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Benefits of MFFWP – CFP with Keyur Shah


Benefits of being MFFWP ( Master in Family Financial Wellness Planning ) CFP (CERTIFIED FINANCIAL PLANNER) with Mr. Keyur Shah, India’s Best & No. 1 Expert Coach and Trainer (MFFWP CFP) (Knowledge and skill building in Personal Financial Planning Domain)

The Growth and Survival Kit for BFSI Professional (Working Corporate OR Independent Financial adviser) and Fresher.

SELF:

1) Learn to prepare your own Goal based Comprehensive Financial Plan and Helps  you to decide your own right asset allocation and right instruments to achieve your Goals.

2) Teaches you 2Save more and invest more in the right products.

3) Reduces your impulse expenses and bring the financial discipline.

4) Reduces element of speculation and keep you away from Intraday/F&O trading

5) Peace of mind and financial independence in long term.

CLIENT-PLANNER:

1) LEARN NEW approach “PUSH GOALS…LEADS TO PULL PRODUCTS”

2) You can provide wider advisory services  (Estate planning services to Real Estate Advisory)

3) Helps in Trust building and NEW Client ADDITION (right now in India only 1800+ CFPs & you are one of them)

4) Better conversion rate, Higher Ticket Size & Bigger AUM (With the help of a 5 step process)

5) Higher motivation and confidence level.

6) Family friend and trusted trouble shooter for all financial problems of family.

7) Finally, You can launch a FEE based advisory.

COMPANY:

1) Right approach brings more nos of clients, bigger revenue and better profit.

 2) Long term approach-higher retention of clients.

3) Better productivity and Retention of employees.

FRESHER:

1) Better Career with a good CTC in BFSI sector (Average Salary Rs. 2.5+ Lac) & Fast Track career growth.

2) An International CAREER in developed countries.

3) Can set up your own Fee based practice.

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. Average 3 hrs per day ( 12th+ / Fresher Graduate 4 to 5 hrs) or 20 hrs / week Time Investment for Regular Pathway Aspirants for 9 to 12 months / Challenge pathway for 6 to 9 months period to achieve the domain expertise in Comprehensive Financial Plan construction and passing exams @ 1st attempt with a good grades.

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 7pm (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 : Classroom FEE 90k OR Video Learning Kit FEE 60k

Pls note that you may pay in your coaching fee in 2 / 3 monthly installments of 30k but if you decided you discontinue your coaching whatever may be reasons than you will be liable to pay remaining installments as per schedule. (Note: We will take necessary legal actions in case of failure of fee in given period so pls think thrice before joining coaching.)  

Pls visit website for more details. www.theCFPaspirantClubIndia.Com and post feel free to call 9167362201 / 8169969026

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

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