Pages Navigation Menu
Categories Navigation Menu

287+ Success Stories

299th Success Story

Ms. Disha Dawada, Fresher Graduate, Mumbai enrolled in Video Learning Kit & successfully completed her CFP certification in Regular pathway @ 1st attempt with the “ A “ (75%+) on 7th September 2017.

Watch Her Success Story Video

https://youtu.be/nwuVFYXn1Y8

disha
disha-image
 

Disha Dawda <dishadawda21@gmail.com>

To: Keyur Shah <keyur@thecfpaspirantclubindia.com>

Just similar to the classroom lectures and the best part is we can study at any time as per our convenience.

Even the mock test provided by you were so helpful and the level of difficulty was just like the FPSBI exams.

You were always there to guide me and help me solve all my queries at any point of time.

The study material provided by you is just self-sufficient for the exams as it covered each and everything which was significant. You just not only helped me to clear my exams but at the same time you made me help to build my future.

Once again i am very much thankful to you because if I would have not joined with you then may be i would have not completed my exams so early

Regards

Disha Dawda

8082128835

 


298th Success Story: A Gr. In CFP Regular Pathway Certification

Ms. Saili enrolled in our 69th Classroom batch & successfully passed her CFP certification in Regular Pathway Exam 5 / AFP @ 1st attempt with the A gr. (75%+) on 21st Aug.17.

Must Watch her Video

https://youtu.be/ZbtjX1agSBI

Saili got her dream job @ 1st interview

Watch her Success Story Video

https://youtu.be/9Ql0uZICpD4

saili
 

sailigurav<sailigurav@gmail.com>          Tue, Sep 12, 2017 at 11:42 AM

To: Keyur Shah <keyur@thecfpaspirantclubindia.com>

Hi Sir,

I started my CFP journey in 2014, but the actual journey of CFP started with you in 2016. Under your guidance and following your instructions made my thoughts and view clear that I have taken the correct decision for making my career into Financial Planning, and of course the bonus is of getting you as a GURU for my journey.

Apart from your training, your positive attitude and motivating nature has always given the eagerness and positive energy to work harder to reach to your targets at earliest. I am thankful that I have started my career and the journey of CFP under your guidance and support.

Thank you so much….!!!!!

Regards

Saili A Vaidya,CFP^CM (A)

8879984189 / 9773481646

 

 

297th Success Story:

Ms. Urmila Singh, Para Planner, S9 Financial Planner, Mumbai was unsuccessful in her 4th Module CFP Exam TPEP & later on enrolled in 77th batch March 17 & Successfully completed her TPEP @ 1st attempt with a “B” gr on 20th June & CFP Exam 5 / AFP @ 1st attempt with a B ( 60%+) in Regular pathway on 7th September 2017. 

urmila
 

Watch her Exam 5 Success Story Video

https://youtu.be/bWnXklrTXL8

Watch her Exam 4 / TPEP Success Story Video

https://youtu.be/4hoyTavxMIQ

From: urmilasingh<urmilasingh3088@gmail.com> on Fri, 22 Sep 2017 20:06:11

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

Sigh of relief was something that was missing when I was struggling through my preparation period but clearing with B grade in my CFP exam gave me that for sure.

The day I met sir for my admission I was skeptical about investing my time and money to join the 77th Batch from 5th March 2017, but today I feel that was one of my wisest decision taken.

Clearing CFP exams is surely possible with hard work, but understanding the logic and concepts behind it was taught by Mr.Keyur Shah.

Before joining his classes I had cleared my 3 modules but confidence of being a financial doctor was straight there when I was learning from sir.

Thank you, sir, for all the knowledge and patience that you showed.

 It was your confidence in me that made me more confident in my journey of becoming a CERTIFIED FINANCIAL PLANNER.

Regards,

Urmila Singh

9833188191

 

296th Success Story :

Mr. Jayant Nair, Sr. Professional, Navi Mumbai, successfully completed his CFP certification in Challenge pathway @ 1st attempt with help of Video Learning Kit in Oct. 2017.

 

295th Success story:

The MFFWP – CFP Video Learning Kit will help you prepare not just for your exams but also for your Professional life.

Mr. Adwait Pawaskar Fresher BMS Graduate, Mumbai successfully completed his CFP certification in Regular pathway @ 1st attempt with a “ B” gr. on 30th June.
Adwait

He enrolled in our 74th batch classroom training workshop in Aug 16 & successfully completed his all 4 module exams @ 1st attempt with a B gr till 30th April 17.

He attended our 78th batch 18 full day training in May 17 and practiced more than 200+ hrs which helped him to complete his EXAM 5 / AFP @ 1st attempt with a B gr ( 60%+)
He attended our 78th batch 18 full day training in May 17 and practiced more than 200+ hrs which helped him to complete his EXAM 5 / AFP @ 1st attempt with a B gr ( 60%+)

Click link to watch his Video
https://youtu.be/QzufbkWgig8

Adwait Pawaskar Tue, Jul 4, 2017 at 10:21 AM
To: keyur@thecfpaspirantclubindia.com, keyur1975@rediffmail.com

Sir, I am immensely happy that i completed my CFP Exam 5 with a B grade and this entire journeys success would not have been possible without your right coaching and right mentoring at each and every step.

