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IMP Communication to CFP Aspirants

Posted by on Oct 5, 2016 in Keyur shah | 0 comments

IMP Communication to CFP Aspirants

Pls read it thoroughly before you contact me…Expectations settings from my side to avoid future conflict…Once you paid the FEE..It is understood that you have accepted conditions / guidelines.

1. Our Relationship will be Guru / Coach & Aspirant / Student (not a buyer – Seller)…I wil help you to become Personal Finance Domain expert (True Financial Planner) and passing exams will be byproducts provided your follow my guidelines in spirit.

2. Min 20 hrs / week Time Investment for Regular Pathway Aspirants for 12 months / Challenge pathway for 9 months to achieve domain expertise in Comprehensive Financial Plan construction and passing exams.

3. Video Learning Kit Aspirants will get the right to access password protected Video Learning for 4 months (Only 1 window based PC allowed). We will charge 10k extra for additional one month extension.

4. Classroom / Video Learning participants will right to access the Soft copy Study Notes / Solutions password for limited period to 12 months…post will charge 5k for each months extension of passwords / Post Training supports. ( No Hard copy allowed)

5. Practical Application of Learning: Meeting 1 person every day and doing Goal based Financial Planning to get depth of subject matter ( We will provide Handouts)

6. Post Training Supports through phone/mail/one to one queries handling till you complete CFP max. 12 months from start date of 1st training session / 1st time password.

7. Queries handling time between 1pm to 6pm (Monday to Friday)…No queries will be entertained on Saturday & Sunday…You have to 1st mail / whatsapp queries and we will reply by end of next working day. (Note : I am a Human not the Robot so if i am travelling / Non well / Engaged other Professional / Social activities…No support provided during that period)

8. You have to follow all guideline (will be given during training / post training period) to be followed in spirit…Pls note that you are doing CFP 1st time in life and Mr. Keyur Shah has produced 291+ CFPs. We will welcome suggestions but Mr. Keyur Shah's decision will be final.

9. Monetary Investments

A) Mr. Keyur Shah : Double Sure Classroom FEE 90k OR Video Learning Kit FEE 60k  

visit website for more details. www.theCFPaspirantClubIndia.Com

B) You need to pay 50k to FPSB India for Registration / Exams / Certification/ Calculator 2k …Visit www.fpsbindia.org for more details

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7 Success stories of November 2015

Posted by on Dec 10, 2015 in Keyur shah | 0 comments

Happy to share 7 Success Stories of November 2015…Eight 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

 

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

 

214th Success Story:

Mr. Sudhindra Kumar, Independent Financial Adviser and Trainer, Bangalore enrolled in our CFP Video Learning Kit in July 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)

surindhar-kumar

 

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

 

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-anerao

 

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

 

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

 

Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with Mr. Keyur Shah, India'sBestExpertCoach…Enahnce your Your Client Acquistion, Client Advisory and Client Retention Skills which will help you to double your Conversion Rate, Tripple your Ticket Size, Multipy 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 prepration 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 Careeropportunities.. 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.

1) Welcome Speech of Mr. Keyur Shah, CFPCM , India’s Best ExpertCoach in our 2nd Learning Conference

“ A Journy from Agent to Financial Planner” date 13th September in Motilal Oswal Tower, Mumbai.

Click below link to watch Video         https://youtu.be/Dzwmk-49qZ0

2) Happy to share Video of Mr. Paresh Shah, Sr. leading Independent Financial Adviser, Borivali, Mumbai having MF AUM more than Rs. 100+ Crore on 13th Sept. conference " A Journy from Agent to Financial Planner" @ Motilal Oswal Tower, Mumbai.

https://youtu.be/l9DYIm3cAPs

3) Mr. Sandeep Gandhi, leading Sr. Independent Financial Adviser & CERTIFIED FINANCIAL PLANNER, Rajkot, Gujarat having MF AUM more than Rs. 100 Crores and 20+ years experience delivered one of the best presentation in our 2nd Learning Conference “ A Journy from Agent to Financial Planner” on 13th September 2015 @ Motilal Oswal Tower, Mumbai.

Click Link to watch Video       https://youtu.be/q1bKCBsiFT0

4) Mr. Aashish Somaiyaa , MD & CEO, Motilal Oswal AMC, Mumbai delivered one of the best presentation in our 2nd Learning Conference “A Journy from Agent to Financial Planner” dated 13th September 2015 in Motilal Oswal Tower, Prabhadevi, Mumbai.

