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“A Journey from Agent to Financial Planner”

“A Journey from Agent to Financial Planner”

“A Journey from Agent to Financial Planner”

1 day Learning Conference

Learn from 21+ high quality speakers who have successfully achieved journey from Agent to Financial Planner…who struggled and earned their clients Trust, Respect and Happiness…Learn how high quality knowledge & Skill sets helps to provide quality advice, achieving better conversion rate, higher Ticket Size, bigger AUM and also charge fees to clients in the long run.

Date: 13th September 2015, Sunday, 9am to 6pm

Venue: 7th Floor, Motilal Oswal Tower, Nr. Parel Bus Depo, Prabhadevi, Mumbai

0)Registration & Breakfast (9am to 9:30am)

  1. Welcome Speech by Mr. Keyur Shah, India’s Best Expert Coach (CFP) (9:30am to 9:45am)
  1. Pain to Happiness…Success stories of leading IFAs .(9:45am to 12:00 noon)

a)Mr. Paresh Shah, leading IFA, Borivali, Mumbai,

b)Mr. Birju Acharya, CFP, Leading IFA & Stock Broker, Patan- North Gujarat

c)Mr. Sandeep Gandhi, CFP, Leading IFA, Rajkot-Gujarat

d)Mr. Parshava Shah, CFP, Young IFA, Mumbai

e) Mr. Chethan, leading IFA from Shimoga-Karnataka

f) Mr. Srinivas, BE, MBA, IFA, Mumbai.

g)Mr. Nikhil Khatiwala, leading IFA, Pune

3) CEO’s Speech: Mr. Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC, Mumbai                                                                                       (12:15pm to 12:45 pm)

3a) Mr. Pushkar Chug, Sr. VP- Knowledge Management, FPSB India, Mumbai (12:45 to 1pm)

4) Why Professionals (CA / CS / MBA / CFA etc.) need Financial Planner to manage their personal Investments? ( 1:00 pm to 2:00PM)

a)Mr. Gopal Agrawal, FAC, ACS, Chief Internal Business Officer, leading Outsourcing MNC, Mumbai.

b)Mr. Micheal Ferndandes, Ex. HR Head of leading MNCs, Mumbai.

c)Mr. Avinash Poddar, CA &CFP, Leading Practitioner in Surat

d)Mr. Farhad Gadiwalla, BE, MBA, VP-Fixed Income Products, UTI MF, Mumbai.

                                           Networking Lunch break: 2:00pm to 2:45pm

5. Benefits of being Financial Planner Practitioner (CFP) to Professionals (CA / CS / MBA / CFA etc.) & IFAs. (2:45pm to 4:15 pm)

a)Mr.  Hitesh Mali, Leading Business Consultant, Vadodara

b)Mr. Jigar Parekh, CFP, Head-Training, Prudent CAS Ltd., Abad.

c)Mr. Gopal Agrawal, FAC, ACS, Chief Internal Business Officer, leading Outsourcing MNC, Mumbai.

d)Avinash Poddar, CA & CFP, Leading Practitioner in Surat

e)Anthony Lobo, CA, CFP, Sr. Independent Practitioner

6. Push Goals…Pull Products (How to exceeds business targets)(4:30 pm to 6 PM)

a)Prasanna Rupji, Sr. Regional Product Manager, Thane Region,

b)Dilip Shenoy, Ex. Sr. Investment Specialist, ICICI Bank, Mumbai

c)Sanjay Dubey, CFP, Sr. Branch Manager, Aviva Life, Mumbai

d)Mr. Shyam Jain, CFP, GM, State Bank of India, Mumbai

e)Mr. Bahaar, Sr. IFA, Mumbai

f)Mr. Vikram Patel, Young Banking Professional, deutsche bank, Mumbai

g)Tejas Shah, MBA (Finance), IFA, Mumbai

h)Mr. Anil Mutalik, Sr. IFA, Dombivali

7. Closing (Summary & Way forward) by Mr. Keyur Shah

Total No. of Seats: 100 [50 for Member of The CFP Aspirant Club (India)] & 50 (Non – Members)

Special Early bird FEEs to attend conference till 13th Aug. FEEs: Rs. 1000/- (One Thousand Only)

Post 14th Aug onwards Rs. 2,000/- (Two Thousand Only)

Pls reply with your Name / E mail Id /Cell no…will mail back bank detail to transfer fee.

Call 9167362201 / 9930751709 or

write Keyur.Shah@TheCFPaspirantClubIndia.Com Or

Visit www.TheCFPaspirantClubIndia.Com for more detail. 

CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life), 
SEBI Registered Investment Adviser L1 & L2 Certified, AMFI & IRDA  Certified.
India's Best & No. 1 Expert Coach and Trainer (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai.
FPSB India CERTIFIED Trainer & Resource Person (Education Partner) for promoting CFP certification course in India
Direct Cell 091 67 36 22 01/ 099 30 75 17 09 / 76780 63281
Pls check in Website to read/speak 191+ Success Stories & watch Video Testimonials in VIDEO GALLERY. 




Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai








1) Mr. Keyur Shah's welcome Speech on 11th January 2015 Conference

2) Teaching Methodology Video: Logical & Magical “5 Steps Process”

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


4) CFP in Regular pathway with help of Video Learning Kit: 167th Success Story of Ms. Vaishali Kale, Mumbai.

5) 185th Success Story, Mr. Mahesh Kumar, Sr. Manager, working with a leading NGO in Mumbai, enrolled in 50th CFP CERTIFIED FINANCIAL PLANNER weekend 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.




6) What is CFP, How to enroll, Benefits and Career Opportunities… (Part 1 to 4)




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