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Group Photo of Training Workshops (80+ batches)

81st MFFWP – CFP batch Group Photo started on 19th August 2017 every Saturday 19 weekends 9am to 2pm @ Xth Central Mall, Mahavir Nagar, Kandivali W.

81st-cfp-batch

A. Investor category :

1. Mr. Shaishav Shah, Sr. Independent Engineering Professional. 

B. IFA category:

2. Mr. Jignesh Vatsani, Sr. Share Broker

3. Mr. Kamal Vora, IFA

C. Employee Category:

4. Mr. Vishal Das, Dealer, Religare

5. Ms Minal Panchal, Auditor, CA firm

D. Fresher Category:

6. Mr. Shrey Tanna, 1st year Bcom Student

Watch Video for more detail

https://youtu.be/UTlZ8BGhthQ

All participants aim to complete their MFFWP CFP certification @ 1st attempt with a good grades by June 18.

 

80th MFFWP – CFP batch Group Photo started on 14th July 2017 every Friday 19 weekends 3pm to 8pm @ Xth Central Mall, Mahavir Nagar, Kandivali W.

80th-cfp-batch

  1. Mr. Shekhar Poojari, Sr. Development Officer, LIC of India, Vasai Br.
  2. Mr. Shailesh Mane, Sr. IFA, Airoli
  3. Mr. Paras Mavani, Sr. INSURANCE ADVISOR, Thane
  4. Mr. Ganesh Sawant, Sr. Real Estate Professional, Thane
  5. Ms. Prachi Garmania, Fresher Graduate, Ghatkopar.

Watch 80th Batch Introduction Video

https://youtu.be/mhauq1Aq8LQ

All participants aim to complete their CFP certification by June 18.

 

79th MFFWP – CFP batch Group Photo started on 28th May 2017 every Sunday 17 weekends 9am to 2pm @ Xth Central Mall, Mahavir Nagar, Kandivali W.

5 (Five) Sr. Professionals & Young Professionals have enrolled in Batch & aim to complete their CFP certification @ 1st attempt with a good grades by March 18.

79th-cfp-batch

  1. Mr. Prashant Gupta, AVP, Motilal Oswal Securities Ltd.
  2. Mr. Gajendrra Venngurlekar, Sr. Manager, Kotak Securities
  3. Mr. Mudit Gupta, Sr. Manager, Robo Advisory 5inance.com
  4. Mrs. Heena Misty, Sr. IFA
  5. Ms. Disha Rashmikant Thanawala, Young IFA. ( Daughter of Sr. IFA / LIC advisor)

 

78th MFFWP – CFP Fast Track batch Group Photo : 18 Full day : 5th May to 26th May (9am to 7pm) @ Xth Central Mall, Mahavir Nagar, Kandivali W.

5 (Five) Young Professional & Fresher have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by Sept. 17.

78th-cfp-batch

  1. Ms. Urmila Singh, Para Planner, S9 Financial Planner, Mulund
  2. Ms. Tejal Wairkar, Worked in MNC KPO, Borivali
  3. Mr. Adwait Pawaskar, Fresher Graduate, Ghatkopar
  4. Mr. Ankush Jain, Fresher, Bhayander
  5. Ms. Agrani Agarwal, Fresher (Daughter of Dilip Agarwal, Sr. IFA)

 

77th  CFP batch Group Photo started on 5th March 2017 every Sunday 17 weekends 9am to 2pm @ Xth Central Mall, Mahavir Nagar, Kandivali W. 

3 (Three) Young Professional & Fresher have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by Dec.17

77th-cfp-batch

  1. Ms. Urmila Singh, Para Planner, S9 Financial Planner, Mulund
  2. Ms. Tejal Wairkar, Worked in MNC KPO, Borivali
  3. Mr. Shashank Das, Young IFA, Mira Road

 

76th CFP batch Group Photo “Comprehensive Fast Track CFP” started dated 10th December 2016 every Saturday 16 weekends batch (4pm to 9pm) in Xth Central Mall, Mahavir Nagar, Kandivali W.

6 (Six) Sr. Professionals, Sr. IFA and Fresher have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by June 2017.

76th_batch_photos

1) Mr.  Mr. Monish Shah, Sr. LIC / GIC Advisor, Mumbai.

2) Mr. Sachin Nagda, Branch Manager, BNP Paribas (Share Khan), Mumbai.

3) Ms. Nada Qazi, Relationship Officer, Quantum MF, Mumbai

4) Ms. Agrani Agarwal, Fresher, Mumbai

5) Mr. Ankush Jain, Young Professional, Mumbai.

75th CFP batch Group Photo “Comprehensive Fast Track CFP” started dated 16th October 2016 every Sunday 16 weekends batch (4pm to 9pm) in Xth Central Mall, Mahavir Nagar, Kandivali W.

5 (Five) Young Professionals, Sr. IFA & Freshers have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by July 2017.

75th_batch_photos

1) Mr.  Mr. Dimas Fernandes, Sr. Corporate Finance Professional, STAR India P. Ltd, Mumbai

2) Mr. Gaurav Malik, Sr. IFA, Palva

3) Mr. Tushar Javkar, Sr. Wealth Manageer, India Nivesh, Mumbai.

4) Mrs. Tanulata Desai, IFA, Mumbai.

5) Ms. Sanika Biwalkar, B.Tech (IT) Student, Mumbai.

6) Mr. Sanklap Sharma, Young Professional, Delhi

74th CFP batch Group Photo "Comprehensive Fast Track CFP" started dated 20th August 2016 every Saturday 15 weekends batch (9am to 2pm) in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Young Professionals, Sr. IFA and Fresher have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by March 2017.

71st-batch

1) Mr. Imran Gilani, IFA & Share Broker, Palghar / Boisar, MH.

2) Mr. Vishal Baxi, Sr. IFA, KV Wealth Advisors, Kandivali W, Mumbai.

3) Mr. Nitin Chodha, Sr. Manager- Institutional Business, UBI AMC, Mumbai.

4) Mr. Rohan Bhuurke, Young IFA, Borivali, Mumbai.

5) Mr. Rachit Mehta, Young IFA, Malad, Mumbai

6) Mr. Adwait Pawaskar, Fresher, BFM, Ghatkopar, Mumbai

73rd CFP batch Group Photo “Comprehensive Fast Track CFP” started dated 24th July 2016 every Sunday 15 weekends batch (9am to 2pm) in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Professionals, Sr. IFA and aspiring IFAs have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by Dec. 2016.

