The CFP Aspirant Club India Website Offline

Learn from 21 high quality speakers who are change agents in the
personal financial planning industry... who struggled and achieved
success... Learn how high quality knowledge & Skill sets helps to
provide quality advice, achieving higher AUM and also charge fees to
clients in the long run.
11th
January’2015 Conference Agenda:
A Journey from CFP Aspirant to CFP Practitioner: Opportunities &
Challenges in 2015
9:01am to 9:30am: Registration & Breakfast
(Venue: 7th Floor, Motilal Oswal Tower, Prabhadevi, Nr. Dadar, Mumbai)
9:31am to 9:50am: Welcome speech by Keyur Shah, Expert Coach CFP
9:51 am to 11:40am: Presentations by Successful CFP Practitioners
(15 minutes includes Q & A)
1) Ms. Rupali Rane, Young IFA, Mumbai
2) Shankar Narayan, Sr. Professional, Mumbai
3) Prashant Nambiar, AVP & Branch Head, HDFC Bank, Mumbai
4) Nidhi Manchanda, Young Financial Planner, Mumbai
5) Abhishek Khudania, Vice President, Client Associate, Mumbai
6) Noble Paul, VP & Cluster Head, Axis Bank, Nasik
7) Anil Mutalik, Sr. IFA, Mumbai
11:40 to 12:00 noon: Tea Break
12:01 noon to 12:30pm: Presentation by Mr. Aashish
Somaiyaa, MD & CEO, Motilal Oswal AMC.
12:31 pm to 12:45: Presentation by Shri Nilesh Sathe,
Director & CEO, LIC Nomura AMC.

12:31pm to 1:45pm: Presentations by Successful CFP Practitioners (15
minutes includes Q & A)
8) Mr. Shyam Jain, AGM (Training), State Bank of India, Aurangabad.
9) Sai Krishna, Financial Planner, Aarthyantra, Hyderabad.
10) Surbhi Verma, Sr. Professional & IFA
11) Naresh Panjanani, Sr. Professional & IFA, Mumbai
12) Aishwariya Surana, Youngest CFP Certificant, Gauwhati-Assam
13) Mohish Damani, Sr. IFA, CFP Practitioner & Financial Planner,
14) Charmi Shah, Financial Planner, Ffreedom Financial Planner
1:45pm to 2:30pm: Lunch
2:31pm to 2:45pm: Soft skill session by Mr. Sanjay Tawde (Sr.
Corporate Trainer & CFP)
2:45pm to 3:10pm: Mr. Rajendra Kalur, Founder, CEO, TrustPlutus
Wealth Managers P. Ltd., Mumbai
3:11 to 4:00pm: Panel Discussion: “Challenges & Opportunities in promoting
Goal based Financial Planning with Mutual Fund”- 5 Sr. AMC Sales
Professionals- Moderated by Manish Pandey”
4:00 to 4:15: Tea Break
4:16 to 4:35: An Introduction to Digital Marketing for CFP Practitioner
4:36 to 5:45pm: Presentation by Independent CFP Practitioner: Challenges & Opportunities
in 2015
1. Ramesh Hegde, CFP, Financial Planner & IFA, Devangaree, Karnataka
“A Successful Journey from 80L to 18 Crore MF AUM in 2 years.”
2. Jagdish Chaudhari, An International Speaker, from Australia, CFP in India
& Australia “ Global Financial Planning Practice”

3. Nitin Savant, IFA & CFP Aspirant, Sangli, “How to set up successful FEE
based Financial planning Practice”
4. Ishpal Singh, Sr. Key Relationship Manager, ICICI Securities, Mumbai
“Push Goals…Pull Products”
5. Vaishali Kale, Founder, V-Link Financial Services, Mumbai, “Personal
benefits of doing CFP”
5:46pm to 6:00pm: Summary & Way forward by Keyur Shah
Total Seats : 100...Only 10 Seats Left...Book your seat now...
Who should attend:
CFP Certificant, CFP Aspirants, BFSI Professional, Fresher & Independent
Financial Adviser (IFA) who has a dream to launch fee based practice and
wants to upgrade their knowledge & Skills sets to provide the better
advisory to their clients.Freshers who want to build their career in Financial
Planning, Wealth Management & Banking.
Date 11th January'15, Sunday, Time: 9am to 6pm
Location: Motilal Oswal Tower, Prabhadevi Nr. Dadar, Mumbai.
Early bird Offer till 23rd Dec.14…Fee for our participants:
CFP Certification completed: Free, CFP Aspirants (Attended training):
Rs. 500/- & Others: Rs. 1000/-
Regular Offer till 24th Dec.14 onwards subject to availability of
seat…Fee for our participants:
CFP Certification completed: Rs. 500, CFP Aspirants (Attended
training): Rs. 1000/- & Others: Rs. 2000/-
To Register in conference, Pls reply with below detail
KeyurCFP@theCFPaspirantClubIndia.Com or SmS 9167362201
Name:
Contact No.

Member of CFP Aspirant Club (Yes / No)
CFP Aspirant / CFP Certificant ( Yes / No)
Designation: IFA / Fresher / Corporate Employee
Date of Registration:
For more detail pls checkin our website
www.TheCFPaspirantClubIndia.Com
Pls call or write.
KeyurCFP@theCFPaspirantClubIndia.Com
09167362201 / 09930751709
KEYUR SHAH,
CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life),
SEBI Registered Investment Adviser L1 & L2 Certified, AMFI & IRDA Certified.
India's Best & No. 1 Expert Coach and Trainer (Fast Track CFP)-The CFP
Aspirant Club (INDIA), Mumbai.
Direct Cell Nos. 091 67 36 22 01/ 099 30 75 17 09
visit our Website to read/speak 133+ Success Stories &
watch Video Testimonials in VIDEO GALLERY.
www.TheCFPaspirantClubIndia.com
1) 5 Step Process: Secret of Success of our Participants
http://youtu.be/a0gT-rEiDDc
2) Video Testimonial of Dr. Nirakar Pradhan, CIO of
Future Generali about Video Learning Kit
http://youtu.be/fJsUkVXLDtI

3) Video Testimonial of Mr. Rushabh Shah, Final CA Student, Mumbai about
our Video Learning Kit
http://youtu.be/PZeDHwN5ebs
4) Video Testimonial of Mrs. Sangeeta Nair, FCA, Mumbai about our Fast
Track CFP Training Workshop.
http://youtu.be/m5mMMd4f5ak
5) How High Quality Training helps Fresher to get 1st better job in corporate
world- 119th Success Story Ms. Nidhi
http://youtu.be/89702yA1SZQ
6) What is CFP, How to enroll, Benefits and Career
Opportunities... (Part 1 to 4)
http://youtu.be/UAVfZ_VvS6k
http://youtu.be/lQExHU2P0Qg
http://youtu.be/oFGOEWRfA5w
http://youtu.be/9GgmJ1uISdA
Facebook Company Page
https://www.facebook.com/TheCfpAspirantClubindia
www.facebook.com/keyur.shah56808
https://www.facebook.com/groups/fpsbindia/
http://www.linkedin.com/pub/keyur-shah-cfp-cm-a-
india-s-best-expert-coach-fasttrack-cfp/35/3aa/a93
The CFP Aspirant Club (India)
We are happy to share thatwe have successfully completed50+CFP Batches (Fast Track & Weekend) across Pan India
(Mumbai, Delhi, Ahmedabad, Chennai, Kolkata, Bangalore,Kochi, Hyderabad, Vijayawada & Mumbai)in the last 30 Months

