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Keyur Shah, India’s Best Expert Coach (MFFPWC – CFP)

Keyur Shah, India’s Best Expert Coach (MFFPWC – CFP)

He believes that any Professional Certification must be pursed in a spirit not only to pass the exams…He has introduced the MFFPWC – CFP certification to achieve the highest level of domain expertise (Technical & Soft skills) in a "Family Financial & Portfolio Wellness Coach."

MFFPWC – CFP certification will help an individual to upgrade the Thought process, achieve the next level in his / her personal / professional career and live life more happy & peaceful.

Be a Future Ready…Be a Client Ready…Be a Family Financial & Portfolio Wellness Coach to your Investors Family.

Must Watch Video – Welcome Speech in our 6th CFP Learning Conference on 17th June 2018 @ Motilal Oswal Tower, Mumbai

Must Watch Video for Every IFA / MFD / RM / WM / Insurance Agent / CFP Aspirant

Software Engineer to Financial Planner – Mr. Ankit Savla

Lawyer to MFD / IFA – Mrs. Isha Ankit Savla

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6 Focus areas for 2019 to 2021.

1. CFA Level 1 passed with 90%+ percentile…Aim to complete his CFA Level 3 by 2021.

2. Be a RETIREMENT COACH to your Client Family Learning Workshop based on MFFPWC – CFP Syllabus for IFA / RM / Investor.

3. Be a HNI / NRI Investor Portfolio Planner Training Workshop (Based on CFA  L1 Syllabus) for CFP / IFA / RIA / Investor. 

4. Independent Portfolio Planner to HNI/NRI & Corporate Investors. 

5. Independent CFO to Firms to Improve their Profitability & Long Term Growth Planning. 

6. Launch of CHARTERED PORTFOLIO WELLNESS COACH certification based on PRACTICAL  Application of CFA Level 1 & CFP for IFA / RM.



Final_CFP CD Cover 1 

Mr. Keyur Shah, CFA Level 1 passed with 90%+ percentile, CERTIFIED FINANCIAL PLANNER (A gr.) is a FPSB India CERTIFIED COACH / TRAINER & Resource Person (EDCUATION PARTNER) with a Board.

He has successfully conducted 6 Learning conferences in association with Motilal Oswal AMC.

1) “A Journey from CFP Aspirant to CFP Practitioner: An Opportunities & Challenges in 2015” dated 11th Jan15.

2) "A Journey from Agent to Financial Planner" dated 13th Sept. 2015.

3) "Logical & Magical 5 Steps to acheive 100+ Cr AUM" – 2016 Series CFP Learning Conference at Banagalore 15th May 2016.

4) "Logical & Magical 5 Steps to acheive 100+ Cr AUM" – 2016 Series CFP Learning Conference at Hyderabad 17th July 2016.

5) "Logical & Magical 5 Steps to acheive 100+ Cr AUM" – 2016 Series CFP Learning Conference at Delhi 18th September 2016.

6) "A Journey from a Financial Planner to Portfolio Manager to acheive Rs. 100+ Cr MF AUM on 17th June 2018, Mumbai.

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Keyur Shah, CFA Level 1 Passed with 90%+ percentile, CFPCM (A Grade), BE, MBA, SEBI Investment Adviser L1 & L2 Certified, III Associate (Life) & MFA LIMRA, AMFI & IRDA certified has 15+ years of rich experience in Training and development with the Financial Services Sector.

He has launched the concept of FAST TRACK CFP (Classroom & Video Learning) Training Workshop and successfully conducted 85+ workshops PAN India in last 81+ months and trained over 600+ senior BFSI professionals, Established IFAs & Fresher.

His Guidance has helped 321+ CFP aspirants to successfully complete their CFP Certification @ 1st attempt with good grades. He is an India’s Best & No. 1 Expert Coach & Trainer (MFFPWC – CFP) and practicing “Fee only” Financial Coach & Portfolio Planner for HNI / NRI Investor family.

He has also worked with FPSB India (Knowledge Management) department and he was the preferred visiting faculty with International College of Financial Planning (ICoFP) for more than one year. He has conducted more than 5000+ hours CFP module training for Corporate BFSI professionals & IFAs.

He has also launched an Innovative way of learning “ VIDEO LEARNING KIT” an alternate of classroom training workshop and in last 6 years already 131+ participants have successfully completed their CFP certification in Regular or Challenge Pathway @ 1st attempt with good grades with help of Video Learning Kit.

He is a seasoned senior corporate trainer & delivered soft skills / Technical training to Middle / Sr. level employees to various leading organizations across India. He worked with Pidilite & Bosch in a business development profile. He also worked in Learning & development with HDFC Life, Max Life & ING Life.

Visit his website for more detail

Direct Cell nos. 81699 69026 / 91 67 36 22 01 / 99 30 75 17 09 / 70 21 56 21 91

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Office Address:

The CFP Aspirant Club (India) Xth central mall, Office No.28, 2nd, Floor, Mahavir Nagar, Nr. D-Mart Kandivali (W), Mumbai.

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IMP Communication to MFFPWC – 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 300+ CFPs. We will welcome suggestions but Mr. Keyur Shah's decision will be final.

9. Monetary Investments

A) Mr. Keyur Shah : Classroom FEE 110k OR Video Learning Kit FEE 70k

B) You need to pay approx 60k to FPSB India for Registration / Exams / Certification/ Calculator 2k …Pls visit for more details.

10. All Contents (Includes Video Learning, Study Material, Imp. Notes & Personal Guidance) are only to use for an Individual Registered Classroom / Video Learning Participant.

You will not be allowed to share (online /offline or upload) or Discuss any contents for FREE or FEE to another CFP Aspirants. If found that we will take necessary Legal Actions against you to protect our intellectual properties. (Note: Pls take it seriously because in past we won all 3 Legal cases against those students who shared with another participants & had to pay full applicable fees)

11. VImp Notes:

A) Your Coaching FEE is NON-REFUNDABLE applicable on particular Batch you took Admission. 

B) We will also take necessary legal actions in case of failure of paying remaining installments fee as per schedule whether you continue or discontinue so pls think thrice before joining coaching.

C) You will have to pay full applicable FEE in case you joined 2nd time in a single installment.    

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