71st-batch

1. Mr. Paresh Bhadreshwara, Branch Manager, HDFC Life Insurance, Mumbai

2. Mrs. Anuya Purohit, Sr. IFA, Mumbai

3. Mr. Shivnarayan Tryagi, Sr. Manager, State Bank of Mysore, Mumbai

4. Mr. Gaurav Dad, Baroda, Credit Manager – Capital First

5. Mr. Manish Shah, A/C Diamond Firm & Sr. IFA, Mumbai

6. Mrs. Neeta Paresh Bhadreshwara, Homemaker, Aspiring IFA, Mumbai

 

72nd CFP batch Group Photo “Comprehensive Fast Track CFP” started dated 5th June 2016 15 weekends Every Sunday 4pm to 9pm in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

3 (Three) Sr. Professionals & Sr. IFA have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by Dec. 2016

71st-batch

1. Mr. Shailesh Abhyankar, Sr. Telecom Professional working with Reliance Jio, Mumbai

2. Mr. Neel Shah, Sr. IFA / LIC Advisor, Mumbai

3. Mr. Pranav Amrute, Manager- SVC Bank, Mumbai

 

71st CFP batch Group Photo “Comprehensive Fast Track CFP” 9th March to 19th March 2016 11 Full Days (9am to 7pm) in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

4 (Four) participants have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by June 2016.

71st-batch

1. Mr. Nihar Shah, Young IFA, Surat

2. Mr. Sameer Dhuri, Sr. IFA, Mumbai

3. Mr. Amit Pednekar, Sr. Accounts Professional, working with Sun TV, Mumbai

4. Mr. Nagesh Abnave, Fresher & Aspiring IFA, Mumbai

 

70th CFP batch Group Photo “Comprehensive Fast Track CFP” started dated 9th April 2016 every Saturday 14 weekends batch (9am to 2pm) in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Professionals have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by Dec. 2016.

70th-batch

1) Mr. Hemal Vasa, Leading IFA & CEO of Solutions, Mumbai.

2) Mr. Ameya Kane, Sr. AVP – Banking Channels, UTI MF, Mumbai.

3) Mrs. Sucheta Bhirud, Sr. IFA, Thane

4) Mr. Abdul Latif Khan, Agency Associate, Max life, Mumbai

5) Mr. Dhiraj Hegde, Young IFA, Kalyan

6) Mr. Vinay Sule, Sr. BFSI Professional, Kalyan

 

69th CFP batch Group Photo “Comprehensive Fast Track CFP” started dated 21st February 2016 14 weekends Every Sunday 9am to 2pm in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Professionals, Jr. Professionals & Fresher have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by Oct. 2016.

69th-batch

1. Mr. Rajendra Sose, Branch Manager – Saraswat Bank, Kandivali W, Mumbai.

2. Mr. Sandeep Kamte, National Head – MF Operations, Prudent CAS Ltd, Mumbai.

3. Ms. Padmini Agrawal, Finance Manager- Rank Infratel / Meenakshi Satellite, Mumbai

4. Ms. Saili Gurav Vaidya, BFSI Professional, Mumbai.

5. Mr. Chetan Chudasama, Operations, HDFC Life, Mumbai.

6. Ms. Vaibhavi Khale, Fresher – Graduate, Dombivali

All participants aim to complete their CFP certification by September 2016.

Happy to share Group photo of 68th Comprehensive Fast Track CFP Batch started dated 16th January 2016 in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

4 (Four) Sr. Professional have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by June 2016.

68th-batch

1. CA Jugal Joshi, Mumbai

2. Mr. Priyashis Das, SVP-Global Consumer Banking- City Bank, Mumbai

3. Mr. Nihar Shah, Independent Financial Adviser, Surat.

4. Siddesh Amberdekar, CA Final Aspirant, Mumbai.

Happy to share Group photo of 67th Fast Track CFP Batch started dated 24th Nov. 2015 in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

4 (Four) Sr. Independent Financial Advisers have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by January 2016.

67th-batch

1) Mr. Hitesh Mantri, Sr. IFA Mumbai.

2) Mrs. Ulka Shinde, Mumbai

3) Mrs. Kavita Chhabria, Mumbai

4) Mr. Santosh Manjrekar, Mumbai

All participants have already completed 4 modules exams under guidance from Mr. Keyur Shah and aim to complete their CFP Exam 5 /Final @ 1st attempt with a good grades by January 2016.

Happy to share Group photo of 66th -14 Weekend Comprehensive Fast Track CFP Batch started dated 1st November 2015 Sunday in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Corporate BFSI Professionals, Sr. IFAs and Fresher have enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by April 2016.

66th-batch

1) Mr. Shirish Vora, Sr. Independent Financial Adviser, Mumbai.

2) Mr. Anil Chandnani, DGM- Partner Relationship, 5nance.Com, Mumbai

3) Mr. Rahul Shankar, Sr. Relationship Manager, Kotak Bank, Mumbai.

4) Mr. Sunil More, Sr. IFA, Mumbai.

5) Mr. V N Raju, Sr. BFSI Professional & Sr. IFA, Mumbai.

6) Mr. Nagesh Abnave, Fresher, Mumbai.

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway @ 1st attempt with good grades by April 2016.

Happy to share Group photo of 65th – 8 Weekend Comprehensive Fast Track CFP Batch started dated 24th October 2015 Sunday in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Corporate BFSI Professionals and Sr. IFAs enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by March 2016.

65th-batch

1) Mr. Mahesh Kaware, Regional Head, Reliance Money, Mumbai.

2) Mr. Naishadh Purohit, Sr. IFA & Share Broker, Mumbai.

3) Mr. Jayan Thomas, AVP (PCG), Kotak Securities Ltd, Pune

4) Ms. Nupur Vibhash Desai, IFA, Mumbai.

5) Ms. Alpana Yadav, Professional, Mumbai.

6) Mr. Vivek Kunder, Sr. Manager, Reliance Money, Mumbai.

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway @ 1st attempt with good grades by March 2016.

Happy to share Group photo of 64th – 7 Weekend Comprehensive Fast Track CFP Batch started dated 22nd August 2015 Sunday in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

64th-group

  1. Mr. Amit Singh Chauhan, Sr. Branch Manager, HDFC Bank, Lokhandawala Br. Kandivali E, Mumbai
  2. Mr. Rajeev Kanotra, Business Head, Arham Wealth Management P. Ltd., Mumbai
  3. Captain Sanjeev Harjai, Finance Head, Indian Navy, Mumbai.
  4. Mr. Rajiv Bandaria, Sr. Manager, IFA / Broker  Channel, L & T MF, Mumbai.
  5. Mr. PAVAN KARGUPPIKAR, MBA (Final Year) Student, Mumbai.
  6. Ms. Prachi Gupta, B.Com (2015), Nagpur

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway @ 1st attempt with good grades by January 2016.

Happy to share Group photo of 63rd – 12 Weekend Comprehensive Fast Track CFP Batch started dated 19th July 2015 Sunday in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Corporate BFSI Professionals & Sr. IFAs enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by December’2015.

63rd-batch

1) Mrs. Parul Nandode, Branch Manager, ICICI Securities, Borivali branch, Mumbai.

2) Mrs. Jyoti Toshniwal, Sr. Independent Financial Adviser, Aurangabad.

3) Mr. Bhavin Thaker, CA, CFO with MNC in Mumbai.

4) Mr. Pankaj Pandey, Sr. Mananger, ICICI Life Insurance, Mumbai.

5) Mrs. Anjali Limaye, Sr, Manager- Accounts, Leading FMCG Company, Mumbai

6) Mr. Satyajeet Solanke, Manager with Syntel, Mumbai.

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway by December 2015.