Click to watch Video                   https://youtu.be/BGOpa6Drbo

5) Mr. Mukesh Chothani, Sr. Independent Financial Adviser (IFA), Nasik having MF AUM Rs. 80+ Crore shared his Journy from Agent to Financial Planner in our 2nd Learning Conference on dated 13th Sept 2015 @ Motilal Oswal Tower, Mumbai.

Pls click to watch Video       https://youtu.be/6Jh-VrOHuxA

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“A Journey from Agent to Financial Planner”

Posted by on Aug 6, 2015 in Keyur shah | 0 comments

“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. 

KEYUR SHAH, 
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”

http://youtu.be/sttnu1BherU

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

 

http://youtu.be/mnAJB0CVRks

 

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

 

https://youtu.be/VhrpH_ayIP8

 
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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Next Satyam?

Posted by on Aug 6, 2015 in Keyur shah | 0 comments

Next Satyam?

RIL has already Rs. 1,00,000+ Crore ( Rs. One Lakh Crore) surplus but the Dividend payout to net profit ratio is one of lowest in NIFTY stocks just average 12% to shareholders in last 5 years.

Then why to take debt when RIL has to park excess cash to Banks/MF/Investments.

Even international debt may available at lower interest rate but have currency  depreciation risk…Average cost of debt will be min. 7 to 10%.

Most of new business launched by RIL failed to take off and making huge losses & cost of Antilia and promoters personal expenses are also finally huge burden to shareholders.

Today, RIL is mostly holding by retail shareholders like Gold purchased in 80 to 90…when they will start selling. ..We may find price 100.

Avoid mistakes to be a successful Retail Investor…Only invest in Equity through quality Mutual Fund schemes to earn good Returns in long run with help of qualified n Certified Financial Planner.

Investments Growth Rate (24.5%)

March 15 (Rs. 1,12, 573 crore) from March 10 (37652)

Why not distributing profits among shareholders (average 12% of net profit)…shows that Reported Net profits figures may be inflated so instead of distributing converted in to partly faked investments.

Last 5 years CAGR of Important facts (Source Moneycontrol )

1) Share price growth (CAGR)= 0%

2) Reported Net Profit growth =2.29%

3) Dividend Growth =4.3%

4) EPS Growth= 2.53%

5) Book Value Growth =8.4%

6) Net Profit Margin Growth= Negative 3.32%

7) Return on Capital Employed growth = Negative 4.88%

8) Dividend Payout to Net Profit growth= 1.96%

9) MF Holding only 2.55%

Above facts indirectly confirm that RIL is stock to avoid.

Be a Future Ready..Be a CFP (5 Unique benefits) with Mr. Keyur Shah, India's Best Expert Coach & Trainer, FPSB INDIA Certified Faculty & Resource Person. 

1) Enhance your Client Acquisition, Client Advisory and Client Retention Skills.

2) Double Your Conversion rate, Triple your Ticket Size and Multiply your AUM.

3) 100%Guaranteed Return on Investment subject to Implementation of learning.   

4) A better Career Opportunities for fresher and working professional…Starting salary Average 2,40,000 Annual. 

5) An Option to move developed countries like Australia, Canada or International Assignments / Jobs.

Last 3 Seats left in 64th Batch starting from 22nd Aug 7 weekend- 70 hrs- Sat-Sun 4pm to 9pm…Pay in 3 equal monthly installments of 10k for Professional & 12k for Freshers.

Pls visit our website 

www.TheCFPaspirantClubIndia.Com 

and watch Videos in Video Gallery and speak / read 200+ Success Stories.

Post feel free to call or write.

KeyurCFP@theCFPaspirantClubIndia.Com

9167362201 / 9930751709

 

 

For more details visit website

www.TheCFPaspirantClubIndia.Com

 

#CFP

#CERTIFIEDFINANCIALPLANNER

#FPSBINDIA

CFP, FPSBINDIA, CERTIFIED FINANCIAL PLANNER

 

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Think differently to be a Successful Retail Investor:

Posted by on Jul 30, 2015 in Keyur shah | 0 comments

Better option to stay in Rental apartment vs. Buy it.