I enrolled in 74th batch in August 2016 in clasroom training, and it was my introduction to the world of Personal Finance, learnt many new things like

1. How exactly are Loans interest rates are calculated, hidden processing fees, effective rate of interest.

2. Compound Interest the 8th wonder of the world

3. How to understand performing funds based on various ratios.

4. How to calculate minimum and maximum insurance requirement for individual

5. Importance of doing practical handouts without which studying financial planning is incomplete.

And most importantly i learned the 5 step process which is the heart and soul of success through all exams as well as for a CFP practitioner.

completed my 4 module exams RPEB,IP and RAIP TPEP by April 2017. All four exams Sir provided post training support and strategy how to prepare for the exam and book right dates. It is highly highly Important to TRUST YOUR COACH and understand that he has completed this journey with many CFP aspirants like us.

I enrolled for Video learning kit in April for revision for my last module exam as well as Exam 5. Sir also suggested to be part of 78th video learning MFFWP 18 day workshop.

The 18 full day workshop helped me revise the entire study material once again under Sirs guidance as well as prepared me for advanced level sums from Exam 5 perspective. The MFFWP video kit helps you prepare not just for your exams but also for your professional life.

I also learnt how to interact with clients in the live demos. I was able to get a holistic view of a Financial Plan, and backed by this knowledge and Sirs guidance i made a Financial Plan of my own family. Through it we understood our current financial health, and right steps to take and mistakes to avoid in the future journey.

Once we are backed with right knowledge and understanding (hard skills) only then do soft skills matter is something Sir taught us in this workshop and something I would live by in my professional career.

To all my friends who are pursuing CFP training currently with Sir or wishing to pursue, i would say that TRUST your coach blindly, and simply follow what guidelines Sir suggests, be in contact with Sir throughout your preparation and update about progress, and request for Mock test right time before exam as Sir suggests.

Once again I would like to thank you sir for being a Coach, a Mentor and most importantly a Guru, who showed light to the right path in this entire 10 month journey.
Wishing all the best to all CFP aspirants !
Regards,
Adwait Pawaskar
8286305092 / 7021909669

294th Success story : Must Watch Video for SBI / PSU Banker
/ employee

Mr. Shivnarayan Tyagi, Manager, STATE BANK OF INDIA, Kharghar br completed his CFP certification successfully @ 1st attempt on 27th June 17. He enrolled in our 73rd CFP Classroom Batch in July 16.

SHIV NARAYAN TYAGI Thu, Jun 29, 2017 at 8:37 AM
To: keyur.shah@thecfpaspirantclubindia.com

narayan

Watch his Success story Video for more detail

https://youtu.be/RBz6–TLih4

Dear Keyur Sir,

I am very glad to inform you that I have cleared the final exam 5 in 1st attempt and take this opportunity to express my gratitude towards all the efforts taken by you in shaping this success for me.

I would like to thank you for teaching practical aspects of the course in structured and simplified manner which helped me to get to know the course in-depth and gain the thorough knowledge and concept , which will be fruitful in my entire career. I have learnt the dire importance of Financial planning in the anybody life and this is a kind of transformation process for me, which helped me to become Finance professional.

Your CFP material & coaching is full proof way to clear the CFP exams. Infect I could covered only 50% of your material provided, but your consistent guidance, supports and motivation or your brutal honesty make it possible for me.

It is just beginning for me, but I became much confident and thoughtful after this CFP journey. I will always seek your support and guidance for me and will always look forward to keep you updated.

Thank you once again and wish you all the very best.
Your Student,
Shiv Narayan Tyagi
99300086035

293rd Success Story : Must Watch Video for Mutual Fund Relationship Manager
Subject: Testimonial
From: Nitin Chodha
on Sat, 08 Jul 2017 13:19:18
To: Keyur1975@rediffmail.com

nitin
Watch his Video for more detail
https://youtu.be/7roJv9Pjy1s

Dear Keyur Sir,

First and foremost Wish You a Very Happy Birthday. May you have a wonderful year ahead and may You create many more CFP's with your Coaching.

I am glad that I took your coaching for my CFP and the journey with you has been a wonderful experience for me. I was thinking of doing CFP since a long time but kept making excuses that I wont be able to do along with job and kept delaying it. But after just one meeting with you I enrolled into your classroom batch and completed my journey by passing my examination on 27th June.

The best part about your Coaching was You always kept pushing us towards achieving our Goal. Right from classroom coaching to Registration of examination to deciding on Examination date You have helped in every aspect and given your guidance.

The last one month before the exam was the most anxious time but talking to you, solving my queries with you kept giving me confidence and I used to always feel more confident about clearing CFP after interaction with you.

I once again Thank You for your wonderful Coaching and Wish you All the Success in coming years.

