a start in personal financial planning field.

Warm regards,

Mahesh Kumar

09987666018

247th Success Story:

Mr. Anoop Purushothaman, Sr. BFSI Professional, Cochin, Kerala successfully completed his CFP certification in March 2016. (9895763444)

Anoop Nair <anoopannair@gmail.com> Wed, Jun 15, 2016 at 4:21 PM

To: Keyur Shah CFP <keyur.shah1975@gmail.com>

anoop

Dear Keyurji,

My journey of CFP learning through CFP Aspirant Club has been a tremendous one with excellent results. I was thrilled when your CFP fast track learning program resulted in a quick grasp of advanced financial planning concepts and goal based approach to the exam.

What I appreciate the most about learning with you are the five step process towards cracking the questions, specific training materials, mock tests before the exam and post training support.

I will strongly recommend CFP coaching through you for anyone who likes to grab success in a focused manner.

246th Success Story:

Mr. Kumar, Chief Manager, State Bank of Hyderabad, successfully completed his CFP certification in January 2016 with “B” grade. He enrolled in our 56th Batch Classroom Training workshop in 2015.

kumar

245th Success Story:

Mr. Brijesh Madhusudan, Manager, SBI, Chennai enrolled in our Regular pathway Video Learning Kit and successfully passed all Modules and Final Exam @ 1st attempt.

brijesh

244th Success Story:

Mr. Prateek Jhalani, Ex. Young Private Banker, Gandhinagar enrolled in challenge pathway in 2015 and unsuccessful in Exam 5…Later on, He enrolled in our Video Learning Kit and successfully completed his CFP certification on 1st March 2016.

From: Prateek Jhalani on Sat, 19 Mar 2016 08:19:16

To: keyur1975 <keyur1975@rediffmail.com>

prateek

Dear Sir,

I Joined the Batch of video Learning in Dec Midweek, since then the journey of learning CFP changed for me. I opted for the Challenged Pathway. The Video Learning Kit is a magical system you will always feel that you are the part of it. The material, the 5 Step Magical process brings about a change in me. The support after video learning was the best total two way communication, real time solving by sir.

Sir has been a true mentor and guider. A person who will always be ready to help you out from the entire problem. He just not leaves you until you reach your destiny. He showed me the path and I just walked on it and never turned back because I always knew he will be there always.

Sir has been a true mentor and guider. A person who will always be ready to help you out from the entire problem. He just not leaves you until you reach your destiny. He showed me the path and I just walked on it and never turned back because I always knew he will be there always.

Thanks a ton sir. The journey of learning becomes fun when you have such a mentor.

Thank you sir once again…Thanks is not enough to say to you..

Regards

Prateek Shyam Jhalani

080004 83782

243rd Success Story:

Mr. Ashish Shah, Sr. IFA (Ex. Private NRI banker), Vadodara enrolled in our 59th Batch Classroom Training workshop in April 2015. He successfully completed his CFP certification @ 1st attempt on 1st March 2016.

ashish_shah

thank_you_ashish

 

Ashish Shah

Trust Care 

Financial Planner

call : +91 98245 71722

web: www.trustcare.net.in 

atrustcare@gmail.com

10 Success Stories of February 2016 of CFP Aspirant Club Keyur Shah CFP

Happy to share 242nd to 233rd Success Stories of CFP Aspirant Club Keyur Shah CFP

242nd Success Story:

Mr. Jayan Thomas , AVP – Kotak Securities Ltd., Pune Successfully completed his CFP certification in Challenge pathway @ 1st attempt with a "B" Grade (60%+) on 25th Feb. He enrolled in our 65th Batch Oct 15. (jayan.thomas@kotak.com, 9923178882)

jayan-thomas

jayan.thomas@kotak.com <jayan.thomas@kotak.com> Fri, Feb 26, 2016 at 9:00 AM

To: keyur@thecfpaspirantclubindia.com, keyur1975@rediffmail.com

Dear Sir,

With your proper training & guidance given by you thru classroom & video learning training, today I was able to achieve my CFP certification in 4 months’ time frame.

Feedback for all new participants is Practice, Practice & Practice as per Keyur Sir’s training pattern. Also a note for all working professionals who are serious to do CFP course, is to leave your baggage behind & just come with a Reset mind only then relevant things would be grasped quickly…& before exam date for 10 days minimum disconnect yourself from daily routine & Practice, Practice & Practice.

I thank Keyur Sir for all his valuable teachings given during Training & Post Training period which has helped me today in achieving my Goal.

Best Regards,

Jayan Thomas | +91-9923178882

 

241st Success Story:

Mr. Kamal Jeswani, Sr. Professional, Thane successfully completed his CFP certification in Regular pathway…He passed his Exam 5 / Final @ 1st attempt with a "B" Grade (60%+) on 25th FEB. He enrolled in our Video Learning Kit in Aug 15 and successfully passed his all Module exams @ 1st attempt by Jan16. (9920344388, kamaljeswani@gmail.com)

kamal-jeswani

Kamal Jeswani <kamaljeswani@gmail.com> Sun, Feb 28, 2016 at 5:17 PM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>

Dear Sir,

I joined your video learning course in August 2015 and I must say that it has been a great and wonderful experience. Although I was eligible for Challenged pathway but I opted for the regular pathway in order to get an in-depth understanding of each module. Your video learning kit, process and the material made the journey smooth. I was able to clear all modules and even the Final exam in first attempt within 6-7 months.

You have been a true coach and always took the initiative to check with me if I needed any additional support. Very few people in the world take this kind of complete responsibility of their students.

The best thing about you is that you take the responsibility of a career and not just the training of your student. You are like that gardener who takes care of the seed till it becomes a fruit bearing tree.

Thanks once again from the bottom of my heart. Would meet you soon to understand the next step.

Regards,

Kamal

 

240th Success Story:

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)

amey-vaze

Amey Vaze <amvaz13483@gmail.com> Sun, Mar 6, 2016 at 12:06 AM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>, Keyur Shah CFP <keyur1975@rediffmail.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."

Regards,

Amey Vaze

Mob: 9970051073

 

239th Success Story:

Mr. Shivam Karate, BFSI Professional, based in MP enrolled in Video Learning Kit and successfully completed his CFP certification in Regular pathway. He passed his 4 module exams and Final / Exam 5 @ 1st attempt in FEB 2016. (shivam.katare@gmail.com, 9660079221)

shivam-katare

shivam katare shivam.katare@gmail.com Sat, Mar 5, 2016 at 11:02 AM

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>

Dear Sir,

I'm happy to share I have cleared CFP exam in regular pathway with your guidance & support. This journey was tough but as i enrolled for video learning kit, it become easy task fro me.

Question bank and post training material is very good that help me to clear final exam in single attempt. Your 5 Step process method is just like ready made solution for every problem because in this process on can visualize that sum in his mind and can put the same in his solution.

If any one who will follow this 5 step process, will help him/her to solve 75% of problem. Time slotting per questions & how to handle exam is the best strategy of you. I have seen many candidates who are preparing for CFA, are not aware of how to attend exam.

I did one mistake in final exam, i completed finals exam in 3 hours and got C grade. If i have used my time properly i'm sure would have got A grade.

Once again Thanks to you, you are best trainer for CFP.

Thanks and Regards

Shivam Katare

Karvy Stock Broking Ltd

Mobile : 9660079221

 

238th Success Story:

 

Mr. Anirudh Kanoria, Sr. IFA & Share Broker, Kolkata successfully completed his CFP certification in Challenge pathway…He enrolled in our Video Learning Kit and successfully completed with a "B" Grade on 25th FEB. (9331000316, kanoria.anirudh@gmail.com)

anirudh-kanori

 

Thanks for the Support

Anirudh Kanoria <kanoria.anirudh@gmail.com> Fri, Feb 26, 2016 at 4:22 PM

To: Keyur Shah CFP Trainer <keyur.shah1975@gmail.com>

Dear Keyurji,

I would like to make the following statement with regard to your Training

“The training and support provided by Keyurji helped me clear the Challenge Pathway Exam with ‘B ’Grade. He was extremely helpful in terms of answering queries over phone. Moreover his training material and the process which he teaches to crack the exam are excellent.

I also had the good fortune of visiting him in his Kandivili Office where he gave me good amount of time and solved my queries.

I would strongly recommend him as an excellent trainer."

Regards,

Anirudh Kanoria

 

237th Success Story

Mr. Brijgopal Damani, Sr. IFA, Mumbai successfully completed his CFP certification in Challenge pathway…He enrolled in our Classroom training workshop and successfully completed on 25th FEB. (9870577094, bgdamani@gmail.com)

brijgopak-damani

 

236th Success Story:

Mr. Ravi Kumar T. V. , Sr. IFA, Bangalore successfully completed his CFP certification in Regular Pathway. He enrolled in our Video Learning Kit in Dec15 and successfully passed his Exam 5 / Final @ 1st attempt on 23rd FEB. (ravi@ggindia.com, 9845093554)

RAVI-KUMAR

Ravi – Gaining Ground <ravi@ggindia.comMon, Feb 29, 2016 at 12:25 PM

To: Keyur Shah <keyur@thecfpaspirantclubindia.com>

The video learning programme is very well structured. The methods and approach used is very effective.

Mr.Keyur is always approachable and gives support post training as well as while you do the video learning. If one follows the discipline given in the programme, the exam can be completed with perfection.

It’s one of the best video learning programmes offering CFP training.

Regards

Ravi Kumar T.V.

Bangalore

 

235th Success Story:

Mr. Ranjeet, Sr. Manager, LIC MF, Chennai successfully completed his CFP certification in Challenge pathway. He enrolled in our Video Learning Kit in May 15 and successfully passed his Exam 5 / Final @ 1st attempt on 23rd FEB. (9361555562, ranjeetgm@gmail.com)

renjith mathew <ranjeetgm@gmail.com> Mon, Feb 29, 2016 at 8:50 AM

To: Keyur Shah CFP <keyur1975@rediffmail.com>

Cc: Keyur Shah Cfp <keyur@thecfpaspirantclubindia.com>

Dear Sir,

I would like to thank you for the confidence, support and guidance which helped me to clear the final exam.

It all started last year when i was scouting for an education provider; went to one by one who were available in my place of work (Chennai). After interacting with them i was not satisfied neither with their content nor their pay structure. During that period, in one of my field trips, a financial advisor told me about Mr.Keyur Shah sir and his video learning kits.

Prior to this I had never studied anything by video or by audio mode; i was apprehensive and with half heart called Keyur sir. The initial talk itself gave me confidence, then after some days (june2015) i got my batch mates and Keyur sir himself (of course all in my laptop).

Then the journey began and as days went by i started gaining more confidence. After the video learning, with guidance from sir, i started practicing the questions which were discussed in video and other questions, made lot of mistakes.. and i learned and cleared the final exam with God’s grace.

Finally i would like to thank all my video learning batch mates for asking those queries and sir for explaining everything with patience. And video learning is really good; by following the five step process and hours of practice, the goal can be reached.

Thank you sir for being a mentor.

Thanks And with regards

Ranjeet George Mathew

 

234th Success Story:

Ms. Swati Sethi, Fresher, Delhi, successfully passed her Exam 5 / Final with a “B” grade in FEB. Last year, She enrolled in our Video Learning Kit. (9953227639, swatisethi92@gmail.com)

swati-sethi

 

233rd Success Story:

Mr. Jayant Rajurkar, Regional Training Manager, HDFC Life Insurance, Mumbai successfully completed his CFP certification in challenge pathway on 2nd FEB. Last Year, he enrolled in our Classroom training workshop. (jay_rajurkar@yahoo.com, 8879628064)

jayant-rajurkar

Thank you Keyur for ur valuable inputs. Your 4 full days classroom training has helped me a lot. The way u explain all calculations us simply superb.

Your notes and training methodology are too easy to understand.

Thanks again Keyur

 

Happy to share 221 to 232 Success Stories of January 2016 of CFP Aspirant Club Keyur Shah CFP Mumbai.

In January Month, 12 Sr. Professional Participants have successfully completed their CFP certification (Regular & Challenge pathway) Exam 5 / Final @ 1st attempt with help of Classroom / Video Learning Kit.

232nd Success Story

Mr. Purushottam Bedekar, DGM, State Bank of India, Mumbai, enrolled in 53rd batch and successfully completed his CFP certification in Challenge pathway @ 1st attempt on 25th January 2016. (p.bedekar@sbi.co.in, 7506378377)

From: ps bedekar <p.bedekar@sbi.co.in>  on Sun, 31 Jan 2016 11:05:16

To: <keyur@rediffmail.com>, keyur.shah@thecfpaspirantclubindia.com

p-bedekar

Dear Sir,

At the outset I would like to thank you for your valuable support for completing the CFP exam. I could not send you the testimonial & photo earlier due to engagements in office. I am delighted to submit My testimonial/Guru dakshina as under

DREAM COME TRUE…

I came to know about CFP exam in 2005 and aimed to study the course. I also registered for the course and completed one Module, but could not pursue the course further due to frequent transfers at various places at Madhya Pradesh & Chattisgarh and lack of proper guidance.

When I was posted to Mumbai and came to know about the coaching of Keyur Sir, I immediately registered for his coaching. It was really wonderful to attend the coaching.

The methodical and strategic coaching of Keyur Sir, quality material and his five step process has helped me to understand the concepts and methods of solving various questions. His continuous mentoring and motivation has made it possible for me to clear the Challenge Status examination in first attempt. Kudos to Keyur Sir for his incredible efforts in promoting CFP which will help in promoting Financial literacy through the successful CFP.

Regards

P S BEDEKAR

 

231st Success Story

Mr. Krishna Murthy, Sr. Manager, State Bank of Bikaner & Jaipur, Mumbai. Enrolled in 55th Batch. (mkmurthy@sbbj.co.in, 7506377456) and Successfully completed his CFP certification @ 1st attempt on 25th January 2016.

krishna-murthy

230th Success Story

Mr. Nagesh Addepalli, Principal Product Manager, Oracle India P. Ltd., Hyderabad. Enrolled in Video Learning Kit in Oct. 2015 and and successfully completed his CFP certification in challenge pathway @ 1st attempt with a “B” Grade. (naddepalli@hotmail.com, 9603498220) on 25th January 2016.

nagesh-addepalli

Nagesh Addepalli <naddepalli@hotmail.com>  Tue, Jan 26, 2016 at 6:43 PM

To: Keyur Shah CFP <keyur1975@rediffmail.com>,

"keyur.shah@thecfpaspirantclubindia.com"

<keyur.shah@thecfpaspirantclubindia.com>

Good Evening Sir,

As informed to you on telephone yesterday, I completed the Module 5 exam successfully in 'B' grade @ 1st attempt.

"I enrolled in the Video Learning Program on 22nd October 2015 and completed the video learning in about 3 weeks spending about 2-3 hours a day. The video learning program is excellent and caters to various topics in a lucid manner.

Following the logical magical 5 step process is the key to success in the examination. While examination is one aspect, it also gives you the confidence to build a financial plan.

If you are a cricket lover, you must have heard regularly on television where MS Dhoni state that "it is the process we rely on and the results will take care of themselves". The same thing applies to this program. Complete the Video Learning Program and understand the key learning concepts thoroughly. Next spend the required time to complete all the various practice questions as suggested in the program.

You also get great support using modern technology tools such as WhatsApp and telephone one-on-one discussions in case of conceptual doubts from Keyur Sir. In a little over 3 months, I could complete the exam successfully in the first attempt. So will any one who sincerely follows the program meticulously.

Wish all future participants in the regular batches or Video Learning Program success in their attempt to qualify the CFP program."

Overall I am very pleased with the training program and would recommend to anybody who wishes to take this course.

Thanking you once again for all your help and hope to continue to associate with you in the future.

Best Regards,

Nagesh Addepalli

 

229th Success Story

Mr. Prashant Chitnis, Chief Risk Officer, SBI Cap Securities Ltd., Mumbai. Enrolled in Video Learning Kit in Sept. 2015 and successfully completed his CFP certification on 1st March 2016 with the "A" grade ( 9769627251, chitnisprashant@gmail.com) (Note: He got the "C" grade in 1st attempt on 25/01/16)

prashant-chitnis

Prashant Chitnis

Prashant Chitnis <chitnisprashant@gmail.com> Fri, March 04, 2016 at 2:47 PM

To: Keyur Shah CFP <keyur1975@rediffmail.com>

Cc: Keyur Shah <keyur@thecfpaspirantclubindia.com>

Dear Sir,

My association with you during last 4-5 months was marvelous. I learnt new skills and acquired knowledge in a very relevant area. I did the course through video learning but I wish I should have done through class room also. 

Post training you have extended full support and attended to my querries promptly. You provided acess to quetion bank which was taking care of various variants. I wish I could retain it in the form of a book. The course require support of a mentor or coach and you have fullfilled that in true spirit. 

You are a great motivator and ensure that the candidate does not get disappointed when he is unable to solve complex problems. 

I enjoyed the journey and wish to continue our association.

I joined video coaching for final module through challenged pathway on 29/09/2015

My feed back on programme is –

i) Video Learning: Very interesting and relevant All 8 days are very useful and just right amount of coverage.

ii) Question / Solution Bank; Very useful. Supplements can be added every quarter with answers based on the feedback of students who appeared for the test.

iii) Post training Support: Very good, prompt. All queries are attended promptly in a very illustrative way.

Mr. Keyur has a tremendous grip on the subject and a very supportive and motivator.

His helping attitude made a Coach in true sense.

I wish all the very best to Mr. Keyur Shah in his future endeavourer.

Thanks and Regards!

 

228th Success Story

Ms. Mukta Sharma, Chief Manager & Remote Expert Head, State Bank of India, Navi Mumbai. Enrolled in Video Learning Kit in Sept 2015 and successfully completed her CFP certification in Challenge pathway @ 1st attempt.( MuktaSharma2007@gmail.com, 9320280855)

 

mukta-sharma

Dear Sir

It has been a great learning experience for me while going through the CFP video classes. There are many concepts which you made crystal clear and I believe learning with a coach like you is a cakewalk.

I thank you for all your support and wish many more aspirants may taste this sweet success 

 

under your guidance.

 

Regards

Mukta Sharma

 

227th Success Story

Ms. Kavita Chhabaria, IFA, Mumbai…Enrolled in Regular pathway and successfully passed all 4 modules exam @ 1st attempt and Exam 5 / Final @ 1st attempt with a “B” grade in Jan 2016.

(9833145012, kavitac.lic@gmail.com)

kavita-chhabaria

 

226th Success Story

Ms Alpana Yadav, Sr. BFSI Professional, Mumbai enrolled in 65th batch and passed CFP Exam 5 / Final @ 1st attempt with a B grade in Jan 2016.

alpana-yadav

Alpana Yadav <bhatotia.alpana@gmail.com> Sun, Jan 31, 2016 at 5:57 PM

To: keyur@thecfpaspirantclubindia.com

Hi Sir,

I am happy to inform you that I have cleared CFP final module exam in 1st attempt with B Grade. I would take this opportunity to thank you for your systematic training. Five step process and practice is the key to my success. Your post training road map was also was of immense help in preparing for exam. I could finish my exam well in time as I practiced in mock test format as guided by you.

Best Regards,

Alpana Yadav

 

225th Success Story

Mr. Santosh Manjrekar, Sr. IFA, Mumbai enrolled in Regular Pathway in January 15 and successfully passed his Exam 5 @ 1st attempt with a B grade (60%+) in January 2016.

santosh-manjrekar

From: Santosh Manjrekar <santosh.manjrekar@yahoo.co.in> on Sat, 06 Feb 2016 20:35:46

To: Keyur Shah <keyur1975@rediffmail.com>

Dear Keyur Sir,

Santosh Manjrekar, ( B Grade Final Exam Regular Pathway) 9702688088

It was one of the very knowledgeable journeys with Keyur Sir. His “The Five Step Process” is Bramhastra to crack CFP. The ample amount of Questions during learning session and Mock test papers post learning session help me to solve and understand various question patterns. I appreciate keyur sir’s efforts of personal attention on every participant. Thank you very much Sir.

Best Regards,

Santosh S. Manjrekar

 

224th Success Story

Hitesh Mantri, Sr. IFA, Mumbai enrolled in Regular Pathway in January 15 and successfully passed his Exam 5 @ 1st attempt in January 2016.

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>

hitesh-mantri

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.

 

 

223rd Success Story

Mr. Amit Kumar Jain, Sr. LIC adviser, Gauhati, Aasam enrolled in Video Learning Kit in July 2015 and successfully completed his CFP certification in Challenge / Fast Track pathway @ 1st attempt on 19th January 2016.

amit-jain

From: Amit Kumar Jain , AFP <amit@insuaranceclubindia.com>on

Tue, 26 Jan 2016 22:43:35

To, Keyur.Shah@theCFPaspirantClubIndia.Com, Keyur1975@rediffmail.com

Dear Keyur Sir,

I am very much glad and exited to be among the distinguished personal finance planners in India and would therefore be called a CFP.

I have been into personal finance practice since December 2000 and served with honest advices and services to retail investors in the city of Guwahati. But there was always guilt of not having along a professional degree of good standard that would differentiate me with others who work only for the sake of business and commissions earnings.

I always disliked the practise in which the insurance agents in India were compelled to work. I always felt in genuine, the way the insurance companies forced its agents to sale insurance products in the sake of getting certain merits and high commissions and moreover because of the absence of planning and analysis of clients need .in fact I wanted to be in the club of those who liked planning before advising financial products.

Fortunately, one fine day, about 2 years back I heard about CFP course and did a thorough study on it and determined that this was the one which I was long waiting for and such profession is much needed in the country like India. Initially I registered myself with regular course and cleared the insurance paper.

But In April 2015 I came to know that I was eligible for fast track pathway .In the same time I also heard about Mr Keyur shah and in june 2015 I made my mind to take class room coaching with him by moving to Mumbai for it .I therefore mail Mr Keyur shah and called him personally. It was a very nice and helpful conversation ,I got some confidence even in the initial talk.

Mr shah however after much discussion advised me to go for video coaching, though I was not convinced for it as I thought I would need someone who could make me feel his presence that would make me more confident to clear my exams. But later in July 2015 I took a chance with video coaching on his advice and later found him right. I cleared CFP in 19 January 2016 in first attempt but could manage the last grade.

Video coaching is much better procedure for the coaching and now I could say that without the dedicated support of Mr Keyur Shah and his video coaching it is almost impossible to clear CFP in fast track pathway at least.

He is genuinely a class coach and I believe that he is more committed to make his aspirant a CFP than the aspirant himself or herself.

Thank you

AMIT KUMAR JAIN

GUWAHATI

9864048463 / 9854081147

 

222nd Success Story

Mr. Tejas Shah, Sr. LIC Adviser, Mumbai enrolled in our 62nd batch July 2015 and successfully completed his CFP certification in January 2015 in Challenge pathway.

tejas-shah

Guru Daxina..

tejas shah <tejdhavalins@gmail.com>     Fri, Jan 15, 2016 at 6:37 PM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>

I would like my express my sincere gratitude to Keyur sir for guiding me and preparing me for the CFP exams which helped me to clear the exams. My experience at Keyur sir's CFP training workshop was very informative.

I had expected a long dreadful course with difficult exam instead, in-depth clarity of concept given and a personal instructor who designed the course in fabulous manner and the study material provided which was exhaustive, helpful and sufficient made it interesting and entertaining that we could sit in the classroom for 6hrs at a stretch the level of question material so high that i found it easy to appear for the exams.

The post training support was excellent. i had called & met sir several times and every time you helped me to clear my doubts both on phone itself and by mailing the solution.

I would recommend all the CFP aspirant to join keyur shah CFP training workshop.

Warm Regards,

Tejas Shah| Principal|

TejDhaval Financial Services

Member :

Million Dollar Round Table (USA), Cii Award (UK), IRDA, AMFI, COT (USA), Corporate Club.

Mobile :9821256055

Email : tejdhavalins@gmail.com

tejas@tejdhavalfinserve.com

Website: www.tejdhavalfinserve.com

Office Address:

TejDhaval Financial Services

3 Moreshwar Dham, Near Mother's Bakery, Liberty Garden Extn. Road No.3

Malad (West) Mumbai – 400064 India

Phone : 91-22-28819899 / 98

 

221st Success Story

"Thank You For Helping Me To Pursue My Dream"

Happy to share 221st Success Story of our CFP Aspirant Club and 73rd Success Story of Video Learning Kit

Mr. Vinayak Savanur, Sr. BFSI Professional, Pune enrolled in Video Learning Kit in May 2015 and Successfully completed his CERTIFIED FINANCIAL PLANNER certification in challenge pathway (B grade, 60%+)

vinayak-savanur

From: Vinayak Savanur <vinayak.savanur555@gmail.com> on Tue, 12 Jan 2016 10:23:41

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>, Keyur Shah CFP <keyur1975@rediffmail.com>

Dear Sir,

I am extremely delighted to inform you that I have cleared CFP in Challenge status pathway with a "B" grade. I would like to express my sincere gratitude to you as without your guidance and support, it would be difficult for me to complete CFP.

"I found the Video Learning is far better than the classroom training. Your "Logical and Magical Five Step Process” and “Universal Steps” of solving a problem are simply amazing which helped me a lot in preparation as well as in the final exam.

I recommend it to all those who seriously wish to make career in the financial planning services.

Regards,

Vinayak.Savanur

9035845843

Vinay.savanur@gmail.com

Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by June 2016.

Enhance your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.

Enroll in our Video Learning Kit (Distance Learning / Online CFP Course)…NET FEE 30k…An option to pay in 3 equal monthly installments of 10k till 31-1-16.

Already 100+ participants enrolled in VIDEO LEARNING KIT & 71+ have successfully completed their CFP certification in Regular or Challenge pathway @ 1st attempt with a good grades.

Pls visit our website n watch Videos in Video Gallery and also speak / read 221 + Success Stories before joining with us.

3 Key benefits of being CFP with Mr. Keyur Shah, India’s Best Expert Coach & Trainer Fast Track CFP… Right Direction & in Right hands…

1 Saving Time…Means Saving Money: Min. 200 hrs time One month income saved with a high quality training + Advance Question banks + Post training supports Vs. Self Study or Normal EP way Training….Saving of Min. 25k to 100k based on your monthly income.

2 Saving Money in exams Attempt: With my training & your adequate post training preparation… you will get an indirect guarantee of passing Modules & Final /Exam 5 @ 1st attempt with a good grade. 60%+… Average 1st Attempt board result is 35% and 2nd attempt is 45% and 3rd attempt is 50%+…Our Participants result almost double…1st attempt 70%+…Approx. Rs.15,000 Saved in exams attempts.

3 Achieving Domain expertise: with high quality training + Question bank/Solutions + Post Training supports… you will acquire sound knowledge & skill sets in the personal finance domain… You will capable to prepare & present high quality customized comprehensive Financial plan of clients and enable to solve their most queries logically… Better Career opportunities.. better conversion rate…higher ticket size and bigger AUM…Min. Additional income of Rs. 1,00,000 One Lakh per year based on implementation of learning.

Pls visit our website for more details and post feel free to call or write

http://www.thecfpaspirantclubindia.com/about-video-learning-kit/

9930751709 / 9167362201 / 7678063281

Keyur.Shah@theCFPaspirantClubIndia.Com

 

220th Success Story

Happy to share 220th Success Story of our CFP Aspirant Club and 72nd Success Story of Video Learning Kit.

Mr. Rajeshwar Rao, Sr. LIC Adviser, Vizag, AP enrolled in our Video Learning Kit in May 2015 and successfully completed his CFP certification in Challenge pathway @ 1st Attempt with a "B" (60%+) in December 2015.

THANK YOU SIR

Rajeshwar Rao <rajesh1224.lic@gmail.com

Fri, Dec 18, 2015 at 7:45 PM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>, keyur1975 <keyur1975@rediffmail.com>

Gurur Brahmaa Gurur Vishnu Gurur Devo Maheshwarah Guru Saakshaata Parabrahma Tasmai Shri Guruve Namah

rajeshwar-kona

Mr. Keyur

"Helps students to understand challenging concepts." "Makes the subject easier to understand." "Keeps students interested, and makes them want to learn more." "Inspires students to want to pursue careers in the subject."

What else can I describe about you.

I wasted my time 6 months of my time following you over facebook, whether to take video learning training from you or not.

Video learning was awesome; it is like we are daily sitting in front of you at our leisure time and the Question bank material you have given is more than enough to learn.

Post Video learning training you are always there to support me.

Most Important is your concepts, frankly speaking when I started examination, I am blank for few minutes, it was tough paper, but as soon as I started the solutions with your process and concepts, one after another I got most of the answers.

So I must say Jai Ho to "Logical and magical 5 step process.

Thanks & Regards,

Rajeshwar Rao Kona

7893011722, 9246624206

 

219th Success Story

Mr. Fenil Parekh, Jr. BFSI Professional, Surat enrolled in CFP Video Learning Kit in April 2015 and successfully completed his CERTIFIED FINANCIAL PLANNER certification in REGULAR pathway ( 5 Exams) in December 2015.

fenil-parekh

Happy to share 219th Success Story of CFP Aspirant Club / Keyur Shah CFP and 71st Success Story of Video Learning Kit.

fenilparekh55 Wed, Dec 16, 2015 at 9:50 PM

To: keyur@thecfpaspirantclubindia.com

Dear Keyur Sir,

I would like to Thank You from the bottom of my heart as because of your support, guidance and confidence in me helped me to clear CFP Exam in regular pathway (Exam 1-4) and Exam 5 in 1st attempt.

I enrolled for video learning in April 2015 and I cleared my all exam till October then I take final exam on 15th December 2015. However, I felt any problem in any sums or concept I called sir and sir solve ma all problems.

During the examination I solve all question by 5 step process. And it was a best way to solve all questions.

I would suggest everyone, just do what Sir says and practice Sir's material .. It is enough for cleared exam.

Again, Thank you Sir.

Regards,

Fenil parekh.

fenilparekh55@yahoo.com

9978700951

 

218th Success Story

Mr. Michael Fernandes, Retired HR head- MNC Co. ( Certified HR Coach & IFA) enrolled in our 58th Batch April 2015 and Successfully completed his CFP certification in Regular pathway by Dec. 2015.

cmwfernandes@hotmail.com, 9819993937

michael-fernandes

 

217th Success Story

Mr. Binal Desai, Fresher, Vadodara, Gujarat was unsuccessful 3 times in CFP exam 5 / Final. Later on He enrolled in Video Learning Kit with us in Aug 2015 and successfully passed his CFP Exam 5 /Final @ 1st Attempt with a “B” Grade (60%+) post Video Learning on dated 8th December 2015.

Successful completion of Exam 5/ Final Exam with "B" grade

binal desai Fri, Dec 11, 2015 at 10:19 AM

binal-desai

To, KeyurCFP@thecfpaspirantclubindia.com

Dear Keyur Sir,

The word "Guru" means One who removes darkness of ignorance and brings forth the light of right knowledge. Keyur Sir embodies this word completely when it comes to CFP Education.

When I called him for the first time I already had failed Final Exam for three times, He carefully listened to my CFP journey till that point and suggested me to go for the "Video Learning Kit" and give the exam after 200 hours of practice and 3 months.