Happy to share Group photo of 62nd – 12 Weekend Comprehensive Fast Track CFP Batch started dated 18th July 2015 Saturday in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Corporate BFSI Professionals & Sr. IFAs enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by December’2015.

62-batch

1) Mr. Chetan Shah, Sr. Director & Head West (India), BNP Paribas Wealth Management India, Mumbai,

2) Mr. Sunil Varma, Sr. Independent Financial Adviser, Mumbai.

3) Mr. Farhad Gadiwala, BE, MMS (NMIMS), Vice President- Fixed Income Products, UTI MF, Mumbai.

4) Mr. Tejas Shah, MBA (Finance) Sr. LIC Adviser, Mumbai.

5) Mr. Jayesh Matani, Principal Engineer- QA, Jacobs Engineering Consultant Ltd., Mumbai

6) Mr. Sumeet Gupta, Agency Manager, Birla Sunlife Insurance, Mumbai

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway by December 2015.

61st Batch Group Photo – 6 Weekend Comprehensive Fast Track CFP Batch launched date 11th July 2015 Saturday in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Independent Financial Advisers (IFAs) & Freshers enrolled in Batch and aim to complete their CFP certification in REGULAR pathway or Challenge Pathway @ 1st attempt with good grades by December’2015.

61st-batch

1) Mr. Ajay Khole, Sr. Tax & Investment Consultant, Pune

2) Mr. Subodh Mishra, Sr. IFA, Mumbai.

3) Mr. Ratish Kadam, Sr. IFA, Mumbai.

4) Mr. Jayesh Potdar, Sr. IFA, Mumbai.

5) Ms. Mansi Potdar, Fresher (Graduate), Mumbai.

6) Mr. Vishal Das, Fresher (Graduate), Mumbai.

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway by December2015.

Happy to share Group photo of 60th – 6 Weekend Comprehensive Fast Track CFP Batch started dated 23rd May 2015 Saturday in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Corporate BFSI Professionals & Sr. IFAs enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by October’2015.

60th-batch

  1. Mr. Surendra Kumar Panda, Sr. Manager, State Bank of Mysore, Mumbai,
  2. Mr. Dilip Shenoy, Independent Financial Adviser, (Ex. Sr. Banker, Investment Specialist- ICICI Bank)
  3. Mr. Bahaar Anerao, Sr. Independent Financial Adviser ( LIC & MF), Mumbai.
  4. Mr. Varun Trivedi, Sr. IFA, Surat
  5. Mr. Sachin Nagda, BFSI Professional working with a leading Brokerage firm, Mumbai.
  6. Ms. Krima Shah, Fresher, Mumbai All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway by Oct.15.

Happy to share Group photo of 59th Sunday 12 Weekend Comprehensive Fast Track CFP Batch started dated 19th April in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Corporate BFSI Professionals enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by September’2015.

59th-batch

  1. Mr. Gopal Agrawal, Chief Internal Business Officer, FCA & CMA, WNS Global Services P. Ltd.,Mumbai
  2. Mr. Prasanna Rupji, Regional Product Manager, ICICI Securities, Mumbai.
  3. Mr. Ashish Shah, Sr. Independent BFSI Professional & Ex. Banker, Vadodara.
  4. Mr. Vikram Patel, Sr. Relationship Manager, Deutsche Bank, Mumbai.
  5. Mr. Ashok Pal, Sr. Analyst, MNC KPO- JP Morgan, Mumbai.
  6. Mr. Kartik, BFSI Professional, Edelweiss Tokyo Life Insurance, Mumbai.

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway by September'15.

Happy to share Group photo of 58th Saturday 12 Weekend Comprehensive Fast Track CFP Batch started dated 18th April Saturday in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

6 (Six) Sr. Corporate BFSI Professionals enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by September’2015.

58th-batch

1) Mr. Michael Fernandes, Sr. HR Coach & Financial Planner, Mumbai.

2) Mr. Amit Desai, Sr. Independent Financial Adviser, Mumbai.

3) Mr. Uday Badame, Sr. Independent Financial Adviser, Mumbai.

4) Mr. Clinton Dsouza, Sr. Manager, City Bank, Mumbai.

5) Mr. Srinivas, BE, MBA, Independent Financial Adviser, Mumbai.

6) Mr. Gaurav Sarda, MBA, Sr. Manager, NJ Invest India, Mumbai.

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway by September'15.

 

Happy to share Group photo of 57th Weekend Fast Track CFP Batch started dated 4th April in Xth Central Mall, Mahavir Nagar, Kandivali West, Mumbai.

5 (Five) Sr. BFSI Professional & leading Independent Financial Advisers enrolled in Batch and aim to complete their CFP certification @ 1st attempt with good grades by Aug.15.

57th-batch

1) Mr. Nitin Sawant, FEE only Financial Planner, Vita-Sangli-MH

2) Mr. Prasad Chitre, Partner, Clover Solutions, Mumbai

3) Mr. Dhiraj Das Guru, Sr. Manager, Shah & Shah Group Financial Adviser, Mumbai

4) Mr. Aditya Avasare, BFSI Professional works with VSK Consultancy, Mumbai.

5) Mr. Harsh Shah, BFSI Professional works with Sanjay Nanavati Financial Solutions, Mumbai All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway by Aug'15.

 

Happy to share Group photo of 56th Mega Fast Track Comprehensive CFP Batch successfully conducted in Dadar, Mumbai dates 5th to 8th & 12th to 15th Feb. (9am to 6pm)

7 Sr. BFSI Professional & leading Independent Financial Adviser attended and also 7 Successful participants shared their success stories during Training Workshop.

55th-Batch

 

1) Ms. Visalakshy Vishwanath, Sr. IFA, Mumbai
2) Mr. Kumar, Chief Manager, Dena Bank, Hyderabad.
3) Mr. Manish Pandey, CEO, Fern Wealth Adviser, Mumbai.
4) Mr. Akash Patel, ICWA, Sr. Partner, Wealth Mgmt firm, Vadodara,
5) Mr. Pankaj Gadkari, Sr. IFA, Thane
6) Mr. Ajay Khole, Sr. IFA & Tax practitioner, Pune
7) Mr. Uday, Jr. BFSI Professional, Mumbai.

All participants are confident to complete their CFP certification in Regular or Fast Track (Challenge) pathway by June'15.

 

Happy to share Group photo of 55th Sunday 12 weekend Batch Fast Track Comprehensive CFP Batch started in the Xth Central Mall, Kandivali W, Mumbai on dates 18th January’15

5 Senior BFSI professionals & IFAs are attending the training Workshop.

55th-Batch

 

1) Mr. Krishna Moorthy, Sr. Manager, State Bank of Bikaner & Jaipur, Mumbai Office.
2) Vinod Benade, Sr. IFA, Mumbai
3) Mr. Nayan Mehta, Sr. Manager, TrustPlutus Wealth Managers (I) P. Ltd.,Mumbai
4) Mr. Mahesh Chauhan, Sr. IFA, Mumbai
5) Mr. Gaurav Sarda, Manager, NJ India, Mumbai

All participants are confident to complete their CFP with a good grade by June’15.