And to anyone who is thinking of doing CFP I just want to say two things:

1. Join Keyur Shah Sir (Classes or Video Learning). Be rest assured you will get all the support till the end.
2. Just follow his instructions right from day 1. These 2 things will ensure that you achieve your Goal. 

Regards,
Nitin Satish Chodha
9819579996

 

 

292nd Success Story : 
Everyone needs Coach to achieve Success 


Mr. Tushar Javkar, Associate Director- PBG, HDFC Bank, Mumbai successfully completed his CFP certification @ 1st attempt with a “B” gr. (60%+) on 20th June 2017. He enrolled in our 75th Classroom Batch  in October 2016.
 

tushar


From: tushar javkar <tusharjavkar@gmail.com> on Sat, 24 Jun 2017 22:08:41
To: keyur1975@rediffmail.com, keyur@thecfpaspirantclubindia.com

Dear Keyur Shah Sir,

Finally…the journey started in 2008 has come to an happy ending…and credit for the same goes to none other than Mr. Keyur Shah. 
 

Watch his Success Story Video
https://youtu.be/CuotbaL7Yvo

I registered for CFP certification in July 2008 after finishing MBA – Finance with 2nd rank in the Mumbai University. I was very confident that I will complete the CFP certification within one year but things doesn't always turnout as you expect Years passed but I could not clear even a single module because of lack of time management. Though I managed to clear Investment Planning module in 2011 with "A" grade (84%) in a self study mode but the commitment required for taking it over the finishing line was missing. 

I believed that I had the talent but the technique was missing. Everyone knows The Sachin Tendulkar must not have been "The God of Cricket" without his coach and guru Shri Ramakant Achrekar sir. The similar role of coach and guru has been played by Keyur sir in my success. 

The time management lessons, the valuable 5 step process and equally competent self prepared notes of the sir were the underlying gems in my success story. When I met sir for the first time on October 10, 2016 he asked me to stick to the own plan and devote atleast 2-3 hours daily for next 8-9 months. I followed sir's words blindly and the result is in front of all of you. 

I think without the pen & paper method and the magical & logical 5 steps process the journey of CFP certification is incomplete. As this learning is not just for passing the exam but we are going to implement all of this in our day-to-day working as well. Keyur sir not only teaches process but also prepares all students for real life scenarios. 

Thank you once again sir for building that belief of "We can do it!! And you can do it!!"

CHEERS!!!
Best Regards
Tushar Javkar 
Associate Director- PBG
HDFC Bank 
9869875625 / 7977681193

“Your Brutal Honesty is what loved most. Whatever I may accomplish in Financial Planning will be because of your Training”

 

291st Success Story:

Mr. Parth Kothari, Fresher Graduate, Ahmedabad was not successful in his 1st exam & later on enrolled in our Video Learning Kit in Sept. 16 & Successfully completed his CFP certification in Regular pathway (All 5 Exams) @ 1st attempt with a “B” (60%+) in May 17.

parth-kothari

 

Subject: Thank you Sir

From: PARTH KOTHARI <parthtk@gmail.com> on Fri, 26 May 2017 00:03:20

To: keyur1975@rediffmail.com. Keyur@theCFPaspirantClubIndia.com

Dear Keyur Sir,

I am happy to inform you that i have cleared Exam 5 with a 'B' grade.

Your video Learning Kit was not only helpful but it also makes sure that every important concept are covered and explained by you in a simple way. Your Training is 1.5 times difficult which is good because I found Exam 5 easy.

Your Training not only help us for CFP curriculum but other Practical example you give in Video Learning are also helpful.

Study Material provided by you for homework or practice makes sure that we can manage to solve difficult questions after Video Learning. Post Training when i have any queries and if you are not available at that particular moment but still you make sure that my queries are solved through your support staff or by yourself later.

Your Brutal Honesty is what loved most. Whatever i may accomplish in Financial Planning will be because of your Training.

Thank you for everything.

Your Student

Parth Kothari

9824484009

290th Success Story:

Dr. Imran Sheikh, Delhi (Investor Family & Aspiring IFA) enrolled in our Video Learning Kit in Feb 17 & successfully completed his CERTIFIED FINANCIAL PLANNER Certification in Regular Pathway @ 1st attempt on 23rd May 2017.

“You will be surprised to know that I was visiting many BANK managers and HEAD of Broking houses and during my conversation they were all impressed by me”

imran-sheikh

Sheikh Imran <mobzifi@gmail.com> Thu, May 25, 2017 at 1:18 PM

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

Hello Sir

First of all I want to say that I feel very lucky that I have got you as my CFP Coach, Really before you I had Subscribed with another Coaching and after working with 1 month with full dedication, I was not able to solve only simple loan calculation too , but with your style, I completed my CFP in just 4 Months.

I was having so much confidence that I can pass all exams easily @ 1st attempt, that’s why I gave 4 module exams as following :

1.       RPEB on 11th April

2.       RAIP on 18th April

3.       IP on 21st April

4.       TPEP on 27th April

And I pass all of them in 1st Attempt , You teach a lot of things and strategies which no one can find on internet , so I just did not pass the exam but I got Huge knowledge regarding Personal Finance , I know you also taught us , many things which are out of syllabus but these are very important concepts which help us in Real Life.