I also attended his one day seminar on 13th Sept on "A journey from Agent to Financial Planner". Earlier my only focus was to clear all the exams and get a job but now for the first time I understood the importance and the scope of "Certified Financial Planner" in coming years in the emerging economy of India.

Things that Helped me Pass Final Exam are :-

1) Keyur Sir's Five Step process:- It is a very natural and efficient way of attempting each question and makes it easy to solve it.

2) Video Learning Kit:- I found it very helpful, Sir's lectures cleared all my concepts and the best part was that I could watch it again if I don't get it first time.

3) Keyur Sir's Personal touch:- Keyur Sir is always a phone call away. Whenever I needed his guidance, he was there to help me. Even when he was busy he would make sure to call back and solve my queries.

4) Practical approach to CFP:- I noticed that Sir's main aim is to create better CFP Professionals with sound knowledge and good ethics. He is not just interested in helping you clear your exams but also in the way you clear it and apply it in the real world to the benefit of your clients.

In the end, those who are contemplating taking help from Keyur Sir should go forward because I and many others(below testimonials) are the proof that he is the best in what he does and that is to help you to be a successful "Certified Financial Planner".

Thank You

Binal Desai

Vadodara

8469895080

 

Happy to share 7 Success Stories of November 2015…8 participants had appeared in CFP exam 5 /Final in November month and out of 7 participants have successfully passed @ 1st attempt (our Success ratio 87.5% Vs others 1st attempt only 33%)

 

216th Success Story

Mr. Gopal Agrawal, Chief Internal Business Officer, WNS Global Services P. Ltd, MNC IT outsourcing company, Mumbai enrolled in our 59th batch in April 2015 (gkmittal@hotmail.com) and successfully completed his CFP certification in challenge/ Fast Track pathway @ 1st attempt on 24th November 2015.

gopal-agrawal

Dear Keyur,

Happy to inform you that I passed the CFP Exam on 24th November. Through this note I want to thank you for your support & guidance and preparing us so well for the exam. Your teaching techniques and supporting materials are simply outstanding. It makes the life so easy and at the same time equips us with right skilling and speed to answer.

The overall experience is just fantastic!!! Thanks again for helping in the entire process.

Regards

Gopal

 

215th Success Story:

Mr. Farhad Gadiwala, AVP-PRODUCTS, UTI MF, Mumbai enrolled in our 62nd batch in July 2015. On 26th November, He successfully completed his CFP certification in challenge pathway @ 1st attempt. fpg007@rediffmail.com

farhad-gadiwala

Subject: Testimonials for your training programme

From: Farhad Gadiwalla on Mon, 07 Dec 2015 14:16:14

To: "KeyurCFP " <keyur1875@rediffmail.com>

Dear Keyur,

I would like to thank you for your support and guidance which assisted me completing my CFP certification in the first attempt.

I enrolled for the class room training programme with Keyur, during these training sessions you helped all the participants including me clear our doubts and concepts of financial planning.

I would like to emphasise on what Keyur always talks during his sessions, "practice on a daily basis for an hour or two during the class room training period as that will assist you keeping in touch and abreast with various concepts and principles before you sit on your own study for the exam".

The exhaustive practice material with variations on each concepts along with solutions helps you practice at your own pace and prepares you for the final exam.

The five step logical process allows you to break down the most complex of the questions and provides you with solution.

The mock test provided by Keyur, a few days before the exam helps you gauge your preparation levels and assist you in building up your confidence before the exams.

Once again thanks to Keyur for his whole hearted support and guidance.

Regards,

Farhad Gadiwalla

9820798402

 

214th Success Story

Mr. Sudhindra Kumar, Independent Financial Adviser and Trainer, Bangalore enrolled in our CFP Video Learning Kit in June 2015. Today, He successfully completed his CFP certification in challenge pathway @ 1st attempt with the " B " grade on dated 26th November 2015. (kumarsudhi82@gmail.com)

sudhindra

Thanks a ton Keyur Sir

sudhindra kumar <kumarsudhi82@gmail.com>                                                        Sat, Nov 28, 2015 at 12:04 PM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>

Hi Keyur Sir,

I am delighted to inform you that I cleared CFP in B grade first attempt on 26.11.2015.Thanks a lot for guiding and mentoring me through out the journey.

Infact before enrolling video learning under you, i did some homework about the CFP coaching institutes in Bangalore, then i compared it with your coaching. But i didn't find an aura of professional coaching from the institutes here in Bangalore, moreover this video learning can be done at my convenience.

After enrolling for video learning on June 2015, i started going through videos 4 hours per day and i finished my video learning in 2 Months. Then for rest of 3 months rigorously started solving the case studies, simultaneously i started reading about other related modules too.

Whatever material you provided, it came handy Meanwhile it was big moral booster that you were answering my queries, I am sure that i must have called you end number of times for clearing conceptual queries in this whole journey.

Thanks a Lot

Sudhindra Kumar

9535462678

 

213th Success Story

Ms. Dhanya Virath, BFSI Professional, Cochi Kerala enrolled in our CFP Video Learning Kit in March 2015. She has successfully passed exam 5/ final @ 1st attempt with the "B" grade. She had also completed IP and TPEP with help of Video Learning Kit. (dhanyagopi@gmail.com)

dhanya-virath

My testimony

Dhanya Nair <dhanyagopi@gmail.com>                                          Thu, Nov 26, 2015 at 1:49 PM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur Sir,

Thank you for being the irreplaceable teacher that you are. There is a difference between teaching and educating, you have not just taught us, but also educated us and empowered us.

I enrolled for the video learning in March 15 after giving 2 modules on self-study basis along with assistance from a senior at work, but scored only C which was more of a luck. My concepts weren’t clear and I reached a dead end when I started with IP. That’s when I contacted Keyur sir, and started my journey with sir. He held my hand and helped me sail through the journey with ease.

I being a working mom of 5 year old and a wife of an officer in the Indian Armed forces whose duty is to serve the nation, so he wasn’t there at home for over 250/365 days, it was tough for me to sit and study for 2 hours in a day. I initially dint succeed and scored C in IP & TPEP, the reason being I dint put in the 200 hours of post training that sir insists on. It is one of ‘the most important’ part of the journey. I re-enrolled for video learning in August before attempting TPEP the second time, attempted in Oct and succeeded. Then I enrolled for AFP exam within a month on 24th Nov and cleared it with B grade in the 1st attempt. He sent me 2 mock test 3 days prior to the exam and asked me to complete it in 5 hours as if attempting the exam, I took 6 hours to complete it, however, that helped and boosted my confidence.

When I attempted the exam, I completed the paper in 4 hours by following all the tips of Sir, 5 step process, following the order of solving the questions, etc.

I don’t owe my professional success to my destiny, courage, luck, belief, confidence or fortune. I owe it to you Sir.

A poem dedicated to you :

“While teaching, you put in Your heart and soul, it shows As students, we appreciate it Is what we want you to know Even though we don’t Express it out aloud Of your significant contribution In our lives, we have no doubt Thank you”

Dhanya Nair.

 

212th Success Story

Mr. Bahaar Anerao, Sr. Independent Financial Adviser, Kandivali E, Mumbai enrolled in our 60th batch in May 2015. He has successfully completed his CFP certification in challenge pathway @ 1st attempt with the "B" grade on 24th November 2015.

bahaar-aneroa

Respected Keyur Sir,

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 everytime 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

 

211th Success story

Youngest participant of CFP Aspirant Club Ms. Ankita Surana, Guwahati, 19 yrs, 2nd year Bcom student enrolled in Video Learning Kit in Sept 2014 and successfully completed her four module exams @ 1st attempt with a “B” grade by March 2015 and successfully passed her Final / Exam 5 @ 1st attempt with the “A” grade on 17th November 2015-12-10

ankita-surana

Ankita Surana <ankita.surana12@gmail.com>                        Mon, Nov 23, 2015 at 3:13 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspiranrtclubindia.com>

Dear Keyur Sir,

I would like to Thank You from the bottom of my heart as because of your support, guidance and confidence in me helped me to clear CFP Exam in regular pathway(Exam 1-4) and Exam 5 with the "A" grade, all in 1st attempt.

I enrolled for video learning in September 2014 and I cleared my first four modules by May, 2015. However, I felt that I was not prepared for Exam 5, and I enrolled for video learning once again in August, 2015 to clear all my concepts. I completed the videos, and went for 200 hours preparation as Sir says. I booked my exam for 17th Nov, 2015. Before 4-5 days of my exam, Sir mailed me 2 Mock Tests, which were very helpful reference to exam. Again, 2 days before my exam, Sir mailed me 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, and I found that all the questions were completed in just 2 and a half hour. The paper was very easy compared to the questions in Sir's material.

I would suggest everyone, just do what Sir says and practice Sir's material… It is enough for getting the "A" grade.

With Sir's guidance, I am able to complete my CFP^CM in my 2nd year of B.com, which will help me to move ahead and grow in my career.

Again, Thank you Sir.

Regards,

Ankita Surana.

 

210th Success Story

Mr. Anuj Gaur, AVP- Business Development, AK Stock Market P Ltd., Delhi enrolled in Video Learning Kit in Dec 2014 and successfully completed his CFP certification in challenge pathway @ 1st attempt on 17th November 2015.

anuj.80g@gmail.com

anuj-gaur

Anuj Gaur Fri,                                               Nov 27, 2015 at 11:23 AM

To: keyurcfp@thecfpaspirantclubindia.com, keyur.shah1975@gmail.com

Cc: anuj.80g@gmail.com

Dear Keyur Sir,

I would Like to thank you for your Continuous Support, Motivation and Guidance throughout the CFP Journey , without which it was not possible to Clear the CFP Final Exam 5-1st attempt, under Challenge Pathway Program.

I Enrolled under Video Learning Program last Dec 2014 and had gone through all the 7 days DVD’s till 31 Jan 2015.(Time boundation of DVD’s extremely helped to study in disciplined Manner ).The Video Learning was extremely helpful to clear all the doubts and pattern of Final Exam , though I have not gone through any of the previous Four Module.

Study material Provided is more than Enough and good Practice Session, to build Confidence and to realize and overcome small mistakes which we make while solving the problem. I Personally feel the qns bank of 2-3 qns which was consolidated qns of all the previous exams and going through those 250 odd Objective qns make me cover 25% -30% of Final Exam with accuracy.

I was suppose to Give exam on 31 March , but due to other Commitments , I lost the touch and started again in OCT Month and enrolled for 17 Nov 2015 Exam and Keyur Sir Supported that time. And Just 1 Day before Exam I called and Sir Gave Me Mock Test, which really helped last hour Preparation.

Last But not the Least, Always follow 5 Magical Steps Process which will ensure us to Clear the Exam.

Once Again Thank You Sir for your Continuous Support and Follow Up and Wish him All the Best for his Future Endeavors.

Thanks & Regards,

Anuj Gaur, CFPCM

Assistant Vice President-Business Development

609, 6th Floor, Antriksh Bhawan

22, K.G. Marg, New Delhi – 110001.

Tel: (D) :+91-11-43615266

Mobile-09953489031

www.akcapindia.com

Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with Mr. Keyur Shah, India's Best Expert Coach…Enhance your Your Client Acquisition, Client Advisory and Client Retention Skills which will help you to double your Conversion Rate, Triple your Ticket Size, Multiply your AUM and charge fix fees to clients for your advise.

We are happy to announce our Comprehensive Fast Track CFP Preparation Training workshop (Weekend / Weekdays) Batches schedule starting from January 2016

DADAR…Dadar…Dadar (Walk in Distance from Railway Station)…69th Batch (8 week days): Every Friday January to February 2016 (Every Friday) 9am to 6pm -70 hrs- Starting from 8th January @ Dadar west, LJ Training

( Total No of seats = 06) ( 3 Seats left)

68th Batch (14 weekends): January to April 2016 (Every Saturday) 9am to 2 pm-70 hrs- Starting from 9th January 2016 @ Xth Central, Mahavir Nagar, Kandivali W, Mumbai.

70th Batch (8 Weekends)- January & February 2016 (Sat.-Sun)- 3:30pm to 8pm-70 hrs training- Starting from 9th January 2016 @ Xth Central, Kandivali W

Training fees:

NET FEE per Participant: 45k (Forty Five Thousand Only)…An option to pay in 3 equal monthly installments of 15k

[Fee includes 1) 16 half days (70 Hrs High Quality Training 30 hrs of One to one Supports) + 2) Contemporary High Quality Study Material with Workbooks and A to F Questions bank & Solutions + 3) Post Training Supports through phone/mail/classroom or webinar queries handling till maximum 9 months from joining date of Training workshop)

Be a CERTIFIED FINANCIAL PLANNER with India's BestExpertCoach Mr. Keyur Shah by June 2016 & Enhance your ClientAcquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.

OR

ENROLL IN VIDEO LEARNING KIT (DISTANCE LEARNING / ONLINE TRAINING)…NET FEE 30K AND PAY IN 3 MONTHLY INSTALLMENTS OF 10K…MORE DETAIL CHECK IN WEBSITE…already 61+ participants have successfully completed their CFP certification with help of Video Learning kit in last 3 years.

Pls checkin our website n watch Videos in VideoGallery and also speak / read 211 + Success Stories before joining with us.

www.TheCFPaspirantClubIndia.Com

Pls call or meet during week days.

9167362301 /7678063281 / 9930751709

3 Key benefits of being CFP with Mr. Keyur Shah, Right Direction & in Right hands…

1) Saving Time…Means Saving Money: Min. 200 hrs time (your One month income) saved with a high quality training + Advance Question banks/Solutions + Post training supports Vs. Self Study or Normal EP way Training….Saving of Min. 25k to 100k based on your monthly income.

2) A saving Money in exams Attempt: With my training & your adequate post training preparation…You will complete Modules & Exam 5 @ 1st attempt with a good grade subject to completion of required post training preparation with in max 6 months…Average 1st Attempt board pass% is 35% and 2nd attempt is 45% and 3rd attempt is 50%+…Our Participants pass% almost double…1st attempt 70%+…Approx. Rs.15,000 Saved in exams attempts.

3) Achieving Domain expertise: with high quality training + Question bank/Solutions + Post Training supports… you will acquire sound knowledge & skill sets in the personal finance domain… You will capable to prepare & present high quality customized comprehensive Financial plan of clients & able to solve their most queries logically… Better Career opportunities.. better conversion rate…higher ticket size and bigger AUM…Min. Additional income of Rs. 1,00,000 (One Lakh) per year based on implementation of learning.

 

209th Success Story

Mr. Chethan S, Young Independent Financial Advisor in Shimoga, Karnataka enrolled in Video Learning Kit in March 2015 and successfully completed his CFP certification in Challenge pathway @ 1st attempt with a “B” grade (60%+) on 15th Oct. 2015.

Subject: Thanks a lot.

From: Chethan S <chethanomg@gmail.com>  on Fri, 16 Oct 2015 14:35:22

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>,

Dear Sir,

I would like to share with you that, with your wonderful teaching, guidance, extended support I cleared my Final Module Examination, First attempt with B grade.

chethan1chethan2

 

 

 

 

 

 

It could not be possible without your great support; I think I am blessed to have you as my mentor. I request all my CFP aspirants’ friends to just follow the guidelines, which Keyur sir recommends and I am sure you will end up with CFP in front of your name.

I agree for most of us (working professionals) it is difficult to sit and practice for 200 hrs (post training which sir suggests) but I am sure that, that 200 hrs of your investment will give you a good returns. I am feeling proud that I am a CFP now and I had given justice to my profession.

One guideline I would specially like to highlight here is that, following the order of solving the questions (marks wise), which was very effective for me in time management. In fact I finished the exam 10 minutes earlier. Once again thankyou sir.

Let’s build a wealthy nation.

Thank You

Chethan S 9845265906

Golden chance to be a CFP practitioner by March 2015 with India’s Best Expert Coach Trainer Mr. Keyur Shah…Last 1 Seat left in 66th Batch starting 25th Oct every Sunday 9am to 1:30pm (16 weekends)…Pay in 4 equal monthly instalments of 9k…Call now or visit our website

www.TheCFPaspirantClubIndia.Com  9930751709 /9167362201

 

 

208th Success Story

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

riashree

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

 

 

207th Success story

Mr. Chandra Sekhar, Sr. Business Development Manager with IndiaFirst Life Insurance, Vijayawada enrolled in Video Learning Kit in March 2015 and successfully completed his CFP certification in Challenge pathway @ 1st attempt in Oct. 2015.

chandra-shekar

Challenge status path/ÀFP/ Exam -5 Cleared in 1st attempt

chandra sekhar <chandrasekhar699@gmail.com> Tue, Oct 20, 2015 at 2:50 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>,

Dear keyur shah,

Thank you very much sir,

I have cleared EXAM -5 in challenge status pathway in first attempt.

Your online material (Video Learning Kit) is really helpful to me.

Thank you very much sir,

Regards

Chandra sekhar jakkilanka

Vijayawada

Andhra pradesh

09533391818.

 

 

Happy to share 206th Success Story:

Mr. Surendra Panda, Sr. Manager, State Bank of Mysore, Mumbai enrolled in our 60th Batch Classroom Training Workshop May-June 2015 and successfully completed his CFP (CERTIFIED FINANCIAL PLANNER) certification @ 1st attempt in Challenge /Fast Track pathway on 22nd September 2015.

206th

From: <spltreasury@sbm.co.in>,surendra.pandasbm@gmail.com Date: Thu, Sep 24, 2015 at 11:43 AM

Subject: Successfully completed CFP certification in Challenge pathway @ 1st Attempt

To: KeyurCFP@theCFPaspirantClubIndia.Com

Dear Keyur Sir,

First of all let me thank u from my bottom of my heart for guiding me and preparing me for the CFP exam, which enabled me to clear the exam in a single attempt on 22nd of Sept 2015 and definitely this was a test of endurance.

I expected a long dreadful course leading into the misery of a difficult exam. Instead, I encountered upbeat, entertaining, personal instructor, who designed a course in a beautiful manner that, I enjoyed the path of success. The quality of training was so beautiful / interesting /entertaining, we could able to sit in the classroom continuously for 6 hrs per day.

You have provided the ample materials, which was very much sufficient to succeed the exam without any doubt. You have used your outstanding qualities and areas of expertise, while preparing the materials. More importantly, you have tried to convey your knowledge to the students, so that everyone can pass the exam in one attempt with A grade. The level of question material is so high, that I found it very easy to appear in the exam hall. Support after the post training was excellent. You yourself used to enquire about the preparation and which was a motivational factor to clear the exam in the first attempt.

Once again thanking you and feeling privileged to get such a caring coach.

Surendra Kumar Panda

Sr. Manager, State Bank of Mysore

Integrated Treasury, Mumbai

9167 00 3136

 

205th Success Story:

Finally I Passed ! Many Many Thanks Sir !!!!

Mr. Suyog Patil, AM-Accounts & Finance, IL&FS Investment Managers Ltd., Mumbai, enrolled in Classroom training in 2012 and Video Learning Kit in 2015 and successfully completed his CFP certification in Challenge pathway on 22nd September 2015.

205th

suyog patil <suyog_patill@yahoo.co.in>

Wed, Sep 23, 2015 at 12:48 PM

Reply-To: suyog patil <suyog_patill@yahoo.co.in>

To: Keyur Shah CFP <Keyur.Shah@theCFPaspirantclubindia.com>, <keyur.shah1975@gmail.com>,

      Keyur Shah CFP <keyurCFP@theCFPaspirantclubindia.com>

Dear Sir,

I am happy to inform you that I passed my CFPCM examination in Challenge pathway on 22nd September 2015.

I attribute my success to you.

I had previously taken a course through Regular Pathway Learning from another education provider, however, that experience left me still lacking core knowledge and understanding, and also there were absence on the Practical Guideline on How to attend the exam to succeed with a confidence.

After an initial discussion with you , You cleared many of my doubts and I chose the Challenge Status Pathway through your “Comprehensive Fast Track in 2012”, but due the extremely busy schedule I could not attend the exam, I failed twice First time with a 6 marks and second time with a 3 marks due to my insufficient preparation.

After a year break I went for Video Learning In March 2015.

I found both of your ways extremely Powerful and Professional. More importantly, I found the TEACHING to be profound, taking me beyond the course intent. “Video Learning” ways it the a very “Innovative Way” introduced by You and wish to say thanks a lot for gifting us with such a Excellent way to save on a time and learn with our convenience at our home .

I am sure that Video Learning Solution will go a Long Way as, Working Professional like me will have an Easy Access and Reach to You  and to Studies Anytime, by without disturbing their Work/Professional – Personal and Family life. Thanks! For providing such a Innovative Solution to us.

After the course, I made detailed notes and other visuals to help me understand further the credit and strategies of various Financial Mathematical concepts and better ways to solve problems.  

I took advantage of the practice questions, studying each one to understand the knowledge required to understand the particular credit. I also used the Mock Teat exam in the week prior to my examination to determine my readiness for the exam. And lastly, YOUR support to 5 Days Before my exam, I want to say May Thanks for the same. You Welcomed me even at 9 O’çlock in the night to solve my queries and questions, which I assumed the game changer in this success as my Confidence level boosted significantly.

I appeared for Exam on 22ND September 2015 fully prepared for the challenge ahead. I used the entire 4 hour time allotment to answer in the way you always taught us. When I finally pressed the SUBMIT button I was prepared for a passing mark.

I First accredit my Success and understanding to You and Your Video Learning.

Thank you for your Support, Guidance, Motivation & “LOGICAL & MAGICAL 5 STEP Learning Process” to me during my preparation.

As you stated at the beginning of the course “If the student will do his/her part in studying, this course will do its part to help you pass the Certification exam.” Truer words have never been spoken.

Here’s looking forward to future Guidance in my professional life as well and wish you all the best in educating many of the students.

Thanks & Regards

Suyog Patil

9920800813

 

204th Success Story:

Mr. Varun Tyagi, IFA & Financial Planner, Delhi enrolled in May 2015. He was twice unsuccessful in RPEB and enrolled in our Video Learning Kit. He successfully completed RPEB & Final / Exam 5 (AFP) @ 1st attempt with a “B” (60%+) on 10th September 2015.

Subject: Testimonials for CFP Aspirant Club

From: varun tyagi <varun.tyagi21@gmail.com> on Wed, 30 Sep 2015 17:50:08

To: Keyur Shah CFP keyur1975@rediffmail.com , KeyurCFP@theCFPaspirantClubIndia.Com

204th

Testimonials for CFP Aspirant Club:

Hello Friends,

I am very much delighted to share that I have successfully completed my CFP Certification Exam through regular pathway and has cleared (Exam 5/ Final Advanced Financial Planning) with Grade “B” on 10th September’2015 in the very first attempt. This would not have been possible without Keyur sir’s guidance and support.

My part of story is that although I had cleared the other 3 modules with 'B' Grade, I failed in clearing RPEB module exam twice. After which from a friends advice opted to go for Video learning program. After going through the Video Learning kit and post training study material, I got enough confidence to appear and crack the examination in first attempt.

Now I can say that Video Learning Kit and Keyur sir’s guidance has helped me to achieve this goal. I have realised Video learning is one of the best ways to prepare for CFP Certification. One can study as per his own time, the best part being one can use video anytime, anywhere within the comfort of house or in his office.

Today I am proud that I have completed my CFP certification and am ready to cater the financial needs of my clients more specifically and deliberately with the knowledge and skill set I have gained throughout this certification.

I once again thank Keyur sir for being a part of my journey.

Warm

Regards,

VARUN TYAGI

9811356905

 

203rd Success Story

Happy to share our 203rd Success Story: Mr. Vinay Singh, Sr. Manager, ICICI Securities, Mumbai, enrolled in our 54th Batch January 2015 and successfully completed his remaining exams IP, TPEP & Exam 5/ Final @ 1st attempt with “B” Grade in July 2015.

203rd

 

 

 

 

 

 

 

Fri, Aug 7, 2015 at 1:21 PM

Vinay Singh /CSERV/ISEC/NAVI MUMBAI <s.vinay@icicisecurities.com>

Reply-To: s.vinay@icicisecurities.com

To: keyur shah <keyur.shah@theCFPaspirantclubindia.com>

Some very personal words for you –

"What distinguishes Keyur Sir from other CFP tutors is his philosophy and the financial industry knowledge. This combination helps all the aspirants to deliver the best results.

Message learnt from Keyur Sir – "The best way to serve an individual is to make him financially sound & stable"

Sir, you go a long way to ensure that your theory is matched with practice. I am thankful for your guidance which you've shared and look forward to a continued relationship.

Regards,

Vinay Singh,

09619088503

202nd Success Story:

Mr. Manish Thakur, Relationship Manager, Bajaj Capital, Delhi enrolled in our Video Learning Kit in Dec 2015 and successfully completed remaining two module exams IP, TPEP and Final Exam @ 1st attempt with a “B” Grade in July 2015.

Thanks for support!!!

manish

Manish Thakur <mkt034@gmail.com>, Mon, Aug 3, 2015 at 9:03 PM

To: Keyur Shah CFP <KeyurCFP@thecfpaspirantclubindia.com>

Dear Sir,

I, Manish thakur would like to say thanks to you as under your guidance I have successfully cleared "CFP"( 2 module exams & Final/Exam 5) in 1st attempt.

As I am a working sales professional based in Delhi so I had only Video Learning option available with me.

I thought many times before enrolling for this program but when I joined and by the time I complete all the sessions I had no doubt left with me about success in the exams. I had done some classroom trainings and workshops 2¬ yrs back but came out with so many uncleared doubts that I kept searching on internet about some good training and than I found your contact.

I always wanted to go for classroom training but after experiencing video learning I can say that even if I was based in Mumbai I would have chosen video learning only as one can manage own time out of busy schedule.

I have already recommended video learning to two of my friends and continue to do so.

Thanks,

Manish Thakur

9811961791 / 8800833291

201st Success Story:

Happy to Share 201st Success story of Mr. Sandeep Prince, Ludhiyana, Punjab, (Now shifted to Canada), Sr. Wealth Management professional worked with Citi Bank & Standard Chartered Bank and having 10+ years experience.

He enrolled in Video Learning Kit in March 2015 and successfully completed his CFP certification in Challenge pathway with the “A” grade (75%+) in June 2015.

princeprince1

Sandeep Prince <sandeeprince@gmail.com>

Wed, Jun 24, 2015 at 10:22 AM

To: keyur1975 <keyur1975@rediffmail.com>, Keyur Shah CFP <KeyurCFP@thecfpaspirantclubindia.com>

Hi Keyur Ji

Happy to share that I have completed my CFP certification in Challenge pathway with the “A” grade on dated 11th June 2015.

Video learning is one of the very easy ways to prepare for CFP certification, this I have realised after going through the training of Mr. Keyur Shah. We can study as per our own time; Keyur Sir is always available for help.

Question bank is quite exhaustive and if you go to the entire question bank there is no way that you can fail in the exam. Post training support is also one of the best. Keyur Sir supports you surprisingly early morning and late evening with appointment just to suit your need.

Thanks

Sandeep Prince

Happy to share 200th Success Story of our Video Learning Kit, Mr. Arvind Shah, Zone Sales Manager based at Ahmedabad with ICICI Lombard GIC enrolled in CFP Video Learning Kit in Sept’2014 and successfully completed his CFP certification (CERTIFIED FINANCIAL PLANNER) in Challenge / Fast Track Pathway with a First Class (B Grade-60%+) in May’2015.

192-success-stories

Thank you Keyur

Arvind Shah <shaharvind77@yahoo.co.in> Wed, May 13, 2015 at 2:14 PM

To: KeyurCFP@theCFPaspirantClubIndia.Com

Cc: arvind.shah@icicilombard.com

Dear Keyur,

In 2007, as I was on cross road of my career, was keen to move to financial services, and what excited me was CFP and in enrolled for the same through one Delhi based education partner.

However, after joining ICICI Lombard in 2008, I could not allocate time and energy and mainly the bulky and heavy booked were mainly used for getting a sleep.

I was following the development in FPSB India and keep on renewing membership, but, could not dare to appear for exam, as never prepared thoroughly and was not confident in appearing. In some of the mails of yours, I just seen name of Vinit jain , my native friend and college colleague and also checked his name on FPSB site, and was curious as to finding a way out to clear the certification.

Thanks to Vinit Jain, who rightly guided me to you and I got a perfect teacher, coach , mentor , I would always like to be with.

The Video learning initiative and 5 step process and systematic approach in finding a solution of required financial concern, is a discovery by you and I am 200% sure that, without that I would not even appear for exam, clearing the same is out of question. Apart from these an innovative approach, your personal counselling, your patience and your pro activeness in revert and your persuasion to get my CFP cleared is key behind my clearing the same.

Thank you Keyur and wish we will share enriching relationship in future.

Regards,

Arvind shah

Happy to share 199th Success story of our Video Learning Kit.

Dr L. Ravindran, Ph. D

Founder Managing Director & CEO

Wealthmax Enterprises Management Private Limited,

(An ISO 9001:2008 Company)

Wealthmax Square, 835,17th Main,23rd Cross, HSR Layout, Sector III,

Bengaluru-560 102.

Phone/s:+91- 080-25723911 / 12 / 13, Fax-+91-080-25723914

Cell: 99002 64357

e-mail: tara.ravindran@wealthmaxindia.com

visit us at: www.wealthmaxindia.com

191-success-stories

 

 

 

 

 

 

 

Happy to share 199th Success story of our Video Learning Kit.

Testimonial for CFP Guru Keyur bhai! 

l.ravindran <l.ravindran@wealthmaxindia.com>

Wed, Apr 29, 2015 at 8:07 AM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>, Keyur.shah1975@gmail.com

Dear friends,

It gives me immense pleasure to have got an opportunity to meet and work with a talented gentleman with the highest humility, patience and straight forward thinking, Shri Keyur bhai.

Throughout my higher education, I have been blessed with receiving the guidance of a good teacher. Here again, when I enrolled myself with keyur bhai about 3 months back, little did I realize that I would meet a man wonder – who has exceptional knowledge and a feeling to empathise and share his knowledge for common good.

I started receiving e-mail messages of past success stories, from some unknown quarters and I decided to skip them for some time. Months passed and suddenly I decided to call the required number and get enrolled. The response was fantastic, received the neatly packed DVD’s within 24 hrs upon transferring money, with clear instructions along with the box and later followed by an e-mail on few further instructions.

The first day after receiving the DVD’s containing 18 of them was the ice breaker and a big worry to change over from traditional mind set to a fresh thinking: buy a Casio financial calculator and moving away from present day trend of using “Microsoft excel.” I was left wondering whether it would make sense.

Tried calling Keyur bhai few times and every time he picked the call within few rings. This emboldened the confidence further that I have a reliable teacher.

Over 20 days, I completed the audio, video sessions and felt that things were really so simple. Over a casual conversation, keyur bhai suggested that I solve various folders which were part of the DVD’s . After few rounds, I felt I was far away from reality as the problems conveyed more strength and resolve without which the steps were not executable.

I started spending about 6 hours instead of the usual 3 hours and started feeling the difference. I became more confident. At one point there was an adrenaline rush, I decided to take up one attempt just to find out how the paper was. I was warned then by Keyur bhai that possibly my preparation wasn’t adequate. He gauged me right and had ample proof of experience to stop my forward march and told me straight away in his forthright way. My wife prompted that I should listen to him, I did.