1) Rental max. 3% pa vs paying interest min 10% pa. on asset value in Metro cities. (Eg. 1 Cr. property Max. Annual Rent Rs. 3L Vs. Min. Interest 10L.)

2) Saving on huge buying expense. (Approx 10% of asset eg. on 1 cr property approx 10L buying cost)

3) Easy to move another location due to better infrastructure or job/business requirements.

4) One can enjoy better facilities, infrastructure and life styles without tension of paying huge EMIs. (On 1 Cr loan, EMI will be 96502 {20 year term@10%} Vs. Rental 25000)

5) Savings of Huge EMIs helps to achieve other important Life Goals.
  
Be a Future Ready..Be a CFP (5 Unique benefits) with Mr. Keyur Shah, India's Best Expert Coach 

1) Enhance your Client Acquisition, Client Advisory and Client Retention Skills.

2) Double Your Conversion rate, Triple your Ticket Size and Multiply your AUM.

3) 100%Guaranteed Return on Investment subject to Implementation of learning.   

4) A better Career Opportunities for fresher and working professional…Starting salary Average 2,40,000 Annual. 

5) An Option to move developed countries like Australia, Canada or International Assignments / Jobs.

Pls visit our website 

www.TheCFPaspirantClubIndia.Com 

and watch Videos in Video Gallery and speak / read 200+ Success Stories.

Post feel free to call or write.

KeyurCFP@theCFPaspirantClubIndia.Com

9167362201 / 9930751709

CFP, FPSB INDIA

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Share Market Experts are not God…

Posted by on Apr 9, 2015 in Keyur shah | 0 comments

Share Market Experts are not God…

I remember that in Mid 2011, I attended one seminar organized by Divya bhaskar in Ahmedabad. 1st session was conducted by one of leading CFP from Mumbai on Financial Planning but people felt it dry…few Questions…Next session was conducted by one of leading Share expert from Mumbai and Excitement begunHe shared about one of stock I can remember was Sterlite Technologies…He suggested to buy for 1 years to 3 years horizon based on fundamental and future business potential…End of session people were so excited that started asking for tips or feedback about stocks they were holding or want to buy.

Later on, I found that Sterlite Technologies was suggested by the same expert during 2011 or 2012 to buy for 1 years to 3 years horizon.

Today, I thought, let me check and found that

22/06/2011- Share price was 48.50

22/06/2012 -share price was 31.25 ( 45% down from suggested price)

24/06/2013-share price was 20.95 ( 60% down from suggested price)

23/06/2014-Share price was 71.20 ( 40% up from 2011 suggested price)

07/04/2015- Share price is 60.80 (20% high from 2011 suggested price)

CAGR return of 6.21%.

Conclusion:

It is difficult to predict the future share price…Many times share broking houses give BUY / SELL suggestions based on sentiments or increase their brokerage commission.

As a retail Investor, One should avoid direct equity investment and it should be routed through Quality Mutual Fund schemes.

Source:

http://articles.economictimes.indiatimes.com/2011-06-22/news/29689927_1_kr-choksey-securities-deven-choksey-sterlite-technologies

Learn to construct your Family Financial Plan…Your Life’s Road Map…Benefits of Future Ready.

  1. Take a control of your financial health in your hands.
  2. Vaccination against mis-selling done by manufactures/intermediaries.
  3. Keep yourself financially fit and healthy & Insurance for ensuring a good financial health.
  4. Learn simple and straight forward way for the best personal financial planning.
  5. Be a Financially Educated- Be a Logical- Learn to avoid trap of street smart salesman.
  6. Learn to avoid Speculation/Impulse shopping/bad habits.
  7.  You will learn, understand & prioritize your inflation adjusted Corpus required & additional SIPs required to achieve for Various Important Life Goals.
  8. You will learn the right asset allocation: Which Enables you to construct the Right Portfolio (with Lower charges, Safe, Tax efficient, Flexible and provide Good return in the Long run.) 
  9. Learn New Relationship with Money: Family will have enough corpuses to achieve family’s goals and Family will feel richer. 
  10. Higher Income: The Domain Knowledge & Skills will help to have the higher passive and provide more time to generate active income.
  11.  Peace of Mind & Forever Happiness: you will learn the Road map of your life’s Journey which enables forever happiness and peace of mind.
  12. You will become more Confident, have the Positive Attitude and will enjoy your Journey of life.
  13.  Save Your Time: You can give more time to your business/family/Job instead of spending too much time with your bankers/advisers/TV/News papers etc. 