You will be surprised to know that I was visiting many BANK managers and HEAD of Broking houses and during my conversation they were all impressed by me , and In these months , I also gave the following exams.

1.       NISM VIII Derivatives  , got 88% Marks

2.       NISM Mutual Fund Distributors  , Got 81% Marks

3.       NISM Mutual Fund Distributors (LEVEL 2) , & got 86.5% Marks.

& now I passed the Final Exam 23rd May & I have full confidence that I can provide Comprehensive Financial planning services to my clients.

I Strongly suggest everyone who wanted to be an Independent FINANCIAL ADVISOR that he should join your video learning course as it is the easiest way to get this designation.

“Really, I do not have words for  the support you have provided and the motivation , when I was very low” 

Thanks once again sir,

Best Regards

Sheikh Imran

9818752674

289th Success Story:

 Mr. Nishant Agarwal, CA Aspirant, working Deloitte as a Articleship Trainee, Delhi enrolled in our Video Learning Kit in Aug 16 and successfully completed his CFP certification (All 5 Exams) in Regular pathway @ 1st attempt with a “ B” gr. in May 17.  (Mail ID: nishant.agarwal163@gmail.com)

nishant-agarwal

 

288th Success Story:

Now, I am confident to achieve MF AUM of Rs. 100+ Cr in next 3 to 5 years.

Mr. Vinod Benade, Sr. IFA, Mumbai successfully completed his CERTIFIED FINANCIAL PLANNER Certification in challenge pathway with a “B” (60%+) on 11th April 2017.

Thank You Sir.

vinod-benade

Vinod Benade <vinodbenade@gmail.com> Fri, Apr 14, 2017 at 3:03 PM

To: keyur.shah@thecfpaspirantclubindia.com

Dear Keyur Sir,

I am very glad to inform you that I have cleared the final exam 5 and take this opportunity to express my gratitude towards all the efforts taken by you in shaping this success for me.

First of all, I would like to thank you for completing CFP Syllabus not only in a methodical way but also by teaching practical aspects of the course in structured and simplified manner which helped me to get to know the course in-depth and gain the thorough knowledge, which I now will be able to utilize for my clients. This was kind of a transformation process for me, which helped me to become Finance professional.

You taught us that “Satisfaction shall be in your efforts and not the results” thus your class was never only for the purpose of “How to clear the examination” but was something more that, which is, class of teaching the hard work, how to handle the clients, why it is the need of the hour to guide people about Financial Planning and much more.

My 1st meeting is now dedicated to helping my clients to identify and prioritize their Short term, Medium & Long Term Goals ( Case Study preparation) instead of talking / suggesting products.

Now, I am confident to achieve MF AUM of Rs. 100+ Cr in next 3 to 5 years.

And last but not the least, though we are parting our ways you will always be teacher and guide for me and will always look forward to keep you updated for all my ventures.

Thank you once again and wish you all the very best for your noble work of education.

Your Student,

Vinod Benade

9004587230

287th Success Story:

“ Video Learning Kit was like a blessing for me, thru which I was able to understand the CFP syllabus thoroughly irrespective of the distance between sir and me.” 

Happy to share 287th Success Story of CFP Aspirant Club : Mr. Hemant Goel, Ex. RM, Reliance MF, Bank Channel, Delhi Successfully completed his CFP certification in Regular pathway with help of Video Learning Kit in March 17. 

Hemant

Watch his Video presentation (Delivered in our 3rd CFP Learning Conference, Delhi September 2016.)

https://youtu.be/kUQc2NuiwIs

Subject: Thanks sir from the core of my Heart !!!!

From: HEMANT GOEL <hemantgoel0044@gmail.com> on Sat, 01 Apr 2017 11:14:01

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

It was a great opportunity for me to join Keyur shah sir's CFP Aspirant Club. It was totally a different experience for me. His structured and simplified methods of teaching were very fabulous. He was focused on practical knowledge rather than theoretical. He teaches each and every micro points of CFP syllabus in detail.

His video learning kit was like a blessing for me, thru which I was able to understand the CFP syllabus thoroughly irrespective of the distance between sir and me.

Keyur Shah sir's concern is not on money but establishing relationship between student and teacher so that students can achieve their target without any failure. 

Sir is a hidden gem and a great mentor…No doubt without his help my dream of becoming a CFP would not have been possible.

Thanks once again Keyur Shah sir for holding my hand in my journey.

Regards

Hemant  Goel

9810239192/7982021292

286th Success Story :

Ms. Hiral Bhuta, Mumbai successfully completed her CFP certification in Regular pathway (all 5 Exams) in Nov 16. She enrolled in our Classroom / Video Learning kit in 2015. ( M.80826 98852)

Hiral
 

285th Success Story

“Most Imp USP of Video Learning Kit was convenience; I was able to watch whenever I get time. It was exactly like a classroom training.” 