and Trained more than 400+ CFP Aspirants (Includes Senior BFSI Professional from leading Banks, MNC Wealth
Management, AMC, Insurance Cos etc., EstablishedIndependent Financial Advisors & Fresher Students) and 200+ gone
for Exam 5/Final/Modules Exams and 150+ participants have successfully completed their CFP certification with us.
70+ participants have passed their Final/Module exam @ 1st attemptwith a “B” Grade and 10+clearedwith the “A” grade
& our pass%is the highest& best 70%+. (Pls. Visitour website to readparticipants’ success stories & you can call them
before joining our Training Workshop.)
Many Professional & IFAs already implementedtheir classroom learninginto their practice & providing comprehensive
financial planning to their customers & also successfully launched “FEE Based” model. The CFP certificationhelpedmany
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 w orkshop is the Comprehensive CFP VIDEO
LEARNING KIT. Already 70+ participants enrolled & 40+ participants have cleared their Modules/Final/Exam 5 w ith help of a video
learning kit.
09167362201 /
09930751709
w w w .TheCFPaspirantclubindia.com
Office Address: Xth Central Mall, Office No. 25, 2nd Floor, Mahavir Nagar, Nr. D-Mart, Kandivali- West, Mumbai-400067-MH-India.
Keyur Shah, India’s Best & No. 1 Expert Coach & Trainer
Keyur Shah, CFPCM (A Grade), BE, MBA, SEBI Investment Adviser L1 & L2 Certified, III Associate (Life) & MFA LIMRA,
AMFI & IRDA certifiedhas 10+years of richexperience in Trainingand development with the Financial Services Sector.
He has launched the concept of FAST TRACKCFP (Classroom & Video Learning)Training Workshop and successfully
conducted 50+workshopPANIndia in last 30 months and trainedover 400+senior BFSI professionals, EstablishedIFAs &
Freshers.
His Guidance has helped 150+CFP aspirants to successfully complete their CFP Certification @ 1st attempt with a good
grades. He is an India’s Best & No. 1 Expert Coach & Trainer ( Fast Track CFP) and practicing “Fee only” Financial Planner
with the “THE CFP ASPIRANT CLUB (INDIA).
He has also worked with FPSBIndia (Knowledge Management)department andhe was the preferred visiting faculty with
International College of Financial Planning (ICoFP) for more thanone year. He has conductedmore than 3000+ hours CFP
module training for Corporate BFSI professionals & IFAs.
He has also launchedan Innovative way of learning “Fast Track CFP VIDEO LEARNING KIT” an alternate of classroom
training workshopand Till date 70+candidates have already enrolled & 35+ candidates have successfully passed their
CFP with help of Video Learning Kit. He has also worked with leading insurers like Max New York Life, HDFC and ING
Vysya life.
He is a seasoned senior corporate trainer having the expertise in delivery of soft skills, selling skills, motivation,
leadership/team development and financial concepts/product training. He has delivered more than 10000+ hours training
across industries and also attends TTTmore than 1000+hours. He had starteda career in leadership roles with Pidilite and
also worked with Bosch.
Connect with Mr. Keyur Shah
www.facebook.com/keyur.shah56808
http://www.linkedin.com/pub/keyur-shah-cfp-cm-a-india-s-best-expert-coach-fasttrack-cfp/35/3aa/a93
www.thecfpaspirantclubindia.com
Success strategy to achieve a good grade in Fast Track CFP :
1) An Appoint right Coach and Attend Fast Track CFP Coaching.
2) Set your Goal for the Grade and Exam Dates.

3) Book your exams date atleast 15 days advance.
4) Complete min. 200 hrs preparation and keep atleast four days leave for final preparation.
5) Learn and Master the “TIME TESTED 5 STEPS PROCESS”.
6) Keep in touch with your Coach- Ensure all doubt/queries solved through mail/phone.
7) Keep Your Confidence high, Positive Attitude and Enjoy your Journey.
Know more about CFP
What is CFP?
CFP stands for CERTIFIED FINANCIAL PLANNER certification, w hich the highest certification in Personal Finance. It is a Global
certification originated fromUSA and today presence in 25+ countries including India. It w as started way back in 1980s and today’s
w orld w ide 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 w w w .fpsbindia.org 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 ow n 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 dow n 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 w ith a safety net.
Regards,
KEYUR SHAH,
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
www.thecfpaspirantclubindia.com

Benefits of CFP with Keyur Shah
Benefits of being CFP (CERTIFIED FINANCIAL PLANNER) with Mr. Keyur Shah, India’s Best & No. 1 Expert Coach and
Trainer (Fast Track CFP)
(Knowledge and skill building in Personal Financial Planning Domain)
The Growthand Survival Kit for BFSI Professional (Working Corporate OR Independent Financial adviser) and Fresher.
SELF:
1) Learn to prepare your ownGoal based Comprehensive Financial Plan and Helps you to decide your own right asset
allocation and right instruments to achieve your Goals.
2) Teaches you 2Save more and invest more in the right products.
3) Reduces your impulse expenses and bring the financial discipline.
4) Reduces element of speculation and keep you away from Intraday/F&O trading
5) Peace of mind and financial independence in long term.
CLIENT-PLANNER:
1) LEARN NEW approach “PUSH GOALS…LEADS TO PULL PRODUCTS”
2) You can provide wider advisory services (Estate planning services to Real Estate Advisory)
3) Helps in Trust building and NEW Client ADDITION (right now in India only 1800+ CFPs & you are one of them)
4) Better conversion rate, Higher Ticket Size & Bigger AUM (With the help of a 5 step process)
5) Higher motivation and confidence level.
6) Family friend and trusted trouble shooter for all financial problems of family.
7) Finally, You can launch a FEE based advisory.
COM PANY:
1) Right approach brings more nos of clients, bigger revenue and better profit.
2) Long term approach-higher retention of clients.
3) Better productivity and Retention of employees.
FRESHER:
1) Better Career with a good CTC in BFSI sector (Average Salary Rs. 2.5+ Lac) & Fast Track career growth.
2) An International CAREER in developed countries.
3) Can set up your own Fee based practice.
CFP in Regular Pathway
Be a CFP in Regular Pathw ay w ith India’s Best & No. 1 Expert Coach and Trainer… Already produced 100+ CFP in the last 3
years… We are happy to launch our 1st batch of Regular pathw ay CFP Training program in the Xth Central Mall, Mahavir Nagar,
Kandivali (W).
7 Unique Salient features of Training program.
1) 4 months Classroom High Quality Training Program (Training w illbe conducted by Mr. Keyur Shah, India’s Best & No.1 Expert
Coach and Trainer)
2) Excellent updated best in industry Question banks w ith a detailed handw ritten solution.
3) Post Training supports till you complete CFP (Mail/phone/personal query handling sessions)
4) Limited Seats only 5 (five)
5) 100% Guaranteed Result w ith a good grade @ 1st attempt subject to required post training preparation.
6) 100% Placement assistance post CFP.
7) Reasonable FEE only 40,000/- (forty thousand only) – Avail 5% Early bird and 5% Group discount till 15th June.
Batch Starting from 15th July… (2 days in a week (Tuesday & Friday) (5pm to 8pm)