Be a Future Ready…Be a CFP with FPSB India Certified Trainer…Enroll Now..Only 1 seat left..

Only 1 Seat left in 59th Batch.. An Early bird subsidy of 4000 till 11th April (Location: Kandivali West)

1) 59th Batch (Weekend)- April to June (Every Saturday 9am to 2pm) starting from 18th April

2) 60th Batch (Weekend)- May-June (Every Sat-Sun. 4pm to 9pm) starting from 16th May- 3 Seats Left

OR

CFP Video Learning Kit (As per 2015 Format, Live recorded of 56th Mega Fast Track CFP Training Workshop, 8 full day in Feb15) – 70 hrs Training +Study Material + Post Training supports till complete CFP.

Gross FEE 25k…5000 subsidy till 11th April…. Net FEE 20k… An Option to pay in 2 equal monthly instalments of 10k… Already 51+ Participants have successfully completed their CFP certification in Regular or Fast Track pathway @ 1st attempt with a good grade in last 3 years.

Please checkin our website for more detail & watch Videos and also speak to 181+ Success Stories before joining with us.

www.TheCFPaspirantClubIndia.Com

 

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Today, Everyone will share message that if you had invested Rs. 100 in 1980 in BSE Sensex

Posted by on Apr 4, 2015 in Keyur shah | 0 comments

Today, Everyone will share message that if you had invested Rs. 100 in 1980 in BSE Sensex…Today Rs. 100 worth of 27000 means 17% CAGR return produced on your investments…But Most of us does not know bitter truth that 29 out 30 companies in 1980 Sensex are not part of 2015 sensex…means if you had bought 1 share of each company in 1980 Sensex…chances that you found that 25 companies delisted and balance 5 shares value produce less that 6% CAGR which is less than Bank FDs or PPF.

 

In last 35 years…Approx. 10,000+ (Ten thousand Plus) companies launched their IPOs but today active traded stocks are less than 3000+…means retail investor lost their capital in 70% (7000+ companies) and  25+ compaines who had issued their IPO between 2005 to 2012…today their share price just only 10% to 1% of Issue price…I found that approx 2000+ Crore money lost by retail investors.

To avoid above kind of mistakes and have a good return on investment with a peace of mind in the long run…pls read below article.  

An Ideal Asset Allocation Strategy for Retail Investor to earn Good Returns with safety, liquidity , flexibility & Tax efficiency.

1st Learn the Golden Principles of Family Financial Planning.

1.      You have to save minimum 30% of post tax Annual Salary/Income for future certain Goals.

2.      Build a contingency corpus for the six month of household expenses & EMIs.

3.      Focus on your basic needs & avoid an unnecessary Luxury expenses & Impulse Shopping.

4.      Constant enhance your Financial Quotient.

5.      An appoint qualified CERTIFIED FINANCIAL PLANNER and pay the annual fees because no free lunch in this world to prepare your comprehensive family financial plan (Life’s Road Map)

A Retail Investor should invest as per asset allocation (Broad Categories) 

1) 30% Debt (1st Preference to PPF (1.5Lakh) & balance among Long term MF debt fund (40%), Tax free Bonds (20%), Bank FDs (20%) Traditional LIC(20%)
 
2) 30% Equity (1st Preference ELSS, Large cap MF, Index ETF, Large cap shares, Sector / midcap funds)

3) 30% Real Estate (1st own home, 2nd home for rental income, 3rd Commercial & 4th Land)

4) 5% Alternative investments (Precious metals, Gold ETF etc.)

5 ) 5% One's Self development- Regular investment in one's knowledge & skills Upgradation gives guaranteed double digit return in the long run.

Above Asset allocation will help Retail Investor to get optimum tax efficient return with the safety and liquidity.

Enhance your Client Acquisition, Client Advisory and Client Retention Skills…Be a Future Ready by July';15…100% Return on Investment subject to implementation of learning with India';s Best & No.1 Expert Coach & Trainer (Fast Track CFP) is now FPSB India CERTIFIED TRAINER & also Resource Person (Education Partner) for promoting CFP (CERTIFIED FINANCIAL PLANNER) course in India.