More practice in the coming days and more calls to Keyur bhai, he was always receptive. Few times, he sent me regret messages but gave me alternate timings to call. He is very punctual and comes across as a person willing to help everybody.

Keyur bhai, being an individual comes across better than an institution as there are no lengthy hierarchies that one needs to go through. This would be a time saver for a working professional.

Follow the Guru, follow his traits and keep it simple with utmost dedication of time, with regular practising of goal corpus, retirement, vacation, insurance workings and you will be 60% through. Drawing timelines to understand a problem is vital which Keyur bhai insists. In an exam, drawing the timeline and visualising the problem will consume 75% of the time, while the resultant answer will appear once you key the data on the calculator in 120 seconds. For even a complicated question, you shall spend 12 minutes in understanding the issue on hand and drawing the timeline and within the next 2 minutes, lo behold, you have an answer which is matching/ closer to one of the 4 options. Moral of the story: the 5 step (MAGICAL) process defined by keyur bhai will help you significantly.

Few harsh realities that I underwent:

i.) I had a doubt on a problem, he (Keyur bhai) said don’t bother ‘you continue to suffer’ and after solving few more questions your doubts would be clear; he was right, I understood it better;

ii.) He does not beat around the bush, he is point blank in his views; this makes for a realistic assessment as to where you stand;

iii.) He is very clear as to what he wants you to do and achieve, he does not deviate from the basic principles; out of my enthusiasm , I requested him to solve some wayward questions, he said that would be a wastage of my energy, he was right;

iv.) He is always available on “ call”; is very apologetic when he misses your call;

v.) He is quite non-committal on the examination paper , instead of misleading you;

vi.) Some of the problems in the CD are very imaginative and extends beyond the examination and goes onto pragmatic thinking;

vii.) Hard work pays and the resultant number of pages that I would have consumed in solving problems would have been a number that I never visualised at the beginning.

Being patient in the examination and solving even 80% of the questions correctly will sail you through. Don’t come under stress that you could not answer a paper like an university exams of completing 100 marks so as to secure a good score. This principle requires to be changed.

Last of the truth: I yearn to meet Keyur bhai as I have only seen him on videos, I stay in Bengaluru and he lives in Mumbai. My family members do know him too, nowadays.

Thank you Keyur bhai, I remain your ardent follower and wish you success in your tireless pursuits.

Warm Regards,

Dr L. Ravindran, Ph. D

Founder Managing Director & CEO Wealthmax Enterprises Management Private Limited,

(An ISO 9001:2008 Company)

Wealthmax Square, 835,17th Main,23rd Cross, HSR Layout, Sector III,

Bengaluru-560 102.

Phone/s:+91- 080-25723911 / 12 / 13, Fax-+91-080-25723914

Cell: 99002 64357

e-mail:tara.ravindran@wealthmaxindia.com

visit us at:www.wealthmaxindia.com

198th Success Story:

You Can Do it…Happy to share Inspiring Story of Shri Rajendra Bhatia, Retired Professional…Happy to share 190th Success Story of Shri Rajendra Bhatia, Retired from PSU organization (Age 62+) (Non Personal Finance Background) successfully completed his CFP certification in Regular pathway with help of Video Learning Kit.

190-success-stories

He decided to pursue CFP (CERTIFIED FINANCIAL PLANNER) certification as a post retirement career…He enrolled with one of Education Provider and attended training but stuck and later on enrolled in our Video Learning and successfully passed 3 remaining exams and Final /Exam @ 1st attempt in just 6 months.

Rajendra Bhatia rajendrabhatia31@gmail.com Mon, Apr 27, 2015 at 7:01 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Sir ,

As you are aware, I have completed CFP course last week , I am thankful to you for providing all possible help at all times…I am giving below my experience in usage of above Videos and Notes on the subject.

1) VIDEO LEARNING PACKAGE :-

Video Learning was a new concept for me and I used it first time in my life. After using it I realised that Video Learning package is must for everyone. It gave more than 100 % of the training. It also gives each and every aspect of subject to last point. The subject matter has been beautifully presented to the last point. The best part is you can use Video anytime, anywhere within the comfort of house, office. It saves time of travelling and of course corresponding saving of travelling expenditure.

Further the Video covers all subject matter and also provides advance method for solution of problems leading to saving of time in examination.

The Video also explains details about usage of Financial Calculator, which is a very important Tool in examination.

I would recommend Video package for all.

2) Question Bank :-

The Question bank with solution is one another aspect which makes your life easy and provides insight in to the subject. This practice of the same prepares you for exam as well same can be used in future practice. Various types of problems have been solved in attached folder making life simple.

3. Post Training Support:-

I had many occasion sought clarifications from keyurji which were responded immediately . Also visited his office and he had given response.

I can say that it was pleasant journey.

Regards,

Rajendra Bhatia

Video Learning Kit: an Innovative way of learning… Enhance your Client Acquisition, Client Advisory and Client Retention skills- Double your conversion rate, Triple your Ticket size and multiply your AUM…100% Return on Investment every year subject to implementation of learning.

Happy to share that today we have crossed the milestone 51+ CFP Aspirants successfully completed their CFP certification in Regular or Challenge Pathway @ 1st Attempt with good grades with help of CFP Video Learning Kit…You can also acquire the Quality Knowledge & Skill sets in Personal Finance Domain with help of Video Learning Kit and achieve your dream of CFP certificant by Sept.'15.

We are happy to launch “Video Learning Kit (2015 Version) of “Comprehensive FAST TRACK CFP” for Regular & Fast Track 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 2 years, 51+ 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 04/02/2015 (64 hrs- 8 full days Training workshop)

We have LIVE Recorded our 56th Mega Batch ( Feb. 2015) 8 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 100 hours with the Practice & Evening assignments.

a) Watch New Sample Videos: Logical & Magical “5 Steps Process”

http://youtu.be/sttnu1BherU

b) Mr. Vishwanath Narayanan, Mumbai’s Leading Independent Financial Adviser shared his Success Story.

http://youtu.be/mnAJB0CVRks

c) Happy to share 167th Success Story of Ms. Vaishali Kale, MBA Finance, Sr. BFSI Professional Founder- V Link Financial Services & Associated with a leading CA firm, Mumbai.

https://youtu.be/VhrpH_ayIP8

2) Latest updated high Quality Study material/Question Banks with solutions:

(Soft Copy format 500+ MB Content)

The Question bank with solution is one another aspect which makes your life easy and provides insight in to the subject. This practice of the same prepares you for exam as well same can be used in future practice. Various types of problems have been solved in attached folder making life simple.

3) Post Training Supports:

I had many occasion sought clarifications from keyurji which were responded immediately . Also visited his office and he had given response.

I can say that it was pleasant journey.

Regards,

Rajendra Bhatia.

197th Success Story:

Mr. Varun Tyagi, Sr. IFA, Delhi, enrolled in Video Learning Kit in April 2015 and successfully completed his RPEB module exam in June 2014 and aim to pass his Exam 5 by Aug.2015. (varun.tyagi21@gmail.com, 9811356905)

 

196th Success Story:

Mr. Vishaldeep Singh, Sr. Professional worked with Kotak MF, Ludhiyana & Shifting in Canada in Aug 2015, Enrolled in Video Learning Kit in May 2015 and successfully passed IP module and aim to complete remaining modules & final exam by Aug.2015. (vishal_162in@yahoo.co.in,08968710667)

 

195th Success Story:

Mr. Pajesh Joshi, Sr. Training Manager, SBI Life Insurance, Mumbai, Successfully completed his CFP certification @ 1st attempt in Challenge pathway in March’15.

Thanks For Ur Valuable Guidance

paresh joshi <paresh4invest@gmail.com>

Mon, Mar 23, 2015 at 7:25 PM

To: Keyur Shah CFP <keyur.shah@thecfpaspirantclubindia.com>

Respected Sir,

I am very much happy to share with you that i cleared my CFP through challenge status module in very first attempt.

This would have been not possible without your guidance and help in the area not only notes and study material but also the way you prepared me to appear for exam and also to use the study in practical life.

Really thanks for your guidelines and after study support.

Dronacharya has created only one Arjun but i am very much sure that under your teaching there will many Arjuna's in the field of Financial Planning.

Paresh Joshi

9819351118

 

194th Success Story:

Manish Thakur, Sr. Financial Planner working with Bajaj Capital, Delhi enrolled in Video Learning Kit in Dec.14 and successfully passed RPEB, TPEP and IP exams @ 1st attempt and aim to complete his Exam 5 / AFP by Aug.2015. (mkt034@gmail.com, 9811961791)

 

193rd Success Story:

Ms. Namrata Pandya, Fresher, Mumbai Successfully passed TPEP & Exam 5 / Final in March 2015 post our Fast Track CFP Training Workshop in 2014.

(Mail ID: namrata.pandya@ymail.com)

 

192nd Success Story:

The Youngest participant of CFP Aspirant Club, studying in First Year Commerce Graduation course in Guwahati, Assam (North East), Ms. Ankita Surana enrolled in CFP Video Learning Kit in September’14 and successfully passed Exam 1-RAIP & Exam2- RPEB, Exam3- IP @ 1st attempt with a “B” Grade 1st class (60%+) in March.15 and She aims to complete her certification (Balance 3 exams) by June’15.

 

192nd Success Story of our Fast Track CFP Video Learning Kit:

187-success-stories

Ankita Surana <ankita.surana12@gmail.com>

Sat, April 21, 2015 at 9:53 PM

To: Keyur Shah CFP <keyur.shah@thecfpaspirantclubindia.com>

Hello Sir,

Happy to share that I cleared my 1st 3 modules i.e Risk Analysis and Insurance Planning (RAIP), Retirement Planning and Employee Benefits (RPEB), Investment Planning (IP) in my 1st year of graduation @ 1st attempt with a “B” Grade (First Class 60%+)… This could not have been possible without the support and guidance of Sir Keyur Shah.

I am a fresher participant and it was only because of Sir's help that I cleared the exams..I wanted to do some extra course with my graduation and I came to know about CFP from my cousin Aishwariya…I was interested in it and I started the video classes with Sir from September…It helped me to clear the concepts…The 5 step process was very helpful.

Sir helped me a lot in my post training preparation and many a times I called Sir 2-3 times in a day and Sir always answered and cleared my doubts.

The study material Sir has provided is just more than enough.

I would suggest everyone just follow what Sir says and especially the 5 step process… and you will surely succeed.

Thank you.

Ankita Surana

Sent from Samsung Mobile

 

191st Success Story:

Mr. Sagar Injal, Sr. Manager, WIPRO (BFSI Domain) Mumbai, enrolled in Regular Pathway Classroom batch and successfully completed RAIP, RPEB and IP modules exams @ 1st attempt and aim to complete TPEP & Final exams by Sept.2015 ( 9867928851, sagar.injal1@gmail.com)

 

190th Success Story:

Mr. Vinay Singh, Sr. Manager working with ICICI securities, Mumbai enrolled in Regular pathway Classroom 55th Batch January 2015 and successfully completed IP & TPEP exams @ 1st attempt with the “B” Grade (60%+) and aim to complete Exam5 by Sept.2015. (surendra.vinay@gmail.com, 9619088503)

 

189th Success Story:

Mr. Sanjay Dubey, Sr. Branch Manager, Aviva Life Insurance (Agency Channel), Mumbai, Enrolled in our 49th 12 Weekend Batch in June 2014 and successfully passed all (4) Module Exams by March 2015 @ First Class (B Grade) and Exam 5/ Final in May 2015 @ 1st attempt with a B Grade.

189-success-stories

Thank You!!

Sanjay Laxmishankar Dubey <sanjay.dubey1@avivaindia.com>Mon, May 25, 2015 at 3:12 PM

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>

Dear Keyurbhai,

It gives me lot of pleasure to inform you that I have cleared the CFP Exam 5 with B Grade on 12th of this Month

I would want to thank you for all the support that you had extended to me in achieving this; this would have definitely not been possible without your support.

I would wish you good luck in your future Endeavour, Thank you and keep in touch

Regards,

Sanjay Dubey

Managing Partner

09920442668

 

188th Success Story:

Mr. Nayan Mehta, Manager, TrustPlutus Wealth Managers (India) P. Ltd., Mumbai enrolled Regular Pathway in 55th batch January 2015 and successfully passed 1st module exam Investment Planning @ 1st attempt and aim to complete remaining Modules & Final exams by Sept.2015. (nayan5555@yahoo.co.in, 9769669996)

 

187th Success Story:

Mr. Alvin Mayank, Sr. Manager, Reliance MF, Delhi, enrolled in Video Learning Kit and successfully completed IP & TPEP exams @ 1st attempt and aim to complete his Exam5/ Final by September 2015. (alvinmayank@gmail.com, 7275400618)

 

186th Success Story:

Happy to share Video Testimonial of 185th Success Story, Mr. Mahesh Kumar, Sr. Manager, working with a leading NGO in Mumbai, enrolled in 50th weekend CFP (CERTIFIED FINANCIAL PLANNER) course batch in Aug14 and successfully completed all 4 modules exams @ 1st attempt out of 3 exams with a first class ("B" Grade) in Jan'15 and aim to complete Exam 5 /Final in month by May'15.

https://youtu.be/uoJxoDknngg

Mahesh Kumar <postbox.mk@gmail.com>

Sat, Jan 24, 2015 at 12:17 PM

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>,

Dear Sir,

Greetings of Seasons to you!

I underwent 50th Weekend training during July-Sep 2014. Immediately after that I started preparing for module exams. Every month I gave one exam and devoted 2 hours of study and I am happy to inform you that I have passed all the 4 modules of CFP. The grades are as follows.

1. IP- B grade

2. RAEP- B grade

3. RPEB- C garde

4. TPEP- B grade

I will give AFP/ Exam-5 after looking at the new case studies which will be uploaded on FPSB website on 28th January.

Thank you very much for all your support and training. I look forward to your precious suggestions for making a start in personal financial planning field.

Warm regards,

Mahesh Kumar

09987666018

 

185th Success Story:

Mr. Shivam Karate, Manager, Karvy, Kota, enrolled in Video Learning Kit and successfully completed his all 4 module exams and aim to complete his Exam 5 by September 2015.

Contact detail: shivam.katare@gmail.com, 96600 79221

 

184th Success Story:

Mr. Parshva Shah, Independent Financial Advisor, Mumbai enrolled in our 51st Weekend batch and successfully passed all (4) Module Exams @ 1st attempt and passed Exam 5/ Final Exam @ 1st attempt with a B Grade in May 2015.

Contact detail: parshva2224@gmail.com, 99874 43086

 

183rd Success Story:

Ms. Shreya Vaidya, Sr. Life Insurance Professional & IFA, Mumbai, enrolled in our 51st Weekend batch and successfully passed all (4) Module Exams @ 1st attempt and plan to attend Exam 5 in May 2015.

Contact detail: shreyavaidya@gmail.com, 99207 73929

 

182nd Success Story:

Mr. Prajesh Vasani, Sr. Cluster Manager, Aviva Life Insurance, Mumbai, Attended our 49th weekend Batch in June to Sept.14 and successfully completed his CFP certification in the Challenge pathway @ 1st Attempt.

Dated 30th January 15 M. 8691993339

Prajesh Vasani Mon, Feb 9, 2015 at 4:42 PM

To: Keyur Shah CFP,

Hello Keyur Bhai,

My Journey from a CFP Aspirant to CFP Certificant is accomplished on 30th January 2015… Definitely a Proud Moment for me personally. I sincerely thank you for your valuable coaching during weekend Batch which has immensely helped me to face CFP Final Exams confidently.

I would never forget your fine art of teaching us complex calculations on a Financial Calculator which I always felt was too tricky for me. Also worthy to mention are…. A) Study notes B) Practice Problems As above mentioned was instrumental in practical applications of concepts taught during Weekend Batch…worth it for all the sleepless nights practicing the same.

Lastly, but Most IMP is your Post Training Support over Phone, mail, one to one as & When required, which kept me going on towards my CFP Goal. My best of wishes to you to keep guiding aspirant towards this Journey. This is definitely not a parting mail from my end as my new journey has commenced towards Becoming a successful CFP^CM Practitioner & would seek your Guidance as always to make it happen very soon.

Regards, Prajesh Vasani,

CFP^CM

Sent from Yahoo Mail on Android

 

181st Success Story:

Mr. Amit Roy Chaudhari, Sr. IFA & Financial Planner, Kolkata, Enrolled in Video Learning kit last year & successfully completed his CFP certification in Challenge pathway @ 1st attempt with a "B" Grade dated 30th January 15.

M. 9830020812, amitroychoudhury74@yahoo.in
 

180th Success Story: 

Mr. Goutam Bose, Sr. IFA, Vadodara- Enrolled in Video Learning Kit and Successfully completed CFP certification in Challenge pathway @ 1st attempt with a "B" Grade dated 29th January. M.9925188224 / 8511455566
 

Successfully Completed My CFP certification exam

Goutam Bose goutambose.brd@gmail.com Wed, Feb 4, 2015 at 7:44 PM

To: keyurcfp@thecfpaspirantclubindia.com,

Dear Sir,

I am very much delighted to share that, I have successfully completed my CFP certification exam in the challenge pathway (Exam 5/ Final Advanced Financial Planning) with a Grade “B” on 29 th January 2015 within two and half months with the help of your Video Learning Kit.

I am full heatedly express my gratitude to you ‘Sir’ for this success, otherwise it was very difficult to clear in first attempt. Your Video Learning Kit was given me enormous support and guidance to achieve this goal.

At the initial stage of learning, I was very much confused about my understanding level of study, but, Sir as a Mentor guided me a lot and motivated to learn as per the Video kit and it has demonstrated. I was personally filled that, Video Learning Kit was created an enormous impact in my study, due to I can refer the doubts multiple times without asking or troubling you. It was very effective and convenient to learn as per my time availability with our day to day routine job as a professional.

I am very much proud today that, I have completed my CFP Certification and ready to deliver more value added services to my esteem clients. Sir, thanks for this memorable journey of learning.

Thanks with best regards,

Goutam Bose,

 Linear Financial Advisory,

 Mobile No.: +91 99251 88224 Phone No.: +91 265 2329235 Email: goutambose.brd@gmail.com www.lineargroup.in

 


179th Success Story:

Ms. Priti Madan, Sr. BFSI Professional, Delhi- Video Learning Kit dated 27th Jan. @ 1st Attempt. MAIL: pritimadan9@gmail.com 

Exam 5 Cleared, Feedback about Video Learning Kit

Priti Madan Fri, Feb 6, 2015 at 11:35 PM

To: Keyur Shah CFP

Respected Sir,

I have cleared my Exam 5 in my first attempt with "B" Grade I would like to thank you for your guidance and support being provided during my preparation for Exam 5.

I was preparing for my exam for few months, but was not feeling confident, as I have heard from many students, that the exam is difficult to crack, who appeared for examination. Then I came to know about your Video Learning kit and subscribed for the same.

After going through the Video Learning kit and post training study material, got enough confidence to appear and crack the examination in first attempt.

Some of unique points which I liked are as below

1. Logical Magical 5 Step Process

2. Your method of making fundamentals easier and simpler.

3. Giving practice of questions with different twists. I once again thank you for your continued support and guidance.

Thanks and Regards

PM

 

178th Success Story:

Mr. Sanjay Gupta, Young Independent Financial Adviser (IFA) based in Firozabad, UP enrolled in Video Learning Kit in Sept’14 and has successfully completed all 4 Module Exams of CFP Certification @ 1st with a “B” Grade (First Class 60%+) and Final / Exam 5 @ 1st attempt with the A grade on dated 22-01-15. 

MY SUCCESS STORIES

$SANJAY sanjayrock97@gmail.com

Fri, Jan 23, 2015 at 6:38 PM

To: Keyur Shah CFP <keyur.shah1975@gmail.com>

ITS TRUE WITHOUT A GURU U CANT FINDS SUCCESS FASTLY AND IN EFFICIENT WAY.
 
Glad to share my SUCCESS today,

I have passed the CFP^CM with (A) grade in my first attempt.

ALL CREDIT GOES TO SIR KEYUR SHAH without u, It can't be possible to clear all the 5 exam in such a short time. 

My Fast track Journey Started 4 months back with no knowledge of CFP But Sir KEYUR SHAH came as a Magician and his kit as magic stick in my life. Sir truly u r a perfect trainer & mentor, possess very deep knowledge in all the four modules.


UR method of teaching and problem solving strategy are simple, direct, easy to grasp & it’s valuable.

Once again sir THANKS a LOTTTT ,,,,,,,,,,,AND ur helping nature and timely support can't be forgiven and its precious to me.

Regards,

Sanjay Gupta

09411046531

 

 

177th Success Story:

Mr. Vishwanath Narayanan, One of Mumbai's leading Sr. Financial Adviser & Planner, Enrolled in Video Learning Kit & Classroom and successfully passed CFP Exam 5 /Final @ 1st attempt with a "B" Grade dated 22-01-15 MAIL: Narayanan.vishwanath@gmail.com 

Vishwanath Narayanan Sun, Feb 1, 2015 at 12:17 PM

To: Keyur Shah CFP

Dear Keyur,

"Most of us think the CFP is a cake walk. It is and it is not. It is not if you are not prepared and it is if you are.”

Like we believe people’s financial lives have a better chance of success if they have a sensible plan & stick to one, likewise a serious CFP aspirant’s chance of clearing the exam is brighter if there is a planned approach to clearing the exam. And who better to help you with the plan than Keyur Shah?

Keyur is one of the sharpest financial planning minds I have come across. He breaks down complex situations into numerous simpler pieces which then enable the CFP aspirant to solve the questions successfully.

If one follows the processes & methods advised by Keyur diligently, one can not just clear the exam, but also have a methodical approach to solving real life numerical too. That’s been my experience.

I would highly recommend Keyur Shah’s coaching to any CFP Aspirant".

Thank you,

Warm Regards,

N.Vishwanath

http://www.blueoceanfinancial.in/

 

176th Success Story:

Mr. Pabitra Mahanta, Sr. BFSI Professional, Guwahati, Assam- Registered with us in Video Learning Kit in Sept.14 and successfully completed CFP certification in Challenge pathway @ 1st attempt with a "B" Grade dated 20-01-2015 Mail: pm2012b@gmail.com 


Lots of Thanks to You & The CFP Aspirant Club India

Pabitra Mahanta <pm2012b@gmail.com>Wed, Jan 21, 2015 at 9:16 AM

To: Keyur Shah CFP  <keyurcfp@thecfpaspirantclubindia.com>

Dear Sir, Greetings of the Day!!! I

TAKE THE OPPORTUNITY TO THANK YOU!!!!

­­­­­­Because I am Very happy to inform you that I have cleared the CFP Certification exam under Challenge Pathway in my 1st Attempt on 20th Jan 2015 with 3 months of post training.

I sincerely attribute my success to you because without your training & support it wouldn't have been possible… My Dream comes true. Video Learning Kit is the BEST option because one can see as per their convenient time and can pose/rewind till the concept gets cleared.

If somebody forgot the concept after a month, then he can see the video again during the post training period. HATS OFF to your Question Bank because 100% of the exam question comes from your question bank i.e. file no 1 to 29. ANY BODY CAN BECOME CFP If he follows thoroughly your question bank file no. 1 to 29. And for theory part from question bank 2008/2009/2010.

Once again thank you for the post training, support & Mock Test its really helpful. Last but not the Least "YOU ARE THE KING OF CFP CERTIFICATIONS"

Regards, Pabitra Mahanta

Guwahati
  +91 97060-43253(M) 

 

175th Success Story:

Ms. Lubna Shabbir, Sr. Financial Planner, Hyderabad working with a leading Financial Planning & Wealth Management firm enrolled with us in Nov.14 & successfully completed her CFP Exam 5/Final @ 1st attempt through Video Learning Kit dated 13-01-15.

My Testimonial

Lubna Shabbir <4mlubna@gmail.com>

Wed, Jan 21, 2015 at 1:16 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Mr. Keyur Shah,

I am glad to inform you that I have cleared the Exam 5. The first word that came from my mouth was " FINALLY!!!" :P   

I think the words "Thank You" are not enough to express my gratitude to you. 

After attempting the exam thrice in the past one and half years, clearing the exam looked like a far away dream. Every attempt kept disheartening me and as result I lost interest. I was aware that I had to clear the exam, but I lacked motivation. 

After coming across your website, I finally decided to get up from my state and give things a shot. 

The 5 step process is really amazing. It amazed me how such a simple concept could actually help you organize your thoughts to solve a problem. The process itself forces you to use your mind to think from different angles. 

I have to admit that the smallest tips were of great importance and very helpful. 

I really appreciate you being available at any time of the day to clear my doubts, no matter how silly they were.  When I couldn't give much time for practice,,, you always helped me keep my calm and motivated me to the best I could. I think even though I couldn't spend much time practicing, the basic concepts itself were explained so clearly in the video learning kit applying them to any question was easy.

Thank you for all the help and encouragement. Looking forward to continue the learning journey with you always and wishing you more success in the coming years.

Lubna Shabbir 

 SenSage Financial Services Pvt. Ltd 
10-2-5/11 A C Guards, 
Near Income Tax Towers 
Hyderabad – 500004

www.sensageonline.com

 

174th Success Story:

Mr. Raman Purthy, Delhi, Jr. BFSI Professional, Enrolled in Video Learning Kit in Sept.14 & successfully passed CFP Exam 5 /Final @ 1st attempt dated 12-01-2015 Mobile: 9718692018 / 8529420118


raman pruthi<ramanpru1990@gmail.com>

To: keyurcfp@thecfpaspirantclubindia.com

Thank you so much for your support to help me prepare for the CFP.I am so glad to have passed the exam, and I have no doubt it was your help and support. I really appreciate your dedication to your students.

I would like to share   video learning experience with students, while the sire is teaching look at the board, and takes notes underlines or circle anything  that sir stress or repeats in notes. 

Assignments can be a big chunk of your grade; can raise your grade for the exam. Manage your time, do your assignments as early as possible so you will know the material a little better. 

Best Regards

Raman Paruthi                                               .PH ; 09718692018

 

173rd Success Story:


Mr. Arjun , BFSI Professional working with Crisil, He enrolled in our 50th Weekend Batch Mumbai in Aug.14 and successfully passed Exam 5/ Final with the "A" Grade. dated 09-01-2015 Mobile: 9833234280

Arjun  <inertiastrikes@gmail.com>Fri, Jan 16, 2015 at 9:32 PM

To:

Keyur1975 <Keyur1975@rediffmail.com>, KeyurCFP <KeyurCFP@thecfpaspirantclubindia.com>

Hello Sir

“There are no words to describe sirs professional guidance in helping me clear with flying colours.”

 I had cleared the first four modules through self study mode in a very haphazard manner. That's when I decided that I need professional guidance in clearing the final module. I never took the CFP course seriously initially. In fact, when I first started studying for the CFP through self study I wasn't even aware of the full form of it. I thought it was a poor cousin of the American version of renowned CFA.

My entire vision changed once i started training under Keyur Sir. I can’t forget the first lecture where he told about the importance of process more than the result. The five step process was something was nothing short of something extremely innovative which brought about simple solutions to complex problems.

The entire training provided the perfect launch pad for not only clearing final exam but also gave me enough ammunition to even start practicing what i studied. I can’t forget the kind of post training support which was provided by Keyur Sir. It was totally amazing.

When I wasn’t able to clear my final exam in the first attempt by one mark as i had scored 49, i was extremely disappointed and even contemplated giving up CFP, that’s when Sir dissuaded me not to give up and he motivated me like anything.

Today if i have completed CFP it’s all because of Keyur Sirs training and his notes.

Thank you sir for everything.

Regards,

Arjun
 

172nd Success Story:

Mr. Sushil Sabarwal, Sr. IFA, Mumbai, Enrolled in Double Sure (Classroom & Video Learning) and successfully completed his CFP certification in Challenge pathway in Jan.15. Mail: sushil@essensinvest.com 
 

 

“I just can't express my happiness in words…”- Vivekh Pathak

 

171st Success Story:


Mr. Vivekh Pathakh, Sr. BFSI Professional, Delhi enrolled with us in Double Sure (Video Learning & Fast Track Classroom Training Workshop) in May’14 and successfully passed remaining Modules exams and Final /Exam 5 @ 1st attempt in Dec.14.

Happy to share Good news….. Successfully cleared the Exam 5 In First Attempt……..

Vivekh Pathak <vivekhpathak09@gmail.com> Tue, Dec 9, 2014 at 8:00 PM

To: Keyur Shah CFP <keyur.shah1975@gmail.com>

Dear Sir,

Greetings…………..

I am very happy to share that I have cleared the Exam 5 in the very first attempt. I just can't express my happiness in words.

Sir, before contacting you, it had been a year since I was preparing for CFP certification and was unsure, if I could attempt and clear the exam. Despite, joining classes with a reputed education provider, I was not happy with the mode of teaching as they follow a set pattern that might not be the right approach. At times during myself preparation before contacting you, I got disillusioned few times as the certification is not an easy one considering the complex nature of the calculations.

I remember the day I contacted you from Delhi and spoke with you over the phone for over an hour. I felt assured that I had approached the right coach post the long discussion with you. I took the decision to travel to Mumbai and attended the classroom coaching. This proved to be the right decision as it made the course content look simple with the process laid down by you to solve the questions/exam/s. Squeezing the entire course content within 4­5 days in such a way that does not look too heavy for a participant is absolutely amazing, considering the exhaustive course content.

You have designed a course that is bound to create success stories. Within my batch those who followed the process as laid down by you, have cleared the paper in first attempt. Although, I was skeptical of the video learning kit initially, since I had taken the classroom coaching and did not think whether video learning would really be of any value. However, this video learning kit proved to be a blessing in disguise, as I always felt I was constantly in the class when studying by the Video Learning Kit. The way you have designed both the modules cleared my self­doubt of clearing the certification.

Moreover, the amazing 5 STEP PROCESS and exhaustive question bank along with your constant support and continued guidance over phone calls to clear doubts made this journey look very easy and enjoyable. Moreover, when you offered me to attend the coaching again, that you were doing for the senior professionals in Delhi, so as to refresh my learning, I was humbled and really feel indebted by your selfless attitude. Not only this, your continued support post clearing the certification for setting up my own consultancy / practice, makes me feel that I not only have a coach in you, but also a guide, a support and a mentor.

I am sure now, how smart CFP's are getting certified under your hands. You are truly the BEST and First Coach in INDIA who has not only designed the module to ensure the participants clear the exam, but also set up their practice as well. I really have a coach, a guide and a mentor in your now.

Sir, with respect the exam, it was really a tough one and had the complex nature of questions designed to confuse the examinee. It needed expert skills to attempt and clears the exam.

The 5 Step process that needs to be followed as taught by you, the scientific steps to attempt the exam and follow a time schedule for the questions, designing how to attempt the exam in the first 10 minutes ­ laid down the foundation which helped me attempt the exam and clear the same without getting nervous a bit. The high success rate of participants in your training program is the result of this smartly designed course module and the process laid down to attempt the exam.

I once again feel indebted and thank you from the bottom of my heart.

