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Know more about CFP

What is CFP?

CFP stands for CERTIFIED FINANCIAL PLANNER certification, which the highest certification in Personal Finance.  It is a Global certification originated from USA and today presence in 25+ countries including India. It was started way back in 1980s and today's world wide 1,50,000+ certificants and our country has only 1800+.

Like an Organization has a full time CFO (Chief Financial Officer) to ensure a good financial health… same way… CFP Certificant ensures good health of a family.

Please visit for more detail.

Let’s understand the role of the CFP.

1)    Educate importance & benefits of Comprehensive Financial Planning to prospective customers with the help of a Sample CASE STUDY and sample financial plan.

2)    Ask customer to prepare his own case study based on a sample case study.

3)    Helps the customer to fine tune his case study.

4)    Calculate Inflation adjusted corpus required for various Goals.

(Eg. Retirement, Children’s Higher Education, Children’s Marriage, Annual Vacation, Life Insurance corpus in case of death, arranging down payments for buying a home or car etc.)

5)    Share Right Asset allocation strategy during Accumulation period and distribution period.

6)    Mutually decide Average return for each goal based on an asset allocation strategy.

7)    Calculate Investments (Monthly/Annual/Lump Sum) required for each Goal.

8)    Suggests suitable products for each goal.

9)    Implementation of plan

10)    Review of Plan.

11)    Apart from CFP also helps the client

A)    Calculate tax liability for AY and suggests tax saving strategies.

B)    Estate Planning.

C)    Debt reduction plans.

D)    Contingency Planning.

E)    Discretionary expenses reduction planning.

F)    Real Estate Planning.

G)    Philanthropy planning.

So, CFP stands as a CFO of a family. .. Save time… Save Expenses (Products/Personals)… Suggests the best products leads to a better return with a safety net.



CFP^CM (A Grade), SEBI Registered Investment Adviser Level 1&2 Certified,

BE, MBA, MFA-LIMRA, III Associate (Life), AMFI & IRDA Certified.

Direct Cell Nos. 091 67 36 22 01/ 099 30 75 17 09

Email: KeyurCFP@theCFPaspirantClubIndia.Com

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 300+ 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 monthly installments of 45k / 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. 

(Eg. You paid 1st installment on 20-03-2018, So, 2nd Installment will be payable by 20-04-2018)

Import Notes: 

1) Your Coaching FEE is NON-REFUNDABLE & applicable only in Particular Batch in which you took an Admission. 

2) 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.

3) You will have to pay full applicable FEE in case you want to join in New Batch in a single installment.     


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 for more details.