CFP Video Learning Kit (As per 2015 Format, Live recorded of 56th Mega Fast Track CFP Training Workshop, 8 full day in Feb15) – 70 hrs Training +Study Material + Post Training supports till complete CFP.

Gross FEE 25k…5k Discount till  7thApri…. Net FEE 20k… An Option to pay in 2 equal monthly instalments of 10k… Already 51+ Participants have successfully completed their CFP certification in Regular or Fast Track pathway @ 1st attempt with good grades in last 3 years.

OR

Classroom Weekend Batch in Mumbai…Last 1 Seat left in

1) 58th Batch (Weekend)- April to June (Every Sunday 9am to 2pm) starting from 19th April

2) 59th Batch (Weekend): April to June (Every Saturday 9am to 2pm) starting from 18th April

Weekend & Sunday Batch size: 6 and Training fees: Rs.28,000/- per participant

[Fee includes 1) 12 half days (60 Hrs High Quality Training + 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 you complete CFP)

Early Bird Subsidy Rs. 2000/- & Group Discount Rs. 2000/-…Total Subsidy Rs. 4000/-

Call now for early bird and group discount offer till 7th April.

09167362201 / 09930751709 /07678063281

Keyur.Shah@theCFPaspirantClubIndia.Com

Please visit our website for more detail & watch Videos in Video Gallery and also speak to 181+ Success Stories before joining with us.

http://www.TheCFPaspirantClubIndia.Com

 
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Don’t be “April fool” for a Life

Posted by on Apr 1, 2015 in Keyur shah | 0 comments

Science (Statistics) already proved that 80%+ consumer (Family) spends money or Invests based on Emotion not on Logic Eg. Buying a Mobile phone or CAR to showcase the lifestyle but not based on needs or utilities. 

Family's Lifestyle expenses drain the surplus or sometime convert in debt ridden which leads to stress in relationships.

Family continued the same mistake at the time of investments or so called Tax / Financial Planning…Buying an Investments on Emotion not based on Logic…Today, the biggest risk, Family undertakes investing on “FREE ADVICE” from an agent / broker/friends without understanding Goals and suitability of products etc. 

Please understand the simple logic that when you go to a doctor when your loved one is sick and you read the board "Doctor's Advice Free" then you realized that doctor prescribed various medical tests from near by Lab and show him reports and after he will decide treatment & prescribe medicines…You end up with the high cost of medicines/medical reports, waste of time and also lost your peace.

The message is simple that doctor is dependent on commission income from Lab & Pharma company and to fulfil expected 20% commission income (Rs. 100)… you have to compulsory spend Rs. 500/-.

When you a buy Financial products based on free advice…you will end up with 
1)    Higher charges 
2)     Poor Returns 
3)     Sometime Capital Loss 
4)     Loss of peace of mind
5)    Higher Lifestyle expense because Better option instead of investment

You have to be “April fool” for a life or have the permanent solution? 
Yes…You can solve above problems by paying "Advice Fee" to professional Eg. CERTIFIED FINANCIAL PLANNER….Today, You must ask 2 questions to your adviser that 

1)    Whether he/she is CFP or not?

2)    How much Annual Fee he/she will charge for Advice? (Comprehensive Family Financial Planning)

If both Answers are Negative then time already arrived to upgrade your financial adviser.

CFP stands for CERTIFIED FINANCIAL PLANNER certification, which the highest certification in Personal Finance.  It is a Global certification originated from USA and today presence in 25+ countries including India. 

It was started way back in 1980s and today’s world wide 1,50,000+ certificants and our country has only 1800+.

Like an Organization has a full time CFO (Chief Financial Officer) to ensure a good financial health… same way… CFP Certificant ensures good financial health of a family.

Let’s understand the role of the CFP.

1)    Educate importance & benefits of Comprehensive Financial Planning to prospective customers with the help of a Sample CASE STUDY and sample financial plan.

2)    Ask customer to prepare his own case study based on a sample case study.

3)    Helps the customer to fine tune his case study.

4)    Calculate Inflation adjusted corpus required for various Goals.
(Eg. Retirement, Children’s Higher Education, Children’s Marriage, Annual Vacation, Life Insurance corpus in case of death, arranging down payments for buying a home or car etc.)