Please visit our w ebsite & VIDEO GALLERY to read/speak/w atch 137+ Success stories before joining w ith us.
w w w .TheCFPaspirantClubIndia.Com
And please call now for complete Details 09167362201 / 09930751709
Regards,
KEYUR SHAH, CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life), AMFI & IRDA Certified.
India’s Best & No. 1 Expert Coach and Trainer (Fast Track CFP) -The CFP Aspirant Club (INDIA), Mumbai.
Office Address: Xth Central Mall, Office No. 25, 2nd Floor, Opp. Axis Bank, Nr. D-Mart, Mahavir Nagar, Kandivali West, Mumbai-
400067
Email: KeyurCFP@theCFPaspirantClubIndia.Com
Watch Video Testimonials of Our Successful Video Learning Kit & Classroom Fast Track CFP Participants…
2) Video Testimonial by Dr. Nirakar Pradhan, CIO of Future Generali about Video Learning Kit
3) Video Testimonial by Mr. Rushabh Shah, Final CA Student, Mumbai about our Video Learning Kit
http://youtu.be/PZeDHw N5ebs
4) Video Testimonial by Mrs. Sangeeta Nair, FCA, Mumbai about our Fast Track CFP Training Workshop.
5) How High Quality Training helps Fresher to get 1st better job in the corporate w orld- 119th Success Story Ms. Nidhi
Connect w ith us on Social Media:
Facebook Company Page
https://w w w .facebook.com/TheCfpAspirantClubindia
w w w .facebook.com/keyur.shah56808
Facebook FPSB India Group
https://w w w .facebook.com/groups/fpsbindia/
LinkedIn
https://w w w .linkedin.com/pub/keyur-shah-cfp-cm-a-india-s-best-expert-coach-fasttrack-cfp/35/3aa/a93
Dear CFP Aspirant,
We are happy to announce our Comprehensive & Fast Track CFP Preparation
Training workshop (Weekend & 4 full day) Batches schedule from January’15
to April’15
Comprehensive Weekend & Fast Track Batches : Xth Central Mall,
Mahavir Nagar, Kandivali (West)
54th Batch (Weekend)- Jan-Feb15 (Sat.-Sun)- 4pm to 9pm-60 hrs
training- Starting from 3rd Janaury’15
55th Batch (Sunday)- Jan to March15 (Every Sunday)- 9am to 2pm-
60 hrs-Starting from 4th January’15

Mega Fast Track CFP Workshop
56th Batch: 2 weekend (thd. To sun) : 5th to 8th Feb. & 12th to 15th Feb.15 (time 9am to
6pm-50 hrs)
57th Batch (Weekend)- Feb-March15 (Sat.-Sun)- 4pm to 9pm-60 hrs
training- Starting from 21st Feb.
58th Batch (Weekend)- April-May15 (Sat.-Sun)- 4pm to 9pm-60 hrs
training- Starting from 4th April’15
Weekend & Sunday Batch size: 5 and Training fees: Rs.28,000/- per participant
[Fee includes 1) 12 half days (60 Hrs High Quality Training + 2) Contemporary High Quality Study
Material with Workbooks and A to F Questions bank & Solutions + 3) Post Training Supports through
phone/mail/classroom or webinar queries handling till you complete CFP)
Early Bird Discount Rs. 2000/- & Group Discount Rs. 2000/-…Total Discount Rs. 4000/-
Call now for early bird and group discount offer
09167362201/09930751709
Mail:Keyur.shah1975@gmail.com, Keyur.shah@thecfpaspirantclubindia.com
Fast Track & Comprehensive CFP Batch Schedule (Oct.14 to March.15)
Group Photo of Training Workshops (50+ batches)
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.

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.
1) Mr. Ishpal Singh, Sr. Key RelationshipManager, ICICI Securities ,
Dombivali Branch, Thane
2) Mr. FaheemAhmed, Sr. Key RelationshipManager, ICICI Securities,
Borivali Branch, Mumbai.
3) Mr. Pankaj Pandey, Sales Manager (Corporate Channel)- ICICI Life
Insurance, Mumbai.
4) Mr. Sudhanshu Singh, Faculty, MaheshTutorial, Thane
All participants are expectedtocomplete their CFP certificationby March15.
Group Photo of 51st Weekend CFP Batch started @ Xth Central Mall,
Kandivali W,Mumbai Dated 20th September’2014

Proud Moment…51st Batch…Happy to share Groupphoto of 51st Batch CFP Training workshop…Successfully completed
50 batches (Fast Track & weekend)in last 30 months…Already 150+CFP Aspirants have successfully completedtheir CFP
certification in Regular or Fast Track (Challenge) pathway.
5 Senior BFSI professional & EstablishedIFAs are attendingWeekend 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.
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 Paw ar, 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 w ith 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)
1) Mr. Sw apnil 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 w ith 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.
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.
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.
attempt latest by Aug’14.
The Group Photoof our 40th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @ Dadar (W),
Mumbai dated 20th to 23rd March14.
1) Mr. Vishw anath Narayanan, Senior Independent Financial Advioser & Planner, Mumbai.
2) Mr. Krishanakant Mane, Senior Manager- w orking w ith 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.
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.
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 Sabarw al, 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 w ith a good grade.
Mumbai dated 19th to 22nd Dec.13.
1) Mr. Manish Joshi, Senior Manager, working with MNC Software Co., Mumbai.
2) Ms. Urvi Vira, Fresher, Mumbai.
3) Mr. Sanjay Tanw ade, 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 Softw are Co., Mumbai.

6) Mr. Akshay Javkhedkar, IFA & Share Broker, Mumbai.
7) Mr. Kiran Bhambid, Manager- Payroll & A/Cs- MNC Softw are Co., Mumbai.
All participants are confidentto complete their CFP in Regular/FastTrack Pathway withthe “A” or “B” Grade @ 1st attempt
latest by March’14.
Mumbai dated 21st to 24th Nov.’13.
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.
attempt latest by March14
Mumbai dated 17th to 20th Oct.13.

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 w ith the “A” or “B” Grade @ 1st attempt latest by January’14.
Mumbai dated 19th to 22nd Sept.’13.
Six (6) Senior BFSI professional, Established IFAs & Freshers have attended the training Workshop.
1) Mr. Rakesh Parekh, Senior VP- Motilal Osw al Pvt. Wealth Management, Mumbai.

2) Mr. M.S. Venu Madhavan, VP- Motilal Osw al 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 w ith the “A” or “B” Grade @ 1st attempt latest by Dec.’13.
Happy to share GroupPhotoof our 34th Batch Fast Track CFP (CERTIFIED FINANCIAL PLANNER) Training workshop @
Dadar (W), Mumbai dated 15th to 18th Aug’.13.
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 Toshniw al, 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 Pathw ay w ith 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 w orkshop @
Dadar (W) dated 18th
to 21st
July’13.

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 w ith 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. Ashw in 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 Pathw ay w ith the “A” or “B” Grade @ 1 attempt latest by
Oct.’13.
Few Seats available for our w orld class & result oriented Fast Track Training Workshops.
09167362201
09930751709
Regards,
Keyur Shah,
CFPCM (A Grade), MBA, BE, MFA-LIMRA, III Associate (Life), IRDA & AMFI Certified.
India’s Best & No.1 Expert Coach and Trainer (CFP Exam 5)
The CFP Aspirant Club (India), Mumbai.
keyurcfp@thecfpaspirantclubindia.com
Keyur.shah1975@gmail.com
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.

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 Pathw ay w ith 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
1) Mr. Pankaj Mohta, Established Share broker & Independent Financial Advisor- Ahmedabad.2) Mr. Sandeep Gandhi, Sr. Manager
w ith Leading PSU General Insurer & Independent Financial Advisor-Rajkot.3) Mr. Ashish Mumbaiw ala, Established Independent
Financial Planner-Ahmedabad.
4) Mr. Mukesh Patel, Established Independent Financial Advisor-Ahmedabad.
5) Ms. Leena Purohit-Sr. Manager-MF Distribution, Marw adi Share Brokers-Rajkot.
6) Mr. Shaunak Antani- w orking w ith 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 Pathw ay 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 w orkshop @
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 w orkshop
Group Photo of 30th Batch_Kolkata_17th to 19th May'13 @ Hotel Bengal Inn.
Eight (8) Young CFP Aspirants, Senior BFSI professionals & Established Independent Financial Advisors had attendedthe
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

Eight (8) Senior BFSI professional & Established IFAs attended the training Workshop.
1) FCA Girish Mahaddalkar, Professior witha 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.

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.

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, DevelopmentOfficer, 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.

The Group Photoof the 26th batchof 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, Pune2) 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

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 Bank3) 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

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.