Sincere Thanks for the continued support and guidance,

With Best Regards,
Vivekh Pathak
0 98 99 111 22 8

http://vivekhpathak.wordpress.com

 “THANK YOU”. This is the first and the most important thing without which I cannot start with. In fact, one thank you will also fall short in front of your guidance.- Ms. Aishwarya Surana.

170th Success Story: Aishwarya Surana, Final Year B. Com Student, Guwahati-Assam, She enrolled in the CFP Regular pathway and unsuccessful twice in 1st exam and later on Enrolled with us in Double Sure (Video Learning Kit+ Classroom Fast Track Workshop) in May2014 and Successfully completed her all 4 Modules exams @ 1st Attempt and Final/Exam 5 with a “B” Grade. (1st Class- 60%+)

Aishwarya Surana <aishwaryasurana95@gmail.com> Fri, Dec 5, 2014 at 5:56 PM
To: Keyur Shah CFP <keyurCFP@thecfpaspirantclubindia.com>

Dear Keyur sir,

I am very much glad to share that I have cleared all 4 module exams in regular pathway and exam 5/Advanced Financial Planning successfully on 2nd Dec within one and a half years along with my B. Com (Hons.) which is due to complete in 6 months.

My journey of CFP did not have a good start until I joined Mr. Keyur shah Sir. After joining you, sir, I got to know that my concepts were not at all clear. But after attending video learning classes and classroom workshop, my concepts got cleared and then I successfully completed first 4 modules in a smooth manner at 1st attempt with a “B” Grade. Then I started preparing for exam 5 but due to some reason couldn’t click it. May be somewhere down the line I lost my confidence. But Keyur sir helped me boost my morale and motivated me to devote some time for self-analysis thus helping me figure out where I was going wrong.

“THANK YOU”. This is the first and the most important thing without which I cannot start with. In fact, one thank you will also fall short in front of your guidance.

Sir, your “5” step process is a great help with which the solutions to the problems become even more easier because when we actually go through the questions in the exam and if we don’t go through it twice, we would find it difficult as almost every question is twisted and ultimately land with a wrong
answer. Also, I would specifically like to mention about question banks and solutions which are very much comprehensive enough to clear all our concepts. The study material is fully updated as per the syllabus.

Secondly, the post training support of yours has been just amazing and most importantly HELPFUL to solve almost every tough question in an easier manner by just following your valuable guidance.

Last but not the least, your training is a “ONE STOP SHOP” where we can just close our eyes and trust our coach “MR. KEYUR SHAH Sir.

Regards,
Aishwarya Surana
098 64 80 61 08

169th Success Story:

Mr. Shyam Jain, AGM (Training) -State Bank of India, Auragabad enrolled in CFP Certification Challenge pathway way back 2012 but was unsuccessful… Later on He enrolled Video Learning Kit with us in Nov.14 and successfully completed his CFP certification in the challenge pathway @ 1st attempt with a “B” Grade on 29th Nov.14.

SHYAM JAIN
(MBA (B & F), CIA, CFSA, CISA, CAIIB, CRB, CWM, DBM, AMFI ,CIF,NCFM(DM),SP)
Asst. General Manager (Trg.)
State Bank Learning Centre, State Bank of India,
AURANGABAD
N 7, CIDCO (SOUTH)
JALGAON ROAD
AURANGABAD 431003
MOBILE NO: 7738608600
75093005
TEL: 0240 2485915
FAX: 0240 2483305

shyam.jain@sbi.co.in


168th Success Story

Mr. Nitin Malhotra, Sr. Wealth Manager, Standard Chartered Bank, Delhi enrolled in Video Learning kit in May14 and successfully completed his CFP certification in challenge pathway in Nov.14.

“Sir, you are as a GAME CHANGER in our FINANCIAL PLANNING Industry. The concepts you've explained are crystal clear. Video learning was very helpful. It was as effective as live training or workshop.”-Vaishali Kale

Happy to share 167th Success Story of The CFP Aspirant Club (India): Ms. Vaishali Kale, MBA (Finance), Sr. BFSI Professional (Founder- V Link Financial Services & Associated with a leading CA firm), Mumbai. She enrolled in the Regular pathway with one of Education Partner and completed her Training… She was unsuccessful in 1st module exam and later on enrolled in Our Successful Innovation called VIDEO LEARNING KIT in June2014. She successfully passed her all 4 modules exams and Final/ Exam 5 @ 1st attempt with a “B” (60%+ -1st Class) @ 1st Attempt on 29th November’2014.
 
Vaishali Kale <kale.vaishali@yahoo.in> Tue, Dec 2, 2014 at 12:22 PM

Reply­To: Vaishali Kale <kale.vaishali@yahoo.in>

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

My success story

Dear Keyur Sir,

I'm glad to share that I've successfully completed  my CFP certification in Regular pathway (all 4 Module exams) and Exam 5/Final ­ Advanced Financial Planning with a “B” ­ Grade (60+ First Class) on 29th November in just span of 6 months with the help of VIDEO LEARNING KIT.  

I would like to THANK YOU Sir for this success. This would not have been possible without your proper training & guidance. You're always there as a mentor in each and every situation. Thanks for boosting my confidence & ensuring me to do it in very short span of time. Because of time constraint it was very difficult to manage. But you were always one step ahead to help.

Sir, you are as a GAME CHANGER in our FINANCIAL PLANNING Industry. The concepts you've explained are crystal clear. Video learning was very helpful. It was as effective as live training or workshop. Each and every word said by you in the training or during my post training preparations makes sense. The approach to attend the exam or be it how to do post training preparation, are so perfect that there are no chances of failure. I would like to specifically mention about Question Bank and Solutions. They are very comprehensive, latest and always upgraded as per latest syllabus and more practical. You just need to trust your coach and success is yours. I did it in same manner.

I'm very proud today that I've completed my CFP^CM Certification and ready to deliver more valuable Services to my clients. The training not only helped me in professional level but on personal level too.

It helped me to budget my personal finances in an organized manner and I was able to prioritize My Goals and calculated inflation adjusted corpus required and also started investing for same…I think everyone must learn financial planning.

Keyur Sir, thank you once again for being part of my journey.

Regards,
Vaishali Kale
9870260192

166th Success Story

166th Success Story: Ms. Pratibha Kumble, Jr. BFSI Professional, Dombivali, enrolled in Video Learning Kit in Aug.14 and successfully completed her CFP Exam 5 / Final @ 1st attempt with a “B” Grade (60%+ Firstclass) dated 25th Nov.14.


Pratibha Kamble <pratibhakamble16@gmail.com> Wed, Nov 26, 2014 at 10:52 PM

To: keyurcfp@thecfpaspirantclubindia.com                 Thank you mail


To Respected & Dear Sir,
I am very glad to inform you that with the help of you I have cleared CFP certification with a “B” Grade. It was a great journey with your guidance & indefinite help. All the features of this training are just simply fine, best & useful.


Video learning option is the best option. It gives the feel of personal training. Anyone can see these videos as per their convenient level till the concept get cleared. “5 Step Process” is the truly secret of success.  UNIVERSAL STEPS formulas are simply amazing. I personally realized that, If you follow principles, 5 Steps process, The UNIVERSAL STEPS & guidance related to how to attain the exam, Do & Don't etc that really helps you to crack the exam easily.


The High Quality Questions Bank with detailed handwritten solutions & the overall study material more than enough for exams.


Thank you for post training support till last minute of exam through phone & mail. MOCK TEST really helpful to Identify mistakes & leads to perfection.


Let me take the opportunity to THANK YOU once again for your support throughout the journey. Look forward your guidance henceforth.


Regards,
Pratibha
09920425510

 

165th Success Story

165th Success Story: Mr. Shankarnarayan, Sr. BFSI Professional, Mumbai enrolled in Video Learning Kit Aug.14 and Successfully passed his CFP certification exam in Challenge pathway @ 1st Attempt in Nov.14.


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

 

164th Success Story

164th Success Story: Mr. Ramesh Hegde, Sr. Independent Financial Adviser, Davanagere, Karnataka enrolled in Video Learning Kit in May14 and Successfully completed his CFP Exam 5/Final with a “B” Grade (60%+) in Nov.14.


RAMESH HEGDE <hegde3469@gmail.com> Tue, Nov 18, 2014 at 12:30 PM


To: keyur shah <thecfpaspirantclubindia@gmail.com>


Hi sir,


I am very happy to say that I have cleared my Final module with a “B” grade on 15 Nov 2014. I am very much thankful to you for providing the proper direction and guidance to me. So I produced the magic result that saved my time, money, and build the confidence to write the exam because I completed 4 modules 3 year back and not thinking to complete the 5th module.


After I established the relationship with you i stated dreaming and that is become reality today.


The way you taught calculating Goal based Financial Calculations (Retirement Planning, Children’s higher education & marriage planning, Insurance Planning etc.) This multiplied my conversion rate, Ticket size and AUM and happy to share you that recently I received Highest SIP Awards by a Wealth Forum in Mumbai.


Thank you & Regards
Ramesh Hegde


Hegde Financial Planning Services
Davanagere­577002
www.hegdefp.com, http://www.hegdefp.com
Email :info@hegdefp.com
Ph :9845169191

163rd Success Story:

Happy to share 163rd Success Story of Mr. Dhawal Chotai, Sr. Charted Accountant (FCA), Mumbai enrolled in Double Sure (Classroom & Video Learning) Program and successfully completed his CFP certification in Challenge / Fast Track pathway on 5th Nov.14

Dhawal Chotai <dhawal.chotai@gmail.com> Wed, Nov 5, 2014 at 1:05 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur Sir,

A major milestone has been reached! I have cleared my CFP exam 5, under the Challenge Status Program @ 1st attempt.

This has been only possible with your astute guidance, and a very meticulous approach to the entire preparation for the examination.

I attended classroom training as well as video learning with you and under both approaches; I was able to consolidate my understanding of the concepts. Over the last 18 months, your focused methods, especially the 5 step process, have helped me stay afloat with the preparations, in the face of many personal and professional hurdles/setbacks, and finally to get over the line.

Overall, the test was of much higher toughness than earlier expected… So, all future aspirants must treat this on par with any other professional exam like say for example CA.

Finally, thank you again Sir for your guidance. You have opened many doors for me!

Best Regards

FCA Dhawal Chotai

098200 34989

162nd Success Story:


Mr. Anil Mutalik, Sr. LIC Adviser, Dombivali, Mumbai has successfully completed his CFP certification in Regular pathway. He enrolled in Double Sure (Classroom & Video Learning) training workshop and completed 3 modules exams and Final /Exam 5 with us.


Respected Guruji Keyur Sir,


My journey with you towards the CFP certification started since two years back. I met you when I had cleared only One Module and today I am successful… A LONG AWAITED DREAM IS REALITY NOW. With consistent support from you I have cleared the final exam on dates 25th Oct.14.


I take this opportunity to say THANK YOU!!!!!!!!!!!!!!!!!!!!!!!


•    It was possible only with the help of your training and post training support you      extended.


•    The classroom training was useful in understanding the concepts.


•    Video Kit helped me to memorize and get more clarity on the concept.


•    The video lectures helped me to revise the concepts at my pace and at my requirements.


•    The GOLDEN FIVE STEP PROCESS developed by you helped me a lot to save the time, to crack the question and to decide upon the steps to follow. The question bank that you have prepared to help me for practicing and remember the additional scenario related to each concept.


    Your teaching of 3 virtual parts in final exam helped to boost the confidence.


•    Mock tests conducted by you helped to identify weak areas and leads to perfection.

 

THE TRAINING CONCEPTS HAS HELPED ME A LOT TO ACHIVE MORE BUSINESS IN MY PROFESSIONAL CAREER.


Your entire teaching is paying rich dividend to me in my business. My ticket size per client has increased many fold and calls are being closed within one or maximum two meetings. Most of closed calls are with higher Sum assured plans and also achieved MDRT Status.

 
It will be of great help if you continue to support us in a similar way in future years. I once again extend my Thanks to you and extend my well wishes in your journey to create the SOLID TEAM OF CFP CERTIFICANTs.


Anil Mutalik
9869056100, mutalik.anil@gmail.com


161st Success Story:


Happy to share 161st Success Story of our CFP Video Learning Kit…Mr. Ali Ishaan, Jr. BFSI Professional in Mumbai, He could not clear his Exam 5 in 2012 and then enrolled in Video learning workshop in 10th September 2014 and successfully completed his CFP Final /Exam 5 @ 1st attempt with a “B” Grade (First class- 60%+)


Passed CFP (CERTIFID FINANCIAL PLANNER) Final / Exam 5 with a 'B' Grade @ 1st attempt


Ali Ishaan <aliishaan489@gmail.com> Fri, Oct 31, 2014 at 12:57 AM


To: Keyur Shah CFP <KeyurCFP@thecfpaspirantclubindia.com>


Dear Keyur Sir,


It gives me immense pleasure to share with you that I have passed the Exam 5 – Advanced Financial Planning on my 1st attempt with a 'B' grade. It surely wouldn't have been possible without your holistic approach and guidance towards nailing the final exam.


Although I opted for the 'Video Learning Kit' staying in Mumbai, but nevertheless the classroom-style feeling was still there and the best advantage of it was the flexibility that it provided to me.


I just blindly followed your principles, techniques and approaches towards all different kinds of the client's situation and Voila! The answer was always there in front of me. Your 'Magical 5 step process' is a boon to every participant which surely is a sure-shot way to make sure we arrive at the correct solution.


Attending Mock tests helped me know my improvements areas and your queries handling supports provided sharpness and perfection which gave me confidence to motivate me to pass exam @ 1st attempt with a good grade.


To sum it up, I would say 'You are the rock star of Financial Planning Training World'.
Thanks again!


Best Regards,


Aliishaan
08867409925


160th Success Story:


Mr. Harish Naganna, Sr. Independent Financial Adviser, Pune enrolled in our 35th Fast Track CFP Batch and successfully completed his CFP Exam 5 / Final @ 1st Attempt with a “B” grade (First class 60%+) in Oct.14.


Harish Naganna <harish.naganna@gmail.com> Tue, Oct 21, 2014 at 12:17 AM


To: Keyur Shah CFP <KeyurCFP@thecfpaspirantclubindia.com>


Dear Keyur Sir,


Greetings of the day…


Sir, First of all, let me say Thank you very much for your Guidance and Support that has helped me to Crack the CFP Exam 5 (Advanced Financial Planning) on the 18th Oct with B Grade.


Due to Time Constraints, it was really very difficult to devote the required time of 2 to 3 hrs daily, but somehow made up my mind and actually focused all my energy on the basic principles that Sir has taught in the class and has always emphasized on , and his devotion towards making us CFP.


I liked the Mock Test that he gave me, that gave me the Real Picture as to where i stood vis a vis the preparation and i really had to pull up my socks.


Also the last min call that sir gave me and again emphasized on the Process, was again a Gentle reminder of the basics.


Thank you once again.


Regards,


Harish Naganna
Aditya Investments
Family Financial Advisor
Mobile : + 91 9881009501.


www.adityainvestments.in

http://in.linkedin.com/in/harishnaganna


159th Success Story:


Mr. Rahul Banerjee, Sr. BFSI Professional, Kolkata enrolled in our Video Learning Kit in Sept.14 and successfully completed his CFP Exam 5 / Final @ 1st Attempt in Oct.14.


rahul.banerjee27@gmail.com, 09051221124 / 08100012976


158th Success Story:


Mr. Gaurav Khandelwal, Fresher, Delhi, He was unsuccessful in 1st attempt (scored only 33%) in CFP Exam 5/Final @ enrolled in Video Learning Kit in Aug.14 and successfully completed his CFP Exam 5 /Final @ 1st Attempt in Oct.14


gaurav khandelwal <gaurav.khandelwal0001@gmail.com> Sat, Oct 18, 2014 at 12:34 PM


To: keyurcfp@thecfpaspirantclubindia.com


DEAR SIR,


You are the best teacher I have ever met or I have ever seen… Without your support I think that I won't be able to clear my CFP ADVANCED FINANCIAL PLANNING EXAM. Your Teaching Methods, Notes, Mock tests helped me a lot to clear my exam. Whenever i need your help or your guidelines, you were always available.


I sincerely give my success to you and want to say thank you so much SIR from the bottom of my heart.


 Regards,
Gaurav Khandelwal,
099905 80820

 

157th Success Story:

Result Speaks Louder… Happy to share the 157th Success Story of Mr. Mrinal Khona, Sr. Associate, Willis (MNC KPO), Mumbai. He attended our 40th Batch (March 14) and successfully passed his CFP (CERTIFIED FINANCIAL PLANNER) certification Exam in Challenge / Fast Track pathway @ 1st attempt with a “B” Grade (60%+)

CFP- Thank you Sir

Khona, Mrinal K. <Mrinal.Khona@willis.com> Mon, Oct 6, 2014 at 1:30 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur Sir,

Following points I have to mention, first of all would like to Thank you for the greatest help in my career;

1. I cleared my CFP certifcation fast track pathway in 1st attempt B Grade that too with a very difficult Paper, Must say FPSB has increased their standard a lot.

2. The query which you have solved by meeting me in person few days before my exams has helped to have a better clarity and understanding of what I have studied.

3. Your notes are like the Bible, Quran or Bhagvad Gita of CFP which is ample enough to become a CFP.

4. Your four days training gave the require confidence that even I can be a CFP. Whenever I have called you have attended all my queries.

5. Your Magical and logical 5 Step Process does not help just in Sum but in real life as well, it a wonderful theory which goes a long way.

6. I came to know about the many products and you gave few advices that how I should stop paying my Endowment plans and Invest in PPF, which was again a wonder help given by you to your student.

7. You are also helping students in finding them the required career by helping their CV to your correct contact.

Sir, in Short you are “one STOP shop” or “MAN TO GO” as far as CFP is concerned, I am completely sure that If one follows your instruction and guidelines correctly SUCCESS IS GUARANTEED. Once again, I thank you for your MARG DASRHAN, I wish all the best to you for, hope all students get benefited from you as I did.

Regards,

Mrinal Khona

098 67 89 14 32

156th Success Story:

Happy to share 156th Success story of our CFP AspirantClub…Mr. Sai Krishna, Chennai, Sr. BFSI Professional (pskchoudary@gmail.com, 096 77 95 92 88) Successfully completed his CFP (CERTIFIED FINANCIAL PLANNER) certification @ 1st attempt dated 26th Sept.14 with help of VIDEO LEARNING KIT.

II गुरु ब्रह्मा गुरु विष्णु गुरु देवो महेस्‍वरहा  

 गुरु साक्षात् परब्रह्मा तस्मै श्री गुरवे नमःII  

  "सी.एफ्.पी आस्पीरेण्ट क्लब्' के "बादशाह"  

 भारत् के सर्वश्रेस्ट् CFPCM  गुरु श्री "केयुर् शाह्"  

Respected Sir, 

I am elated to tell you that I had appeared for the Exam 5(Advanced Financial Planning-CFP) ON 26-092014 (NSEIT, HYDERABAD) and successfully completed the Exam 5/Advanced Financial Planning (CFP) 1st attempt. 

I sincerely attribute my success to your 'Astute Tutelage' and Revered Guidance right from the time of enrollment in "CFP ASPIRANTCLUB" till the date of exam.

With Regards:-

P.V.SAI KRISHNA CHOUDARY

pskchoudary@gmail.com, 096 77 95 92 88

 

155+ Success Stories

155th Success Story: Neelima Patil, Sr. BFSI Professional, Mumbai joined in our Video Learning kit in May14 and successfully completed Exam 4 (TPEP) and Final /Exam 5 @ 1st attempt with a “B” grade in Sept.14

Really appreciate all your support…Finally I am CFP

neelima patil <toneelimap@yahoo.co.in> Mon, Sep 15, 2014 at 11:12 AM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur Sir

I am happy to inform you that I have cleared my Exam 5 with B grade in first attempt. I am really obliged and great full to you for boosting my confidence in every phases of this training.

Your mock test was eye opener for me and with limited days in my hand I could work on my weak areas and your last moment suggestions on how to go about the studies really helped me.

Your Video learning kit is immensely useful and gave me in-depth knowledge of all the concepts and how to attain the exam also how to practically apply the knowledge in day to day life. Your magical and logical five step process is the key for my success.

I really appreciate the post training support which you have provided personally and over the phone. For any query you are just phone call away and after discussing with you nothing seems to be difficult or impossible.

Really appreciate all your support

Regards

Neelima

154th Success Story:

Rahul Sangoi, BFSI Professional, Mumbai, Attended our Fast Track CFP Training workshop and successfully completed his CFP Exam 5/ final @ 1st Attempt in Aug.14

Contact detail: 09821366307, sangoi_rahul@yahoo.in

 

153rd Success Story:

6 times unsuccessful…but 7th time with our CFP Video Learning Successful…Happy to share 153rd Success Story of Mr. Srinivas, Sr. Independent Financial Adviser, Hyderabad successfully completed his CFP Exam 5 / Final @ 1st attempt post video learning on 26th Aug.14. 

A big thanks

Srinivas P <srinivasrao099@gmail.com> Sun, Aug 31, 2014 at 11:21 AM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>, Keyur Shah CFP <keyur.shah1975@gmail.com>

Cc: ramys_1962@yahoo.co.in

This is Sreenivas, from Hyderabad.

Sir after completing 4 modules in July 2012 I have prepared with one of my colleague, Mr Sriram Nagesh for the final module for more than a month. Which I could not succeed in which he could clear it. I.e on In September 27th, 2012. Now it's left for me to give a finishing which I was unsuccessful for almost 6 times and 3 times I left on the border. I was not finding any clues how breaks the barrier. Last year Keyur sir called me in the month of May while I was about to go in an attempt. Because of very shortage of time and money. I couldn't commit to sit for the coaching material.

This month when on the 3rd Aug.14, I have booked for a slot I recollect his words n contacted him on 8th and sincerely on 11th I have got his material and got very short time for the preparation. He has clearly told me that you need to give 6 hrs times. For the 26 th slot. Now started listening to the video learning kit and noted down the solved problems. Listened to the theory questions keenly because of late theory curriculum also changed on the exam pattern, I think only 2 theory questions I have asked him for the answers. In he means process.

For me at age of 53 years, it was a real challenge for me, despite of professional activities and managing an office with two assistants it was something like a devil sitting on me to complete this course.

Of course finish with end the mind and inspiration from my NJ colleagues and all constructive steps provided by Keyur sir really helped me to complete CFP course. The comfort level after listening to the Video Learning raised up. And two key words really helped me there is no short cut to success. You have to go through the process. Enjoy the learning and the environment doesn’t carry the exam as a burden. Just enjoy with passion as you see an entertaining movie. They have really helped me.

Let me take this opportunity to acknowledge all colleagues and seniors, Mr Nagaraj Mr. DV Suresh, Sri Suri Seetharam Mr Sagar Mr Sinivas peddi, Mr Nagesh Sri B. Kulkarni n colleagues and the expert coach Sri Keyur Shah.. Thank you very much, sir, all the best. You have made the difference.

Thank you again.

Sreenivas Rao pul

09246589117

3 Key benefits of being CFP with Mr. Keyur Shah, India’s Best Expert Coach & Trainer (Fast Track CFP)… Right Direction & in Right hands…

 

1) Saving Time…Means Saving Money: Min. 200 hrs time (your One month income) saved with a high quality training + Advance Question banks + Post training supports Vs. Self Study or Normal EP way Training.

 

2) A saving of Money in exams Attempt: With my training & your adequate post training preparation… you will get an indirect guarantee of passing Modules & Final /Exam 5 @ 1st attempt with a good grade. (60%+)

 

3) Achieving Domain expertise: with high quality training + Question bank/Solutions + Post Training supports… you will acquire sound knowledge & skill sets in the personal finance domain… You will capable to prepare & present high quality customized comprehensive Financial plan of clients and enable to solve their most queries logically.

 

VIDEO LEARNING KIT (CFP) is an innovative accepted option among the BFSI Professionals, Fresher and IFA across India & abroad for Regular pathway or Challenge pathway aspirants.

11 Unique Benefits of CFP Video Learning Kit.

1) Highest Pass% (60%+) through Self Discipline Learning: 60+ Aspirants enrolled in last 2 year and 35+ participants have successfully passed in Regular or Challenge pathway.

2) Feel like a Personal Training from Mr. Keyur Shah, India’s Best No1 Expert Coach & Trainer (Fast Track CFP)

3) An Excellent option to attend the highest quality personal training without leaving your home/office and Learn @ your convenience (Morning/Evening OR 2 hours or 4 hours a Day)

4) An option to relearn till your concept clears (Pause, Rewind, and Forward)

5) Live Recorded Training as per new syllabus (2014)- 8 full day content (64 hrs Video)

6) No need of Internet- You receive set of 16 DVDs-Each Video DVD has 4 hrs training.

7) High Quality Question banks with a detailed handwritten solution as per 2014 syllabus.

8) Online Queries Solutions: You can solve your queries on daily basis (6pm to 11pm) through phone/chatting/Video calls and also personal meeting once in 15 days for 2-3 hrs on a mutually convenient time.

9) 100%Guaranteed Result with a good grade subject to required post training preparation.

10) 100%Placement assistance post CFP.

11) Mr. Keyur Shah will provide supports till you complete your CFP.

Best Offer:
Video Learning Kit (V5-2014)- 8 full day (64 hrs) Live Recorded Training Workshop + Study Material + post training supports till you complete CFP…Gross FEE 23k…5k Discount & also an Option to pay in 2 equal monthly installment of 9k till 20th Sept.

 

1) 5 Step Process: Secret of Success of our Participants

 

 

http://youtu.be/a0gT-rEiDDc

 

2) Video Testimonial of Dr. Nirakar Pradhan, CIO of Future Generali about Video Learning Kit

 

http://youtu.be/fJsUkVXLDtI

 

3) Video Testimonial of Mr. Rushabh Shah, Final CA Student, Mumbai about our Video Learning Kit

 

http://youtu.be/PZeDHwN5ebs

 

4) Video Testimonial of Mrs. Sangeeta Nair, FCA, Mumbai about our Fast Track CFP Training Workshop.

 

http://youtu.be/m5mMMd4f5ak

 

5) How High Quality Training helps Fresher to get 1st better job in corporate world- 119th Success Story Ms. Nidhi 

 

http://youtu.be/89702yA1SZQ

 

152nd Success Story:

 

Result Speaks louder…Happy to share 153rd Success Story of our Fast Track CFP Training Workshop.

Mr. Anthony Lobo, Sr. IT Professional, Mumbai enrolled in 42nd Batch in May’14 and successfully completed CFP certification in Challenge pathway @ 1st Attempt with a “B” grade on dated 26th Aug14.

Cleared my CFP certification in Challenge Pathway

Anthony Lobo <aalobo@yahoo.com> Wed, Aug 27, 2014 at 2:30 PM

Reply-To: Anthony Lobo <aalobo@yahoo.com>

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>

Hello Keyur Sir,

I would like to inform you that I have cleared my CFP Certification in Challenge pathway yesterday.

I really appreciate the efforts you have put in to make the paper seem simple and I could clear it in the first attempt with a “B” grade in just 3 months. The steps and techniques shown were really useful and not to forget the question bank, it's quite comprehensive.

Your post training support was an excellent and also solving two mock tests provided exam like experience. I would definitely recommend anyone wanting to do CFP to join the FAST Track course conducted by you.

Once again thank you for guiding me how to enroll in Charter member challenge pathway which saved my Rs. 15,000/-+ Vs. EP/Self study mode. 

With Warm Regards,

Anthony Lobo http://myfinancefundas.blogspot.in/

09820676489

 

Happy to share 151st Success story of our The CFP Aspirant Club (India)

Many many congratulations to Ms. Digisha Jobanputra, Fresher, Mumbai successfully passed her CFP (CERTIFIED FINANCIAL PLANNER) Final/Exam 5 @ 1st attempt post our 5th Weekend Batch June-July’14 dated 31/7/14.

Happy to share 151st Success story of our The CFP Aspirant Club (India)

Digisha Jobanputra <digishajobanputra@yahoo.in> Fri, Aug 1, 2014 at 10:55 PM

Reply-To: Digisha Jobanputra <digishajobanputra@yahoo.in>

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>,

Dear Keyur Sir,

I am happy to share with you my success in CFP exam 5. I cracked it after getting trained by you. Though I had very limited time, but all thanks to you that you gave personal attention and found out my weak points. I thought it was impossible for me to clear this exam as the FPSB has raised their bar tremendously. But after meeting you and attending your training it wasn't the same any longer. You cleared all my concepts and basics which helped me a lot throughout my journey. Your study material was more than enough for all the exams.

I would like to owe my success to your training and post training guidance. I would just sum it up by saying that if 1 does all that Keyur Sir says & follow him religiously then success will definitely knock your door. Thank you for everything, I am very grateful to have a coach like you.

Regards,

Digisha Jobanputra.

+91-9920445809

150th Success Story:

Mr. Anubhav Agarwal, Sr. Software Developer in Hyderabad Successfully completed his CFP through video learning kit in Regular pathway in 4 months. He enrolled in May14 and passed all 5 Exams @ 1st attempt with a “B” Grade.

(Cell no. 09505234236, Mail id: anubhavit@gmail.com)

149th Success Story:

Mr. Brijesh Madhusudan, Sr. Banker in Chennai enrolled in Video Learning Kit (May14) & successfully passed four modules exams @ 1st Attempt with a “B” grade and aim to pass Exam 5/Final Exam by Aug.’14.

(Cell 09884010247, Mail Id: brijeshmadhusudan@gmail.com)

148th Success Story:

Mr. Ashish Pandey, Sr. Manager, Lucknow working with ISec successfully completed 1st 2 exams with Video learning kit and aim to complete balance 3 exams by September’14.

(Cell no.8756961068, dheer@sify.com

147th Success Story:

Mr. Srinivas Rao Kasinathuni, Sr. Independent Financial Adviser, Vijayawada, attended our 15th Fast Track CFP Training workshop in 10/12 and successfully completed his CFP in challenge pathway in May’14 @ 1st attempt.

(Cell no. 09848889490, Mail id: sraokasi@gmail.com)

146th Success Story:

Mr. Suman Babu, Branch Manager, HDFC MF, Vijayawada, attended our 15th Fast Track CFP Training workshop in 10/12 and successfully completed his CFP in challenge pathway in May’14 @ 1st attempt with a “B” Grade.

(Cell no. 07702212383, Mail Id: sumanacvbabu@gmail.com

145th Success Story:

Mrs. Renu Dhavan, IFA, Mumbai, attended our 16th Batch in Oct.’12 and successfully completed her CFP Exam 5/Final.

144th Success Story:

Mr. Apurva Mehta, Associate Director, TrustPlutus Wealth Manager, Surat, Attended our 20th Batch in Ahmedabad and successfully completed his CFP in Challenge pathway. (Cell no. 09825500184, Mail: Apurva.Mehta@trustplutus.com

143rd Success Story:

Mr. Srinivas-Hyderabad (09701956446)- Joined in Video Learning & successfully passed RPEP & IP exams and aim to complete CFP by Dec.14

142nd Success Story:

Mr. Ramesh Kumar, Sr. Vice President, MCX, Hyderabad attended our 42nd batch in May14 and successfully passed 1st module exam Investment Planning @ 1st attempt with a “B” Grade and aim to complete CFP by Dec.14.