 

Happy to share Group photo of 54th 6 weekend Batch Fast Track Comprehensive CFP Batch started in the Xth Central Mall, Kandivali W, Mumbai on dates 3rd January’15

5 Senior BFSI professionals & IFAs are attending the training Workshop.

54th Batch
 

1) Mr. Sanjay Nanavati, Sr. Established Independent Financial Adviser, Mumbai
2) Mr. Amol Pimplekar, Sr. Branch Head, Lalit Magan Securities, Mumbai
3) Mr. Anjaniya Kommu, Branch Manager, Prudent Corporate Services P. Ltd., Mumbai
4) Mr. Vinay Surendra, Manager- Customer Relationship, ICICI Securities, Mumbai
5) Ms. Khyati Nanavati, Fresher, Mumbai.

All participants are confident to complete their CFP with a good grade by May’15.

 

Happy to share Group photo of 53rd weekend Batch Fast Track Comprehensive CFP Batch started in the Xth Central Mall, Kandivali W, Mumbai on dates 15th Nov.14
 

5 Senior BFSI professionals are attending the training Workshop.

 

Final 53rd Batch

1) Mr. P. S. Bedekar, AGM, State Bank of India, HO (Narmian Point), Mumbai.
2) Mr. Prashant Nambiar, Branch Manager, HDFC Bank (Vile Parle), Mumbai.
3) Mr. Bimal Desai, Branch Manager, HDFC Bank, Andheri (E), Mumbai.
4) Mr. Jayant Rajurkar, Regional Training Manager, HDFC Life Insurance, Mumbai.
5) Mr. Nirmay Shah, Sr. Manager, Edelweiss Capital, Mumbai.

All participants are confident to complete their CFP with a good grade by March’15.

Happy to share Group photo of 52nd Sunday Batch Fast Track Comprehensive CFP Batch started in the Xth Central Mall, Kandivali W, Mumbai on dates 12th Oct.14
 

4 Senior BFSI professionals are attending the training Workshop.

52nd Batch

  1. Mr. Ishpal Singh, Sr. Key Relationship Manager, ICICI Securities , Dombivali Branch, Thane
  2. Mr. Faheem Ahmed, Sr. Key Relationship Manager, ICICI Securities, Borivali Branch, Mumbai.
  3. Mr. Pankaj Pandey, Sales Manager (Corporate Channel)- ICICI Life Insurance, Mumbai.
  4. Mr. Sudhanshu Singh, Faculty, Mahesh Tutorial, Thane

All participants are expected to complete their CFP certification by March15.

Group Photo of 51st Weekend CFP Batch started @ Xth Central Mall,

Kandivali W,Mumbai Dated 20th September’2014

51th

Proud Moment…51st Batch…Happy to share Group photo of 51st Batch CFP Training workshop…Successfully completed 50 batches (Fast Track & weekend) in last 30 months…Already 150+ CFP Aspirants have successfully completed their CFP certification in Regular or Fast Track (Challenge) pathway.

5 Senior BFSI professional & Established IFAs are attending Weekend  CFP training Workshop started from 20th Sept. in Xth Central Mall, Mahavir Nagar, Kandivali W, Mumbai.

1) Mr. Kaushal Singh, Sr. Manager, Citi Bank, Mumbai.

2) Ms. Shreya Vaidya, Independent Insurance Professional & Director with a leading Stock Broking firm, Mumbai.

3) Mr. V. N. Raju, Sr. Manager – I&LFS & Sr. BFSI Professional, Mumbai.

4) Mr. Pareekshit Rao, Manager with a leading Research Firm, Mumbai

5) Mr. Parshva Shah, Independent Financial Adviser, Mumbai.

All participants are confident to complete their CFP by Jan.’15 with a good grade.

 

Group Photo of 50th Weekend CFP Batch started @ Xth Central Mall,

Kandivali W,Mumbai Dates 2nd Aug.14.

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Six Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. Romin Irani, Group Marketing Manager, L & T Finance, Mumbai.

2) Mr. Mahesh Kumar, Sr. Manager, Leading NGO, Mumbai.

3) Mr. Damodar, Sr. Manager, Canara Robeco MF, Mumbai.

4) Mr. Millind Pawar, Sr. Manager, Sushil Finance, Mumbai.

5) Mr. Sagar Ingal, Domain expert BFSI, IT Co. Mumbai.

6) Ms. Arjun, BFSI Professional, Mumbai.

All participants are confident to complete their CFP by Dec.’14 with a good grade.

Group Photo of 49th Weekend CFP batch started in June’14 @ Xth Central Mall, Kandivali W, Mumbai.

(Special 3 months batch for Aviva life’s Sr. Managers)

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1) Mr. Swapnil Holkar, Zone Manager, Aviva Life Insurance, Mumbai.

2) Mr. Prajesh Vasani, Cluster Head, Aviva life, Mumbai.

3) Mr. Sanjay Dubey, Sr. Branch Manager, Aviva life, Mumbai.

4) Ms. Trupti Mishra, Sr. Manager, Aviva life, Mumbai

All participants are aim to complete their CFP with a Good Grades by Dec.14.

Happy to share Group Photo of our 42nd Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W), Mumbai dated 22nd to 25th May’14.

Seven (7) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

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1) Mr. Ramesh Kumar, Hyderabad, Senior Vice President –South India, MCX SX.

2) Mr. Rakesh Raut, Senior LIC Development Officer, Mumbai.

3) Mr. Anthony Lobo, FCA, Senior ERP Professional & IFA, Mumbai.

4) Mr. Manish Pandey, Senior BFSI Professional (Ex. Regional Manager, Fidelity)

5) Mr. Abhishek Kadam, IFA, Mumbai.

6) Ms. Hiral Bhuva, Fresher, Mumbai.

7) Ms. Namrata Pandya, Frehser, Mumbai.

All participants are confident to complete their CFP in Regular/Fast Track Pathway with the “A” or “B” Grade @ 1st attempt latest by September’14.

Happy to share Group Photo of our 41st Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W), Mumbai dated 24th to 27th April14.

Eight (8) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

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1) Mr. Nikhil Bagaria, Vice President & National Channel Head (ND & IFA), HSBC Global Asset Management, Mumbai.

2) Mr. Vinod Lodhe, LIC Development Officer, Mumbai.

3) Mrs. Chaitali Datta, Senior Financial Planner ( Ex. Branch Manager, State Bank of India), Mumbai.

4) Ms. Margi Shah, Fresher, Mumbai.

5) Mr. Paresh Joshi, Sr. Training Manager, SBI Life Insurance, Mumbai.

6) Mr. Vivekh Pathak, Senior BFSI Professional, New Delhi

7) Mrs. Anjali vadke, Senior LIC Advisor, Mumbai.

8) Mr. Sai Krishna, Independent Financial Planner, Chennai.

All participants are confident to complete their CFP in Regular/Fast Track Pathway with the “A” or “B” Grade @ 1st attempt latest by Aug’14.

The Group Photo of our 40th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W), Mumbai dated 20th to 23rd March14.