Ms. Asawari Godbole, MBA (Finance), Ex. Equity Research Analyst with a leading stock broking company, Thane enrolled in our Video Learning Kit in Sept 16 and successfully completed her CFP certification in challenge pathway with a “B” (60%+) on 24th March 2017.

Asawari

From: Asawari Vaidya <asawariv@yahoo.com> on Sat, 25 Mar 2017 08:58:12
To: KeyurCFP@theCFPaspirantClubIndia.com,Keyur1975@Rediffmail.com

Hello Sir,

It was great feeling to see my name as 285th success story.

As i had decided to take a break for my 6 months old baby, I wanted some value addition course. While searching for CFP course classes, I came across your name and in our 1st conversation itself you provided appropriate guidance that I can opt for challenge pathway and can complete my degree in 6 to 7 months time.

After enrolling for Video Learning Kit, Most Imp USP of it was convenience, I was able to watch whenever I get time. Kit was exactly like a classroom training.

Post learning support was really helpful like what to start with, what should b my focus and all. Even for exam how to divide time, do tax planning at 1st to save the time.

After completion of the exam, I have confidence that I can help people to 1st understand importance of financial planning as I can see there are very few who think about corpus requirement and arrangement for the same and then can make financial plan for them. This confidence has been built up because of your time to time advice about interaction with people and handling their requirement.

Thank you Sir for support, guidance and motivation that with my preparation I should atleast get B Grade.

Thanks and regards
Asawari Godbole,
CERTIFIED FINANCIAL PLANNER
9819206069

 

284th Success Story :

“ Keyur Sir, you have transformed my thought process related to Financial Planning from a layman level to a professional and logical thinker which will going to help me a lot throughout my lifetime.”

Mr. Sagar Injal, MBA, Sr. IT Professional, Mumbai, worked in a banking / Finance domain with a leading IT MNC. He attended both Video Learning & Classroom Training and successfully completed his CFP certification in Regular pathway @ 1st attempt with a “B” gr. (60%+)   

Watch his Video

https://youtu.be/FHxVQepiulg

sagar

Feeling honored for having a Guru like you.

sagar injal <sagar.injal1@gmail.com> Mon, Mar 27, 2017 at 12:25 PM

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

Dear Keyur Sir,

Feeling honored by successfully completing my CFP certification in Regular pathway @ 1st attempt with a “B” (60%+) grade under your Coaching and Guidance without you it will be very difficult for me to complete CFP.

I have completed CFP Classroom training and Video Learning Kit training from you and it was a above excellence.

Your constant support and guidance helped me a lot to complete my CFP in a Regular Pathway. The Logical and Magical 5 steps process helps to understand the crux of the questions asked in the exam and solve the same with accuracy and perfection. 

The CFP study content given by you is a excellent, i would like to call that content is an Encyclopedia of a CFP Syllabus.

Sir you have transformed my thought process related to Financial Planning from a layman level to a professional and logical thinker which will going to help me a lot throughout my lifetime. 

You have imbibed such a great knowledge in me that it will differentiate me professionally in the Financial Planning world.  

I promise you that I will transfer this knowledge to my clients professionally and help them to achieve their Financial Success.

You are a true Guru and Coach for those who want to make their career as a CFP. I am Feeling very Proud that you are my Coach and Guru.

 Thank you so much sir for your teachings and Guidance.

Regards,
Sagar Injal
Mob-9867928851

Watch his Success Story Video

https://www.facebook.com/CFPkeyurshah/videos/1297368750345747/
 

283rd Success Story:

" Taking the training from Mr. Keyur shah is the only way out to clear your CFP with all the conceptual understanding and build a different personality all together is first attempt."

Happy to share 283rd Success Story:

Ms. Nada Qazi, Ex. Relationship Officer, Quantum MF, Mumbai. She was unsuccessful in her Exam 5 twice before joining in a Video Learning Kit. She enrolled in Dec 16 and successfully completed her Exam 5 / Final @ 1st attempt with a “B” gr. (60%+) in Feb.17.

Watch her Success Story Video

https://youtu.be/_Ahurrb2Lsk

Nada-Qazi

From: Nada Qazi <qazi.nada@yahoo.in>

Sent: Tue, 28 Feb 2017 11:52:02 GMT+0530

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

Subject: Testimonial Mail

Hello Sir,

Very good morning Sir!

I would first like to thank you for your efforts to change my thought process regarding the CFP Certification and also to make me understand the importance of the course to start my career in the same.

The video learning kit was the excellent source of learning along with the classroom learning as all my doubts and queries use to get sorted.

Listening to you and completing the 400-500 hrs of study time in 2 months time period helped me alot in clearing all the concepts which i wasn’t aware about at all during my training with another educational institution and self studies.

Post VLK the practice done from he study material provided by you was sufficient enough to practice and appear for the exam with self confidence. 

Pre examination mock tests helped me identify all my mistakes and rectify the same and keeping in mind to prevent it in exam. 