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 dated 18th to 20th
January'13 @ Hotel Nahar Heritage

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 Agarw al, Senior Credit Manager,Kotak Bank Ltd., Bangalore.
9) Mr. Girish Khandelw al, Business Head Future Financial Planner, Chennai.
All participants are confident to pass CFP Exam 5 w ith a Good Grades by April'13
The Group Photoof the 21st
batch of Fast Track CFP Exam 5 Training workshop in Mumbai dated 11th
to 13th
January'13

1) Mr. K. V. Ramasw amy, MD & CEO, Quadratic Financial Services Pvt. Ltd. (Ex. CEO of JM & Birla MF)
2) Mrs. Asha Ramasw amy, 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 Kargirw ar, Associate Director-Key Clients, TrustPlutus Wealth Managers
6) Ms. Hetal Thakker, Asscciate Director, TrustPlutus Wealth Managers
7) Mr. Rajnikant Tiw ari, Sr. Manager, Diaw a MF
8) Mr. Sundeep Kumar, Sr. Manager, Diaw a MF
9) Mrs. Surabhi Verma, Senior professional IFA (Ex. RM of HDFC Bank)
All participants are confident to pass CFP Exam 5 w ith 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.
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 Osw al 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 Diw anji, Singapore
8) Mr. Chitral Shah, Manager Kotak Securities
9) Mr. Minesh Rana, Business Associate Motilal Osw al, Baroda
All participants are confident to pass CFP w ith a Good Grades by March13.

The 18th Batch_Mumbai_FAST TRACKCFP 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 workshopconducted on 23rd to 25th
Novermber'12 @ SIRIS 2 Gurgoan.
11 (eleven)senior BFSI professionals working with corporate and Established Independent Financial Advisors have
attendedtraining workshop. All participants are confident to pass theExam 5 with A or B grade latest by January'13.

15 batch_FAST TRACKCFP EXAM 5+ FINANCIAL PLAN CONSTRUCTION training workshop conductedat Vijayawada, AP
(Oct.'12-3 days) @ HDFC MF and ICICI MF Office.
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 WorkshopincludesWealthManagers 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 of
established 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 — atHaddows 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.
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

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 w orkshop. Allparticipants w ere confident to pass the Final/Exam 5 in the next attempt by Oct./Nov.'12
w ith A or B grade.
Kolkata
A 12th batch of FAST TRACK CFP EXAM 5/FINAL/AFP module preparation training w orkshop 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.
Ten(10) Senior BFSI Professional have attended the training w orkshop 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 w orkshop, Allparticipants were confident to pass
the CFP Final/ Exam 5 w ith 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 w orkshop dates 14th & 15th July'12
@ SIRIS2 Hotel Gurgoan.

10 senior BFSI professionals (AVP/VP+ level) from Religare Macquarie, Aditya Birla Money Mart,Elite Wealth management
attended the training w orkshop. Post training w orkshop All participants w ere confident to pass the Final/Exam 5 in their first/next
attempt by Aug.'/Sept.12 w ith A or B grade.
Banglaore
An 8th batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparationtraining workshop (Nahar Heritage Hotel)
successfully completed dated 7th
& 8th
July'12.
Ten(10) senior BFSI professionalattended a training w orkshop 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 w orkshop All participants
w ere confident to pass the Final/Exam 5 in the next attempt by Aug./Sept.'12 w ith A or B grade
Mumbai
A 7th batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training w orkshop @ Religare Macquarie Private
Wealth Mgmt HO, Mumbai successfully completed dated 30th June & 1st July'12.

There w ere 12 w ealth managers (AVP/VP+ level) from Religare Macquarie and one participant from Met life (Zone Training
Manager-Banca) attended the training w orkshop. Post training w orkshop Allparticipants w ere confident to pass the Final/Exam 5 in
the next attempt by July/Aug.'12 w ith A or B grade.
A 6th batch of FAST TRACK CFP EXAM 5/FINAL/AFP preparation training w orkshop @ HO of a leading MNC Private Wealth mgmt
Co @ Mumbai. A training w orkshop was attended by "CXO" level participants (Director-Sales (PAN INDIA HEAD), Chief Investment
Officer(CIO) of a leading Pvt. Life Insurance Co.)
5th
Batch in Mumbai in month of June'12

Nine Senior BFSI professionals & Established IFAs attended a training w orkshop (Cluster Head of Standard Chartered Bank Private
Wealth Management, Skyes & Rays financial planner, Equity Analyst w ith IIFL)
4th
Batch_Religare Macquarie Wealth Managers Dates 9th
& 10th
June

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

171+ Success Stories of our Video Learning Kit & Classroom Fast Track CFP Training Workshop:
“I just can't express my happiness in words…”-Vivekh Pathak
171st Success Story:
Mr. Vivekh Pathakh, Sr. BFSI Professional, Delhi enrolled with us in Double
Sure (Video Learning & Fast Track Classroom Training Workshop) in May’14
and successfully passed remaining Modules exams and Final /Exam 5 @ 1st
attempt in Dec.14.
Happy to share Good news..... Successfully cleared the Exam 5 In
First Attempt........
Vivekh Pathak <vivekhpathak09@gmail.com> Tue, Dec 9, 2014 at 8:00 PM
To: Keyur Shah CFP <keyur.shah1975@gmail.com>
Dear Sir,
Greetings..............
I am very happy to share that I have cleared the Exam 5 in the very
first attempt. I just can't express my happiness in words.

Sir, before contacting you, it had been a year since I was preparing for CFP
certification and was unsure, if I could attempt and clear the exam. Despite, joining
classes with a reputed education provider, I was not happy with the mode of
teaching as they follow a set pattern that might not be the right approach. At times
during myself preparation before contacting you, I got disillusioned few times as the
certification is not an easy one considering the complex nature of the calculations.
I remember the day I contacted you from Delhi and spoke with you over the
phone for over an hour. I felt assured that I had approached the right coach
post the long discussion with you. I took the decision to travel to Mumbai
and attended the classroom coaching. This proved to be the right decision as
it made the course content look simple with the process laid down by you to
solve the questions/exam/s. Squeezing the entire course content within 4-5
days in such a way that does not look too heavy for a participant is
absolutely amazing, considering the exhaustive course content.
You have designed a course that is bound to create success stories. Within
my batch those who followed the process as laid down by you, have cleared
the paper in first attempt. Although, I was skeptical of the video learning kit
initially, since I had taken the classroom coaching and did not think whether
video learning would really be of any value. However, this video learning kit
proved to be a blessing in disguise, as I always felt I was constantly in the
class when studying by the Video Learning Kit. The way you have designed
both the modules cleared my self-doubt of clearing the certification.
Moreover, the amazing 5 STEP PROCESS and exhaustive question bank
along with your constant support and continued guidance over phone calls to
clear doubts made this journey look very easy and enjoyable. Moreover,
when you offered me to attend the coaching again, that you were doing for
the senior professionals in Delhi, so as to refresh my learning, I was
humbled and really feel indebted by your selfless attitude. Not only this,
your continued support post clearing the certification for setting up my own
consultancy / practice, makes me feel that I not only have a coach in you,
but also a guide, a support and a mentor.
I am sure now, how smart CFP's are getting certified under your hands. You are truly the
BEST and First Coach in INDIA who has not only designed the module to ensure the

participants clear the exam, but also set up their practice as well. I really have a coach, a
guide and a mentor in your now.
Sir, with respect the exam, it was really a tough one and had the complex
nature of questions designed to confuse the examinee. It needed expert
skills to attempt and clears the exam.
The 5 Step process that needs to be followed as taught by you, the scientific steps to attempt the exam
and follow a time schedule for the questions, designing how to attempt the exam in the first 10 minutes
- laid down the foundation which helped me attempt the exam and clear the same without getting
nervous a bit. The high success rate of participants in your training program is the result of this smartly
designed course module and the process laid down to attempt the exam.
I once again feel indebted and thank you from the bottom of my heart.
Sincere Thanks for the continued support and guidance,
With Best Regards,
Vivekh Pathak
0 98 99 111 22 8
http://vivekhpathak.wordpress.com
“THANK YOU”. This is the first and the most important thing without which I
cannot start with. In fact, one thank you will also fall short in front of your
guidance.- Ms. Aishwarya Surana.
170th Success Story: Aishwarya Surana, Final Year B. Com Student,
Guwahati-Assam, She enrolled in the CFP Regular pathway and
unsuccessful twice in 1st exam and later on Enrolled with us in Double Sure
(Video Learning Kit+ Classroom Fast Track Workshop) in May2014 and
Successfully completed her all 4 Modules exams @ 1st Attempt and
Final/Exam 5 with a “B” Grade. (1st Class- 60%+)
Aishwarya Surana <aishwaryasurana95@gmail.com> Fri, Dec 5, 2014 at 5:56 PM
To: Keyur Shah CFP <keyurCFP@thecfpaspirantclubindia.com>
Dear Keyur sir,