(Cell no.09642704619, Mail: varakhedkar@gmail.com)

Happy to share the 141st Success Story of our Video Learning Kit… Jay Joshi, Fresher, Mumbai successfully passed his CFP Exam 5/Final @ 1st attempt with the "A" Grade dated 1st July'14.

jay Joshi <jayjoshi93@yahoo.com> Wed, Jul 2, 2014 at 3:41 PM

To: Keyur Shah <keyur.shah1975@gmail.com>

Dear Sir,

Thanks for all your support and guidance, the video learning kit was really awesome which cleared the majority of my doubts and the five step process, not only helped in this exam but will also help me further in my higher studies thanks for it sir.

Initially I wasn't able to clear the exam, but due to your training, guidance I not only cleared it but passed with “A”grade.

Your video learning kit was really awesome and the way you guided me through d entire process was indeed superb, The question bank with a handwritten solution which you have prepared is really very nice and post training supports (query handling/Mock tests) gave me a good domain expertise.

All I will once again say you is thanks a ton sir.

Regards,

Jay Joshi,

09930558595

140th Success Story: Kamal Deep Singh, Regional Training Manager, Reliance Life Insurance, Delhi-Successfully completed Investment Planning & Exam 5/Final with the help of Video Learning Kit. (Cell no. 09999983980, Mail id: whales29@rediffmail.com)

“Investing for the fast track CFP course is definitely VALUE INVESTING… Once again thank you so much Sir and HAT’S OFF TO YOU.”… Happy to share the 139th Success Story of our Video Learning Participant Ms. Vaishali Kale, MBA (Finance) Senior Partner with a leading CA firm in Mumbai.

Vaishali Kale <kale.vaishali@yahoo.in> Tue, Jun 17, 2014 at 4:18 PM
Reply-To: Vaishali Kale <kale.vaishali@yahoo.in>
To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

 

Dear Keyur Sir,

I am glad to share that I’ve cleared my two modules at the first attempt in a 15 -20 days time.

Sir, this was not possible without your support and guidance. As I’d already enrolled myself and also completed my course with one of the reputed educational providers. I was very much confident about my exam that I would definitely clear my exams with good grades.

But I didn't clear my first exam. I was shaken and shocked too. That time somehow it clicked me to contact to Keyur Sir. The situation was very crucial as I had already enrolled for the exams and was with very short time. I was not confident, whether I’ll be able to clear my remaining modules in first attempt. But the pathway Sir has built to achieve CFP^CM Certification is so solid that one has to trust Sir and follow the road map and you’re there “With you Certificate”. I did the same thing. There were 3 exams remaining and wanted to clear with good grades.

So, I enrolled myself for Video Learning Kit. I feel there is no difference whether you are in a classroom or in front of your PC. For me it was a classroom training only. The way Sir has explained each and every concept, mainly 5 step process and Universal Steps are amazing. Asset allocation and portfolio re-balancing strategy very well explained. It is not just exam oriented, but more of practical approach. The course is designed with proper planning and of course result oriented strategy. Study material and handwritten solutions are very much helpful.

Investing for the fast track course is definitely “VALUE INVESTING”. Once again thank you so much Sir and HAT’S OFF TO YOU.

Thanks & Regards,
Vaishali Kale
9870260192

 

138th Success Story: Mr. Kalyan, BFSI Professional in Delhi successfully completed his CFP exam 5/Final with the help of Fast Track CFP Training Workshop. (Cell no. 08800233332, kay.0246@gmail.com)

 

137th Success Story

Mr. Ashish Mumbaiwala, Senior BFSI Professional, currently working as an Independent Share broker, Real Estate & Financial Advisor (Ex. Regional Manager, Reliance Life Insurance) based in Ahmedabad… Attended our 31st batch Fast Track CFP batch & successfully completed his Exam 3 (Investment Planning), Exam 4 (Tax Planning & Estate Planning) and Exam 5 (Advance Financial Planning) @ 1st attempt with a First Class ("B" Grade) in May'14.

Ashish Mumbaiwala – CFP Passed with a First Class ("B" Grade) in First attempt.

Ashish Mumbaiwala Ashish <aish_sap@yahoo.com> Tue, May 20, 2014 at 12:01 PM

To: "keyur.shah1975@gmail.com" <keyur.shah1975@gmail.com>

Dear Keyurbhai,

Thank you very much, for giving such knowledge of financial planning.

Your given Training & Study material really works a lot for IP, TPEP & AFP exams.

I have attended your 31st batch since last long, although, I passed my final exam with you after training support.

I must say here, that your given question and solution, are just like, Imp from lot many twist question for AFP.

With your advice on “How to attend exam?” I covered almost 40% marks in the very first hour by attending 2 marks and 3 marks question first. After that, my confidence level was very high. So, I appeared all 30 questions and passed @ 1st attempt with a first class (B Grade)

Thanks again, for educational and moral support.

Regards,
Ashish Mumbaiwala
9099556500

 

136th Success Story

136th Success Story of our Video Learning Kit Fast Track CFP Training Workshop.

Riha Agarwal-Kolkata, fresh Graduate – Completed successfully CFP in Regular Pathway (all 5 Exams)

She has enrolled “Double Sure Fast Track CFP” Training Workshop-Attended both Video Learning & Class Room Training workshop in our 30th Batch in Kolkata dated 17th to 19th May’13. She was unsuccessful twice in her first module exam (Retirement planning in March’13) before enrollment. She has cleared her 1st module exam Retirement planning @ 1st attempt post workshop on 4th June’13 and 5th Exam AFP/Final in March14.

Riha Agarwal <rihaagarwal@gmail.com> Wed, Apr 2, 2014 at 11:06 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Sir,

I am glad to share that I have cleared my final module at first attempt which would not have been possible without switching over to your training program.

Keyur sir has provided latest and updated study material which was very helpful and specially prepared from the exam point of view .The question bank and scan hand written solutions were best to help to clear concepts.

Apart from the study material he has given the right process this is for all those keep on calling and asking to mail them the study material as sir shared my contact info earlier after i have cleared my module exam.

One may get his CFP study material on borrowed basis but not the techniques & supports of expert coach which are equally essential for building knowledge and exams.

For all the queries sir has always been easily accessible either through phone or mail away neither he ended his work by providing the training even after that throughout the session he has kept mailing all the important questions and changes made.

Above is a huge difference between him and other education partners.

I have cleared my Retirement module exam (which earlier became quite difficult for me as I had already stuck twice in it) that too after 15 days of attending Fast Track Training workshop. Earlier I was a bit confused about getting enrolled with fast track because I had already enrolled with a leading education partner in Kolkata and was disappointed. But I myself have experienced a major difference between the Expert Coach & EP.

2. With the help of Keyur sir only the “Financial mathematics” concepts got clear to me and moreover he provided the right and updated study material and by following his guidelines both minor and major ones (like attempting the paper in ascending order, solving questions on a rough sheet first which I earlier considered a waste of time ) helped me a lot . By his training as he himself mentions 70 -75% of paper becomes in our control. Thanks a lot sir.

Thanks for all your support.

Regards
Riha Agarwal
9163068499, rihaagarwal@gmail.com

135th Success Story:

Happy to share the 135th Success Story of our Fast Track CFP Training Workshop… Mr. Sanjay Tawde, Senior BFSI Professional (Ex. Senior Training Manager- Max Life Insurance Mumbai, Enrolled in our 38th Batch in Dec.13 and Successfully completed his CERTIFIED FINANCIAL PLANNER certification in March14 @ 1st attempt.

Thank you from the bottom of my heart

Sanjay tanwade <tsanjay3@yahoo.co.in> Sat, Mar 15, 2014 at 9:29 AM

Reply-To: Sanjay tanwade <tsanjay3@yahoo.co.in>

To: Keyur CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur Sir,

I am glad to inform you that I have cleared my CFP through challenge pathway.

Clearing CFP through challenge pathway was actually a challenge, the reason been candidate need to be clear about Tax, Insurance, Retirement, goal base calculations and Investment to attend the challenge pathway.

However, you made it so much possible through your systematic training structure and post training support that I could clear the Exam in first attempt in just two months time. I feel without your training it would have taken me more than six months.

Thanks for saving my time and efforts your training is worth attending.

All the best for your journey of creating CFP Certificants.
Regards,

Sanjay Tawde
09820777478

134th Success Story:

Ms.Needhi Shah, Junior BFSI Professional works with an Ifast Solution, Mumbai, She was unsuccessful in 1st attempt (Exam 5/Final) in Feb.14 and she already booked her 2nd attempt on 10th March…Later on she had contacted us in Feb end and started her Video Learning 1st March14 and she successfully completed her CFP Exam 5/Final @ 1st attempt with a "B" grade post Video Learning Training Workshop on dates 10th March14.

Subject: Ma Guru Dakshina

From: Nidhi Jakharia <nidhijakharia@yahoo.com> on Sat, 15 Mar 2014 13:24:25

To: Keyur Shah <keyur1975@rediffmail.com>

Dear Sir,

I am Happy to share with you my success in CFP exam 5. I have cleared the paper after getting trained by you. Though I had a very limited time all thanks to you that i could clear it in 1 shot after getting trained by you.

I would like to owe my success to your simple training and guidance. I need to acknowledge the Tips given by you in the video learning. It helped me a lot and could successfully score B grade by studying in 10 days.

Thank you for your guidance.

Best Wishes,

Needhi Shah
09664716351

133rd Success Story:

Mr. Sumit Prabhakar, Senior Manager- UTI MF, Chandigadh, Enrolled in CFP Regular pathway and was unsuccessful 3 times in 1st Module Exam (RAIP) till Aug’13. Later on He enrolled in our Video Learning Kit and successfully completed all (4) Module exams @ 1st attempt with a “B” Grade (60%+) and Exam 5/Final @ 1st attempt with a “B” Grade in Feb.14.

Passing Module & Final Exam (All 5 exams)- CFP in Regular Pathway

CFP in Regular Pathway  (All Modules/Final Exams) successfully completed with our Video Learning Kit @ 1st attempt with a “B” Grade.

Sumit Prabhakar <sumitprabhakar1977@gmail.com> Sat, Mar 1, 2014 at 3:04 PM

To: keyurShah1975@gmail.com, keyur1975@rediffmail.com

Dear Sir,

Much Happy to inform you that I have successfully passed FPSB Four Modules & Final Paper successfully. I was able to clear all the papers in first attempts. Cleared papers in less two months time.

I started with first exam Dec End and passed final one on 24th Feb. Thanks you for the support and guidance with which only I was able to clear the papers first attempt & faster than I could have imagined earlier… Before training I was not confident/able to solve the questions as basic logic's were not clear…Got stuck up with the first module paper (RAIP) for three times and was thinking to stop pursuing the course further. But luckily I got to know of your Video Learning DVD training with which I was able to pursue studies at home on evenings and morning without taking leave.

The Training definitely changed my thought process after going through training sessions I was able understand/Logic of Inflation adjusted Corpus/SIP calculation & became confident of solving any kind of Corpus/SIP calculations.

Moreover, your support in regard to queries was promptly there on the phone whenever required. Also general discussion within workshop also helped in understanding practical points like fair value of real estate, PPF etc.

Though before the start of the Training Workshop I was always wondering how one could pass Module Papers when Training was revolving more around Final exam. But today I can vouch that anyone who goes through the five day workshop diligently will be able to easily pass the Modules as well as Final Paper with Good Grades

I am sure that for any grade student Study DVD Training is more than enough to pass with the “A” grade. I will be more than happy to answer any queries or value added to any new participants who has any doubts/concern.

Thanks again for your continuous support.

Yours sincerely,

Sumit Prabhakar
M-9779009973

132nd Success Story:

Mr. Hemang Bhatt, Sr. Independent Financial Advisor , Valsad-Gujarat. Enrolled in Video Learning Kit in Oct.13 and successfully completed his CFP in Challenge Pathway @ 1st attempt in Feb.14

Testimonial

Hemang <hemang.u.bhatt@gmail.com>                                                                                          Sat, Mar 1, 2014 at 1:47 PM
To: Keyur Shah CFP <keyur.shah@thecfpaspirantclubindia.com>
Cc: "hemang.u.bhatt@gmail.com" <hemang.u.bhatt@gmail.com>

Dear Keyurbhai

I have passed the CFP exam 5 on 27/02/2014 @ 1st attempt…Keyurbhai, your video learning kit n ur study material r so good that they help me a lot to pass the exam…… Post training support of urs is also "KABIL- E- TARIF" ……..whenever i had called u, u have solved my queries…. Anybody who join u wil pass the exam esily that is for sure……. Thank u very much Keyurbhai for ur support n guidance

Regards
Hemang Bhatt

Sent from my iPhone

131st Success Story:

Mr. Senthil Rajan, Australia, Ex-Regional Head of a leading Pvt. Sector Bank (Chennai) and now in Australia… attended our 28th Batch Fast Track CFP Training workshop in Hyderabad in May13 and successfully completed his CFP in Challenge pathway @ 1st Attempt in Feb.14.

Thank You

SENTHIL RAJAN C <csenraj@yahoo.com> Thu, Feb 13, 2014 at 4:32 AM

Reply-To: SENTHIL RAJAN C <csenraj@yahoo.com>

To: keyur.shah1975@gmail.com, keyur.shah@thecfpaspirantclubindia.com

Dear Keyur,

I am Happy to share with you my success in CFP exam 5. I have cleared the exam on my First attempt after getting trained by you Keyur. I would like to owe my success to your simple training and guidance.

I need to acknowledge the Tips given by you on the previous day of exam. Even though I attended the training in May 2013 you were always willing to guide me even in Feb 2014.

I am feeling lucky that I had the opportunity of attending your training.

Happy to inform that I have landed in Australia on Tuesday 11th Feb.

Best wishes to you….

Rgds

Senthil Rajan

0061 469552012

Sent from Yahoo! Mail for Windows 8

130th Success Story:

Mrs. Monica Mansukhani, Senior Insurance Professional (Ex. COO of a leading firm) based in Bangalore. Enrolled in our Video Learning Kit in Nov.13 and successfully completed her CFP in Challenge Pathway Exam 5/Final @ 1st Attempt with a “B” Grade in Jan.14.

Monica Mansukhani <mansukhanim@yahoo.com> Tue, Feb 4, 2014 at 12:34 PM

To: <keyurcfp@thecfpaspirantclubindia.com>

Hi Keyur,

Thank you so much for your excellent and crisp training techniques which helped me to pass the exam with a B Grade in the first attempt! With not much studying time in the last week before the exam, I was only relying on the methods taught by you on goal setting and the rules provided by you to take me through the exam….and it really helped!

One of the most significant things that I have learnt is the use of the financial calculator. Initially, I was not sure if I could learn this through video learning, but truly, all through the video learning, I never ever felt that I was not present in a classroom environment!

I am now in the process of preparing my financial plan and will need your guidance after I complete it. I will appreciate if I can get your support on this.

Once again, thanks for all your support.

Regards

Monica

09342536347/080-41664060

129th Success Story:

Mr. Kiran Hake, Senior Insurance Professional, Mumbai (Ex. Chief Manager, Birla Sun life Insurance) and current working as Sr. Partner in a leading firm.

KIRAN HAKE <kiranhake@yahoo.co.in> Fri, Jan 31, 2014 at 6:28 PM

Reply-To: KIRAN HAKE <kiranhake@yahoo.co.in>

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Cc: Kiran Hake <kiranhake@yahoo.co.in>

Dear Keyur Sir,

 Yesterday I cleared the CFP Module 5 examination and now I am qualified to get SEBI license to conduct financial planning practice. As I told you earlier, I could able to study only for 15-18 days prior to exam since I was engaged  your valuable guidance and feedback in helping me clear my exams. Especially the 5 step process to approach the questions, the mock-test environment to know the strengths and weakness and finally a specific exam ordinated approach & guidance one day prior to the exam was very much useful.

The hypothetical sections of question paper (i.e. Sec 1: 2 marks, Sec 2: 3 marks, Sec 3: 4/ 5 marks) help me in managing the time during the exam to attempt maximum number of questions.

Thanks a lot for your help.

Regards,

Kiran Hake

(M): 09819004029

128th Success Story:

Ms. Vinita Idnani, Partner, Capital League, Gurgoan- Enrolled in our Video Learning Kit dated 15th Jan.14 and successfully passed CFP Exam 5/Final @ 1st attempt in 30th Jan.14

Thank you

Vinita Idnani <vinita@capitalleague.biz> Thu, Feb 6, 2014 at 7:09 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur

Thank you very much for your support in helping me clear the CFP Module 5 exam in a span of 2 weeks!! The speed with which you reacted and immediately sent me the video learning kit is commendable.

The course content for the video learning kit has been very well put together and the training and question bank comprehensively cover the entire syllabus.

I found the 3 day training video particularly useful. It covers the entire syllabus, is interesting and is great for working professionals who can go through it at their convenience and pick and choose the topics as well. You have definitely made it much easier for all CFP aspirants to complete this course.

Regards

Vinita Idnani

Partner

Capital League

GL-502, DLF Cross Point I DLF City Phase IV Gurgaon – 122002, Haryana

Tel: +91-124-4062349, 4148539 I Telefax: +91-124-4072350

Mobile: +91-98111 1226 I Website: www.capitalleague.biz

Best Performing Individual Financial Advisor Award (National), 2012-13

Best Performing Individual Financial Advisor Award (Mega Cities – North), 2012-13

127th Success Story:

Mr. Ismail Shaikh, Senior Banking Professional, Mumbai. Enrolled in our 36th Batch Oct.13 and successfully completed his CFP Exam 5/ Final @ 1st attempt in the Challenge pathway in Jan.14.

A word of thanks.

Ismail Shaikh <i4smile@yahoo.co.uk> Sat, Feb 1, 2014 at 10:28 AM

Reply-To: Ismail Shaikh <i4smile@yahoo.co.uk>

To: "keyur1975@rediffmail.com"

<keyur.shah1975@gmail.com>

Cc: Ismail_red <i4smile@rediffmail.com>

Dear Mr. Shah,

It takes pleasure to inform you that I have cleared CFP through challenge status in my first attempt and take this opportunity to thank you for providing your valuable guidance and support as and when required over the phone or meeting personally after 4 days training sessions which helped me a lot in clearing concepts & problems.

I give my best wishes to all the participants of your batches for their success in coming days.

Regards,

Mohd. Ismail Shaikh, B.Com, GDCA, PGDFA, CFP^CM

126th Success Story:

Ms. Rikita Shah, Fresher, Mumbai- Attended our 36th batch in Oct.13 and successfully completed her CFP exam 5/Final @ 1st attempt in Jan.14 (09833417244), rikita.shah31@gmail.com

125th Success Story:

Mr. Girish Khandelwal, A young Independent Financial Planner based in Chennai attended our 22nd Batch in Bangalore Jan.14 and later on also enrolled in Video Learning Kit in Sept.13…Successfully completed his CFP in Challenge pathway in Jan.14.

Cleared CFP Examination 5 today 28/01/2014

girish kumar <giribhai_888@yahoo.com> Thu, Feb 6, 2014 at 1:27 PM

Reply-To: girish kumar <giribhai_888@yahoo.com>

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>

Dear Sir,

First of all I would like to thank you for your great efforts to guide and motivate me to clear CFP Examination. I would like to share some of my learning which helped me during the examination and as well as in my Profession.

Exam point of view:

1. Always-think that you are not writing the exam, you are making a financial plan for your client.

2. Following 5 step process and drawing a Timeline. This helped me understand a lengthy paragraph question too simple one.

3. The best part is a video learning kit and handwritten notes.. when ever I get a doubts I can go back to video and clear the doubts.

4. Last 10 days, mock test preparation is very crucial practice

Professional Practice Point of view…

  1. Mutual fund AUM increased to 1cr within 7 months
  2. 25 Fee based Financial Planning report prepared during my 9 months of preparation for the Exam.

Earlier I use to follow up the clients many times, But now they are calling me for all the needs regards to personal finance. The view of the client changed from seller to Professional Advisor.

The overall experience and learning's from you has become a Boon for me….. Thank's a lot. Will be in touch with you in my financial journey of Life.

Regards.

Girish Khandelwal MBA,CFP.,

Chief Financial Planner

Future Investments Securities & Services

Website: www.fiss.co.in/ Mail: enquiry@fiss.co.in

09884766601

124th Success Story:

Mr. Rayudu Peddi, Sr. Equity Analyst- Hyderabad, Enrolled in our Video Learning Kit in Dec.13 and successfully passed his CFP Exam 5/Final @ 1st attempt with a “B” Grade in Jan.14

THANK YOU VERY MUCH SIR..

rayudu peddi <2peddi@gmail.com> Thu, Jan 30, 2014 at 12:13 AM

To: keyurcfp@thecfpaspirantclubindia.com

Dear Keyur Sir,

I have cleared the final exam of CFP in first attempt on 28th January 2014 with B grade.

Thank you for your support and guidance in clearing the final exam.

Your video learning kit has helped me a lot to clear the final exam.Thanks to your tips and techniques to approach the final module which enabled me to clear the exam.

The case studies and the stepwise solutions which you have provided are really excellent. The five step process is very much useful for solving the case study easily.

I highly recommend your video learning kit to CFP aspirants because one can repeat the video again and again until we understand the certain topic.

Thank you once again for your support

Regards,

Rayudu Peddi

9701007744

123rd Success Story:

Ms. Vidhi Shukla, Fresher, Mumbai, Attendedin our 36th Batch Oct.13 and successfully passed her CFP Exam 5/Final @ 1st attempt with a “B” in Jan.14(09967262598)

Vidhi Shukla <shuklavidhi@yahoo.in> Mon, Jan 27, 2014 at 3:08 PM

Reply-To: Vidhi Shukla <shuklavidhi@yahoo.in>

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear sir,

Thank you sir for you support and time,which helped me to clear final module exam with B-grade @ 1st attempt. Without your guidance it was not possible to clear at one shot.

I attended the batch in October for 4 days,classroom training clear the concepts and after classes, sir has always solve the query whenever we call him.

The question banks prepared by sir is awesome.

Thank you for your support and patience.

Regards

Vidhi Shukla

122nd Success Story:

Mr. Abraham Josheph, Senior Independent Fianncial Advisor, Kochi, Enrolled in our 23rd Batch in Kochi Jan.13 and successfully completed his CFP @ 1st Attempt with a “B” Gade in Aug.13. (09847050776, abyjosheph11@gmail.com)

121th Success Story:

A Youngest Participant of Our CFP Aspirant Club, Ms. Aishwarya Surana-Guwahati-Assam-Studying in a 1st year B.Com (09864806108)-Attended both Video Learning & Classroom (30th batch Kolkata in month of May’13)-Successfully passed her all 4 Module Exams @ 1st attempt with a “B” Grade in last six months and aims to complete her CFP Exam 5/Final by March’14.

Aishwarya manoj surana <manojsuranaght@gmail.com> Wed, Jan 22, 2014 at 10:29 AM

To: keyur shah <Keyur.shah@thecfpaspirantclubindia.com>

Dear keyur sir,

First of all I am very grateful to you for providing me the help whenever I asked for. I had attempted for the RAIP module once but could not pass it before joining your workshop as well as video learning kit.

Today, I am happy to share that I have cleared my all 4 module exams RAIP, RPEP, IP & TPEP successfully with a “B” grade@ 1st attempt in last six months.

The study material which you have provided is exhaustive and very much sufficient. The five step process is a great technique for solving the sum in the stipulated time period. Also the usage of p/y and c/y is great…Which you taught us during the video learning as well in classroom training workshop.

The financial calculator makes it easier to solve the sums. Your guidance was also a great help in the post training preparation. Last but not the least, THANK YOU for all your support and the help that you provided without which i would not have been able to pass my exam with such a good grade.

Regards,

Aishwarya surana.

120th Success Story:

Feedback about our Video Learning Kit: Mr. Paresh Swain, Regional Training Manager- SBI Life Insurance, Chennai.  He has successfully completed his CFP in challenge pathway @ 1st attempt with a “B” Grade on 20th Jan.2014.

Paresh Swain <paresh.swain@gmail.com> Tue, Oct 29, 2013 at 11:36 AM

To: Keyur Shah <keyur.shah1975@gmail.com>

Dear Keyur,

Greetings of the day!

First and foremost thank you for being able to package it so nicely and could touch base with wide variety of concepts and solutions.

-Your 5 step process is definitely a great game changer.
-The principles shared are amazingly practical and simple.
-Language used is simple and you have tremendous amount of patience and your ability of understanding where someone could get struck is something to look forward to.
-The ease at which you comprehend a case and through timeline you solve the cases is something many of us have to master on.
-After completing the last video I felt I wish I could have attended your live class.

Regards,

Paresh Swain (09940022062,09962499233)

119th Success Story:

Ms. Nidhi Manchanda, B.Com fresher had attended our 24th Batch Training Workshop in Feb.13 Mumbai and completed her CFP Exam 5/Final in March13. She got her 1st Job immediately based on CFP with a MNC KPO as Financial Analyst.

We shared couple of openings post CFP all fresher/Requested participants and she got selected with Mid size Financial Planning firm and now working as Sr. Financial Planner. 

Nidhi Manchanda <nidhimanchanda@yahoo.in> Thu, Oct 24, 2013 at 7:57 PM
To: Shah Keyur <shah.keyur@thecfpaspirantclubindia.com>, Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear sir,

I would like to express my sincere gratitude to Keyur sir who guided me to become a CFP.

My experience at Keyur sir's fast track CFP training workshop was very informative. During the workshop, in-depth clarity of concepts was given. Many features of the financial calculator were shown which I was not aware of earlier. The study material provided was very exhaustive, helpful and sufficient.

The handwritten solutions prepared by sir were very easy to understand.

At the end of the workshop, he asked me to decide the date on which I will be giving the CFP final exam to set a target.

He provided full support even after the workshop. I called him up several times and every time he helped to clear my doubts either on phone itself or by mailing the solution to the question.

With his post training support and guidance, I cleared the CFP final exam within one month of joining the workshop with grade B.
Also I got my first job on the basis of CFP soon after clearing the exam and he has also share couple of opening and I got selected with one mid size Financial Planning firm and now working as a Sr. Financial Planner.

I would recommend all the CFP aspirants to join Keyur shah's fast track CFP training workshop.

Regards,
Nidhi Manchanda, 09833559603
Sent from Yahoo! Mail on Android

118th Success Story:

Mrs. Sangeeta Nair, FCA, Senior BFSI Professional, Mumbai Enrolled in our 37th Batch in Oct.’13 & successfully cleared his CFP Exam 5/Final @ 1st attempt with a "B" Grade (60%+)on 10th January’2014.

Sangeeta Hemant <sangeet81@gmail.com> Tue, Jan 14, 2014 at 10:06 AM

To: Keyur Shah CFP <KeyurCFP@thecfpaspirantclubindia.com>, Keyur1975@rediffmail.com

Dear sir

I am extremely happy to inform you that I have cleared CFP final exam in the first attempt with B grade.

This journey was made very easy only because of your extensive support, motivation and exhaustive coverage of the topic.

I am actually a student of an Educational Partner, but I am very sure that if I had only relied on them, this journey would not have been smooth.

I am very happy that as aspired by me, I am much more knowledgeable today with a better grip over the subject and passing had eventually become secondary.

Thanks a lot for helping me become a knowledgeable CFP and showing confidence in me whenever I felt short of it.

Best regards

Sangeeta Hemant, CA, CFP

9967060586

117th Success Story:

Mr. Rushabh Shah, Enrolled in our Video Learning Kit in Nov.13 & successfully cleared his CFP Exam 5/Final @ 1st attempt with a "B" Grade (60%+).

Rushabh Shah <rss310790@yahoo.in> Fri, Jan 10, 2014 at 7:23 PM

Reply-To: Rushabh Shah <rss310790@yahoo.in>
To: Keyur CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur Sir,

I am very happy to inform you that with your perfect training and guidance for preparation, I am able to clear Exam – 5 with a "B" Grade "easily" @ 1st attempt.

I opted for video training and it was like a personal training from Keyur Sir. I never felt that i am not in classroom. Your magical and "Logical Five Step Process" of solving problem helped me a lot. In exam i found difficult problem very easy to solve with a "Five Step process."

Once again Thank you so much sir for helping me to achieve my dream. Thanks for your support and well directed guidance. 

I surely recommend my friends to join your training if they want to become CFP with a good knowledge and with good marks.

Regards
Rushabh Shah ( 9833601958) CFP , CA Final Student

 

116th Success Story:

Mr. Jatin Shah, Sr. Vice President, Way 2 Wealth Wealth Management, Mumbai enrolled in Video Learning in Oct.13 & Successfully completed his CFP Exam 5/Final with a "B" (60%+) Grade in Dec.'13.

Jatin Shah <jatshah@gmail.com> Thu, Dec 26, 2013 at 3:40 PM

To: Keyur Shah CFP <keyur.shah1975@gmail.com>

Dear Keyur Sir,

I am happy to inform that I have passed CFP Exam in B grade, thanks to your Video Learning Kit.

I cleared in 2nd attempt as I didn't complete the total practice hours and did hurry in giving exam, Mainly your five step process are accurate for solving questions .

Video learning kit is very help full for full time working people like us. Using video learning kit , we can clear our doubts and queries , if any again and again. It has helped me in clearing my doubt in advance financial planning calculation. Even your help and guidance during post training has helped a lot.

Thank you Sir,                             Jatin shah, 09819007090

 

115th Success Story:

Dr. Nirakar Pradhan, Chief Investment Officer (CIO) -Future Generali Insurance, Mumbai enrolled in our Video Learning Kit (Aug.’13) & successfully completed his CFP in Challenge Pathway/Fast Track CFP in Dec.’13 @ 1st attempt with a “B” Grade 11th Dec.’13.- 

Nirakar Pradhan <npradhan2@hotmail.com> Fri, Dec 13, 2013 at 6:14 AM
To: Keyur Shah <keyur.shah1975@gmail.com>
Dear Sir,

I am happy to inform that I passed CFP Exam in B grade, thanks to your structured learning tips from Video lessons. Despite having a CFA charter, I failed in the 1st attempt as I didn't follow/ practice your step by step processes. The focus to learn basics of fundamental concepts how to use CMPD, AMRT and CASH functions immensely helped. 

I may add here my exam experience. I forgot to carry my calculator and had to return to my residence. Thus, I was late to exam hall by about 30 minutes. I answered only 75 marks, couldn't have time for another 25 marks ( 5 questions carrying 5 marks each). Still I got B grade. This indicates I answered most questions correctly.

Video learning helps candidates how to relearn a concept again and again, wonderful advantage for a busy person (CIO of an insurance company) like me. This coupled with your assurance to clarify any post-training /video lessons instilled profound confidence in me.

I sincerely thank you for your most valuable inputs in my professional journey. I wish you all the best ahead.

Regards

Nirakar

 

114th Success Story:

Mr. Jagdish Chaudhri, Senior BFSI Sales Professional, Based in Ahmedabad completed his CFP in Challenge pathway. He had enrolled in 36th Batch Oct.’13 Mumbai & attended the special Training and completed his CFP with a “B”Grade in Nov.13 in just 45 Days.