I have completed my CFP only because of the hard work and technique suggested by you. It couldn't have happened if you wouldn't have shown the confidence on me.

Taking the training from Mr. Keyur shah is the only way out to clear your CFP with all the conceptual understanding and build a different personality all together is first attempt.

Thank you very much sir.

Nada Qazi CFP^CM & BAF (Bachelor in Accounts and Finance)
Former Relationship Officer – QUANTUM MUTUAL FUND

Sent from my iPhone

282nd Success Story:

"Your coaching was not only exam oriented but will help me in my Practice to make better financial plans for my clients and give them Prudent advise. "

Mr. Vishal Baxi, Sr. IFA & Sr. Tax Consultant, Kandivali W, Mumbai enrolled in 74th Classroom Batch Aug 2016 & successfully completed his CERTIFIED FINANCIAL PLANNER certification @ 1st attempt in Challenge pathway on dated 21st February 2017.

Watch his Video

https://youtu.be/odp1zR42JWc

Nada

From: Vishal Baxi <vkbaxi@gmail.com>

Sent: Wed, 22 Feb 2017 19:24:57 GMT+0530

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

Subject: Thank You Sir

Dear Keyur Sir,

I am Very Much Thankful to you for Teaching, Motivating and Guiding me to clear my CFP in Challenge Pathway in first attempt .

The Teaching in class, the course Material, Practice material, Mock test and your professional Guidance gave me the much needed Confidence to appear and clear the exam 5 in first attempt.

Your coaching was not only exam oriented but will help me in my Practice to make better financial plans for my clients and give them Prudent advise.

You are truly an excellent Coach.

Thanks & Regards,

Vishal Baxi CFP^CM

Founder & CEO,

KV Wealth Advisors

Cell no :981994696

281st Success Story:

" Keyur Sir had showed me Vision to become Independent Financial Advisor. So after completion of Very Successful 9 Yrs and 9 Months with HFC Life. I resigned on 31st Dec 2016. I had already taken 9 Promotions in that company , My Last role was As Branch Manager  And Currently working as Successful Independent Financial Advisor."

Mr. Paresh Bhadreshwara, Mumbai successfully completed his Exam 5 / AFP / CERTIFIED FINANCIAL PLANNER Certification in Regular pathway on 16th February 17. He enrolled in our 73rd classroom batch in July 16.

Watch his Video

https://youtu.be/DnvKOtU-NkA

Paresh

From: Paresh Bhadreshwara <paresh.bhadreshwara@gmail.com>

Sent: Sun, 5 Mar 2017 00:10:06 GMT+0530

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

Dear Keyur Sir,

I had enrolled for CFP^CM with some other well known institute in June 2014 and I had cleared my 4 Module with by March 2015. But due to my busy schedule I had not prepared for my final exam 5.

When I met with Keyur Sir with attitude that I had already clear my 4 Modules and I require his help only  for exam 5 . He told me to find his Inflation adjusted " Life Insurance Corpus " required which I don’t know to calculate so I surrender myself and follow Sir’s guidance .

I had Joined 73th Batch Regular Class Room batch . I had learned many new things during class.

I see clear difference between other classes and Keyur Sir class that  other class focus only complete syllabus and Keyur Sir Focus on Practical use of Financial Planning in our daily routine. So he has given Assignment to construct at least one client’s case study every day.

I had failed once in 1st attempt of Exam 5 but again I practice and improve myself to reach Better Level of Certified Financial Planner.

Keyur Sir always said to do 2 to 3 hours practice of subject every day. His 5 Magical and Logical Steps very helpful to solve client’s concern in real life. 

He had showed me Vision to become Independent Financial Advisor. So after completion of Very Successful 9 Yrs and 9 Months with Hdfc Life. I resigned on 31st Dec 2016. I had already taken 9 Promotions in that Company , My Last role was As Branch Manager  And Currently working as Successful Independent Financial Advisor.

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.

Thank u So Much , Thank u So Much , Thank u So Much…………………..

Regards,

Mr Paresh Bhadreshwara.

09819409749

280th Success Story:

" Keyur Sir is undoubtedly the Best Coach in India for CFP certification "

Mr. Vishal Joshi, Sr. Accounts Professional, Capita UK, KPO, Mumbai & Part time Financial Advisor successfully completed CERTIFIED FINANCIAL PLANNER Certification @ 1st attempt in Challenge pathway with help of Video Learning Kit on 16th February 2017.


image

From: "Vishal Joshi" <vishal.joshi@mondialconsultants.com>

Sent: Mon, 20 Feb 2017 09:20:44 GMT+0530

To: <keyurcfp@thecfpaspirantclubindia.com>,

 <keyur1975@rediffmail.com>

Subject: Testimonial – A Big Thank you !!

Dear Keyur Sir,

I would like to thank you for your extraordinary support & help in my success for clearing exam 5.

I had enrolled in video-learning in Sep2015, I have found fairly rich contents & methods – especially 5 steps process super effective.

