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Regular Pathway 2018 – 2019

Regular Pathway 2018 – 2019 MFFPWC – CFP Video Learning Kit

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Dear MFFPWC CFP Aspirant (Regular Pathway),

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

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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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We are happy to launch “Video Learning Kit (2018 – 2019 Version) of “MASTER IN FAMILY FINANCIAL & PORTFOLIO WELLNESS COACH – CERTIFIED FINANCIAL PLANNER (MFFPWC – CFP)” for Regular Pathway MFFPWC – CFP Aspirants who may not able to attended the our Weekend Training workshop due to time constraint or like to purse MFFPWC – CFP at their own pace or living out of Mumbai.

In last 5 years, 131+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt with help of Video Learning Kit.

Key Benefits of MFFWP – CFP Video Learning Course

1) Independent Agent / Distributor: Provides Strong Foundation / Road Map to achieve Rs. 100+ Cr. MF AUM to IFA & Set up Fee based Advisory Practice.

2) FRESHER: Double your Salary…Get a good starting average salary 20k vs fresher Graduate 10k.

3) RM / WM / PB: Be a Trusted / Respected RM / WM / Private Banker. Learn how to achieve targets with a quality.

INVESTOR: Be a wise Investor…Install Financial ANTIVIRUS…Avoid mistakes to be a successful Investor…Learn to achieve ur Goals & Earn a good post tax Real rate of return.

Key Features of Video Learning Kit :

1) Training:

A. Live Recorded Training (150 hrs- 18 full days)

We have LIVE Recorded our 78th Mega Batch (5th  to 26th May 2017) 18 full days MFFWP – 2xCFP Training Workshop – You can watch video & learn as an offline E – participant (without need of Internet) at home/office without leaving your desk and learn at your pace will take approx 300 hours with the Practice & Evening assignments.

B. You will be invited in 3 full day Classroom Learning Workshop “Be a Retirement Coach to your Investor Family” once you complete 50% training (24 DVDs). This Workshop will help you to meet personally, solve your Queries, Revision of part of CFP Syllabus & update you as per latest syllabus. (Note: Training will be conducted in Mumbai)

Pls visit below link for more detail

2) Latest updated high Quality Study material/Question Banks with solutions: (Soft Copy format 2500+ MB Content- Password Protected)

Study books and workbooks for each module (500+ Question per module), High quality Study Contemporary 500+ question bank with detailed Solutions from A to E case Studies (2017 – 2018 ), 45+ Sample Case Studies with Question bank with the solution, Short notes, and also learn to make handwritten customized Financial Plan Construction for yourself & your customer.

3) Post Training Supports:

One to One queries / doubt solving through Mail /phone / personal meetings till you complete your CFP for maximum 12 months from date of enrolment.

4) Soft Skills Training : Client Acquisition, Advisory & Client retention

5) Financial Plan writing : You need to prepare 3 hand written Comprehensive Family Financial Plan under guidance of your Coach Mr. Keyur Shah

6) Once you complete your CFP Certification, you will eligible to attend most prestigious 3 Full Days Classroom Learning Workshop “Be a HNI / NRI Investor Portfolio Planner” based on CFA Level 1 Syllabus. In Mumbai.

Visit link for more detail:

7) Proactive voluntary Support in Job Placement

8) MFFPWC certification exam : 

We will conduct 1 exam (6 hrs – 150 marks – 50 Que) post CFP : Objective of exam is to construct hand written comprehensive Family Financial Plan of given case study. ( Note : Min pass% 60%)- We will share more details once you pass CFP Exam 5.

9) You will get the Membership of CFP Practitioner Club ( You will get many benefits like eg. Membership of Whatsapp group of PAN India CFP, Participate in our Conferences as a Speakers, Enroll in Post CFP Learning modules etc.)

Note: Regular / Challenge pathway aspirant needs approx 25 to 35 hrs of post training supports ( One to One Queries / Doubt solving session) during 9 to 12 months period.

NET FEE of MFFWP – CFP Video Training kit:

Regular pathway Aspirant: Rs. 69,000/- (Sixty Nine Thousand Only)…Payable in 3 monthly installments of Rs. 33k

Note1: Video Learning Kit is for an individual use and not to disseminate to anyone or upload any content on any websites… if any one disseminates offline/online for a fee or free will be a violation of the copyright act and liable for the legal action.

Note2: Video Learning DVDs will play only on Windows based OS (7 or 8 or 10 ) requires 4 GB RAM for better viewing and external speakers are required for better sound output.

Note 3: Video Learning Kit will be available limited period (Video 120 days and Study Material Solutions for max 12 months) and can access only on one PC/Laptop due to password protected and will require a PC / Laptop with external speakers)

Dispatch of kit:

Once Fees received in Bank A/C, we will courier 1st Set of 24 DVDs of total 45 Video DVDs to your address.

The Video Learning Kit will help you to complete your Modules Exams (1 to 4) & Final/Exam5 @ 1st attempt with a good grade with required post training preparation.

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 or 20 hrs / week Time Investment for Challenge / Fast track Pathway Aspirants 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 287+ CFPs. We will welcome suggestions but Mr. Keyur Shah's decision will be final.

9. Monetary Investments

A) Mr. Keyur Shah : Classroom FEE 99k OR Video Learning Kit FEE 69k

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