Seven (7) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

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1) Mr. Vishwanath Narayanan, Senior Independent Financial Advioser & Planner, Mumbai.

2) Mr. Krishanakant Mane, Senior Manager- working with a leading IT MNC in Mumbai.

3) Mr. Mrinal Khona, Sr. Associate, Willis Processing Services India (P) Ltd., Mumbai.

4) Ms. Krupa Daiya, Sr. Associate, Willis Processing Services India (P) Ltd., Mumbai.

5) Mr. Pratik Sepuri, Finacial Planner, Ffreedom Financial Planner, Mumbai.

6) Mr. Nimish Raval, MBA, BFSI Professional, Mumbai.

7) Mr. Naman Bhandari, Fresher Graduate, Mumbai.

All participants are confident to complete their CFP in Regular/Fast Track Pathway with the “A” or “B” Grade @ 1st attempt latest by June’14.

Happy to share that we have successfully completed 39th batch of Fast Track CFP Training workshop in January2014 dated 15th to 19th January14.

Seven Senior BFSI professional & Established IFAs attended the training Workshop.

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1) Mr. Brij Gopal Damani, Sr. Independent Financial Advisor, Mumbai.

2) Mr. Anil Mutalik, Sr. LIC Advisor, Mumbai.

3) Mr. Anil Salvi, Sr. IFA, Mumbai

4) Mr. Sushil Sabarwal, Sr. IFA, Mumbai.

5) Mr. Ravi Mirji, Sr. BFSI Professional, Mumbai.

6) Ms. Roopa Khatri, Sr. BFSI Professional, Mumbai.

7) Mr. Krutik Shah, Fresher, Mumbai.

All participants are confident to complete their CFP by May’14 with a good grade.

The Group Photo of our 38th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W), Mumbai dated 19th to 22nd Dec.13.

Seven (7) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

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1) Mr. Manish Joshi, Senior Manager, working with MNC Software Co., Mumbai.

2) Ms. Urvi Vira, Fresher, Mumbai.

3) Mr. Sanjay Tanwade, Senior BFSI Professional (Ex. Senior Training Manager Max Life Insurance, Mumbai)

4) Mr. Mitul Raval, CA & CFP Aspirant, Mumbai.

5) Mr. Sanjay Sonkkate, Senior Manager- MNC Software Co., Mumbai.

6) Mr. Akshay Javkhedkar, IFA & Share Broker, Mumbai.

7) Mr. Kiran Bhambid, Manager- Payroll & A/Cs- MNC Software Co., Mumbai.

All participants are confident to complete their CFP in Regular/Fast Track Pathway with the “A” or “B” Grade @ 1st attempt latest by March’14.

The Group Photo of our 37th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W), Mumbai dated 21st to 24th Nov.’13.

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Six (6) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Hemendra Singh, Senior Manager-Retirement Planning (Corporate)- Canara HSBC Life Insurance, Mumbai.

2) Mr. Minesh Mehta, Senior IFA, Mumbai.

3) Mr. Kedar Joshi, Senior BFSI Professional (Ex. Regional Manager- Kotak MF, Pune)

4) Mr. Vishal Joshi, Sr. Management Consultant, Mondial Consultant, Mumbai.

5) Mr. Hrushi Potdar, Fresher & CFP Aspirant, Mumbai.

6) Mr. Ram Patel, Senior Share Broker & IFA, Vadodara.

All participants are confident to complete their CFP in Regular/Fast Track Pathway with the “A” or “B” Grade @ 1st attempt latest by March14

The Group Photo of our 36th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W), Mumbai dated 17th to 20th Oct.13.

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Nine (9) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Chandur Bhaya, VP- Investment Strategies-TrustPlutus Wealth Managers (India) P. Ltd., Mumbai.

2) Mr. Jayant Rajurkar, Regional Training Manager (HDFC Bank Relationship)- HDFC Life Insurance Co. Ltd., Mumbai.

3) Mr. Ismail Shaikh, Senior Banker & Trainer- Mumbai.

4) Mr. Mohamed Hassanali, Director- 5th Gears Learning Solutions, Mumbai.

5) Mrs. Sangeeta Hemant, CA- Senior BFSI Professional.

6) Mr. Jagdish Chaudhari, Senior Sales Professional (Sydeny- Australia)

7) Mr. Mahadevan V, Manager- Ffreedom Financial Planner, Mumbai.

8) Ms. Rikita Shah, Fresher & CFP Aspirant, Mumbai

9) Ms. Vidhi shukla, Fresher & CFP Aspirant, Mumbai.

All participants are confident to complete their CFP Exam 5/Final in with the “A” or “B” Grade @ 1st attempt latest by January’14.

The Group Photo of our 35th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W), Mumbai dated 19th to 22nd Sept.’13.
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Six (6) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Rakesh Parekh, Senior VP- Motilal Oswal Pvt. Wealth Management, Mumbai.

2) Mr. M.S. Venu Madhavan, VP- Motilal Oswal Pvt. Wealth Management, Mumbai.

3) Mr. Mrinal Khona, Sr. Associate, Willis Processing Services (India) P. Ltd.,Mumbai.

4) Ms. Shikha Mishra, Senior BFSI Professional, Dubai.

5) Mr. Goutam Bose, Established IFA, Vadodara.

6) Mr. Harish Nagana, Established IFA, Pune.

All participants are confident to complete their CFP Exam 5/Final in with the “A” or “B” Grade @ 1st attempt latest by Dec.’13.

Happy to share Group Photo of our 34th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W), Mumbai dated 15th to 18th Aug’.13.
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Nine (9) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.

1) Mr. Rajesh Makharia, Director- IDFC Securities Ltd., Mumbai.

2) Mr. Viraj Padhye, CEO-SafeHands Financial Services P. Ltd., Pune.

3) Mr. Ram Patel, Established Share Broker & IFA, Baroda (Param Investments)

4) Mrs. Jyoti Toshniwal, Established Independent Financial Advisor, Aurangabad.

5) Ms. Mikita Shah, Senior Manager- JP Morgan, Mumbai.

6) Mr. Kiran Hake, Senior BFSI Professional, Mumbai.

7) Ms. Moyena Parikh, Fresher & CFP Aspirant, Mumbai.

8) Ms. Charmi Shah, Fresher & CFP Aspirant, Mumbai.

9) Mr. Rahul Sangoi, Senior Technical Analyst, Mumbai.

All participants are confident to complete their CFP in Regular/challenge Pathway with the “A” or “B” Grade @ 1st attempt latest by Dec.’13.

Happy to share Group Photo of our 33rd Batch Mumbai Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W) dated 18th to 21st July’13.

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Nine (9) Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. Sanjay Kumble, AVP & Branch Head-Ghatkopar Branch-HDFC MF-Mumbai.

2) Mr. Pranav Jain, Head-Mumbai-Broking division with Prudent Corporate Advisoy Ltd.

3) Mr. Prasad Chitre, Established Independent Financial Planner-Clover Solutions-Thane.

4) Mr. Bhavesh Modh, Established Independent Financial Planner-Aksher FP-Palanpur, Gujarat.