Many Thanks-Cleared CFP with a “B” Grade

Jagdish <jagdish@jagdishchaudhari.com> Tue, Dec 17, 2013 at 1:38 AM

To: Keyur Shah <Keyur.shah1975@gmail.com>, Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur,

I would like to thanks you profusely for your mentoring, as without it it would have taken long to successfully clear CFP Challenge examination in B Grade in straight 6 weeks.

Also you are well aware that after flunking in 1st attempt I repeated after 2 weeks and result was far better than expected.

If I analyse difference was that 2nd time I tried to replicate exactly your all 5 steps and drawing the goals timeline more efficiently. Now I also understand why from day 1 your emphasis was following 5 steps, drawing correct timeline and not jumping directly to calculate outcome. Also whenever I called up you we're await able to clarify my quietly as soon as I threw question to you.

But more than all I would like to thank you for all your patience and motivation you provided.

I wish more and more people benefit from your efficient guidance and if required please provide my mail and number to anybody so I be a vetting point in one'a learning journey in becoming a CFP.

Many thanks again

Jagdish Chaudhari

113th Success Story:

Mrs. Kushal Dehekar- LIC/MF Advisor-Mumbai,(09833544705)

Attended our 32nd Batch in June13 & completed her Exam 5/Final in Nov.13.

 

112th Success Story:

Mr. Manuel Xavier, Senior BFSI Professional & IFA, based in Kochi, Enrolled in Video Learning Kit in Aug.’13 and Successfully Completed Investment Planning (Exam 3) &  Final/Exam 5 in Nov.13.

Subject: Thank you for making me a CERTIFIED FINANCIAL PLANNERFrom: Manuel Xavier <manuelxavier1978@hotmail.com> on Sun, 01 Dec 2013 10:13:48To: Keyur Shah <keyur1975@rediffmail.com>

Dear Sir
 A trillion thanks to you for making a proud CFP
This CFP will add more value to me especially because I am a person without having any qualification with finance background .I am only a BSc Science graduate with experience in finance industry .Only because of your video learning kit and valuable support and guidance I become a CFP now .Without your guidance, it is impossible for a person like me to clear the Exam 5 in first chance.
Thank you once again Sir…Thank you very Much for the support
Manuel Xavier
With Best Regards

Manuel Xavier CFP
Hand Phone +91 9895880576

 

111th Success Story 

Mr. Atul Gaikwad, Senior BFSI Professional_Trainer, based in Pune, Enrolled in Video Learning Kit (CFP-v3-50hrs) in Oct.13 & successfully completed Investment Planning (Exam3) & CFP Final_Exam5 @ 1st Attempt in Nov.13.

Atul Gaikwad <atul1271@rediffmail.com> Mon, Nov 25, 2013 at 4:41 PM
To: Keyur Shah <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyurji,

I have cleared the Final_Exam5 of CFP in the first attempt on 19th Nov 2013. Thank you for your support and guidance in clearing the final exam. 

Your video learning kit has helped me immensely not only to clear the final exam but also to the clear Investment Planning Module. I had never thought that I would be able to clear the final module in first attempt but thanks to your tips and techniques to approach the final module which enabled me to clear the exam.

Your stepwise problem solving approach is 'The Best'. The video learning kit has definitely cleared all my doubts and gave me a conceptual clarity which was lacking earlier.

The case studies and the stepwise solutions which you have provided are really excellent.

I highly recommend your video learning kit to CFP aspirants.

Thank you once again for your support

Regards,

Atul Gaikwad
Cell – 9923047121

110th Success Story:

Mr. Sunit Nahata, Senior BFSI Professional & IFA, Kolkata, He was twice unsuccessful in CFP Exam 5/Final and joined our Video Learning Kit in Aug.’13 . He has successfully completed his CFP Exam 5/Final @ 1st attempt with a “B” Grade in Nov.’13.

Dear sir,

Greetings for the day & sorry for writing you a bit late I take this opportunity to thank you and appreciate the time and effort you devoted to help me in clearing my exam5 of the CFP.

The Video Learning Kit provided by you was an eye opener. It gave me the conceptual clarity that I had never gotten before. The video learning kit I as good as doing a four day workshop.

Anyone who wishes to be a Certified Financial Planner, I recommend should go through your Video Learning Kit or attend the Fast Track CFP Workshop.

Once again Thanks a ton…

Regards,
sunit nahata
9830675528

109th Success Story:

Mr. Rajnish Dhawan, Wealth Manager- Axis Bank, Delhi, He enrolled in our Video Learning Kit in June’13 and Successfully cleared his CFP in Challenge pathway in Oct.13.

Dear Keyur Sir,

I am really very grateful and thankful to have a coach like You who provided his valuable time and effort's for me.

"Guru Mantra" to Succeed in the exam given by You is FIVE STEP PROCESS, which if followed religiously by the student, helps a lot in clearing the exams.

I should say your video learning kit greatly helped me. Thanks to your sincere efforts in the training sessions. Some of the concepts are explained very clearly in the training sessions and all the material provided by you is quite exhaustive and detailed.

The SUPPORT given by You after training program, i.e. during post training practice is really commendable. Only by the God's Grace & destiny, I have a coach like Mr Keyur Shah, who consistently pushed and also motivated me to appear for the exams. Last But Not Least, Thank You So Much For Every second of time You devoted just to make me CFP whole heartedly.

Best Regards
Rajnish Dhawan
09540358666 / 08588818765

108th Success Story:

Mr. Chetan Pandya, FRM, Head- Investment Advisory & Risk Management-TrustPlutus Wealth Management (India) P. Ltd., Mumbai.- He has enrolled in Video Learning Kit in Aug.’13 and successfully completed his CFP in Challenge/Fast Track Pathway in Oct.’13.

Chetan Pandya <chetan.pandya@trustplutus.com> Sat, Jan 18, 2014 at 1:32 PM

To: keyur.shah@thecfpaspirantclubindia.com

I found video training program offered very useful and time saving. I was able to grasp the concept quickly and calculate case studies with program which squeezed my time requirement.

Also Mr. Keyur was very helpful in guiding for the exam as well solving queries post video learning. His promptness and willingness to clear doubt is commendable.

This training and help of Mr. Keyur has played major part in my clearing of CFP exam in short span of time. Thank you and wishing all the best to Mr. Keyur Shah.

 Chetan Pandya, FRM

 Head – Investment Advisory and Risk Management

 TrustPlutus Family Office & Investment Advisers (India) Private Limited

 1101, Naman Centre, G – Block, C – 31,

 Bandra Kurla Complex, Bandra (East)

 Mumbai – 400051

  Tel: +91 22 40845000 , Fax: +91 22 40845066

  Mobile: +91 9167790592

 chetan.pandya@trustplutus.com

            www.trustplutus.com

107th Success Story:

Mr. Pranav Jain was an unsuccessful in CFP Exam 5/Final & later on joining our 33rd Batch Mumbai in July'13 and successfully completed his Final/Exam 5 @ 1st Attempt with a "B" Grade on dates 28th Oct.'13.

Pranav <pranav.jain@prudentcorporate.com> Tue, Oct 29, 2013 at 5:49 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur Sir,

On the outset I would like to thank you for your support and sharing of knowledge during our workshop I was unsuccessful in clearing final exam previously now I realize the difference in training I use to solve sums via complex formulas and was trying to tally answers with already provided solutions but your ideas , teaching technique and process changed my way of learning and I literally understood the concept of financial planning which helped me in understanding and I am confident to take it to bottom level where our client needs education on financial planning .

I would be honest I always hoped u have sum master imp solutions which will help me to clear the exams but rather your training and post training support cleared my fundas now exam clearance was a only formality.

I once again thank you to be available all the times . In my journey I will never forget 3 things which I have learned from you

1. Control the controllable
2. 5 Universal steps
3. Trust your coach

I am confident that above things will help me in real life situations.

I wish u luck and successful year ahead and see you reach 200 CFP participants under your training by next diwali . I will be always available to help you.

Thanks and Regards
Pranav Jain

106th Success Story:

Mr. Gowri Shankar, Senior Established IFA, Share broker & Financial Planner based out of Secunderabad, AP. He had Enrolled in CFP 6+ year before and finally stuck in CFP Exam 5/Final Exam more than 3 years. He has enrolled in our Video Learning Kit in Aug.’13 and successfully completed his CFP exam 5/Final in Oct.’13 @ 1st attempt with a “B” Grade.

G Shankar <gshankar@zenfxnfunds.com> Wed, Oct 30, 2013 at 9:38 AM

To: Keyur Shah <keyur.shah1975@gmail.com>

Dear Sir,

I cannot describe as to which area I did not get his help and support, as I got his support in all matters…..
Beginning from Fixing up my Examination Date, dealing with FPSB, numerous and minute details on tackling the examination. Further, I being technologically challenged (not proficient in using MS Excel) I could not have got off the phobia and cleared the examination but for his assurance and support on using the FC 200. Thanks … a…. ton…. Sir.

Regards.,
N.Gowrishankar
For ZEN FOREX & MANAGEMENT PVT.LTD.
9-1-87, (1st Floor), Sangeet Cinema X Road, Sarojini Devi Road,
SECUNDERABAD,AP 500 003
Mob: + 91 98482 72700, Off: (040) 2771 5421 / 5430
www.zenfxnfunds.com, www.zeninsure.com, www.3rdeyefinancialplanners.com

105th Success Story:

Manu Sreenivasan- Director, Private Family Office- Hyderabad (09000711510)- Joined our 28th Batch in Hyd May’13 and Successfully cleared CFP Exam 5/Final in a Challenge Pathway @ 1stattempt with a “B” Grade on 1st Oct.’13.

Cleared Exam 5 – Thank you…

Manu Sreenivasan <msreenivasan@hotmail.com> Thu, Oct 10, 2013 at 2:08 PM

To: "keyurcfp@thecfpaspirantclubindia.com" <keyurcfp@thecfpaspirantclubindia.com>

Cc: "keyur.shah1975@gmail.com" <keyur.shah1975@gmail.com>

Dear Sir,

I am extremely delighted to inform you that I have cleared Exam 5 in Challenge Mode in my first attempt. Thank you for all the training, and post training support provided.

I would like to highlight some of the things that helped me successfully clear the exam with B grade, and

Hopefully help in future practice as well:

1. Training was a good mix of focus on the exam as well as on establishing a FP practice Not only helped in clearing the exam, but am sure will help in building a successful practice in future.

2. Specific techniques on approaching the problems Solving as an offline exam Practically doing away with excel, and getting comfortable with the calculator Principles to remember for each type of question Time management and sequencing of attempting the questions.

3. Good repository of sample questions based on actual cases along with solved notes Helped work with the data in actual cases and get familiarized ahead of the exam Repository of the 2 and 3 mark questions helped in getting a feel of what kind of questions could come in the exam.

4. Post training support

I could discuss doubts in detail and thanks for the discussions that went on for a long time Updates on experience of candidates who attended exam after my training helped in clarifying few key doubts The study material provided helped in gaining understanding of various financial instruments, insurance products etc. I am sure even after they can be used as a reference for building a FP practice.

5. In the exam I got 2-3 tricky questions that were not covered in the training Here the tip of controlling the controllable helped me and I could focus on the questions I knew well and complete them well on time before spending time on the tougher ones Looks like in the recent past, the number of variables in each question has been increased, and I am sure only with good guidance and practice one can clear the exam with good grades.

I had to juggle my work, family, and preparation, and without your guidance it would have been impossible to achieve success.

Thanks and regards,

Manu.

104th Success Story:

Mr. Abhishek Rastogi (Merrut-9045866003/9219615141)- Enrolled in Our Video Learning Kit (June’13) & successfully passed CFP exam 5/Final in Sept.’13.

From: abhishek rastogi <abhirast23@gmail.com> on Sun, 29 Sep 2013 13:31:02To: keyur1975 <keyur1975@rediffmail.com>

  • Dear sir, 

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Finally I have cleared my advance financial planning examination on 26th Sep 2013.

    It was all due to Keyur Sir's guidance and simple systematic approach towards exam.. Initially it was all lost picture for me…I have enrolled for CFP way back in 2011 then after clearing 3 modules. In 2011 I took a break from CFP due to some personal commitments.. Then I have decided to appear for  Tax planning and estate planning exam, Finally I made it in the second attempt.

    After few online searches in 2013 I came into contact with keyur sir In June 2013 and finally have decided to enroll for his video learning Kit in early July and find sir's guidance as major tool for clearing
    Exam his post exam guidance helped me in many ways….

    Note- good coach creates interest in the subject and I found my lost interest Back due to Keyur sir and find my lost confidence back and sky High….. credit goes to keyur sir and his 5 step process which
    Minimizes human error and made it simple for me to crack in seconds
    attempt…..

    Regards

    Abhishek Rastogi

103rd Success Story:

Dhairya Shah (T.Y-BFM Student-9819061095)- He attended exam 5 thrice but was  unsuccessful. Then Joined our Video Learning in Aug.’13 & passed @ 1st Attempt on 10th Oct.’13.

Dhairya Shah <dhairya2010@ymail.com> Fri, Oct 11, 2013 at 7:07 PM

Reply-To: Dhairya Shah <dhairya2010@ymail.com>

To: "keyurcfp@thecfpaspirantclubindia.com" <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur Sir,

I take this opportunity to thank you and appreciate the time and effort you devoted to help me be a success story in Exam5.

The Video Learning Kit provided by you was an eye opener. It gave me the conceptual clarity that I had not got before. It looked like I was getting personalized training with Mr. Keyur Shah CFP.

Anyone who wishes to be a Certified Financial Planner, I recommend should go through your Video Learning Kit or attend the Fast Track CFP Workshop.

Thanks a ton…

Regards,

Dhairya Shah

Below Mentioned participants have successfully progressed in Regular pathway and passed Module exams.

  1. Kamal Jeet Singh-Training manager-PNB Met life-Delhi-9999983980- Successfully passed IP with the help of our Video Learning Kit in Aug.’13 and aim to clear CFP exam 5/Final in Oct.’13.
  2. Ashwariya Surana (81st Success Story) – She has clear her 2nd Module Exam RPEB @ 1st attempted in Sept.’13 & Investment Planning @ 1ST Attempt with a “B” Grade in Oct.’13.
  3. Riha Agarwal (71st Success Story) – She has Cleared her 3rd Module Exam- IP
  4. Mr. Anil Mutalik (87th Success Story)- He has passed his 3rd Exam – TPEP @ 1st attempt in Sept.’13.
  5. Mr. Srinivas-Hyderabad (09701956446)- Joined in Video Learning in July’13 & successfully passed Retirement planning in Sept.’13.
  6. Mr. Manuel Xavieer-IFA-Kochi (09895880576)- Enrolled in Video Learning Kit in Aug.’13 & successfully passed Investment planning in Sept.’13.

102+ Success Stories & Testimonials

102nd Success Story:  Charmi Shah, Fresher, She was unsuccessful twice (38 % & 29%) before joining our 34th Batch Aug.13 Mumbai. She has successfully passed Final/Exam 5 @ 1st attempt with the “
A” grade (75%+) Post Training Workshop on dated 26th Sept.’13.

“A” Grade @ 1st attempt post Fast Track CFP Training Workshop:

Charmi Shah <charmipshah_101092@yahoo.co.in> Fri, Sep 27, 2013 at 12:13 PM

Reply-To: Charmi Shah <charmipshah_101092@yahoo.co.in>

To: Keyur Shah <keyur.shah1975@gmail.com>, "keyur1975@rediffmail.com" <keyur1975@rediffmail.com>

Respected Keyur sir,

I am glad to share that on 26-09-2013 I have successfully cleared Exam 5 with `A’ grade which was like a dream come true for me. I had enrolled for CFP in year 2011 and I had cleared 4modules in a year itself but because of my Board Exam (Third Year Bachelors in Accounting & Finance) I had to take a break from CFP studies. In May 2013 I started my journey towards Exam 5. Before joining Fast Track CFP I had already appeared twice for Exam 5 but unfortunately I did not clear. After joining 4days workshop of Mr. Keyur Shah I have a clear view about the concepts and also easy techniques to solve problems.

I would especially like to mention that the post training process which sir told us to follow is very fruitful and it has helped me a lot. Providing question banks and its handwritten solutions and also sitting for 4hours mock tests are like stepping stones towards assured success. By following all these steps I was not at all feeling nervous during the examination which helped me to build confidence. All we need to have is trust the coach.

I would like to express my sincere gratitude to Keyur sir as without his guidance `A’ grade would have been impossible for me. Thank you once again for putting efforts and also clear all my doubts.

Regards,

Charmi Shah. (09664256998)

101+ Success Stories of our Video Learning Kit & Fast Track CFP Training workshop:

101st Success Story: Mr. Hemang Desai, Senior BFSI Professional & Independent Financial Advisor- Surat.(09327392646)-Joined Our 31st batch Fast Track CFP training workshop in Ahmedabad (May’13) and successfully completed @ 1st attempt with a “B” Grade CFP Exam 5/Final in Challenge Pathway dated 6th Sept.’13.

Hemang Desai <desaihh@hotmail.com> Sat, Sep 7, 2013 at 10:12 AM

To: Keyur Shah <keyur.shah1975@gmail.com>, "keyurcfp@thecfpaspirantclubindia.com"

Dear Keyur Shah,

It all started with a desire to acquire adequate knowledge Continuously, because by the grace of God, with knowledge & honesty, proper & lasting solutions are given to society. I saw such quality in you when first met you during your training assignment in ING Life. So I thank God to provide me a good mentor to prepare for Challenge Status Exam 5. Let me admit I am a layman in this financial field even if I am attempting to help people manage their family’s financial matters since Feb 2001.

In 2001 I got the IRDA license through HDFC Life, In August 2005 I was certified by AMFI as Mutual Fund Distributor, Since November 2008 ING Life Insurance accepted me as Sales Manager , being an IFA (Gold ) of Franklin Templeton (Who sponsored me as a Chartered Member for registration to FPSB India.)

Today, 6th Sept 2013, I could successfully pass CFP Exam 5 with B-Grade, add more knowledge & tested by the exam. What helps me most is your guidance regarding steps to be taken, a total process driven. I share here, basically how I prepared for Exam.

1. 3 days, 24*3 = 72 hours uninterrupted dedicated to Your Training at Ahmedabad 24th to 26th May 2013.You stuffed us with such a knowledge that I felt then only to digest it a little more time is expected from You. I happy to note that You have extended training for 1 day. 50 % preparation was done than only.

2. 150 hours practice , after every six hours practice I wrote on paper your following instruction… Make one pager with key data of family , list important Information, draw lime line with Goals, Read the question twice , attempt 2 marks Q first , then 3 Marks Q, then 4 & 5 marks Q of case 1 & then Case 2. Leave the question were stuck-up & later on handle same.

3. Don’t talk ( I suggest to keep cotton bud into your ears while giving EXAM, because I experienced some other people around me were asking for help & I got disturbed ) or listen to anybody.

4. Don’t See Answer.

In , I think , everybody’s life such instruction is given by teachers but You have very clearly & repeatedly EMPHASIED all . I seriously took it as per your 1st & last talk, Believe in your Coach.

Thanks again Keurbhai , all concerned mention above, FPSB India & my family & friends.

Your student forever,

Hemang R.Desai

9327392646

SURAT-Gujarat-India

100th Success Story: Miss Minali Shahri (09769357056), working as Financial Planner with a Bajaj Capital, Mumbai. She has attended our 33rd Batch (July’13) and successfully passed CFP exam 5/Final @ 1st attempt with a “B” on dated 10th Sept.’13.

Letter of Appreciation

Minali Shahri <minalishahri@gmail.com> Fri, Sep 13, 2013 at 8:44 AM

To: "keyur.shah@vantagein.co.in" <keyur.shah@vantagein.co.in>

Dear sir,

Greetings for the day!

I would like to thank you whole heartedly for helping me throughout the training as well as after training to study for the exam and secure B Grade in Exam 5. I required in depth study 'because of gap in studies moreover apart from exam point of view your steps and concepts also help in real life situation and I can feel that difference since I've joined my work. Overall it's a huge step forward for growth. This wouldn't be possible without your help and support and especially the positivity and confidence you got in my mind. During the training session you were available to solve queries even after the lecture and made sure all the concepts sinked in our mind.

After the training almost daily contact and 10+ hrs personal training/query handling of my visit to your office made this success possible.

Thank you so much sir.

Regards,

Minali Shahri

99th Success Story: Naresh Kumar Vashishta (09899156070)- Senior Banker with State Bank of India-Delhi. Enrolled for our Video Learning Kit (V3-50hrs) in June’13 and Successfully passed CFP Exam 5/Final in the challenge pathway @ 1st Attempt at Sept.’13.

CFP EXAM

n.vashishta@sbi.co.in <n.vashishta@sbi.co.in> Fri, Sep 6, 2013 at 10:36 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Sir,

I am glad to inform you that I passed the CFP exam5/Final @ 1st attempt today. It could happen only due to your able guidance and Video Learning Kit.

The Video Learning Kit is immensely useful. One can study at odd hours and at a convenient time. Though I am banker, but you clear the concept of PPF/ saving schemes and loan calculations.

Once again I thank you from core of my heart for all your support.

regards,

Naresh Kumar Vashishta

98th Success Story: Mr. Raju Das(09674719820), Senior Banker with  State Bank of India-Kolkata-Attended our 30th Batch in Kolkata (May’13) and successfully cleared CFP Exam 5/Final in Challenge/Fast Track Pathway in Sept.’13.

CFP Exam 5 Challenge Status

RAJU DAS <raju.d74@gmail.com> Tue, Sep 10, 2013 at 6:48 PM

To: Keyur Shah <keyur.shah@vantagein.co.in>

Dear Sir,

I am very glad to inform you that I have cleared the Final Exam Module 5 on 7th Sep 2013. The way you have chalked out the whole program is superb. The uniqueness of your approach to solve the problems help the candidates in a big way.

I would like to mention two salient features of your teaching:

1. The timeline : The drawing of time line before starting the calculation itself remove all the hindrances of the problem. The obscurity of the problems becomes easy in that way.

2. Use of the Financial Calculator: The use of financial calculator instead of the Excel  creates a huge difference in solving the problems. The cumbersome approach of Excel is easily overcome by this. The right way of using the calculator is the basic but most essential tools for this exam.

Last but not the least, the constant help and guidance provided by you over phone, mail and boosting up the morale is many ways responsible for clearing this exam for me.

Thanks a ton for being with me in this memorable journey.

Warm Regards,

Raju Das

97th Success Story: Mr. Santosh Kedari, Established Independent Financial Advisor based in Pune, Enrolled for Video Learning in June’13 and Successfully passed CFP exam 5/Final in Sept.’13.

S P Kedari <spkedari@gmail.com> Wed, Sep 18, 2013 at 11:16 AM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Sir,

I would like to thank you for your video learning and coaching facility which help me to clear the CFP exam. Your study covers all required topics and case studies which are beneficial not only from exam point of view but also for practical purposes.

Also, the clarity of concepts is amazing. Do and Don’t was very informative and all minute details were covered.The process and application of step by step case studies were very helpful.

Your teaching and presentation skills, your speed of delivery , sequence of lectures and study material were all very informative and useful.

Due to video learning facility one can watch the videos as per their convenience and get the same benefit of attending your session.

Regard

Regards

Santosh Kedari.

Lifins Financial & Sanriya Investment Advisors Pvt. Ltd.
968/1, Senapati Bapat Road,
Opposite Ratna Memorial Hospital,
Between ATM of PNB and Vidya Sahakari Bank, Pune 411016,
(M) : 9822 403 407,       9371 011 297

(E):  Sanriyainvest@gmail.com;   spk@sanriya.in

(w):  www.sanriya.in

96th Success Story: Mr. Viraj Padhye, Safe Hands Financial Services- Pune (9923430110)-Attended our 34th Batchin Mumbai (Aug.13) and successfully cleared RPEB, TPEP and Exam 5/Final @ 1st attempt with a “B” grade in just one month.

Veena Padhye <veena.padhye@safehandsfinancialservices.com> Sat, Sep 28, 2013 at 6:58 PM

To: "The CFP Aspirant Club (India) Keyur Shah" <KeyurCFP@thecfpaspirantclubindia.com>

Hi Keyur,

 Please find my experience-

Testimonial – “Learned systematic approach of solving mathematical problems which are difficult to find in any book in the market. Once you complete your theory of all subjects, this is a must to attend the program. It would have been difficult for me to pass so soon without this training.

Thanks to Keyur. Study material is also very rich.

One will get tired doing all that study material provides.”

 Regards,

Viraj Padhye

95th Success Story:

Sandeep Gandhi, Senior Established Independent Financial Advisor, Rajkot (09825078399)

Mr. Sandeep Gandhi attended our 31st Batch Fast Track CFP in Ahmedabad & successfully completed

CFP Exam 5/Final @ 1st attempt with a “B” Grade in Aug.’13.

Rtn Sandeep Gandhi <sandeepigandhi@gmail.com> Thu, Sep 5, 2013 at 6:30 PM

To: "THE CFP ASPIRANT CLUB (INDIA) KEYUR SHAH" <keyur.shah1975@gmail.com>

Dear Keyurbhai,
Greetings!!

There are universities (FPSB), there are libraries (EP) but then also we need a good teacher, however, though we feel ourselves smart and experienced.

Mr Keyur Shah, has really designed a very good water tight curriculum, to acquire the CFP. Moreover, his after 3 days training, 24×7 support is very appreciative. He makes it sure that the candidate applies and appears  the test, in a right way. He has a ‘self ISO’  like system developed for each and every stage of learning e.g. drawing a correct time line, note down the process of solving the problem, golden principles to follow and even clear cut guideline for appearing the final exam, which if followed religiously by the student, helps a lot in clearing the exams. He is also continually updating the student about the structure of the questions, style of question paper etc. which shows his passion for the profession.

I am lucky to have a coach like Mr Keyur Shah, who consistently pushed and also motivated me to appear for the exams. I am thankful to him that I can clear the set of exams at one shot.

Regards,

Rtn Sandeep Gandhi
President 2012-13
+91 98250 78399
Rotary Club of Rajkot
Celebrating Platinum Jub

 

94th Success Story:

Elizabeth Micheal, working with a leading financial  organization based out

of the UAE,Enrolled in our Video Learning Kit in April’13 & successfully

completed CFP in the challenge pathway in Aug.’13.

Liza Tony <liztejus@gmail.com> Thu, Sep 5, 2013 at 4:28 PM
To: Keyur Shah CFP <keyur.shah1975@gmail.com>

Dear Keyur Sir,

Happy teachers' day

I express my sincere gratitude for making me a CERTIFIED FINANCIAL PLANNER, Without your fast track coaching and video learning kit I would not have made it. I urge all students to follow sir’s class word by word, even to use the calculator as sir suggests (which is also an integral part of passing the exam).

Video participants during the class, take not under each video which topic is covered so that in the final preparation for any clarifications you can easily go back to the video. Post training also each and every doubt when you study; note it down and get back to sir, There will be a reply for sure. This support makes us more motivated to achieve CFP.

Thanking you!
Elizabeth Micheal
+971-554894878

93rd Success Story:

Mr. Haressh MV, AVP, Hedge Equities Wealth Management Services, Kochi

+91 994 666 5447, Joined our 23rd batch Jan.13 Fast Track CFP Training Workshop in Kochi and

successfully passed Tax & Estate Planning & Exam 5/Final @ 1st attempt in Aug.’13.

Completed CFP All modules – Thank You

HAREESH MV <hareesh.mv@gmail.com> Thu, Sep 5, 2013 at 7:18 PM
To: Keyur Shah CFP <keyur.shah1975@gmail.com>

Dear Sir,

Thanking you for your kind support and meticulous training guidelines that enable me to successfully crack CFP modules, especially the final one in the first attempt itself. Before attending your Fast track training session conducted at Kochi (23rd Batch in Jan. 2013) and had completed 3 modules (Minus Tax) and undergoing more or less self study. Had undergone few sessions through a Delhi based educational service provider in their Chennai Center during weekends.

Your session was exemplary and distinctive in a sense, its clear and focused on how to crack the exam if we stick with the process and most importantly believe your coach. I have not got a grade that I aimed for since I have not able to devote the full time period as you have advised, due to personal and official turbulence during the period. So as refocused on the final Module just for a couple of weeks only and able to complete the journey successfully by this Monday.
Also extending thanks to other batch mates whom have shared their experience during the time and wishing you all the best success in your career moving forward.
Once again reiterating the fact that it's all stick to the process and follow the guidelines laid down so specifically by the No.1 Coach.

Thanking you again & Kind Regards

Hareesh M V
AVP, Hedge Equities Wealth Management Services, Kochi
+91 994 666 5447

92nd Success Story: Mr. Sailesh Nagar, Senior Family Office Advisor-Chennai, Attended our 28th Batch (May’13) Fast Track CFP Training workshop in Hyderabad. Successfully completed CFP Exam 5/Final exam @ 1st attempt with the “A” Grade in Aug.’13.

Subject:Cleared CFP Final Module

From: Sailesh Nagar <sailesh.nagar@gmail.com> on Thu, 05 Sep 2013 16:03:18To: Keyur Shah <keyur1975@rediffmail.com>

Dear  Sir,

Further to my attending training for the Advanced Financial planning Exam 5 module with you, I am glad to inform that I have cleared the final module on a few days back with "A Grade" . 

And to my satisfaction the best part of it is that I did it in my first attempt as I had inspired to do.

I wish to place on record my sincere thanks, appreciation and gratitude to you for the excellent approach provided in your sessions, the exhaustive question bank  and post Training support. Even though, I did my program early may 2013 you provided the vital support over the phone till my last query was resolved.

I would emphasize to all CFP aspirant's attending your program that they need to concentrate on the "Do's & Dont's " and other vital approach parameters in solving problems which you provide during the training session, and that the post training preparation of 150- 180 hours is a must and overcoming the module without that would be close to impossible.

Thanks again for your support and shall look forward to the further knowledge addition in future.

Best regards,
Sailesh Nagar.Chennai. 09940198646

91st Success Story: Mr. Jitesh Patankar, Senior Relationship manager- Bancassurance, Bajaj Life-Mumbai. Attended our 26th batch (April’13) Fast Track CFP training workshop in Mumbai and successfully completed CFP certification in the challenge pathway in Aug.’13.