I am very much glad to share that I have cleared all 4 module exams in regular pathway and
exam 5/Advanced Financial Planning successfully on 2nd Dec within one and a half years
along with my B. Com (Hons.) which is due to complete in 6 months.
My journey of CFP did not have a good start until I joined Mr. Keyur shah Sir.
After joining you, sir, I got to know that my concepts were not at all clear. But
after attending video learning classes and classroom workshop, my concepts
got cleared and then I successfully completed first 4 modules in a smooth
manner at 1st attempt with a “B” Grade. Then I started preparing for exam 5
but due to some reason couldn’t click it. May be somewhere down the line I lost
my confidence. But Keyur sir helped me boost my morale and motivated me to
devote some time for self-analysis thus helping me figure out where I was going
wrong.
“THANK YOU”. This is the first and the most important thing without which I cannot start
with. In fact, one thank you will also fall short in front of your guidance.
Sir, your “5” step process is a great help with which the solutions to the problems become even more
easier because when we actually go through the questions in the exam and if we don’t go through it
twice, we would find it difficult as almost every question is twisted and ultimately land with a wrong
answer. Also, I would specifically like to mention about question banks and solutions which are very
much comprehensive enough to clear all our concepts. The study material is fully updated as per the
syllabus.
Secondly, the post training support of yours has been just amazing and most importantly
HELPFUL to solve almost every tough question in an easier manner by just following your
valuable guidance.
Last but not the least, your training is a “ONE STOP SHOP” where we can just close our eyes and
trust our coach “MR. KEYUR SHAH Sir.
Regards,
Aishwarya Surana
098 64 80 61 08
169th
Success Story: Mr. Shyam Jain, AGM (Training) -State Bank of India, Auragabad enrolled in CFP
Certification Challenge pathway way back 2012 but was unsuccessful… Later on He enrolled Video
Learning Kit with us in Nov.14 and successfully completed his CFP certification in the challenge pathway
@ 1st
attempt with a “B” Grade on 29th
Nov.14.

SHYAM JAIN
(MBA (B & F), CIA, CFSA, CISA, CAIIB, CRB, CWM, DBM, AMFI ,CIF,NCFM(DM),SP)
Asst. General Manager (Trg.)
State Bank Learning Centre, State Bank of India,
AURANGABAD
N 7, CIDCO (SOUTH)
JALGAON ROAD
AURANGABAD 431003
MOBILE NO: 7738608600
8275093005
TEL: 0240 2485915
FAX: 0240 2483305
shyam.jain@sbi.co.in
168th Success Story: Mr. Nitin Malhotra, Sr. Wealth Manager, Standard Chartered Bank, Delhi enrolled in Video
Learning kit in May14 and successfully completed his CFP certification in challenge pathway in Nov.14.
“Sir, you are as a GAME CHANGER in our FINANCIAL PLANNING Industry. The concepts you've
explained are crystal clear. Video learning was very helpful. It was as effective as live training or
workshop.”-Vaishali Kale
Happy to share 167th Success Story of The CFP Aspirant Club (India): Ms.
Vaishali Kale, MBA (Finance), Sr. BFSI Professional (Founder- V Link
Financial Services & Associated with a leading CA firm), Mumbai. She
enrolled in the Regular pathway with one of Education Partner and
completed her Training… She was unsuccessful in 1st module exam and later
on enrolled in Our Successful Innovation called VIDEO LEARNING KIT in
June2014. She successfully passed her all 4 modules exams and Final/ Exam
5 @ 1st attempt with a “B” (60%+ -1st Class) @ 1st Attempt on 29th
November’2014.
Vaishali Kale <kale.vaishali@yahoo.in> Tue, Dec 2, 2014 at 12:22 PM
Reply-To: Vaishali Kale <kale.vaishali@yahoo.in>
To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>
My success story
Dear Keyur Sir,

I'm glad to share that I've successfully completed my CFP certification in Regular pathway (all 4 Module
exams) and Exam 5/Final Advanced Financial Planning with a “B” Grade (60+ First Class) on 29th
November in just span of 6 months with the help of VIDEO LEARNING KIT.
I would like to THANK YOU Sir for this success. This would not have been possible
without your proper training & guidance. You're always there as a mentor in each and
every situation. Thanks for boosting my confidence & ensuring me to do it in very short
span of time. Because of time constraint it was very difficult to manage. But you were
always one step ahead to help.
Sir, you are as a GAME CHANGER in our FINANCIAL PLANNING Industry. The concepts you've
explained are crystal clear. Video learning was very helpful. It was as effective as live training or
workshop. Each and every word said by you in the training or during my post training preparations
makes sense. The approach to attend the exam or be it how to do post training preparation, are so
perfect that there are no chances of failure. I would like to specifically mention about Question Bank
and Solutions. They are very comprehensive, latest and always upgraded as per latest syllabus and more
practical. You just need to trust your coach and success is yours. I did it in same manner.
I'm very proud today that I've completed my CFP^CM Certification and ready to deliver more
valuable Services to my clients. The training not only helped me in professional level but on
personal level too.
It helped me to budget my personal finances in an organized manner and I was able
to prioritize My Goals and calculated inflation adjusted corpus required and also
started investing for same...I think everyone must learn financial planning.
Keyur Sir, thank you once again for being part of my journey.
Regards,
Vaishali Kale
9870260192
166th
Success Story: Ms. Pratibha Kumble, Jr. BFSI Professional, Dombivali, enrolled in Video Learning Kit
in Aug.14 and successfully completed her CFP Exam 5 / Final @ 1st
attempt with a “B” Grade (60%+
Firstclass) dated 25th
Nov.14.
Pratibha Kamble <pratibhakamble16@gmail.com> Wed, Nov 26, 2014 at 10:52 PM
To: keyurcfp@thecfpaspirantclubindia.com Thank you mail
To Respected & Dear Sir,

I am very glad to inform you that with the help of you I have cleared CFP certification with a “B” Grade.
It was a great journey with your guidance & indefinite help. All the features of this training are just
simply fine, best & useful.
Video learning option is the best option. It gives the feel of personal training. Anyone can see these
videos as per their convenient level till the concept get cleared. “5 Step Process” is the truly secret of
success. UNIVERSAL STEPS formulas are simply amazing. I personally realized that, If you follow
principles, 5 Steps process, The UNIVERSAL STEPS & guidance related to how to attain the exam, Do &
Don't etc that really helps you to crack the exam easily.
The High Quality Questions Bank with detailed handwritten solutions & the overall study material more
than enough for exams.
Thank you for post training support till last minute of exam through phone & mail. MOCK TEST really
helpful to Identify mistakes & leads to perfection.
Let me take the opportunity to THANK YOU once again for your support throughout the journey. Look
forward your guidance henceforth.
Regards,
Pratibha
09920425510
165th
Success Story: Mr. Shankarnarayan, Sr. BFSI Professional, Mumbai enrolled in Video Learning Kit
Aug.14 and Successfully passed his CFP certification exam in Challenge pathway @ 1st
Attempt in Nov.14.
Shankarnarayan A.S <shankarn.as@gmail.com> Wed, Nov 26, 2014 at 11:49 PM
Thank you, I cleared my Final Examination @ 1st
Attempt in Challenge / Fast Track Pathway.
Dear Keyurji,
Greetings!!!
I am very happy to inform you that I have cleared my CFP Certification on Saturday 22nd November
2014. I would like to thank you for the coaching and guidance you provided me in the last 4 months.
My dream to be a CFP was on my wish list for 3 years. The Journey started 2 years back when I cleared
my Retirement Paper. But professional commitments always came in between giving the other papers.
Your advice to apply for the challenge status was the first step to my success. Talking to you in detail on
the steps that would help me achieve CFP certification made me confident. Hence I decided to take the
Video learning approach from you.
My confidence was not belied and I would like to share my experiences as your student.