5)    Share Right Asset allocation strategy during Accumulation period and distribution period.

6)    Mutually decide Average return for each goal based on an asset allocation strategy.

7)    Calculate Investments (Monthly/Annual/Lump Sum) required for each Goal.

8)    Suggests suitable products for each goal.

9)    Implementation of plan

10)    Review of Plan.

11)    Apart from CFP also helps the client
A)    Calculate tax liability for FY and suggests tax saving strategies.
B)    Estate Planning.
C)    Debt reduction plans.
D)    Contingency Planning.
E)    Discretionary expense reduction planning.
F)    Real Estate Planning.
G)    Philanthropy planning.

So, CFP stands as a CFO of a family. .. Save time… Save Expenses (Products/Personals)… Suggests the best products leads to a better return with a safety net.

Regards,
KEYUR SHAH,
CFP^CM (A Grade), SEBI Registered Investment Adviser Level 1&2 Certified,

BE, MBA, MFA-LIMRA, III Associate (Life), AMFI & IRDA Certified.

Direct Cell Nos. 091 67 36 22 01/ 099 30 75 17 09

Email: KeyurCFP@theCFPaspirantClubIndia.Com

www.theCFPaspirantClubIndia.com

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CFP Classes in Mumbai

Posted by on Mar 27, 2015 in Keyur shah | 0 comments

CFP Classes in Mumbai

Dear CFP Aspirant,

We are happy to announce our Comprehensive & Fast Track CFP Preparation Training workshop (Weekend & 4 full day) Batches schedule from April'15 to May’15

Comprehensive Weekend & Fast Track Batches : Xth Central Mall, Mahavir Nagar, Kandivali (West)

57th Batch (Weekend)- April-May15 (Sat.-Sun)- 4pm to 9pm-60 hrs training- Starting from 4th April'15

58th Batch (Saturday)- April to June'15 (Every Saturday)- 9am to 2pm-60 hrs training- Starting from 18th April’15

59th Batch (Sunday)- April to June'15 (Every Sunday)- 9am to 2pm-60 hrs training- Starting from 19th April’15

60th Batch (Fast Track Batch)- 4 Full day (9am to 6pm)- 16th to 19th April (Thd. to Sun.)- Gross FEE 20k

Weekend & Sunday Batch size: 6 and Training fees: Rs.28,000/- per participant

[Fee includes 1) 12 half days (60 Hrs High Quality Training + 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 6 months from joining date of Training Workshop)

Early Bird Subsidy Rs. 2000/- & Group Subsidy Rs. 2000/-…Total Subsidy Rs. 4000/-

Call now for early bird and group Subsidy offer 09167362201/09930751709

Mail:Keyur.shah1975@gmail.com, Keyur.shah@thecfpaspirantclubindia.com

 

 

 

 

 

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CFP Course Duration

Posted by on Mar 27, 2015 in Keyur shah | 0 comments

CFP Course duration

As we know that it is a distance learning professional certification and exams are conducted every day basis so theoritically one can complete all 5 exams in week time but reality is different…Exams are really difficult and without proper knowledge & skill sets its impossible to pass the exams.

So, It is advisable that you as CFP aspirant has to identify right Expert Coach or Trainer Or Classes who have track record of quality teaching leads to quality results.

As a Challenge pathway or Fast Track aspirant, you need min. 200 hrs practice post quality training to ensure passing exam @ 1st attempt with a good grade.

As Regular Pathway aspirant, You need min. 500 hrs practice post quality training to ensure passing all exams @ 1st attempt with a good grades.

So, You need to do daily prepration of min. 2 hrs or weekly 15 to 20 hrs to complete certification in 3 to 6 months.

More detail visit website or feel free to call

Regards,

KEYUR SHAH, 
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 checkin Website to read/speak 181+ Success Stories & watch Video Testimonials in VIDEOGALLERY. 
 

 

 

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

 

 

 

 

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

 http://youtu.be/sttnu1BherU

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

 

http://youtu.be/mnAJB0CVRks

 

Video Testimonial of Dr. Nirakar Pradhan, CIO of Future Generali about Video Learning Kit

 

 

 

 

 
 

 

 

How High Quality Training helps Fresher to get 1st betterJob in corporate world- 119th Success Story Ms. Nidhi 
 

 

 

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

 

 

 
 
 
 
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