Success story
jitesh Patankar <jitesh.patankar@gmail.com> Wed, Aug 28, 2013 at 4:30 PM
To: Keyur Shah CFP <keyur.shah1975@gmail.com>

Dear Keyur Sir,

I first of all very much grateful and thankful to you for providing your valuable time and effort's for me. Under your guidance have cleared the CFP certification exam with 1st attempt with a “B” grade in challenge pathway. Your Guidance post training was very much helpful.
I like your solving problems technique which was very much useful during the online examination process. In short all my efforts were given a new look by your training and help.
Regards & Thanks,
Jitesh
09820884708

90th Success Stories:
Mr. Bhasskar Prakash, Share Broker & IFA-Patna, Enrolled for Video Learning Kit in May’13 & attended our 32nd Batch in Mumbai in June’13 and successfully completed his CFP Exam 5/Final Exam @ 1st Attempt on 20th August’13. (08454874567)

Bhasskar Prakaash <bhasskarprakaash@gmail.com> Sun, Aug 25, 2013 at 11:58 PM

To: Keyur Shah CFP <keyur.shah1975@gmail.com>

Dear Sir,

I am happy to share with you that I have successfully passed the Exam5/Final @1st attempt. I am very much thankful to you for the support you provided me especially after post training workshop. It was simply awesome without which my success story could not be written. Every time I approached you  with queries over the telephone you responded very generously & clarified my all doubts without bothering for time spent over the phone. This kind of post training support is very rare.
Earlier, in the workshop which ran for two extra days also helped me greatly in learning some decent concept like use of P/Y & C/Y in financial calculator, solving for SIP in existing funds under an asset allocation & re-balancing strategy, and many more such concepts to name.
I also opted for the video learning kit. It is like an icing on the cake. It is very difficult to retain everything you learnt in the workshop due to its hectic schedule. So, it comes very helpful to embedding those learning permanently with you by watching the recording of the workshop at your convenience at your own home. It is a wonderful idea pioneered by you. It is a must for those who reside outside Mumbai.
The question bank provided by you is really a whole universe for any sort of questions especially for exam 5/ AFPand for all module exams as well. One who goes through it can be rest assured for 100% success without any doubt in the mind. I found no questions (except a few questions with very slight variations) in the exam based on the other pattern than those given to the question bank.
I strongly recommend every CFP aspirant to join this workshop and learn first the right concept of theory & the advance financial planning process, then practice a lot to embed those concepts and then go for a series of mock test (strictly under the exam conditions) before appearing for the final exam. Mock test is very essential for success. It will infuse much needed confidence in you which is essential for the exam. You will also learn what to do or not to do during the exam.
I wish all the best for the CFP aspirants for their success.

Regards,
Bhasskar Prakaash

89th Success Story:

Mr. Mihir Sanjanwala, Senior Wealth Manager @ HDFC Bank, Mumbai.
Enrolled in Video Learning Kit (May’13). He Successfully passed Tax Planning & Estate Planning (Exam 4) @ 1st attempt with a “B” Grade (June’13) & CFP Exam 5/Final Exam with a “B” Grade dated 13/8/13.
Subject: CFP Final Exam…….From: MIHIR SANJANWALAon Wed, 14 Aug 2013 10:43:26To: "keyur1975@rediffmail.com"

Dear Keyur,

Greetings for the Day !!!

Finally, yesterday I have cleared my CFP Final Exam…

A big share of the credit for the same goes to Mr. Keyur Shah.

I had enrolled in the CFP Certification program in the year 2010 under the self- study & the pace of my progress was very slow due to hectic work schedule. I had cleared first 3 modules on the borrowed & study basis. Final 2 modules viz Tax Planning & Estate Planning & Advance Financial Planning were remaining…

I could not move forward as myself study was not value added to me as due to my approach which was mainly Exam focussed was not adding any value. One day while surfing on the Internet about CFP Preparations, I learned about Keyur Shah & after seeing his video – approach to Exam & most important Financial Planning process, I decided to enroll for Video Learning mode. His techniques were simple & easy to understand as well as very Effective while implementation. I found my lost interest. One of the important things I would honestly like to confess here is you need to have faith in your mentor & must follow his steps with dedication & I aim dead sure success would be yours.

I would like to express my sincere gratitude to Mr. Keyur Shah as without his guidance, it would be difficult for me to complete my journey & reach the ultimate destination. "May God Bless U for Your Noble Effort & May the Light of Knowledge spread across the World."

Warm Regards
Mihir Sanjanwala
+919821197761 88th success story:

Prajkta Wadekar (Fresher, Completed Graduation), Attended our 29th Batch May’13 in Mumbai & Successfully passed her Final/Exam 5 @ 1st Attempt on 12th Aug.’13. (09867976106)

Thanks giving

Prajakta Wadekar Tue, Aug 13, 2013 at 2:02 PM
To: Keyur Shah CFP

Respected Keyur Sir,

I am glad to inform you that i have successfully cleared Module 5/Advanced Financial Planning with C
Grade on 12th August 2013. Your proper guidance and training made it possible. The 3 days Fast Track
CFP training workshop at Dadar was very convenient and informative.
Many of my concepts got cleared. The notes provided by you, with proper handwritten solutions were
Very helpful. Your post training guidance also helped a lot in solving all the doubts on an immediate
Basis.

I am very much thankful to you for providing such an effective training and post-training guidance.

With regards,
Prajakta Madhukar Wadekar.

87th success story:

Mr. Anil Mutalik, Senior LIC/MF Advisor-Mumbai, Joined our Video Learning in month of June’13 & successfully completed Retirement planning @ 1st Attempt in Aug.’13 & aim to complete balance modules by Dec.’13.
Respected Keyur Sir,
I am glad to inform you that I have cleared Retirement module on Wednesday dated 7th Aug’13.
It was possible only because of the video learning kit. This helped me to revise and clear the basic concepts of financial mathematics. The video learning kit helped me to revise and repeat the portion of my pace and convenience of time. This helped me to study at my own timing which otherwise was not possible in the classroom teaching.
Being in Insurance advisory business, this is actually a hands on practice for me. When I applied the same technique to my customer, I could turn the proposal into big policy of 50L term insurance. There were two cases which I could turn to big SA and bigger coupon size in the last month.
I am again thankful to you for providing me the telephonic support on an almost daily basis. I
I am very much thankful to you for extending such innovative services to the CFP aspirant. I hope same sort of help will be extended to me till I finish the remaining part of the CFP.
With warm regards,
Anil Mutalik
9869056100

86th Success Story:

Mr. Arun Prakash, Chief Manager-State Bank of India, Devgadh-Jharkhand. (09771435401)-Enrolled our Video Learning Kit (v3-50hrs) in May’13 & Successfully passed CFP Exam 5/Final @ 1st attempt with a “B” Grade on 27th July’13. Prior to joining video learning, I attempted Exam 5 in self study and got only 30 marks…The Video Learning has helped to learn basic financial mathematics & advance goal based corpus/SIP calculations & updated question banks with detailed solution helped to do right practice and Keyur Sir has extended his full support when ever is required.
I learned many new concepts which I was not familiar even though I am working as senior banker like PPF, Real Estate, Ideal Asset allocation strategy etc.
I recommend all bankers to enroll for video learning before going CFP exam. 85th Success Story:

Mr. Harish Barke, Financial Planner, Ffreedom Financial Planner, Mumbai (09172350468)-Joined our 33rd Batch in July’13 & Successfully passed CFP exam 5/Final @ 1st attempt in Aug’13.
Testimonial
Harish Barke Wed, Aug 7, 2013 at 11:17 AM
To: Keyur Shah CFP , keyur shah
Dear Keyur Sir,
I have passed my CFP Final Exam on the first attempt. I would like to sincerely thank you for your efforts put in during the training sessions. Also the question bank prepared for the final paper case studies greatly helped.
Moreover I would like to thank you for explaining the concepts so clearly that I could clear the Exam without much preparation.
In all, the credit goes to you for your training and help.
Thanks again.
Harish Barke

84th Success Story:

Mr. Valerian D’Souza, Independent Financial Advisor-Mumbai. (09769260891/09322210891) joined our Fast Track CFP Training workshop in Dec.’12 and Successfully Retirement Planning with a “B” Grade @ 1st Attempt in Jan’13 and Tax Planning & Estate Planning in month of March’13. He further attended Training in our 26th Batch Mumbai in April’13 & Successfully passed Final/Exam 5 with a “B” Grade on 7th Aug.’13.
From: Valerian Gracias Dsouza on Wed, 14 Aug 2013 13:13:57To: "Keyur Shah "

Dear Mr Keyur Shah

I thank you Sir that today I am a Certified Financial Planner and all credit to you .I can surely say if not for your FastTrack Training workshop this would not be possible .The study material is well prepared and extremely helpful and I admire how you personally solved all my difficulties-on phone & personally

Thanks once more. Do continue the wonderful work of helping many more financial planners achieve their dreams

All the best

Valerian Dsouza

Independent Financial Adviosr-Mumbai.
09769260891/09322210891 83rd Success Story:

Mr. Ashish Mumbaiwala, Senior BFSI Professional, attended our 31st batch in ahmedabad in month of May’13. He has successfully passed Investment Planning module exam @ 1st Attempt post training workshop in july’13. Aim to complete Tax & Estate planning & Final/Exam 5 by Sept.’13.

82nd Success Story:

Mr. Peter Paul, Australia, Joined our video learning in June’13 & successfully completed IP & TPEP @ 1st attempt in July’13 and Aim to completed CFP Final/Exam 5 in his next India visit.

81st success story:

A Youngest Participant of Our CFP Aspirant Club, Ms. Aishwarya Surana-Guwahati-Assam-Studying in a 1st year B.Com (09864806108)-Attended both Video Learning & Classroom (30th batch Kolkata in month of May’13)-Successfully passed her 1st module exam Risk Analysis & Insurance Planning @ 1st Attempt with a “B” Grade post Training Workshop on dated 16th July and aim to balance four exams by Nov.’13.

Aishwarya manoj surana <manojsuranaght@gmail.com> Wed, Jul 17, 2013 at 10:29 AM

To: keyur shah <Keyur.shah@thecfpaspirantclubindia.com>

Dear keyur sir,

First of all I am very grateful to you for providing me the help whenever I asked for. I had attempted for the RAIP module once before joining your workshop as well as video learning kit but couldn’t click it and after post training I have cleared my RAIP module successfully with B grade.

The study material which you have provided is exhaustive and very much sufficient. The five step process is a great technique for solving the sum in the stipulated time period. Also the usage of p/y and c/y is great…Which you taught us during the video learning as well in classroom training workshop.

The financial calculator makes it easier to solve the sums. Your guidance was also a great help in the post training preparation.

Last but not the least, THANK YOU for all your support and the help that you provided without which i would not have been able to pass my exam with such a good grade.

Regards,

Aishwarya surana.

 

80th Success Story: Mr. Jagdish Suvagia, Independent Financial Advisor based in Surat (09998989096), Successfully passed CFP Exam 5/Final @ 1st attempt post training WS on dated 15th July. He attended 32nd Batch Training WS in month of June in Mumbai.

From: Jagdish Suvagiya on Wed, 17 Jul 2013 13:28:32

To: keyur1975@rediffmail.com

I STRONGLY RECOMMEND ALL CFP ASPIRANTS TO ATTEND THIS CRASH COURSE THAT WILL HELP NOT ONLY TO CLEAR FINAL EXAM AND ALSO HELPFUL TO LAUNCH HIS FEE BASED PRACTICE.

GOOD WORK…KEYURBHAI….KEEP IT GOING UP AND MANY MANY THANKS FOR ALL YOUR SUPPORT AND GUIDANCE.

WITH THANKS,

Jagdish Suvagiya

79th Success Story:
Ms. Paromita Mukherji works with a leading MNC Private Wealth Management Company based in Kolkata in Operation Dept. (09836498881)- She had attended our 30th batch-Kolkata in the month of May and successfully completed her CFP in the challenge pathway @ 1st Attempt with a “B” Grade.

paromita mukherji Wed, Jul 17, 2013 at 3:07 PM

To: shah.keyur@thecfpaspirantclubindia.com

Sub.: Thank you

Dear Sir,

It gives me immense pleasure to inform you that I have cleared the Fast track CFP exam with a grade B in the very first attempt. I would like to take this opportunity to thank you for all the help and guidance that I received from you. Your training was truly the best that I have attended till date. Infact the question bank prepared by you is absolutely similar to the pattern of questions that come in the exam.

Thank you again.

Regards,

Paromita Mukherji

78) N S Kishore Kumar, Retired Senior Banker (SBI & HDFC) – Currently working as a Management Consultant in Mumbai & Independent Director on various leading BSE/NSE Listed Companies (kishkay@yahoo.com, 09320561929)- enrolled in our 25th Batch in March’13 & successfully passed CFP Exam 5/Final Exam in Challenge Pathway dated 18th June’13.

Dear Keyur ji,

Thanks to your unstinted efforts, I could clear the fast track exam in the first attempt…my experiences are summarized in the attached testimonial.

Challenge Status- Fast Track Training conducted by Shri Keyur Shah

This training program was of immense value to me in preparation for the exam…the design, content and delivery of course material by Keyur ji was par excellence…He is extremely committed, highly competent and sincerely concerned about the learning process of his students. His post-training support is comprehensive and effective….Thanks to his efforts, I could clear the challenge status exam in the first attempt…. I think Mr Keyur Shah is doing yeoman service to the cause of professional and ethical practice of financial planning.

N.S.Kishore Kumar

Mumbai

77) Mr. Hareesh, AVP-Hedge Capital-Kochi- Successfully passed Tax Planning & Estate Planning (Exam 4) with a “B” grade in July’13 and aim to complete CFP exam 5/Final by Aug’13. (Attended our 23rd Batch in Jan.’13 in Kochi)

76) Roopa Khatri-09819918163 (Senior BFSI Professional, Mumbai) enrolled for CFP in Regular Pathway- Completed her Investment planning (Exam 3) @ 1st attempt with a “B” Grade post Video Learning Training WS dates 18th June’13 & Aim to complete her CFP by Aug’13.(Enrolled in March’13)

Thanks a Zillion for your guidance & support.
Video learning was like Keyur Sir has come to my home to give me a private coaching.

75) Mr. Mihir Sanjanwala, Wealth Manager @ HDFC Bank, Enrolled via Video Learning Kit (May’13) & successfully passed Tax Planning & Estate Planning (Exam 4) @ 1st attempt with a “B” Grade (June’13). Aim to complete CFP by July’13.

74) Mr. Venkatraman Subramaniam (Chief Financial Officer- City of London Telecom, Bangalore) Attended our 8th Batch @ Bangalore last year July’12 & successfully passed CFP Exam 5/Final in Challenge pathway on dated 22nd June’13.

CFP certificaion

Venkatramanan Subramaniam <svramanan.1968@gmail.com> Sat, Jun 22, 2013 at 12:02 PM

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>

Hello Mr Keyur Shah

If you recollect, I attended your 2 day training program in BLR during Jul 2012.

I passed the CFP CS status last Friday with B grade.

Thanks for your help and guidance. The type of practice questions that you shared were very useful.

Rgds

Venkatramanan

73) Mr. Sushil Sabarwal, Established Independent Financial Advisor, Mumbai (9821012113) Attended our 24th batch in Feb’13 & successfully passed CPFA Exam @ 1st attempt with 70%+ dated 20th March’13. Aim to complete his CFP by Sept.’13 in challenge pathway.

72) Mr. Dilip Butani (09223286283)- Senior Visiting faculty with various MBA colleges & full time working with Principal Retirement Advisor, Mumbai.Attended our 25th Batch in month of March’13 & successfully passed CPFA Exam with 80%+ in June’13. Aim to complete the CFP in the challenge pathway by Sept.’13.

71st Success Story" of our Fast Track CFP Training Workshop.

Riha Agarwal-Kolkata (Fresh Graduate –Persuing CFP in Regular Pathway)

She has enrolled “Double Sure Fast Track CFP” Training Workshop-Attended both Video Learning & ClassRoom Training workshop in our 30th Batch in Kolkata dated 17th to 19th May’13. She was failed twice in her first module exam (Retirement planning in March’13) before enrollment. She has cleared “Retirement Planning @ 1st attempt post workshop on 4th June’13. She is confident to complete all balance 4 exams by 30th July’13.

Riha’s Testimonial:

I have cleared my Retirement module exam (which earlier became quite difficult for me as I had already stuck twice in it) that too after 15 days of attending Fast Track Training workshop. Earlier I was a bit confused about getting enrolled with fast track because I had already enrolled with a leading education partner in Kolkata and was disappointed. But I myself have experienced a major difference between the

2.With the help of Keyur sir only the “Financial mathematics” concepts got clear to me and moreover he provided the right and updated study material and by following his guidelines both minor and major ones (like attempting the paper in ascending order, solving questions on a rough sheet first which I earlier considered a waste of time ) helped me a lot . By his training as he himself mentions 70 -75% of paper becomes in our control. Thanks a lot sir.

Regards

9163068499

rihaagarwal@gmail.com
70) Mr. Abhay (07838984765)- Product Trainer with a leading Insurance Broker- Delhi.

Attended our 27th Batch_Delhi_April13 & successfully passed CFP Exam 5/Final on 5th June’13 @ 1st attempt with a “B” Grade.

69) Mr. E. Santosh Kumar (9246800151)- Business Associate- ShareKhan, Hyderabad.

Attended our 15th Batch Vijayawada & passed dated 6th June’13 @ 1st Attempt in Challenge Pathway.

68) Mr. Nitin Rao, Independent Financial Advisor & Trainer, Pune (09665096021)- Attended our 10th Batch_Mumbai and successfully passed CFP Exam 5/Final in June’13.

67) Mr. Anurag Anand (09310495868)- Established IFA, Passed with the "A" Grade today in Delhi…He attended our 27th Batch in Delhi last Month. He got Sanjay and Gurpreet Case Studies. He had failed twice before attending our Training WS in Exam 5.

67th Success Story:

Wishing you all the very best for your future

Anurag Anand <anuraganand88@gmail.com> Thu, Aug 29, 2013 at 7:52 PM

To: Keyur Shah <keyur.shah1975@gmail.com>

Dear Sir,
Thanks for your professional guidance for clearing the Final module/Exam 5 in just one go after attaining training session on 19-21 April 2013. I appeared on 17th May 2013 and I never looked up before finishing my exam. I submitted my paper around 45 minutes before completion of time. I thank you from the bottom of my heart for your kind and humble support after training. As you know I frequently asked many queries which you solved diligently. I got 'A' grade, which I dedicate to you because without you it never was possible. Right now I joined Corporation Bank as clerk and expecting to clear the Bank PO exam within a year.
Regards
Anurag Anand
08875698381

66) Mr. Pradeep Jivan (09810932978)- Retired Banker-SBI, Passed with a "C" Grade CFP Exam 5today @ 1st Attempt post TWS. Attended last month in 27th Batch_Delhi.

65) Mr. Vineet Jain (09909019783)-Area Manager- ING Life, Passed Tax Planning & Estate Planning with a "B" Grade @ 1st attempt 16th May & Retirement Planning on 24th May’13 in Vadodara- He enrolled through Video Learning Kit on 5th May'13 & cleared Investment planning in July’13 & aim to complete CFP Final/Exam 5 by Oct.’13.

I am thankful for the training inputs that have resulted in significant change in grade secured. I have passed TPEP with B grade @ 1st attempt post video learning. Though I have completed RAIP module but I just passed with C grade even though I have completed the Associate exam of III with good grades.

Three important inputs:

  • Approach the exam with 1 marks question, then 2 marks and so on. This seemingly small input has been tremendous as I was very much in control
  • Use of financial calculator. Previously I used excel that was time consuming but after video learning I came to know different techniques of using financial calculator that too resulted in time saving.
  • The video learning has helped me in improving the financial mathematics significantly specially use of p/y and c/y and conceptual clarity it brings in calculations

65th Success Story:

 

 

 

 

 

 

 

 

 

 

Mr. Vineet Jain (09909019783)-Area Manager- ING Life, Baroda. Passed Tax Planning & Estate Planning with a "B" Grade @ 1st attempt 16th May & Retirement Planning on 24th May’13 in Vadodara- He enrolled through Video Learning Kit on 5th May'13 & cleared Investment planning in July’13 & completed CFP Final/Exam @ 1st attempt with a “B” Grade in Oct.’13

Thanks!!


Vineet Jain <vineet.r.jain@gmail.com>

Sat, Oct 12, 2013 at 2:33 PM

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>

 

 

 

 

 

 

 

 

 

 

Cc: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Keyur,

 

 

 

 

 

 

 

 

 

 

 Thanks for the guidance and I have cleared the final exam with ‘B’ grade. Initially I tried to do the course in self-study mode but then I realised a need for expert coach like you without whom I could not have cleared the exam in 7 months time looking to ongoing job requirement of a senior manager.

Your training and help you provided post training was very important. The books may give you knowledge but practical techniques can only be learnt in a class room/Video learning in the same way as you can find karate steps on internet but without training under a guide you will never be able to master steps.

The preparatory material and way to prepare running-up to exams were also very useful. Thanks again for your guidance.

 

I am thankful for the training inputs that have resulted in significant change in grade secured. I have passed TPEP with B grade @ 1st attempt post video learning. Though I have completed RAIP module but I just passed with C grade even though I have completed the Associate exam of III with good grades.

Three important inputs:

  • Approach the exam with 1 marks question, then 2 marks and so on. This seemingly small input has been tremendous as I was very much in control
  • Use of financial calculator. Previously I used excel that was time consuming but after video learning I came to know different techniques of using financial calculator that too resulted in time saving.
  • The video learning has helped me in improving the financial mathematics significantly specially use of p/y and c/y and conceptual clarity it brings in calculations

Regards,

Vineet Jain

64) Jagjit Jagoar- Senior LIC Development Officer, Delhi (09953320041) has successfully cleared Investment Planning & Tax & Estate Planning @ 1st attempt post training workshop within one month & aim to clear CFP by June’13. (Attended our 27th Batch @ Delhi in April’13)

MY TESTIMONIAL REGARDING MODULE EXAMS- I.P. & T.P.E.P.

jagjit jagoar <jagjitjagoar@yahoo.co.in> Wed, May 22, 2013 at 9:53 AM

To: shah.keyur@thecfpaspirantclubindia.com

Respected Keyur Sir,

First of all I must thank you for giving me an opportunity to attend your 27Batch held on 19-21 April, in Gurgaon.

It was a fantastic session which cleared my doubts followed by some Important tips like- how to appear in the exam -

(Time-Management), Do's & Don'ts, Goal Setting, Basic Financial MATHEMATICS. All the inputs that you

Provided in the Class/Workshop helped me to clear my two pending MODULES 0f INVESTMENT PLANNING

TPEP. Earlier I was not confident that I'LL be able to clear my these two exams in a very short duration as

My Enrollment was going to expire on 29th May and also I had failed on two earlier occasions.

Anyhow after attending your session I got confidence and your above mentioned tips helped me to crack these

Exams successfully. I am again thankful to you.

63) FCA Ms. Alka Mittal (09820468318), working with Bharti Axa Life as a Manager-Investments)

Successfully passed dated 16th May’13 @ 1st attempt with the "B" Grade. She got Sanjay (Case F) & Gurpreet (Case B) …She had attended our 24th Batch_Feb.13 in Mumbai. She had registered in Challenge pathway or Direct Exam 5/Final.

100%Guarantee of Success in CFP Exam 5………Yes this statement is very true when it comes to Keyur Sir's training program. Its not just the training program but the wholesome knowledge imparting process which is very rare to find, be it queries related to the exam, or queries related to the profession, Keyur Sir is available round the clock and always more than happy to help the participants. I would like to take this opportunity to thank sir for making impossible, possible for me!!!!!!!!!!!!!!

Regards,

Alka Mittal FCA,CFP^CM

62) Mr. Srinivasan, Senior Banker (Bangalore)-09663399780-

Enrolled through Video learning Kit in March’13 & successfully completed Investment Planning (Exam 3) Module exam @ 1st attempt with a “B” Grade, Tax Planning & Estate Planning @ 1st attempt on dated 6/6/13 & Passed Exam 5/Final @ 1st attempt with a “B” Grade on 8th July’13.

P.Srinivasan <srini_partha@yahoo.com>

Wed, Jul 17, 2013 at 12:11 PM

To: keyur.shah1975@gmail.com

Testimonial: CFP Exam 5/Final & Modules Exams (IP & TPEP)Dear Keyur,I passed my CFP Exam 5 in grade B. In fact i have passed exam 3, 4 and 5 in quick succession.. Apart from the video learning kit, i should say that the your question bank prepared for the final paper case studies greatly helped. It provided the required practice in tune with the exam pattern. Thanks to you for timely help and please keep up the good work!!RegardsSrinivasan

P.Srinivasan <srini_partha@yahoo.com> Mon, May 20, 2013 at 10:49 AM

To: keyur.shah1975@gmail.com

Dear Keyur,

I have cleared the Investment Planning module exam with a B grade @ 1st attempt post video learning.

I should say your video learning kit greatly helped me. Thanks to your sincere efforts in the training sessions. Some of the concepts are explained very clearly in the training sessions and all the material provided by you is quite exhaustive and detailed.

Above all, the case studies and the handwritten solutions are the best part of the learning. Please keep up the

Good work !!

Regards

P.Srinivasan

61) Mr. Anand Gokhale, Fresher & CFP Aspirant passed his CFP Exam 5/Final in month of April’13. Attended Training Workshop in month of March’13 in Mumbai. (09821674334)

Hello Sir,

I am Anand Gokhale.I want to give you a good news that I cleared my Exam 5 /Final module at last week.Sir thank you so much for guide me to clear Exam 5/Final module.My experience about your 3 days workshop for Exam 5 was fabulous.You taught me those concepts like marriage corpus,vacation corpus,education corpus etc…which I really find difficult to solve & those became barrier to clear Exam 5 for me.Before attending your workshop I gave exam 5 for 6 times but not yet cleared.I was very up sate & wanted to give up Exam 5 but you gave me confidence & courage to clear Exam 5.Also you gave me good quality material & post training support.which help me to clear Exam 5.Sir you are LIGHT HOUSE in this CFP education sea which prevent Boat of Student from collapsing to failure rock & gives direction for sailing towards success port.Again thank you very very much for giving proper guidance.

Yours Sincerely,

Anand Gokhale

DBF,CFA(ICFAI),CFP.

60) Mr. Harazika Simanta (Cluster Head- HDFC Bank, Assam)-09863102537

Enrolled through Video Learning Kit in Month of April’13 & successfully passed his CFP Exam 5/Final @ 1st attempt in month of May’13.

Dear Keyurjee,

THANK YOU VERY MUCH.

Simanta Hazarika (Circle Head-Operations, HDFC Bank, Sivasagar, Assam) enrolled for a 19th batch at Kolkata (20th Dec’12 to 23rd Dec’12) and took Video Learning Kit(16th April’13),successfully passed CFP

Exam5/Challenge Status Pathway on 7th May’13 with “C” grade.

“Thank you very much Sir, for your kind help and teaching technique, Although I have passed with “C” grade, I am happy to clear the Exam 5, despite of my busy work schedule. I learned the right process & principles which helped me to enhance the knowledge and skills. Moreover, the Video Learning Kit is very helpful, which I can use at

any time, any date like ATM. But, one thing I should say the full credits goes to you Sir, without your support, guidance & help it was Simply impossible, as I had started from ‘Zero’ only.”

With regards.

Simanta Hazarika

9863102537

59) Mr. Sundeep Singhal, MDRT/CM Club Member- DELHI (09810093263)

Enrolled through Video Learning Kit (5th April’13) & successfully passed his CFP Exam 5/Final @ 1st Attempt on dated 22nd April’13.

SUNDEEP SINGHAL-DELHI PASS MY CFP FINAL IN FIRST ATTEMPT

Sundeep Singhal <singhal_sundeep@yahoo.com> Wed, May 22, 2013 at 4:11 PM

To: keyur.shah1975@gmail.com

Dear Keyur Shah sir

ALL CREDIT GOES TO YOU IN CLEARING MY FINAL EXAM IN SUCH A SHORT DURATION OF TIME .. I AM

LUCKY THAT I FIND A GOOD TEACHER LIKE YOU AND YOUR GUIDANCE AND CORRECT METHOD HELP

ME IN CRACKING THE EXAM..

MY TARGET WAS TO CLEAR IT WITH 'A' GRADE AS MY CONCEPT WAS CLEAR .

FINAL MODULE NEED A GOOD PRACTICE BUT I ALREADY BOOKED MY EXAM DATE BEFORE MEETING

WITH YOU I GOT LESS PRACTICE TIME …. BUT ANYWAY I CLEARED IT IN FIRST ATTEMPT AND I

REQUEST YOU SIR THAT WHENEVER YOU COME TO DELHI YOU HAVE TO COME TO MY OFFICE OR I

WILL COME TO MEET YOU …

Rgds

SUNDEEP SINGHAL(CFP)

M/S SECURE LIFE

226,Ring road mall, manglam palace, Sector-3, Rohini, Delhi-110085

ph-09810093263,47073939.

www.securelifess.com

58) Mr. Naveen Kanth, (Director- BFSI Academy and BFSIhiring.com, Hyderabad)-09848999276

Enrolled for Video Learning Kit (25st March)- Successfully passed CFP Exam 5/Final in Challenge Pathway on 19th April @ 1st Attempt with a “B” Grade.

"I found the Video Learning equivalent or better than the classroom training workshop. The Advantage was that I could run video 2nd time when particular topic could not understood first time and also gave me flexibility to learn at my convenient time without leaving home. The Mr. Keyur Shah had extended his full support during my post training preparation through mail/phone.

57) Mr. Nikhil Khatiwala, (Established Independent Financial Advisor- Pune)-09822206851

Enrolled for Video Learning Kit (3rd April)- Successfully passed CFP Exam 5/Final in Regular Pathway on 19th April @ 1st Attempt.

Thank you very much for making me CFP !!!!

Nikhil Khatiwala <renukainvestments@yahoo.com> Wed, May 22, 2013 at 6:35 PM

Reply-To: Nikhil Khatiwala <renukainvestments@yahoo.com>

To: "keyur.shah1975@gmail.com" <keyur.shah1975@gmail.com>

Dear Keyurbhai,

First let me thank you for your whole heartedly and timely support, which helped me pass CFP exam.

Your Video learning kit is 100% worth. It really gave me in-depth knowledge of the topic. It showed me some new techniques to use financial calculator to solve tough calculations.

I had cleared all the four modules, and had attempted the 5th Module for the first time on 25th Feb 2013, in which I failed. I was upset and demotivated. I had cleared all the 4 modules at one go in B grade. So could not believe that I had failed in the final module. Then again with vigor I booked the seat for Final module (Advance Planning) for the date 19th April 2013. But I was not prepared. Then suddenly I got the mail of Mr. Keyur Sir, and I had a conversation with him on the phone, and opted for Video Learning. The very next day I received the Video Learning Kit, date was 02nd April 2013.

Mr. Keyur Sir told me to study sincerely as there were only 17 days left for exams. When I started with the video Coaching, on the first day my confidence was raised and I was sure that I will pass the exam. I studied as per the instructions given by Mr.Keyur Sir. If there were any queries I would call him in evening from6pm-10pm and he would sincerely answer all my questions. But I will tell you When you will go through the video learning all your doubts will be cleared. You will start solving complicated Questions in minutes and accurately.

The video learning is the perfect way to study for the final exam, as, if you want to repeat some part, you can easily do it. It's as if Mr. Keyur is teaching live and that also with comfort and ease of relearning. The e-study material provided my Mr. Keyur Sir, is in abundance. It has got plenty and plenty of questions andanswers on all the related topics and Case studies.

I cleared my final module on 19th April 2013 and I am CFP now. Many many thanks to Mr.Keyur Sir. It's just because of Mr.Keyur Sir, that I am CFP.

I will say that anyone who wants to clear the CFP exams and with good grade should go with Video Learning Kit.

You can make out that this man is not just for money, but he wants his students to pass the CFP with good grades, who will leave no stone unturned for his student. Once again I thank Mr.Keyur Sir. I wish Mr. Keyur Sir all the best to make all his students a CFP !!!