1. The video lectures were realistic and as good as attending your classroom Lectures. But the added
benefit was that I could listen and assimilate them at my own pace.
2. The question bank & solutions provided were exhaustive, covered complex problems and prepared me
for the Final Examination.
3. Most important, the support provided by you during the last 10 days before the exams in form of
multiple mock tests was the icing on the cake. It made me aware of the gaps, how much more I had to
practice and in true sense got me ready to take the final exams.
4. As per your guidance, I enrolled Charter member pathway which saved more than Rs. 15,000/-
(Fifteen thousands) Vs. Education Partner or Self Study Mode.
Thanks a lot for being my Guru in this educational Journey. I wish you all the Success in all your
teaching endeavors.
Thanks & Regards,
A.S Shankarnarayan
09820892177
164th
Success Story: Mr. Ramesh Hegde, Sr. Independent Financial Adviser, Davanagere, Karnataka
enrolled in Video Learning Kit in May14 and Successfully completed his CFP Exam 5/Final with a “B”
Grade (60%+) in Nov.14.
RAMESH HEGDE <hegde3469@gmail.com> Tue, Nov 18, 2014 at 12:30 PM
To: keyur shah <thecfpaspirantclubindia@gmail.com>
Hi sir.
I am very happy to say that I have cleared my Final module with a “B” grade
on 15 Nov 2014. I am very much thankful to you for providing the proper
direction and guidance to me. So I produced the magic result that saved my
time, money, and build the confidence to write the exam because I
completed 4 modules 3 year back and not thinking to complete the 5th
module.
After I established the relationship with you i stated dreaming and that is become reality today.
The way you taught calculating Goal based Financial Calculations
(Retirement Planning, Children’s higher education & marriage planning,
Insurance Planning etc.) This multiplied my conversion rate, Ticket size and
AUM and happy to share you that recently I received Highest SIP Awards by
a Wealth Forum in Mumbai.

Thank you & Regards
Ramesh Hegde
Hegde Financial Planning Services
Davanagere-577002
www.hegdefp.com, http://www.hegdefp.com
Email :info@hegdefp.com
Ph :9845169191
163rd Success Story:
Happy to share 163rd
Success Story of Mr. Dhawal Chotai, Sr. Charted Accountant (FCA), Mumbai enrolled in Double Sure
(Classroom & Video Learning) Program and successfully completed his CFP certification in Challenge / Fast Track
pathway on 5th
Nov.14
Dhawal Chotai <dhawal.chotai@gmail.com> Wed, Nov 5, 2014 at 1:05 PM
Dear Keyur Sir,
A major milestone has been reached!I have cleared my CFP exam 5, under the Challenge Status Program @ 1st attempt.
This has beenonly possible with your astute guidance, and a very meticulous approach to the entire preparation for the
examination.
I attendedclassroom training as well as videolearning withyou and under both approaches;I was able to consolidate my
understandingof the concepts. Over the last 18 months, your focused methods, especially the 5 step process, have
helpedme stay afloat with the preparations, in the face of many personal and professional hurdles/setbacks, and finally to
get over the line.
Overall, the testwas of much higher toughness than earlier expected… So, all future aspirants must treatthis on par with
any other professional exam like say for example CA.
Finally, thank you again Sir for your guidance. You have opened many doors for me!
Best Regards
FCA Dhawal Chotai
098200 34989
162nd Success Story:
Mr. Anil Mutalik, Sr. LIC Adviser, Dombivali, Mumbaihas successfully completedhis CFP certificationin Regular pathway.
He enrolledin Double Sure (Classroom & Video Learning)trainingworkshop and completed 3 modules exams and Final
/Exam 5 with us.
Respected Guruji Keyur Sir,
My journey with you towards the CFP certificationstarted since two years back. I met you when I had cleared only One
Module and today I am successful… A LONGAWAITED DREAM IS REALITY NOW. With consistentsupport from you I have
cleared the final exam on dates 25th Oct.14.

I take this opportunity to say THANK YOU!!!!!!!!!!!!!!!!!!!!!!!
• It was possible only with the help of your training and post training support you extended.
• The classroom training was useful in understanding the concepts.
• Video Kit helped me to memorize and get more clarity on the concept.
• The video lectures helped me to revise the concepts at my pace and at my requirements.
• The GOLDEN FIVE STEP PROCESS developed by you helpedme a lot to save the time, to crack the question and to
decide upon the steps to follow. The question bank thatyou have preparedto helpme for practicing and remem ber the
additional scenario related to each concept.
• Your teaching of 3 virtual parts in final exam helped to boost the confidence.
• Mock tests conducted by you helped to identify weak areas and leads to perfection.
THE TRAINING CONCEPTS HAS HELPED ME A LOT TO ACHIVE MORE BUSINESS IN MY PROFESSIONAL CAREER.
Your entire teachingis payingrich dividend to me in my business. My ticket size per client has increased many fold and
calls are beingclosed within one or maximum twomeetings. Most of closed calls are with higher Sum assured plans and
also achieved MDRT Status.
It will be of greathelpif you continue to support us in a similar way in future years. I once again extendmy Thanks to you
and extend my well wishes in your journey to create the SOLID TEAM OF CFP CERTIFICANTs.
Anil Mutalik
9869056100, mutalik.anil@gmail.com
161st Success Story:
Happy to share 161stSuccess Story of our CFP VideoLearningKit…Mr. Ali Ishaan, Jr. BFSI Professional in Mumbai, He
could not clear his Exam 5 in 2012 and then enrolled in Videolearning workshop in 10th September 2014 and successfully
completed his CFP Final /Exam 5 @ 1st attempt with a “B” Grade (First class - 60%+)
Passed CFP (CERTIFID FINANCIAL PLANNER) Final / Exam 5 with a 'B' Grade @ 1st attempt
Ali Ishaan <aliishaan489@gmail.com> Fri, Oct 31, 2014 at 12:57 AM
To: Keyur Shah CFP <KeyurCFP@thecfpaspirantclubindia.com>
Dear Keyur Sir,
It gives me immense pleasure to share withyou that I have passedthe Exam 5 – Advanced Financial Planning on my 1st

