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The CFP Aspirant Club (India)

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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.

We have 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 @ Motilal Oswal Tower, Mumbai.


Watch Success Stories / Subscribe Videos (to watch 101+ Videos)

We are happy to share that we have successfully completed 85+ MFFPWC – CFP Batches (Fast Track & Weekend) across Pan India (Mumbai, Delhi, Ahmedabad, Chennai, Kolkata, Bangalore, Kochi, Hyderabad, Vijayawada & Mumbai) in the last 81+ Months.

We have trained more than 600+ CFP Aspirants (Includes Senior BFSI Professional from leading Banks, MNC Wealth Management, AMC, Insurance Cos etc., Established Independent Financial Advisors & Fresher Students) and 450+ gone for Exam 5/Final/Modules Exams and 321+ participants have successfully completed their CFP certification with us.

Many Professional & IFAs already implemented their learning into their practice & providing comprehensive financial planning to their customers & also successfully launched acheived next level in their Personal & Professional Career. The CFP certification helped many fresher students to get their 1st job with a good salary in the BFSI sector.

We have successfully launched an innovative alternate of classroom training workshop is the Comprehensive CFP VIDEO LEARNING KIT. Already 131+ participants have cleared their CFP certification with help of a video learning kit. in last 6 years.

09167362201 /

Office Address: Xth Central Mall, Office No. 28, 2nd Floor, Mahavir Nagar, Nr. D-Mart, Kandivali- West, Mumbai-400067-MH-India.

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 Regular Pathway Aspirants for 12 months / Challenge pathway for 9 months to achieve 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.