5) Ms. Minali Shahri, Financial Planning Manager-Bajaj Capital Ltd.-Mumbai.

6) Mr. Yashesh Bhatt, Senior Associate & Team Leader-JM Financial (Broking Div.)-Mumbai.

7) Mr. Harish Barke, Practice Manager-Ffreedom Financial Planner-Mumbai.

8) Mr. Ashwin Bhundia, Senior Associate & Team Leader-JM Financial (Broking Div.)-Mumbai.

9) Mr. Dipak Prajapati- Life Insurance, MF & Equity Advisor-Palanpur-Gujarat.

All participants are confident to complete their CFP in Regular/challenge Pathway with the “A” or “B” Grade @ 1 attempt latest by Oct.’13.

Happy to share Group Photo of our 32nd Batch Mumbai Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W) dated 14th to 16th June’13.

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The Seven (7) Senior BFSI professional, Established IFAs & Freshers had attended the training Workshop.

1) Mr. Krishna Singh, Senior Manager- Axis MF-Pune.

2) Mr. Abhishek Raj, Established Independent Financial Advisor-Pune.

3) Ms. Tanvi Mahajan, Assistant Manager-SBI Life Insurance-HO-Mumbai.

4) Ms. Kushal Dehekar, Life Insurance Advisor-LIC-Mumbai.

5) Mr. Jagdish Suvagia, Established Independent Financial Advisor-Surat.

6) Mr. Bhaskar Prakash, Established Independent Financial Advisor-Patna.

7) Mr. Nishant Lukhi (Patel), Fresher.

All participants are confident to complete their CFP in Regular/challenge Pathway with the “A” or “B” Grade @ 1st attempt latest by Oct.’13.

Happy to share Group Photo of our 31st Batch Mumbai Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Ahmedabad dated 24th to 26th May’13.

Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop

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1) Mr. Pankaj Mohta, Established Share broker & Independent Financial Advisor- Ahmedabad.2) Mr. Sandeep Gandhi, Sr. Manager with Leading PSU General Insurer & Independent Financial Advisor-Rajkot.3) Mr. Ashish Mumbaiwala, Established Independent Financial Planner-Ahmedabad.

4) Mr. Mukesh Patel, Established Independent Financial Advisor-Ahmedabad.

5) Ms. Leena Purohit-Sr. Manager-MF Distribution, Marwadi Share Brokers-Rajkot.

6) Mr. Shaunak Antani- working with Franklin Templton MF.

7) Mr. Hemang Desai- Established Independent Financial Advisor-Surat.

8) Mr. Ninad Parikh, Fresher (M.Com) All participants are confident to complete their CFP in Regular/challenge Pathway with the “A” or “B” Grade @ 1st attempt latest by Sept.’13.

Happy to share Group Photo of our 33rd Batch Mumbai Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W) dated 18th to 21st July’13.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

THE CFP ASPIRANT CLUB (INDIA) & KEYUR SHAH (Expert Coach and Trainer for the CFP exam 5/Final/AFP module) launches the FAST TRACK CFP EXAM 5/FINAL and MODULEs Exams" preparation training workshop
 
Group Photo of 30th Batch_Kolkata_17th to 19th May'13 @ Hotel Bengal Inn.
 

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Eight (8) Young CFP Aspirants, Senior BFSI professionals & Established Independent Financial Advisors had attended the training Workshop.1) Mr. Raju Das, Senior Manager- State bank of India-Kolkata.2) Mr. Anirudh Kanoria- Senior Business Associate & Established IFA.

3) Mr. Anubhaw Chandak, Senior Associate-Client Associate Family Office.

4) Ms. Paromita Mukherji- Manager-Ops-TrustPlutus Wealth Manager.

5) Mr. Ujjal Chakraboty- Share Broker & IFA.

6) Mr. Amit Sharma, Established IFA.

7) Ms. Riha Agarwal-CFP Aspirant.(Pursing CFP in Regular Pathway

8) Ms. Aishwarya Surana, CFP Aspirant.(Pursuing CFP in Regular Pathway)

All participants are confident to pass CFP Exam 5/Final with the "A" or "B" Grade by Aug.'13

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
The Group Photo of 29th Batch_Mumbai_10th to 12th May'13@Dadar
 
 
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Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop.
 

1) FCA Girish Mahaddalkar, Professior with a leading Commerce college & Practicing CA, Mumbai.2) Mr. Rajiv Kanotra, Senior Manager, Religare Securities, Mumbai.3) Mr. K. Narsimulu, Senior Manager- E Learning, SBI Life, HO, Mumbai.

4) Mr. Munir Kulavoor, Founder Director- INtegra FinServe, Mumbai.

5) Mr. Aditya Pathak, Wealth Manager- Ladder Up Wealth Management, Mumbai.

6) Mr. Parikshit More, Relationship Manager-IIFL, Mumbai.

7) Ms. Prajakata Wadekar, Fresher & CFP Aspirant-Mumbai.

8) Mr. Srinivas M. Khuperkar, Established IFA & Farmer – Kolhapur

All participants are confident to pass CFP Exam 5/Final/AFP with the "A" or "B" Grade by August'13.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
The Group Photo of 28th Batch_Hyderabad_3rd to 5th May'13 @ Hotel Celebrity.
 
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Eleven (11) Senior BFSI professional & Established IFAs attended the training Workshop.1) Mr. V. Chakra Pani, Senior Agency Manager, Life Insurance Corporation of India, Karim Nagar.2) Mr. Raghavendra N.V.- AVP & Regional Head, L & T MF, Hyderabad.

3) Mr. BLN Swamy, Senior Manager- State Bank of India-Vijayawada.

4) Mr. Senthil, Regional Head- Private Bank

5) Mr. Alok Surana- Established Independent Financial Planner & Stock Broker-Hyderabad.

6) Mr. Nagendrakumar, Area Manager-Integrated Enterprises Ltd., Vijayawada.

7) Mr. Manu Sreenivasan, Family Office-Hyd.

8) Mr. Sunil Khilwani, HNI-Investor & Businessman

9) Mr. Sailesh Nagar, Senior Advisor- Private Family Office- Chennai.

10) Mr. V. Sanakara Rao, Senior Manager-Accounts, Karvy-HYD.

11) Mr. Y. Santhosh, CFP Aspirant- Guntur.

All participants are confident to pass CFP Exam 5/Final/AFP with the "A" or "B" Grade by July'13.

Group Photo of our 27th Batch_Delhi_19th to 21st April'13.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
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Group Photo of the 27th batch_Delhi of Fast Track CFP Exam 5/4/3 + CPFA + FPC Training workshop in Dadar (W),Mumbai dated 19th to 21st April'13 @ Gurgoan.
 
Ten (10) Senior BFSI professional & Established IFAs attended the training Workshop.
 

1) Mr. Jagjit Jagoar, Development Officer, Life Insurance Corporation of India, CP, Delhi.

2) Mr. Tejinder Nagpal, Branch Manager-SBI Life Insurance, Kashipur-Utranchal.

3) Mr. Saurabindu Basu, Deputy Director-TrustPlutus Wealth Managers (India) P. Ltd., Delhi.