attempt with a 'B' grade.It surely wouldn't have been possible without your holistic approach and guidance towards
nailing the final exam.
Although I opted for the 'VideoLearning Kit' staying in Mumbai, but nevertheless the classroom-style feeling was still there
and the best advantage of it was the flexibility that it provided to me.
I just blindly followedyour principles, techniques and approaches towards all differentkinds of the client's situation and
Voila!The answer was always there in front of me. Your 'Magical 5 step process' is a boon to every participant which
surely is a sure-shot way to make sure we arrive at the correct solution.
Attending Mock tests helpedme know my improvements areas and your queries handlingsupports provided sharpness
and perfection which gave me confidence to motivate me to pass exam @ 1st attempt with a good grade.
To sum it up, I would say 'You are the rock star of Financial Planning Training World'.
Thanks again!
Best Regards,
Aliishaan
08867409925
160th Success Story:
Mr. Harish Naganna, Sr. Independent Financial Adviser, Pune enrolled in our 35th Fast Track CFP Batch and successfully
completed his CFP Exam 5 / Final @ 1st Attempt with a “B” grade (First class 60%+) in Oct.14.
Harish Naganna <harish.naganna@gmail.com> Tue, Oct 21, 2014 at 12:17 AM
To: Keyur Shah CFP <KeyurCFP@thecfpaspirantclubindia.com>
Dear Keyur Sir,
Greetings of the day…
Sir, First of all, let me say Thank you very muchfor your Guidance and Supportthat has helpedme to Crack the CFP Exam
5 (Advanced Financial Planning) on the 18th Oct with B Grade.
Due to Time Constraints, it was really very difficultto devote the requiredtime of 2 to 3 hrs daily, but somehow made up
my mind and actually focused all my energy on the basic principles that Sir has taught in the class and has always
emphasized on , and his devotion towards making us CFP.
I liked the Mock Testthat he gave me, thatgave me the Real Picture as to where i stood vis a vis the preparation and i
really had to pull up my socks.
Also the lastmincall that sir gave me and again emphasizedon the Process, was again a Gentle reminder of the basics.

Thank you once again.
Regards,
Harish Naganna
Aditya Investments
Family Financial Advisor
Mobile : + 91 9881009501.
www.adityainvestments.in
http://in.linkedin.com/in/harishnaganna
Mr. Rahul Banerjee, Sr. BFSI Professional, Kolkata enrolled in our Video Learning Kit in Sept.14 and successfully
completed his CFP Exam 5 / Final @ 1st Attempt in Oct.14.
rahul.banerjee27@gmail.com, 09051221124 / 08100012976
Mr. Gaurav Khandelwal, Fresher, Delhi, He was unsuccessful in 1st attempt (scored only 33%) in CFP Exam 5/Final @
enrolled in Video Learning Kit in Aug.14 and successfully completed his CFP Exam 5 /Final @ 1st Attempt in Oct.14
gaurav khandelwal <gaurav.khandelwal0001@gmail.com> Sat, Oct 18, 2014 at 12:34 PM
To: keyurcfp@thecfpaspirantclubindia.com
DEAR SIR,
You are the best teacher I have ever met or I have ever seen… Withoutyour supportI think thatI won'tbe able to clear my
CFP ADVANCED FINANCIAL PLANNING EXAM. Your Teaching Methods, Notes, Mock tests helped me a lot to clear my
exam. Whenever i need your help or your guidelines, you were always available.
I sincerely give my success to you and want to say thank you so much SIR from the bottom of my heart.
Regards,
Gaurav Khandelwal,
099905 80820
Result Speaks Louder… Happy to share the 157th Success Story of Mr. Mrinal Khona, Sr. Associate , Willis (MNC KPO),
Mumbai. He attended our 40th Batch (March 14) and successfully passed his CFP (CERTIFIED FINANCIAL PLANNER)
certification Exam in Challenge / Fast Track pathway @ 1st attempt with a “B” Grade (60%+)
CFP- Thank you Sir

Khona, Mrinal K. <Mrinal.Khona@willis.com> Mon, Oct 6, 2014 at 1:30 PM
To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com >
Dear Keyur Sir,
Following points I have to mention, first of all would like to Thank you for the greatest help in my career;
1. I clearedmy CFP certifcationfasttrack pathwayin 1st attempt B Grade that too with a very difficult Paper, Must say
FPSB has increased their standard a lot.
2. The query whichyou have solvedby meetingme in person few days before my exams has helped to have a better clarity
and understanding of what I have studied.
3. Your notes are like the Bible, Quran or Bhagvad Gita of CFP which is ample enough to become a CFP.
4. Your four days traininggave the require confidence thateven I can be a CFP. Whenever I have calledyou have attended
all my queries.
5. Your Magical and logical 5 Step Processdoes not help just in Sum but in real life as well, it a wonderful theory which
goes a long way.
6. I came to knowaboutthe many products and you gave few advices thathow I should stoppayingmy Endowment plans
and Invest in PPF, which was again a wonder help given by you to your student.
7. You are also helping students in finding them the required career by helping their CV to your correct contact.
Sir, in Short you are “one STOP shop” or “MAN TO GO” as far as CFP is concerned, I am completely sure that If one
follows your instruction and guidelines correctly SUCCESS IS GUARANTEED. Once again, I thank you for your MARG
DASRHAN, I wish all the best to you for, hope all students get benefited from you as I did.
Regards,
Mrinal Khona
098 67 89 14 32
Happy to share 156th Success story of our CFP AspirantClub…Mr. Sai Krishna, Chennai, Sr. BFSI
Professional(pskchoudary@gmail.com, 096 77 95 92 88) Successfully completed his CFP (CERTIFIED FINANCIAL PLANNER)
certification @ 1st attempt dated 26th Sept.14 with help of VIDEO LEARNING KIT.
II गुरु ब्रह्मा गुरु विष्णु गुरु देिो महेस ्िरहा
गुरु साक्षात ्परब्रह्मा तस्मै श्री गुरिे नमःII
"सी.एफ्.पी आस्पीरेण्ट क्लब ्' के "बादशाह"
भारत ्के सिवश्रेस्् CFPCM गुरु श्री "के युर ्शाह्"
Respected Sir,
I am elated to tell you that I had appeared for the Exam 5(Advanced Financial Planning-CFP) ON 26-092014 (NSEIT,
HYDERABAD)and successfully completed the Exam 5/Advanced Financial Planning (CFP) 1st attempt.
I sincerely attribute my success to your 'Astute Tutelage' and Revered Guidance right from the time of enrollment in "CFP
ASPIRANTCLUB" till the date of exam.
With Regards:-
P.V.SAI KRISHNA CHOUDARY
pskchoudary@gmail.com, 096 77 95 92 88
155+ Success Stories
155th Success Story:Neelima Patil, Sr. BFSI Professional, Mumbai was stuck since 2012 and joinedin our Video Learning
kit in May14 and successfully completed Exam 4 (TPEP) and Final /Exam 5 @ 1st attempt with a “B” grade in Sept.14
Really appreciate all your support…Finally I am CFP
neelima patil <toneelimap@yahoo.co.in> Mon, Sep 15, 2014 at 11:12 AM
Dear Keyur Sir

