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Certified Financial Coach Program


# 9 months intensive classroom practical coaching & field hand holding (200 hrs)

# Born as a FINANCIAL COACH from Agent

# Upgrade your Technical & Soft Skills

# Multiply your Client Acquisition, Client Advisory and Client Retention Skills.

# Learn to construct comprehensive Financial Plan of your client

# Prepare 7 Real life practical Comprehensive Financial Plan of your clients under guidance of Mr. Keyur Shah, India’s Best Expert Coach (Fast Track CFP)

# Master yourself in Goal based Financial Planning, Investment Planning, Fundamental Analysis, Valuation, Ratios Analysis, Asset Allocation planning, Products suitability Analysis, Tax Planning, Estate Planning, Retirement Planning, Insurance Planning, Contingency Planning, Debt reduction Planning, Philanthropy Planning, Questioning Skills, Objection handling skills, Networking and relationship building skills.

# Batch Size: 05, Batch Start date: 19th February 2016, Location: Xth Central Mall, Kandivali W

Time: Classroom Coaching:

Every Friday 3 hrs 9am to 12 noon (40 weeks= 9 months) = 120 hours

Field handholding / One to one Coaching / Queries handling:

2 hrs every week (Mutually suitable time): 40 week= 9 months = 2*40=80 hrs

Who can join : IFA, Aspiring IFAs, Bankers (RM/ WM/ Financial Planner), Aspiring RM/WM/FP

Ideal Age group: 25 to 50

Professional Fees: 15k per month for 9 months

Post Program supports: 5 hrs/ month @ 5k per month


1) New birth as a Financial Coach from Agent…Position yourself as a Family Financial Coach in eyes of your existing / new clients.

2) Achieve expertise in Comprehensive Goal based Financial Plan construction leads to better conversion rate, higher ticket size and multiply your AUM in 3 to 5 years.

3) You can launch your FEE based Practice.

4) Multiply your Trust & respect leads to higher quality business.

5) Easy to develop HNI / NRI / Corporate clients with help of the high level of technical expertise.

6) You can complete your CFP certification

7) Minimum 100%pa return on Investment (Fees paid to Mr. Keyur Shah) subject to completion of required practice and implementation of learning in real life scenarios.

For more detail pls visit our website or call 9167362201 / 9930751709


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 221+ 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

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