"Thank you, Your Teaching method was very good. It had helped to fine tuned financial mathematics & financial planning cacluation concepts/methods. I learnt the right process & principles and really helped me to enhance my domain knowledge and skills. Your approach of financial plan goal calculations is helping me in practical life and helps me to enhance conversion rate and ticket size. I am also planning to start my fee based financial planning service on immediate basis.

Nikhil Khatiwala

Insurance and Investment Advisor

"Creating Wealth. Protecting Families."

http://www.renukainvestments.in/

B5 Vijayshree Towers,

Dattwadi,

Pune 411030.

9822206851

56) Mr. Chitral Shah, Manager, Kotak Securities-Ahmedabad-09998172990

Attended our 20th Batch in Jan.’13 & passed @ 1st attempt with a “B” Grade in April’13.

55) Mr. Kamal Kothari, Visiting faculty for ICWA/CA/CFP/Finance in Nagpur-09823138489

Enrolled through Video Learning Kit (In March)- Successfully passed CFP Exam 5/Final in Regular Pathway on 16th April.

Dear Keyurji,

Hope you are doing fine.

I am thankful to you for guiding me through success in CFP. Before taking your classes, aim was just to clear CFP and get the certification. This was particularly so because I have heard from many friends and acquaintances that CFP level 5 is very tough to crack. However, 2 things made CFP extremely easy for me. Firstly, conceptual clarity provided in very organised manner and secondly, usage of Financial calculator instead of Excel working.

I am now so better equiped with CFP subjects knowledge that I am now very enthused to share it with others and make CFP simplified for them too.

Thanks once again.

Best regards,

CMA Kamal Kothari

Cell : 09823138489

54) Mr. Altaz Khakiani, VP- Software Development (Morgan Stanley)- Passed with a “B” Grade @ 1st Attempt on dated 1st April’13 post training workshop. (Attedned our TWS in month of Feb.’13)-09820712667)

Hi,

When I joined Keyur's sir 3 day classes, I was skeptical how I would be able to prepare myself for CFP exam 5 as my background is software development. Sir did an excellent job in teaching us the right process and technique to pass the exam. Even though I am glad I passed my exam 5 with grade B in first attempt, the amount of knowledge I got from these 3 days of training is priceless. The best part is post training support that Keyur Sir provided me until the day I appeared for my exam.

I highly recommend Keyur Sir for CFP exam 5 prep.

Thanks,

Altaj Khakiani

VP – Morgan Stanley Wealth Managemen

53) Surabhi Verma, (Ex. Banker and Independent Financial Planner)-Passed with a “B” Grade @ 1st attempt on dated 26th March’13 post training workshop.(Attended our Fast Track CFP Exam 5 TWS in Jan’13 in Mumbai) 9702454350

Dear Keyur Sir,

This is to thank you for your to the point guidance and post workshop help as well which has been very instrumental for me in clearing my Exam 5. The approach in understanding the questions and the way to attempt it not just with correct procedure but also with apt logic has been very useful for me.

Also, your help pertaining to the updated questions and solutions, your availability on the phone and mails for clarification of the smallest doubts, and focussed approach for clearing the paper is really credible.

Thanks again Sir for your guidance, support and encouragement.

Thanks and Regards

SURABHI VERMA

52) Mr. Rajnikant Tiwari, Manager (Sales)- Diawa MF, Passed with a “B” Grade @ 1st Attempt on 23rd March (Attended our Training workshop in Month of Jan.’13)

 

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Thank you very much *** cleared CFP advanced module in 1st attempt.

Rajnikant Tiwari <rajnikant1984@gmail.com> Mon, Mar 25, 2013 at 4:15 PM

To: "THE CFP ASPIRANT CLUB (INDIA) KEYUR SHAH" <keyur.shah1975@gmail.com>

Dear Sir,

I am happy to share with you that i have cleared CFP in Exam 5 Advanced Module in 1st attempt with a B grade.

Keyur Sir has very good knowledge of the subject, he had designed the overall flow of the program very well and it was easy to understand. I bothered him a few times after the training, every time he was more than happy to help me. Post training e-mailer"s and question bank was very useful . i strongly recommend Keyur sir's training to all financial professional who wish to do CFP advanced module."

Thank you very much once again for your support and guidance

With warm Regards,

Rajnikant Tiwari

# 9930435861

51) FCA Mr. Rajesh Kuttikkat , Senior Finance Manager is working with a leading MNC had Attended 23rd Batch in Kochi dates 25th to 27th Jan.13 and passed @ 1st attempt CFP Exam 5 with a “B” Grade in just one month post training workshop.

Rajesh kuttikkat <rkuttikkat@yahoo.com> Wed, Feb 20, 2013 at 1:31 PM (CA & Senior Finance manager with MNC (Fragomen) in Kochi)

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Dear Mr Keyur,

Thanks for coming to Kochi and conducting the Workshop so that within one month, three participants who took the exams qualified the exams. I am sure the success story will continue with all other participants. Wishing all the participants the best wishes !!

I owe my success to the following factors:

a) As a trainer, you have given us specific direction on how to approach the exams. Five step process including drawing the right time line was a "learning" for me who opted the CS route. This made the studies very interesting and problems less "problematic".

b) Financial Calculator – I was really skeptical when you mentioned about the calculator. I thought that this will be additional and unnecessary expenditure. I was not used to the financial calculator and used to practice in MS Excel. But your workshop, post training sessions and the exam proved it otherwise. It was not an unnecessary expenditure but a capital investment, the benefit of which is reaping now. The calculator was truly awesome and thanks for recommending and giving us training on this.

c) Success doesn't come by mere luck. You have to put lot of effort to taste success. Due to my job responsibilities and family matters (including managing a 10 month old baby), I was finding it difficult to manage the time. Since stretching of 24 hrs is not possible, I have to plan the study time accordingly. (I always believe in "Plan your work and Work your plan"). Putting extra hours, sleeping less hours, "tweaking" some office time, cancelling all extra appointments / weekend "get togethers" were one strategy.

e) Practice, practice, and more practice….:) Obviously another strategy.

f) Group study or interaction with other participants is another strategy. Ranjith has helped me in this regard. He redefined my clarity of concepts and refined my knowledge levels. Thanks Ranjith and Hearty Congrats on your success.

g) Time management – Pre exam preparation should include attempting the mock test in a typical exam environment. This will increase your confidence level, that is for sure. I am the living example )I got Ashwin (Case A) and Sanjay (Case F) in my exams and is attaching some questions that I felt unique. There were two or three questions which was really tough for me and has to guess that answers. One question is about computing the net worth of Sanjay after 5 years from now (with all sorts of adjustments). Even in an AC environment, you will sweat it out after reading these type of questions ). Read the questions atleast twice to understand the "hidden agenda".

Wishing all the participants the very best in life.

Rajesh K

9746333661

50) Mr. Maxi Jose, Leading IFA in Kochi had Attended our 23rd Batch in Kochi dates 25th to 27th Jan.13 and passed @ 1st attempt CFP Exam 5 with a “B” Grade in just one month post training workshop.

Maxie Jose <maxiejose@affluenz.in> Mon, Feb 25, 2013 at 2:09 PM

To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>

Good Day Mr. Shah,

At the outset I must thank you for the excellent workshop conducted in Kochi. Three of the participants have cleared CFP within three weeks is a testimonial to this. I am confident that there will be many more success stories and you could soon be proud of 100 % results for the Kochi batch.

· I owe my success entirely to you and your focus towards cracking the exam. I must admit that I have been a culprit to

Not follow some of the rules advised by you.

· Mantra for success is hard work and practice. Solve as many questions as possible.

· Though I did not book my exam one month in advance, I would strongly recommend it to all.

· Financial calculator would be the best way for most solutions except for some like Moneyback policy calculations. Despite my initial inhibitions, I found that use of a calculator makes it much easier and faster.

· Do not overlook the 2 and 3 mark questions, they can be crucial for passing as well as getting good grades. They were simple and were the saving grace.

· Though the basic format was as advised by you, some questions were tricky and needed thorough understanding of the question as well as concepts.

Thank you again for your support, particularly for the late evening queries during the last two days.

Warm Regards

Maxie Jose

CERTIFIED FINANCIAL PLANNERCM

Affluenz Family Office LLP

Level 1, MIG 386, Panampilly Nagar, Cochin – 682036

Off: +91 484-2311790, 6462098

eMob; +91 9495218492

maxiejose@affluenz.in

 

49) Mr. Ranjith Senior BFSI Professional had attened 23rd Batch in Kochi dates 25th to 27th Jan.13 and passed @ 1st attempt CFP Exam 5 in just one month post training workshop.

ranjith v.m <ranjithvm1@gmail.com> Mon, Feb 25, 2013 at 10:24 PM

Hi Keyur,

First of all, thanks Keyur for conducting such a great workshop in Cochin for the CFP aspirants like me. It helped me understand the pattern of the exam and how to approach it like how to plan the time and prioritize the questions.

The five-point system you introduced gave me clarity on how to approach a problem and to achieve more accuracy in the calculations.

I was not fully aware of the possibilities of 'begin' and 'end' in the financial calculator.Thanks a lot for letting me know about that.

The Mock tests which you provided in the last days was a great help in boosting my confidence.

Hard work, regular practice and time management are the three big factors behind my success.

The most special thing about this workshop was the opportunity to meet other CFP aspirants in and around Cochin.

Thanks a lot Anoop for letting me know about the workshop, Vijay for the combine study sessions and Rajesh Kuttikkat for discussing and sharing his views on solving various complex questions.

Regards,

Ranjith V M (09846998228)

48) Mr. Hiren Pandya, Senior BFSI Professional had attended 20th Batch in Ahmedabad dates 4th to 6th January’13 and passed CFP Exam 5 @ 1st attempt on 25th Feb.

(Mr. Hiren was failed four times before attending a training workshop)

Hiren Pandya <hiren.pandya@trustplutus.com> Tue, Feb 26, 2013 at 6:22 PM

To: keyur shah keyur.shah@thecfpaspirantclubindia.com

Dear Keyurbhai,

It has been a tough time so far but finally with your guidance and mentoring could crack CFP..

All thanks to your faith in me .

Will never forget this journey !!

Warm Regards,

Hiren Pandya

Associate Director , Client Relations – Ahmedabad

 

TrustPlutus Wealth Managers (India) Private LimitedTM

101 A,Zodiac Avenue, Opp. Mayor's Bunglow,

Near Law Garden, Ellisbridge, Ahmedabad – 380006.

Tel: 079 – 4040 3802 ; Fax: 079 – 4040 3839

Mobile: +91 9879597372

hiren.pandya@trustplutus.com

www.trustplutus.com

 

47) Mr. Minesh Rana, Attended our 20th Batch in Ahmedabad dates 4th to 6th January’13 and passed CFP Exam 5 @ 1st attempt on 25th Feb.

Baroda, Business Associate of Motilal Oswal and IFA (09925223467)

(Mr. Rana was failed three times before attending a training workshop)

46) Mr. Vijay Senior BFSI Professional had attened 23rd Batch in Kochi dates 25th to 27th Jan.13 and passed @ 1st attempt CFP Exam 5 dated 4th March’13- (0895419897)

vijay prabhu <uvp@sify.com> Mon, Mar 11, 2013 at 4:33 PM

To: Keyur Shah CFP keyurcfp@thecfpaspirantclubindia.com

Sub.: From Aspirant to Achiever

Dear Sir and all my Friends,

Feeling happy and a bit relieved after clearing the exam. It was a great moment for me. Long cherished one.

Thanking Guru Keyurji for showing us the right path to reach the success (I think you almost took us till the doorstep and we just had to knock the door) .

All my friends were of great support and motivation in this achievement.

Those days long sessions with Ranjith were the building blocks.

There is no short cut to clearing the exam. Practicing the mathematical problems and thorough knowledge of concepts is the key.

Thanking you sir for the continuous support.

Regards

Vijayanand

45) Mr. Priyesh Chokshi, leading IFA & Stock broker based in Mumba had attened 24th Batch dates 15th to 17th Feb.13 and passed with the “B” Grade @ 1st attempt CFP Exam 5 in just one month post training workshop-09820224126

Priyesh chokshi <priyeshchokshi@hotmail.com> Sun, Mar 10, 2013 at 6:52 AM

To: keyur.shah1975@gmail.com

Dear Keyur Sir,

I want to sincerely thank you for all the efforts you have taken starting from 3 day crash course till the last day of the examination. Your 3 day crash course was very good & effective as it almost cleared all concepts. Your

The importance of the 5 step process made the question paper looked simpler to understand and passed the examination easily.

Your dedication towards helping the students in clearly doubts is tremendous…. Encouraging the students till the very last day …. Helps to build confidence in them.

As you clearly say 50% I can provide with understanding the concept & rest 50 % lies with your 200 hours of practice post training…. for passing the CFP Exam.

I again thank you for the wonderful training & knowledge passed to us.

Wishing you all the best for your future endeavors.

REGARDS

PRIYESH CHOKSHI

09820224126

44) Mr. Arnab Chetarjee- IFA, Kolkata, Passed with the “A” Grade @ 1st attempt post training on 29th Jan.'13 (Cell 09836264672)- Attended Training workshop in Dec.12.

Dear Sir,

I am highly obliged to you for your guidance and support.Without you it would have not become possible. You are like a guiding star to me and i guess to the other CFP aspirants as well. The right methods taught by you, not only helped me clear the exam, but has imbibed me with good technical knowhow, which i feel will be of great help throughout my career in ' Financial planning '. Thank you very much.

With regards,

Arnab Chatterjee,arnab.planner@gmail.com

43) Mr. Taresh Bhatia- Delhi-Passed with the “A” Grade post Training on 30th Jan.13. (Cell no. 09810144683) – Chief Knowledge Officer, Advantage Consultants- Attended in Nov.’12.

Hello Keyur,

When the opportunity came, it appeared in a different form, and from a different direction than I had expected. That is one of the tricks of opportunity. It has a sly habit of slipping in by the back door, and often it comes disguised in the form of misfortune, or temporary defeat. Perhaps this is why so many fail to recognise opportunity

…. CLEARED MY FINAL CFP EXAM TODAY!

With your help, kind cooperation, guidance, techniques, approaches, methods, sample paper, it made my path more clearer to towards clearing the final CFP exam today. Your persistently saying that I will get A grade brought more confidence on every call to you and I actually got A grade today! Of course, I had to really really work very hard, cutting off the outer world and concentrate on my studies but then this also taught me how to bring what you actually DESIRE! Many thanks Keyur!

TRULY, “thoughts are things,” and powerful things at that, when they are mixed with definiteness of purpose, persistence, and a BURNING DESIRE for their translation into riches, or other material objects.

A little more than THREE years ago, I discovered how true it is that men really do THINK…MY discovery did not come about at one sitting. It came little by little, beginning with a BURNING DESIRE to be a CERTIFIED FINANCIAL PLANNERCM

 

One of the chief characteristics of My Desire was that it was definite. Observe, carefully, the description of translating my DESIRE into reality, and you will have a better understanding of my success principles! When this DESIRE, or impulse of thought, first flashed into my mind, I was in no position to act upon it. Many difficulties stood in my way. These difficulties were sufficient to have discouraged the majority of men from making any attempt to carry out this kind of a desire!

But mine was no ordinary desire! I had learned, from years of experience, that when a man really DESIRES a thing so deeply that he is willing to stake his entire future on a single turn of the wheel in order to get it, he is sure to win. I got this opportunity! that I had asked for, because I had made up my mind to stand by until i succeeded. And got Success today… more to come..

Shall always seek your blessings and cooperation in times to come.

Best wishes and many Thanks, taresh@advantagefp.in

42) Mr. Allan Pereira- Passed with “A” Grade @ 1st Attempt post training, Mumbai-Senior BFSI Professional ON 19th Dec.'12(Cell no.09820581508)- Attended training WS in June’12.

41) Mr. Akhil Maediratta, entrepreneur, TitaGarh, Orrisa, Passed @ 1st attempt on 28th Jan.’13–Subscribed “Video Learning Kit” in the month of Oct.’12 (Cell no. 09437069007)

40) Mr. Ravikant, Senior BFSI Professional , Hyderabad, Passed with a “B” Grade on 25th Jan.’13- Subscribed Video Learning Kit in month of Dec.’12 (Cell no.09989951612)

39) Mayank Patel, IFA, Bardoli, Gujarat passed his CFP exam 5 first attempt with a “B” grade. (Attended our training workshop in the month of Oct.’12-09537459696)

38) Rajiv Ledwani- Mumbai, Passed his CFP exam 5 first attempt. (Got job in IIFL advisory post CFP, Attended training workshop in the month of Dec.’12, 09960101000)

  • K. Seenivasan, Senior Manager with ICICI Bank Chennai, Passed his CFP exam 5 with a “B” grade (attended a training workshop in the month of Sept.’12 in Chennai-08148453448)

36) Mr. Naresh Panjannani, Senior Stock broking Professional & Established IFA- Passed CFP certification in the month of Nov.’12- Attended Training Workshop in the month of Sept.’12 (Cell no. 09821078655)

35) Prabakaran. J, Senior Training Manager- Banca-Max life insurance Chennnai, Passed his Retirement planning (exam2) 1st attempt with a “B” grade post training workshop and aim to complete CFP by May’13. (09944044846)

34) M. K. Jayaprakash, regional manager & AVP-Motilal Oswal, Ahmedabad, Passed his Tax Planning & estate Planning (Exam 4) with a 1st attempt within one week from completion of the training workshop. (09879583119)

  • Rupali Rane_Attended in 18th Batch_Mumbai dated 7th-8th-9th Dec.'12 and passed her CFP Exam 5 1st attempt post training on dated 26th Dec.'12.

Your process is really good. I followed all your guideline and whatever you taught us in your workshop. If we follow that 5 step method then we can easily solve any Question regarding Retirement corpus, Insurance cover , Higher education goals, world tour corpus, etc. And solving case studies like a real exam give confidence to attempt CFP exam 5.

Thanks’ a lot sir, for Your Well wishes, encouragement and valuable support.

Warm Regards,

Rupali Rane CFP.

rupali.rane63@yahoo.in, Contact detail: 09833387663

31) Valerian DSouza, IFA- thane, Mumbai, Passed his Retirement planning (exam 2) with a “B” grade post training workshop. (Attended in Dec.’12 in Mumbai-09322210891) & Tax Planning & Estate Planning Exam in month of May’13 & aim to complete CFP by July’13.

30)Priya Shah (09870624732)-Mumbai- I had already attended Exam 5 training from a leading institute but not confident about the Exam 5 and had to join the Ffreedom financial planner post CFP. I had attended FAST TRACK CFP EXAM 5 training workshop in the month of Sept.’12 and successfully passed Exam 5/final with the “B” grade @ 1st attempt.Now, I am working with the Freedom Financial Planner.

  • Mr. Ashok DB, IFA-Shimoga, passed his CFP exam 5 @ 1st attempt post training workshop in the month of Dec.’12 (Attended training workshop in July’12 in Bangalore-09880244288)
  • Shyam Jaiswal, Hyderabad, subscribed “Video Learning Kit” and Passed Insurance planning (Exam 1) and aim to complete CFP by April’13.

27) Rajesh.rajgopal <rajesh.rajgopal@religaremacquarie.com> Tue, Nov 6, 2012 at 5:11 PM

To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>

Dear Sir,

Greetings and trust you are fine.

I am glad to mention that I passed the exam 5 today . I thank you to the bottom of my heart for the Guidance you had given during the fast track module in Chennai, without which this would not have been possible.

I got C grade, but it’s because I had not been as focused as you had asked post the classes and I must have spent only a couple of quality days revising. Just because I was methodical , as you had told, in approaching the exam today, I could qualify.

Thanking you again. I look forward to meet you on your next visit to Chennai.

Warm Regards

Rajesh (09176999397)

26) Mr. Manoj – Senior Manager, UTI MF attended in Sept.’12 at Chennai and passed Exam 5 in the month of Nov.’12 (1st Attempt) (09840304992, crmanoj@gmail.com,)

25) Mr. Aditya Lakshman Rao- Zone Training Manager (Passed Exam 3, 4 and Exam 5) – Metlife Insurance, Mumbai.
Aditya Rao <aditya.lakshman@gmail.com> Wed, Nov 28, 2012 at 4:40 PM

To: "THE CFP ASPIRANT CLUB (INDIA) KEYUR SHAH" <keyur.shah1975@gmail.com>

Dear Keyur,

At the outset, I would like to inform you that I cleared my Final Module of CFP.

I would like to take this opportunity to thank you, for all the support given. Without which it wouldn't have been possible.

To give you a quick background, I met you at a time when I was almost on the verge of giving up CFP. I registered for CFP in 2007 and had not given exams consistently due to lack of guidance and coaching.

While I had cleared 2 Modules, Risk Management and Retirement, I had failed in Investment twice and was slowly losing interest.

After attending your workshop in July, I cleared Investment, Taxation and Final in matter of Just 4 months, amidst of a lot of professional and personal commitments.

I guess all one has to do to clear the exams after attending your workshop is to keep in touch with you and your mails. Practice is a given and there is no escaping from that. But being in touch with you and your mails helped me in anticipating the questions and prepare for the same.

While the Workshop gave an overview, doubt handling sessions give guidance to take the learning from the workshop forward.

Even simple tips like, taking a case study like a test with time limits goes a long way in helping us to face the exams. Your dedication and commitment is proven by the fact that, you had connected with me on Skype at 9:30 PM from Delhi after a workshop just clarify doubts and give last minute tips. A special thanks for that.

Thanks a ton and I am sure with your guidance, there will be many more CFPs in the country.

Warm Regards

Aditya Rao

Zone Training Manager (Metlife- Bancassurance vertical), Mumbai.

09619640950

24) Mr. Avinash Poddar (Established CA based out of Surat and MD of well known “Tarun” Group- office no.0261-402327) passed CFP Exam 5|FINAL|AFP in month of August.12. I had enrolled in challenge status and failed twice and later on I had attended our FAST TRACK CFP EXAM 5|FINAL|AFP training workshop in the month of May in Mumbai. I learned the right method of various Goal Corpus calculations and finding investment required, concepts of Insurance to Estate planning with us and practiced well and successfully passed CFP FINAL|Exam 5. I found that there is need of personal financial planning among all families and I have decided to promote the Financial Planning Movement in South Gujarat and became Authorized Education Partner with FPSB India (Franchisee of Vantage Institute of Financial Market) and also plans to launch soon Fee based Financial planning practice in South Gujarat.

23) Mr.Mohish Damani (09833343021)- Professional Independent Financial Advisor (Ex. ICICI bank Wealth Manager)-Mumbai

I was stuck in tax planning and failed twice. Later on, I attended FAST TRACK CFP Exam 5 training workshop in month of July’12.

I passed “Tax planning & Estate planning” module in the next fifteen days with a “B” grade. I have successfully passed the Final/Exam5 of CFP in the month of Oct.’12. The knowledge I learned in the training workshop helped many ways in practical life and now I have already launched fee based financial planning practice.

22) Mr.Makrand-Pune (09049049700)- Established Independent Financial & Tax Advisor-Pune

I had enrolled in the “Challenge” pathway (Directly for Exam5/Final) in the year 2010 through Reliance MF and failed twice. Fortunately, I had attended FAST TRACK CFP Exam 5 training workshop in month of June’12 and Keyur Sir had always extended quality post training support and now, I am a CFP certficant. (Passed in month of Oct.’12)

  • Mr.Rishi bhowal (9903084593)_Kolkata- working with IIFL as Senior Advisor. –Passed exam 5 in month of Oct.’12

I was hesitating for enrollment due to the cost because I had already attended training and failed but finally decided to attend a training workshop in kolkata Aug’12. After two days of the training workshop, my 99% doubt and queries were resolved and found a high level of confidence. Keyur Sir has exceeded my expectation for training and also provide good post training support.

20) Mr. Birju Acharya (9825126655): I have successfully passed the CFP Exam 5/Final/AFP module with “B” Grade in month of August’12. I am an established Independent Financial Advisor and Share Broker based out of Patan, Gujarat..

I had joined our FAST TRACK CFP EXAM 5/FINAL/AFP module preparation training workshop @ Ahmedabad dated 2nd and 3rd June’12 and he made a good preparation / practice for almost 100 hrs+ and successfully passed Exam 5 with “B” Grade on dated 21/8/12. Keyur Sir’s teaching methodology was simple and easy to understand various concepts and calculations and way he taught the financial calculator was made my life easy and also use in day to day practical applications with clients. The way KeyurSir taught various persuasion techniques which gave me confidence to put Knowledge in practice and client enjoyed the experience and my conversion rate and ticket size almost are doubled. Now, I am ready to launch immediate basis FEE based financial planning practice.

 

19) Mr.Paresh Patel (Manager-Sate Bank of India-09825129701) I had enrolled challenge status (Direct Final module) pathway 6 months before and was struggling to find the right coaching for me. One of my colleague referred Mr.Keyur Shah and I attended FAST TRACK CFP EXAM 5 preparation training workshop last month in Ahmedabad. It was a really quality training provided a sound understanding of personal financial domain knowledge and skill. Post training, Keyur Sir provided 24*7 supports till I passed the exam 5. I have cleared CFP exam 5/Final module with B Grade within 2 months of attending the workshop

18) Abhishek Khudania (09830360202), Kolkata works with Client Assoicates (Wealth Management & Family office)

Sir, Thanks a lot for your guidance and support; which helped me sail through. The workshop helped me not only in clearing the Examination but also have a enhanced clarity and understanding on various topics. A Guru & his knowledge are always cherished and I shall always thank you for helping me achieve a milestone in my career.

Note: Abhishek has attended our Training workshop at Kolkata dated 18th & 19th Aug.'12 and successfully passed CFP AFP/ Exam 5 on 31st Aug.'12.

17) V. Karthikeyan_Bangalore(9844252299): I am an Established IFA / LIC Advisor & enrolled in a regular/Self study pathway. I had attended Keyur Sir’s training workshop in Bangalore last July’12. I learned systematic approach (Four Step Process) and most of my doubts were cleared during the workshop which gave me solid confidence. I practiced as per guideline and successfully cleared my CFP Exam 5 with a “B” grade.

CFP Exam Cleared

karthik venkat Sun, Sep 30, 2012 at 8:51 PM
To: keyur.shah@vantagein.co.in, Keyur shah

Dear Sir

I am Karthikeyan from Bangalore and hope you remember that I have attended the two days Training Workshop done by you in Bangalore.

I am happy to inform you that with all your Support & guidance I have cleared my CFP Final Module successful with B Grade. I sincerely thank you and dedicate this to you.

The steps & Process which you tought was very useful and I have blindly followed that. As suggested by you have collected 20 stapled plain sheets from the NSE and they have obliged me. I have used only one page per question completely. I have started with a listing of important information required for the question. Then draw the complete timeline and marked the information. Then listed out what is N=?, I=?, PV/FV=? Then started incorporating all these in the FC.

The second thing is as advised you I have practiced some 20 Case studies independently with Timer. Similarly, the probable questions and answers for the case studies made my job simple, it has given the psychological confidence when sit in the exam hall.

One more important thing which I would like to share is that I have not used Excel at all. I have completed 99% I have used only Financial Calculator only.

After completion of this exam I have started to use this confidently with my clients and they all appreciating and it is useful for me also.

I would like to Thank you once again for all your guidance and support

Thanking you
Yours Truly
V Karthikeyan
9844252299

16) Saket Jain-Mumbai (09867411087)-Mumbai-Passed in month of Sept.’12 (Attended TW/S Aug.’12)

I am saket jain,i had enrolled in a self study mode and clear all the four exams but when i reached in fifth exam,i found it very difficult because i didnot knw the right method and timeline approach.but when i joned keyur sir's workshop i found a huge gap in my understanding.In clasess i learnt four step process,problem analysing tricks and timeline approach which helped me a lot.After finishing workshop, keyur sir also helped me through emails and special query session which helped me alot.I successfully passed the fifth exam in first attempt on 24 september.once again i would like to thank Keyur sir.

15) I am Sanam Desai (9867313259), fresh commerce graduate and pursing CA final. I had enrolled CFP in Self study regular pathway and completed four modules in one year. I attended FINAL/EXAM 5 but only scored 26% and then I approached to Keyur Sir and attended his FAST TRACK CFP EXAM 5 training workshop in Aug.’12. First time, I learned the right method (Four Step approach) of calculating Goal corpus and finding Investment required and also learned the scientific way to approach the exam and most imp Do & Don’t. Keyur Sir had regularly provided post training supports through phone/mail/classroom query handling till I successfully passed the EXAM 5 WITH B GRADE.

14)

If you are Regular|Self Study pathway candidate and attend FAST TRACK CFP Exam 5|AFP preparation Training Workshop now and does post training preparation as per our guideline… It will surely help you successfully pass your's Module exams with good grades.

You may speak to a few of our FAST TRACK participants who have successfully passed their Module exams with good grades.

+919619640950- Mr. Aditya, (Passed Investment planning with B grade and Tax planning)- Metlife (ZTM)

+919223440013-Mr. Anil (Passed Retirement planning with B Grade)- Advisor- LIC

09833343021-Mr.Mohish (Passed Tax planning & Estate planning with B Grade)- IFA

13) Meera Mehta

12) Shruti Gupta

11) Rajeev Gupta

10) Biju Behnan

09) Mr. Nilesh Shukla, SBI

08) Mr. Manoj Kalaria, SBI

07) Mr. Devendra Sharma, SBI

06) Jatin Maniyar, IFA Jamnagar

05) Bhavin Sarda, IFA Jamnagar

04) Alpa Maniyar, IFA Jamnagar

03) Mr. Prithvi Potta, Asscoiate Director- TrustPlutus Wealth Managers, Hyderabad (09885330546)-Passed CFP Exam 5 @ 1st attempt post training workshop dated 11th March’13 (Attended 22nd Batch in Bangalore_Jan.13)

02) Ms. Nidhi Manchanda, B. Com. Fresher- Attended our 24th Batch_Mumbai_Feb.13 (09833559603)-Passed CFP Exam 5 @ 1st attempt with the “B” Grade post training workshop dated 19th March’13.

01)Mr. Noble Paul, VP & Branch Head, Axis Bank-Kochi (08086000811)-Attended our 23rd Batch_Kochi_Jan.’13- Passed CFP Exam 5 @ 1st Attempt with the “B” Grade post training Workshop.

Dear Mr. Keyur Shah,

I am indeed delighted to inform that I cleared the CFP with a B Grade.

I was initially thinking about whether to take the exam now or in April. But , I had a certain confidence in me which prompted me to take the decision of going ahead in March itself. I must state that this confidence came to me only after the intense and exam-oriented training session that I had through your sessions. The methodology of teaching was very very useful and essential , especially the process advocated by you for solving each and every problem. Thanks a ton, Keyurji. The Financial Calculator was a revelation to most of us , without which I do not think the exam and calculations would have been this effortless.And thanks a lot Keyur for helping me clear my doubts even at odd hours of the day or even at night time. This was a tremendous support especially towards the last week. I must also mention about the support given by the CFP training colleagues Mr. Ranjith , Mr. Rajesh Kuttikkatt and also Mr. Maxie .And of course , the hard work put by me made all the difference in the ultimate analysis.

 

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