4) Ms. Suman Dogra, Manager, ICICI Bank, Solan, HP.

5) Mr. Jiwan Pradeep, Retired Banker- State Bank of India & Home Loan Consultant- SBI, Delhi.

6) Mr. Ajay Malhotra, Established Independent Financial Advisor, Delhi.

7) Mr. Anurag Anand, Established IFA, Delhi.

8) Mr. Rashid Khan, Service Manager- TrustPlutus Wealth Managers P. Ltd. , Delhi.

9) Mr. Abhay Uppal, Product Trainer- Netambit

10) Mr. Mukesh Gupta, Sales Manager- FD acquisition, Unitech Ltd., Delhi

All participants are confident to pass CFP Exam 5/Final/AFP with the "A" or "B" Grade by July'13.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Group Photo of 26th Batch_Mumbai_12th to 14th April'13.
 
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The Group Photo of the 26th batch of Fast Track CFP Exam 5/4/3 Training workshop in Dadar (W), Mumbaidated 12th to 14th April'13.
 
Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop.
 

1) FCA Dhaval Chotai, Senior Manager- Valuation, Mind Tree Consulting, Pune

2) Ms. Geetanjali Deokar, Senior Manager- Corporate Solutions, SBI Life, Mumbai.

3) Mr. D'Souza Valerian, Established IFA, Mumbai.

4) Ms. Shabana Shaikh, Established IFA, Mumbai.

5) Mr. Jitesh Patankar, Sr. Relationship Manager-Bancassurance-Bajaj Allianz Life.

6) Mr. Amit S. Bhagat, Independent Financial Planner & CFP Aspirant, Mumbai.

7) Mr. Saurabh Kale, Manager-Assute Management Consultant, Mumbai.

8) Mr. anand Gokhale, Fresher & CFP aspirant.

All participants are confident to pass CFP Exam 5/Final/AFP with the "A" or "B" Grade by June'13.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
The Group Photo of 25th Batch_Mumbai_15th to 17th March'13
 
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Seven (7) Senior BFSI Professionals & Established IFAs had Attended Training Workshop.
 

1) Mr. N.S. Kishore Kumar, Ex-Banker (SBI & HDFC)

2) Mr. Rakesh Chandran, Senior Forex Manager – Federal Bank

3) Mr. Dilip Butani, Senior Visiting Faculty- MBA Colleges

4) Mr. Dinesh Bapna, Established IFA-Arham Securities

5) Mr. Suyog Patil, Senior Manager-Investments-

6) Mr. Ninad Dhure, Senior BFSI Professional

7) Mr. Sameer Dhuri, IFA & Sub broker

The Group Photo of 24th Batch_15th to 17th Feb.'13_Mumbai

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
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The Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop.
 

1) Ms. Alka Mittal, CA, Senior Manager-Investments, Bharti Axa Life Insurance.

2) Mr. Altaz Khakiani, VP-Software Development, Morgan Stanely.

3) Mr. Vipin Rao, Credit Analyst_J P Morgan Chase.

4) Mr. Manoj Panda, National Manager-Third Party Products-Ratnakar Bank.

5) Mr. Swapnil Verma, Senior Sales Manager-Daiwa MF.

6) Mr. Sushil Sabrwal, Established IFA.

7) Mr. Priyesh Chokshi, Established IFA & Stock Broker.

8) Ms. Nidhi Manchanda-Fresher and CFP Aspirant.

The Group Photo of the 23rd batch of Fast Track CFP Exam 5 Training workshop in Kochi (Kerala) dated25th to 27th January'13 @ Abad Metro Hotel.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 
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11 (Eleven) Senior BFSI professional & Established IFAs attended the training Workshop.
 

1) Mr. Noble Paul, VP & Branch Head, Axis Bank.

2) Mrs. Leena Jayan, Senior Manager- State Bank of Travankore.

3) Mr. Rajesh Kuttikkat, Finance Manager, Fragomen

4) Mr. Maxi Jose, Director-Affluenz Financial Services India P. Ltd.

5) Mr. Hareesh M.V. , AVP-WMS-Hedge Equities.

6) Mr. Abraham Joseph, Established IFA

7) Mr. M.N. Gopalakrishnan- IFA, Kottayam

8) Mr. Dinesh K. – Senior BFSI Professional.

9) Mr. Vijayananda Prabhu- Senior BFSI Professional.

10) Mr. Ranjith V.M.- Senior BFSI Professional.

11) Mr. Anoop Purshotam- Senior BFSI Professional.

The Group Photo of the 22nd batch of Fast Track CFP Exam 5 Training workshop in Bangalore dated18th to 20th January'13 @ Hotel Nahar Heritage

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 
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Nine Senior BFSI professional & Established IFAs attended the training Workshop.
 
1) Mr. Prithvi Putty, Associate Director-TrustPlutus Wealth Managers (India) Pvt. Ltd. (Hyderabad)
2) Ms..B S Padamini, Deputy Director- Director-TrustPlutus Wealth Managers (India) Pvt. Ltd. (Bangalore)
3) Mr. Rohan Shankar, Deputy Director-TrustPlutus Wealth Managers (India) Pvt. Ltd. (Bangalore)
4) Ms. Preetha Sugumaran, Deputy Director, TrustPlutus Wealth Managers, (Chennai)
5) Ms. Monika Kamath, Senior Wealth Manager, Religare Macquarie Wealth Managers, Bangalore.
6) Mr. Rajiv Varma, MD, Fintel Solutions P. Ltd., Hubali.
7) Ms. Nilofer Amlani, Senior Manager-AXIS Bank, Bangalore.
8) Mr. Vishnu Agarwal, Senior Credit Manager,Kotak Bank Ltd., Bangalore.
9) Mr. Girish Khandelwal, Business Head Future Financial Planner, Chennai.
 
All participants are confident to pass CFP Exam 5 with a Good Grades by April'13

The Group Photo of the 21st batch of Fast Track CFP Exam 5 Training workshop in Mumbai dated 11th to 13th January'13

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Nine Senior BFSI professional & Established IFAs attended the training Workshop.

1) Mr. K. V. Ramaswamy, MD & CEO, Quadratic Financial Services Pvt. Ltd. (Ex. CEO of JM & Birla MF)

2) Mrs. Asha Ramaswamy, Sr. VP, SBI Life Insurance.

3) Mr. Vikram Nandi, Regional Director- Key Clients, TrustPlutus Wealth Managers (India) Pvt. Ltd.

4) Ms. Jayeeta Sen, Head Client Relations, TrustPlutus Wealth Managers

5) Mr. Abhijit Kargirwar, Associate Director-Key Clients, TrustPlutus Wealth Managers

6) Ms. Hetal Thakker, Asscciate Director, TrustPlutus Wealth Managers

7) Mr. Rajnikant Tiwari, Sr. Manager, Diawa MF

8) Mr. Sundeep Kumar, Sr. Manager, Diawa MF

9) Mrs. Surabhi Verma, Senior professional IFA (Ex. RM of HDFC Bank)

All participants are confident to pass CFP Exam 5 with a Good Grades by April'13

Successfully completed 20th batch of Fast Track CFP Exam 5 Training workshop in Ahmedabad dated 4th to 6th January'13.

