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Feedback Of Our Training

Participants' feedback about Training workshop
1) Dr. Nirakar Pradhan, Chief Investment Officer-Furutre Generali Insurance- “Short & Effective deliberations of entire range of CFP concepts. Overall This is an excellent interactive learning experience”-Attended workshop in month of June’12 2) Mr. Sriram Iyer- Director (Sales)-Religare Macquarie Pvt. Wealth Management- Covered all key topics with adequate focus and Case Study Methodology.-Attended in month of June’12. 3) Mr.Rohit Misra- Branch Manager- HDFC MF-Jalgon- “Very Very Focused approach on CFP exam 5 only and practical tips for various issues”-Attended in month of June’12
4) Mr.Akhil Rai-Associate Vice President-Religare Macquarie-“Conceptual Clarity and Clarity of thoughts” 5) Mr.Birju Acharya, Established IFA, Patan, Gujarat-“Easy way of teaching and learned smoothly and excellent presentation skill”-attended in month of June’12 @ Ahmedabad. 6) Mr. Mohankumar-Training Manager-Religare Life, attended workshop in Bangalore in month of July’12 “Speed and Accurate Delivery of presentations”
7) Mr.Venkatraman, Chief Financial Officer- City of London Telecom “Well organized session by Mr.Keyur Shah and useful study material… Interactive session” Attended in month of July’12 @ Bangalore 8) Mr. Raja, Cluster Head, Standard Chartered Bank Pvt. Wealth Management “Mr.Keyur Shah was excellent and I came to know the methodology of solving case studies. Particularly apart from good knowledge of tax planning and investment planning. 9) Mr. K Srinivas Rao-IFA and Trainer- Vijayawada-“Well organized, systematic and lucid presentation”, “Structured Approach, practical inclination and demystification of FP concepts in simple language” Attended in Oct.’12 @ Vijayawada.
10) Mr. Nagraju-Cluster Head-ICICI MF, Vijayawada-“To identify the concepts and draw a timeline and follows steps to solve the problems”-attended in Vijayawada in Oct.’12 11) Mr.ACV Sumanbabu- Branch Head- HDFC MF, Vijayawada-“Complete clarity towards CFP in 3 days training…Approach and explanation and style of training was excellent” 12) Mr.K.Seenivasan-ICICI Bank-Learned the right methods for case studies solutions and now I am confident to pass the final exam with A grade”- Attended in Chennai Sept.’12
13) Mr. Biju Kurville- Senior Vice President-Centum Private Wealth Management-“This training session gave a different perspective and certain “Inside Scoop” with a clear focus on cleaning a test.” –Attended in Chennai Sept.’12 14) Mr. C.R.Manoj-Senior Manager-UTI MF-“Systematic approach, basic concepts on time line taught in a simple way” Attended in Chennai sept.’12 15) Mr.Naresh Panjanani-Established IFA and stock broking professional-“A very structured way of approaching the CFP Exam, Clarity of concepts, focus teaching and A small concentrated group with personal attention for each participant” attended workshop in Sept.’12 at Mumbai.
16) Ms. Chitra Ramesh-Manager-UTI MF-Mumbai-“The workshop was very interesting and I have learnt many new concepts and also use of a financial calculator, Study material provided is an excellent quality and presentation was also excellent” attended in Sept’12 in Mumbai. 17) Priya Shah-CFP Aspirant-Fresher-“As I got my basic concepts crystal clear and learned the right techniques to solve the goal corpus calculation and finding SIP.” Attended in sept.’12 at Mumbai. 18) Mr.KK Verma-Chief Manager-UCO Bank-Kolkata-“The Exam preparation strategies ultimately are directed at holistic professional development.” Attended in Aug.’12 at Kolkata
19) Mr.Ujjawal Chakraboty-Branch Manager-UTI MF-Dhanbad-“There are many take away from this session. Especially the way Mr.Shah has taken Subject in his own style has added much value. The process and the clarity of thoughts of Mr.shah was amazing. He has been able to create the confidence in me that I shall pass the exam” attended in Aug.’12 at Kolkata. 20) Mr.Aditya Kanoria-Regional Manager-Future Capital, Kolkata-“The approach was very good, the way of explaining the concepts was very good.” Attended in Aug.’12 in Kolkata. 21) Mr.Raju Das-Senior Manager-State Bank of India-Kolkata “Finding very helpful in understanding the concept, the right approach to face challenge pathway Exam 5. The basis and know how of how to figure the solution of the problems are clear. The confidence of the Trainer and building up the same of the participants was great” attended in Aug’12 at Kolkata. 22) Mr.Naresh Baid, Established Independent Wealth Planner-Kolkata “Learn the Do & Don’t, Very Informative and exhaustive, through knowledge about logic and theory…Liked Steps and approach to solve the case studies” attended in Kolkata Aug.’12
23) Mr.Manoj Belgaonkar- General Manager-Siemens India-Mumbai-“In Depth Coverage of key concepts, Practical application of concepts then examples” 24) Mr. Sandeep Gandhi- Established IFA- Rajkot-“Very Methodological, To the Point, Concept clarity”attended at Mumbai in month of July’12 25) Mr. Aditya Lakshman-Training Manager-Metlife Insurance- Excellent hold on content and knowledge of facilitator” attended in month of July’12 in Mumbai.