Also a thorough understanding of goal-based planning is a key to passing exams & also it has high value in real-life implementation for clients as well.

Due to my personal commitments, I was unable to complete 400+ hours training which is a must for detailed understanding, it is only because of your thrust & rigor you’ve put in my training & constant motivation has helped me not to give up.

 You have gone out of your way to help me enroll in challenge pathway which made all of it possible.

 As a coach, you always have the authority to be hard on me – but you’ve kept it very easy & constantly following up with status – kept me focused on studies.

 Also you have that magical touch of linking studies to real life scenarios which is very helpful in grasping the core of it.

I cannot thank you enough for the hard work & constant support of putting me in your extra classes without hesitation is icing on the cake for me.

 You are undoubtedly the best coach in India for CFP certification.

 A big “THANK YOU” sir !!

 Best regards,

 Vishal Joshi

Business Partner,

Mondial MMX Financial Services Pvt. Ltd., Mumbai

+918652001875

https://m.facebook.com/story.php?story_fbid=1555886197756934&id=481848538494044

Testing1234

279th Success Story:

#China #Shanghai #CA #HSBC

CA Phaneswar Sriram, Associate Director, HSBC – Global Banking, Shanghai, China successfully completed his CFP certification in Challenge pathway on 10th February 2017 with help of Video Learning Kit.

phaneswar sriram sriramphaneswar@yahoo.com Mon, 13 Feb 2017 12:13:47

Dear Keyur ji,

Would like to take this opportunity to thank you for all your great help and support.

I strongly recommend Keyur ji for people looking to clear cfp with clear understanding of concepts.

sriram

As a background am a chartered accountant and banker with experience in corporate banking. This course was more for my personal finance planning and out of interest to develop an alternative career if required.

Given this background, to be honest my effort has fallen short of requirement due to prioritizing other aspects at work and personal level.

While initially felt that the constant chasing from Keyur ji was annoying, I suppose would not have cleared the level 5 Exam in feb17 without that push from the guru.

While there are alternatives in the market, the usp in Keyur Ji's package is the forum to question, learn and also get inspired from other success stories.

As in any self study, self discipline is the key to cracking the exam and the personal interest from Keyur ji is very helpful for getting through.

Thanks again to Keyur ji for everything and his honest views and assessment of things.

Regards

Sriram phaneswar

Associate director

HSBC – global banking,

Shanghai, China

Sent from Yahoo Mail for iPhone

278th Success Story:

" Thank you sir. ..It is only because of you that I could understand what being a CFP means."

Ms. Swathi Agarwal, MBA ( Finance) working with Deloitte, Hyderabad has successfully completed her CERTIFIED FINANCIAL PLANNER Certification in Regular pathway on 5th January 2017 @ 1st attempt with the "B" Gr.

She enrolled with us in January 2015 in Video Learning Kit and successfully completed her 4 module exams @ 1st attempt with the "B" Gr.

swathi

Watch her success story Video

https://youtu.be/s9rLtBRKMzs

From: Swathi Agarwal <swathiag.9@gmail.com

Sent: Mon, 23 Jan 2017 12:48:07 GMT+0530

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

Subject: Thank you sir!

Thankyou sir. ..It is only because of you that I could understand what being a CFP means.

I could have passed my exams anyways but had you not trained me …I would never understand the minute details that this profession needs.

You have gone out of your way to help me whenever I needed your help – this is something I can't thank you enough for since no one else can do this.

You are not like the other commercial institutions out there in the market and you were always there to help me irrespective of the distance.

Thanks for everything though I know thank you is not enough. ..

Regards,

Swathi

+919704163611

+919966123618

277th Success Story:

“ Your course material not only helped me clear the exam, but also prepared me for starting my career as a FINANCIAL PLANNER which is a big boost to me from being a mere MF Distributor.

Mr. Nagaraj BG, Sr. IFA, Mysore – KA, enrolled in Video Learning Kit in Aug 16 & successfully completed his CFP Exam 5 / Final @ 1st attempt in December 2016.

From: Nagaraj BG <nagarajbg@hotmail.com> on Tue, 10 Jan 2017 13:56:36

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

Dear Keyur Bhai, 

Very good morning to you.

nagaraj

Your Video learning kit gave me immense confidence in clearing the final paper of CFP exam. With the help of the Videos and the study material, I was able to clear the CFP FINAL paper in first attempt.

The videos and the study materials were so good that I did not have to call you several times at all.

Nevertheless, you were very helpful for me in clearing my CFP exam. 

Your course material not only helped me clear the exam, but also prepared me for starting my career as a FINANCIAL PLANNER which is a big boost to me from being a mere MF Distributor.

Now, I am spending quite a good amount of time with my clients understanding their financial needs and showing them the way to achieve it through proper financial planning. 

Thanks again for all your help.

Nagaraj BG

9880254220

 

276th Success Story:

"Your Video Learning is an excellent guide from basics to advanced concepts of CFP program. It was like directly sitting in your classroom session.

Video Learning kit is not only CFP program oriented but also builds personality as a CFP Practitioner."