Nine Senior BFSI professional & Established IFAs attended the training Workshop.

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1) Mr. P.C. OZA- No.1 Senior LIC DO from Bhavnagar Division.

2) Mr. Ketan Jhaveri- No.1 LIC/MF Established IFA from Surat.

3) Mr. Jayaprakash- AVP & Regional Manager- Motilal Oswal Abad.

4) Mr. Hiren Pandya, Deputy Director from TrustPlutus Wealth Managers Pvt. Ltd., Abad.

5) Mr. Vivek Srivastava- Associate Director from TrustPlutus

6) Mr. Apurva Mehta- Associate ¬ Director from TrustPlutus Surat.

7) Ms. Jalvi Diwanji, Singapore

8) Mr. Chitral Shah, Manager Kotak Securities

9) Mr. Minesh Rana, Business Associate Motilal Oswal, Baroda

All participants are confident to pass CFP with a Good Grades by March13.

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The 18th Batch_Mumbai_FAST TRACK CFP EXAM 5/4/3 + CPFA + FPC preparation training workshop conducted on 7th, 8th & 9th Dec.'12 @ Dadar (W) Mumbai.

17th Batch_Delhi_FAST TRACK CFP EXAM 5/4/3 + CPFA + FPC preparation training workshop conducted on 23rd to 25th Novermber'12 @ SIRIS 2 Gurgoan.

11 (eleven) senior BFSI professionals working with corporate and Established Independent Financial Advisors have attended training workshop. All participants are confident to pass theExam 5 with A or B grade latest by January'13.

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15 batch_FAST TRACK CFP EXAM 5+ FINANCIAL PLAN CONSTRUCTION training workshop conducted at Vijayawada, AP (Oct.'12-3 days) @ HDFC MF and ICICI MF Office.
 
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10 Senior BFSI professional and Established Independent Financial Advisors had attended a trainingworkshop includes Cluster Head of ICICI MF, Branch Head of ICICI MF, Branch Head of HDFC MF andseven established IFAs of Vijayadawada region. All participants were confident to pass the Final/Exam 5 in

the next attempt by Dec.'12/Jan.'13 with A or B grade

14 th Batch @ Chennai Dated 15 th & 16 th Sept.'12 @ Haddows ClubTen (10) Senior BFSI professionals attended the Training Workshop includes Wealth Managers fromReligare Macquarie Pvt. Wealth, Future Capital, Centrum corporate advisors & Sharekhan and Bankers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

from ICICI Bank, Senior Managers from UTI Mutual Funds & Cognizant Technologies and Senior Partner ofestablished CA firm.

Post training workshop, All participants were confident to pass the Final/Exam 5 in the next attempt by

Oct./Nov.'12 with A or B grade — at Haddows Club.

Mr. Rajesh, Religare Macquarie, Mr. Manoj, UTI MF & Mr. Sreeni ICICIC Bank had successfully passed their CFP Exam 5 @ 1st attempt post training with in 3 month of training workshop.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
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13 th Batch of FAST TRACK CFP EXAM 5 @ Vantage, Dadar Mumbai. ( 6 th & 7 th Sept.'12)Ms. Priya Shah- passed CFP Exam 5 @ 1st attempt with a "B" Grade in Nov.12Mr. Naresh Panjanani has cleared CFP Exam 5 in Dec.'12
 
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Six (6) senior BFSI professionals attended the 13th Batch of FAST TRACK CFP EXAM 5 training Workshop dated 7th & 8th Sept.'12 includes Established Independent Financial Advisors (IFAs) from New Delhi, Mumbai, Employee of UTI Mutual Funds and Aspiring CFPs .Post training workshop. All participants were confident to pass the Final/Exam 5 in the next attempt by Oct./Nov.'12 with A or B grade.
 
Kolkata

A 12th batch of FAST TRACK CFP EXAM 5/FINAL/AFP module preparation training workshop dates 18th & 19th August'12 @ 1 Love Lock Hotel, Kolkata.

Abhishek, Client Associate and Russi (IIFL) have successfully passed their CFP exam 5 in one month post training @ first attempt.

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Ten(10) Senior BFSI Professional have attended the training workshop includes Chief Manager- UCO Bank,Branch Manager-Bank of India, Senior Manager-State Bank of India, Branch Manager- UTI MF, Wealth Managers from a leading Private Wealth Management firms and Established Independent Financial Advisers. Post Training workshop, All participants were confident to pass the CFP Final/ Exam 5 with A or B Grade in Month of Sept./Oct.'12.
 
New Delhi A 9th batch of FAST TRACK CFP EXAM 5/FINAL/AFP module preparation training workshop dates 14th & 15th July'12 @ SIRIS2 Hotel Gurgoan.
 
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10 senior BFSI professionals (AVP/VP+ level) from Religare Macquarie, Aditya Birla Money Mart,Elite Wealth management attended the training workshop. Post training workshop All participants were confident to pass the Final/Exam 5 in their first/next attempt by Aug.'/Sept.12 with A or B grade.
 
Banglaore

An 8th batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop (Nahar Heritage Hotel) successfully completed dated 7th & 8th July'12.

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Ten(10) senior BFSI professional attended a training workshop includes Director of a leading stock broking Co., Head-Finance-CITY OF LONDON TELECOM, Premier Banker from HDFC Bank, Wealth Manager from a leading Corporate, Training Manager of a leading Life Insurance Co., Branch Manager of State Bank of India and established IFAs.Post training workshop All participants were confident to pass the Final/Exam 5 in the next attempt by Aug./Sept.'12 with A or B grade

Mumbai

A 7th batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop @ Religare Macquarie Private Wealth Mgmt HO, Mumbai successfully completed dated 30th June & 1st July'12.

There were 12 wealth managers (AVP/VP+ level) from Religare Macquarie and one participant from Met life (Zone Training Manager-Banca) attended the training workshop. Post training workshop All participants were confident to pass the Final/Exam 5 in the next attempt by July/Aug.'12 with A or B grade.

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A 6th batch of FAST TRACK CFP EXAM 5/FINAL/AFP preparation training workshop @ HO of a leading MNC Private Wealth mgmt Co @ Mumbai. A training workshop was attended by "CXO" level participants (Director-Sales (PAN INDIA HEAD), Chief Investment Officer(CIO) of a leading Pvt. Life Insurance Co.)

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5th Batch in Mumbai in month of June'12

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Nine Senior BFSI professionals & Established IFAs attended a training workshop (Cluster Head of Standard Chartered Bank Private Wealth Management, Skyes & Rays financial planner, Equity Analyst with IIFL)

4th Batch_Religare Macquarie Wealth Managers Dates 9th & 10th June

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Ahmedabad_3rd batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop @ Ahmedabad on dated 2nd & 3rd June'2012. There were nine (09) experienced BFSI professionals had attended the program from SBI/Axis Bank/ICICI Securities/Trust Plutus/MNYL and established financial Advisors.

 

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