Mr. Ravi Kiran Monigari, Ex. Sr. Software Professional, Part time IFA to Full time CFP Practitioner enrolled in our Video Learning Kit in May 2016 and successfully completed his CFP certification in Regular Pathway @ 1st attempt on 30th December 2016.

Subject: Thank You for your Support Sir

From: FundViser <thefundviser@gmail.com> on Mon, 09 Jan 2017 09:52:08

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

ravi

Hello Sir

Thank you for your continuous support from the start of training till I cleared Final Examination @ 1st attempt on 30th December 2016.

Your Video learning is an excellent guide from basics to advanced concepts of CFP program. It was like directly sitting in your classroom session.

Every topic that I have completed in video learning, I have started implementing and by the end of video learning I'm confident in implementing Comprehensive Financial Plan for my clients.

Video Learning kit is not only CFP program oriented but also builds personality as a CFP Practitioner.

Study material, practice questions and mock tests are examination oriented and your 5 Step process is the key to success in clearing the examinations. I started following this 5 step process in real life with clients and effectively clear the issue when in confusion.

I would say, CFP Aspirant Club with Keyur Shah is the final stop for someone who is planning for CFP Certification

Thank You Sir

Best Regards

Ravi Kiran

9652007118

275th Success Story:

“My thought process as an individual has been changed today due to a new and analytical approach towards personal finance. Today,

I feel more confident in preparing a comprehensive financial plan of a family by guiding them to fulfil their financial dreams through a simplified approach and process."

Mr. Ganesh Kamath, Product Manager, UTI MF, Mumbai enrolled in our Video Learning Kit in July 16 and successfully completed his CFP certification in Challenge pathway @ 1st attempt with a "B" (60%+) on 27th December 2016.

Ganesh Kamath <gskworld@gmail.com> Mon, Jan 2, 2017 at 11:48 PM

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

Keyur Shah <keyurcfp@thecfpaspirantclubindia.com>

ganesh

Dear Sir,

A very Happy & Prosperous New Year!!

It gives me an immense pleasure to inform you on my successful completion of "CERTIFIED FINANCIAL PLANNER".

It was a wonderful journey of 6 months which began from understanding and inculcating all your principles on Financial Planning to your simplified approach in solving complex retirement/insurance/multiple goals problems.

A very simplified, structured and concise Video learning content enabled me to make notes on my own thus helping me during the examination and I am confident that this content of yours would be useful to all those who aspire to become a successful CFP and not just complete an examination.

I appreciate your efforts in solving my queries during and post video learning including mock tests and one-to-one conversation when needed.

The CFP course during last 6 months has helped me to develop & improvise on 3 important skills: 1) Analytical skills 2) Patience & 3) Detailing

In my 5 years of work – ex into sectors such as AMC, Wealth Management & Broking, I have been able to gain a varied experience and learning into each of the above sectors. However, the journey of 6 months of CFP course has added a feather in my cap through its contents and has developed my liking towards financial planning as a specialization.

My thought process as an individual has been changed today due to a new and analytical approach towards personal finance.

Today, I feel more confident in preparing a comprehensive financial plan of a family by guiding them to fulfil their financial dreams through a simplified approach and process.

As of now, CFP course has helped me to think differently in preparing product materials & presentations related to specialty mutual funds like children focused and retirement focused mutual funds which suits individual needs.

5 years down the line, I see myself contributing Majorly in the field of personal finance in one or the other way.

Thank You so much Keyur Sir for assisting me in this journey like a Captain of my ship and navigating me towards my goal to qualify as a CFP.

Guru Brahma Gurur Vishnu

Guru Devo Maheshwaraha

Guru Saakshat Para Brahma

Tasmai Sree Gurave Namaha..

 

Best Regards,

Ganesh Kamath

+91 9967874055

274th Success Story:

Mr. Varun Trivedi, Sr. Equity Broking professional, Surat has successfully completed his CFP certification in Regular pathway in Dec 2016. He enrolled in our 60th Batch Classroom Training workshop in 2015.

varun

273rd Success Story:

Ratlam, MP has a CERTIFIED FINANCIAL PLANNER.

Mr. ASHISH SHARMA, Young Insurance / MF Advisor, Ratlam enrolled in our Video Learning Kit in Sept. 16 and successfully completed his CFP certification in challenge pathway on 13th Dec. 16.

Dear Sir,

ratlam

I am thankful to Keyur Sir for providing me such a beneficial knowledge and i am pleasure to have you with me in my journey as a supporting character.

I have learnt through a video learning course. I have started this in September 16 and i have successfully passed my CFP certification on 13 December 2016 through challenged pathway.

I am very much thankful for his kind support of 24*7. His way of teaching methodology, design of course and videos are very easy, superb and understandable and in very organized way.

I have reached my goal with sir's support who made me successful and making me proud to have him as a coach.

Thank You

ASHISH SHARMA

942401999 

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.

265-sucess-story

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

← View Previous (201 to 250 Success Stories)