I am happy to inform you thatI have cleared my Exam 5 with Bgrade in firstattempt. I am really obliged and great full to
you for boosting my confidence in every phases of this training.
Your mock testwas eye opener for me and withlimited days in my hand I could work on my weak areas and your last
moment suggestions on how to go about the studies really helped me.
Your Videolearning kitis immensely useful and gave me in-depth knowledge of all the concepts and how to attain the
exam also how to practically apply the knowledge in day to day life. Your magical and logical five stepprocess is the key
for my success.
I really appreciate the post training supportwhich you have provided personally and over the phone. For any query you
are just phone call away and after discussing with you nothing seems to be difficult or impossible.
Really appreciate all your support
Regards
Neelima
Rahul Sangoi, BFSI Professional, Mumbai, Attended our Fast Track CFP Training workshop and successfully completed
his CFP Exam 5/ final @ 1st
Attempt in Aug.14
Contact detail: 09821366307, sangoi_rahul@yahoo.in
153rd Success Story:
6 times unsuccessful…but7th time withour CFP Video Learning Successful…Happy to share 153rd Success Story of Mr.
Srinivas, Sr. IndependentFinancial Adviser, Hyderabad successfully completed his CFP Exam 5 / Final @ 1st attempt post
video learning on 26th Aug.14.
A big thanks
Srinivas P <srinivasrao099@gmail.com> Sun, Aug 31, 2014 at 11:21 AM
To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>, Keyur Shah CFP
<keyur.shah1975@gmail.com>
Cc: ramys_1962@yahoo.co.in
This is Sreenivas, from Hyderabad.
Sir after completing 4 modules in July 2012 I have prepared with one of my colleague, Mr Sriram
Nagesh for the final module for more than a month. Which I could not succeed in which he could clear
it. I.e on In September 27th, 2012. Now it's left for me to give a finishing which I was unsuccessful for
almost 6 times and 3 times I left on the border. I was not finding any clues how breaks the barrier.
Last year Keyur sir called me in the month of May while I was about to go in an attempt. Because of
very shortage of time and money. I couldn't commit to sit for the coaching material.
This month when on the 3rd Aug.14, I have booked for a slot I recollect his words n contacted him on
8th and sincerely on 11th I have got his material and got very short time for the preparation. He has
clearly told me that you need to give 6 hrs times. For the 26 th slot. Now started listening to the video
learning kit and noted down the solved problems. Listened to the theory questions keenly because of late theory
curriculumalso changed on the exam pattern, I think only 2 theory questions I have asked him for the answers. In he
means process.
For me at age of 53 years, it was a real challenge for me, despite of professional activities and managingan office withtwo
assistants it was something like a devil sitting on me to complete this course.
Of course finishwith endthe mind and inspirationfrom my NJ colleagues and all constructive steps providedby Keyur sir
really helpedme to complete CFP course. The comfortlevel after listening to the Video Learning raised up. And two key
words really helped me there is no short cut to success. You have to go throughthe process. Enjoy the learning and the
environment doesn’t carry the exam as a burden. Just enjoy withpassion as you see an entertaining movie. They have
really helped me.

Let me take this opportunity to acknowledge all colleagues and seniors, Mr Nagaraj Mr. DV Suresh, Sri Suri Seetharam Mr
Sagar Mr Sinivas peddi, Mr Nagesh Sri B. Kulkarni n colleagues and the expert coach Sri Keyur Shah.. Thank you very
much, sir, all the best. You have made the difference.
Thank you again.
Sreenivas Rao pul
09246589117
3 Key benefits of being CFP withMr. Keyur Shah, India’s Best Expert Coach& Trainer (Fast Track CFP)… Right Direction &
in Right hands…
1) Saving Time…Means Saving Money: Min. 200 hrs time (your One month income) saved with a high quality training +
Advance Question banks + Post training supports Vs. Self Study or Normal EP way Training.
2) A saving of Money in exams Attempt: With my training & your adequate post training preparation… you will get an
indirect guarantee of passing Modules & Final /Exam 5 @ 1st attempt with a good grade. (60%+)
3) Achieving Domain expertise: withhigh quality training+Question bank/Solutions + Post Training supports… you will
acquire sound knowledge & skill sets in the personal finance domain… You will capable to prepare & present high quality
customized comprehensive Financial plan of clients and enable to solve their most queries logically.
VIDEO LEARNING KIT (CFP) is an innovative accepted optionamongthe BFSI Professionals, Fresher andIFA across India
& abroad for Regular pathway or Challenge pathway aspirants.
11 Unique Benefits of CFP Video Learning Kit.
1) Highest Pass%(60%+) through SelfDiscipline Learning:60+Aspirants enrolledin last 2 year and 35+participants have
successfully passed in Regular or Challenge pathway.
2) Feel like a Personal Training from Mr. Keyur Shah, India’s Best No1 Expert Coach & Trainer (Fast Track CFP)
3) An Excellent optionto attendthe highest quality personal training without leavingyour home/office and Learn @ your
convenience (Morning/Evening OR 2 hours or 4 hours a Day)
4) An option to relearn till your concept clears (Pause, Rewind, and Forward)
5) Live Recorded Training as per new syllabus (2014)- 8 full day content (64 hrs Video)
6) No need of Internet- You receive set of 16 DVDs-Each Video DVD has 4 hrs training.
7) High Quality Question banks with a detailed handwritten solution as per 2014 syllabus.
8) Online Queries Solutions:You can solve your queries on daily basis (6pm to 11pm) through phone/chatting/Video calls
and also personal meeting once in 15 days for 2-3 hrs on a mutually convenient time.
9) 100%Guaranteed Result with a good grade subject to required post training preparation.
10) 100%Placement assistance post CFP.
11) Mr. Keyur Shah will provide supports till you complete your CFP.
Best Offer:
Video Learning Kit (V5-2014)- 8 full day (64 hrs) Live Recorded Training Workshop + Study Material + post training
supports till you complete CFP…Gross FEE 23k…5k Discount& also an Option to pay in 2 equal monthly installmentof 9k
till 20th Sept.

2) Video Testimonial of Dr. Nirakar Pradhan, CIO of Future Generali about Video Learning Kit
3) Video Testimonial of Mr. Rushabh Shah, Final CA Student, Mumbai about our Video Learning Kit
http://youtu.be/PZeDHwN5ebs
4) Video Testimonial of Mrs. Sangeeta Nair, FCA, Mumbai about our Fast Track CFP Training Workshop.
5) How High Quality Training helps Fresher to get 1st better job in corporate world- 119th Success Story Ms. Nidhi
152nd
Success Story:
Result Speaks louder…Happy to share 153rd Success Story of our Fast Track CFP Training Workshop.
Mr. Anthony Lobo, Sr. IT Professional, Mumbai enrolled in 42nd Batch in May’14 and successfully completed CFP
certification in Challenge pathway @ 1st Attempt with a “B” grade on dated 26th Aug14.
Cleared my CFP certification in Challenge Pathway
Anthony Lobo <aalobo@yahoo.com> Wed, Aug 27, 2014 at 2:30 PM
Reply-To: Anthony Lobo <aalobo@yahoo.com>
To: keyur shah <keyur.shah@thecfpaspirantclubindia.com>
Hello Keyur Sir,
I would like to inform you that I have cleared my CFP Certification in Challenge pathway yesterday.
I really appreciate the efforts you have putin to make the paper seemsimple and I could clear it in the first attempt with a
“B” grade in just 3 months. The steps and techniques shown were really usefuland not to forget the question bank, it's
quite comprehensive.
Your post training support was an excellent and also solving two mock tests provided exam like experience. I would
definitely recommend anyone wanting to do CFP to join the FAST Track course conducted by you.
Once again thank you for guiding me how to enroll in Charter member challenge pathway which saved my Rs. 15,000/-+
Vs. EP/Self study mode.
With Warm Regards,
Anthony Lobo http://myfinancefundas.blogspot.in/
09820676489
Happy to share 151st
Success story of our The CFP Aspirant Club (India)
Many many congratulations to Ms. Digisha Jobanputra, Fresher, Mumbai successfully passed her CFP (CERTIFIED
FINANCIAL PLANNER) Final/Exam 5 @ 1st
attempt post our 5th
Weekend Batch June-July’14 dated 31/7/14.
Happy to share 151st
Success story of our The CFP Aspirant Club (India)
Digisha Jobanputra <digishajobanputra@yahoo.in> Fri, Aug 1, 2014 at 10:55 PM
Reply-To: Digisha Jobanputra <digishajobanputra@yahoo.in>
To: Keyur Shah CFP <keyurcfp@thecfpaspirantclubindia.com>,
Dear Keyur Sir,

I am happy to share with youmy success in CFP exam 5. I crackedit after gettingtrained by you. ThoughI had very limited
time, butall thanks to you thatyou gave personal attention and foundout my weak points. I thought it was impossible f or
me to clear this exam as the FPSB has raised their bar tremendously. But after meeting you and attending your training it
wasn't the same any longer. You clearedall my concepts and basics which helpedme a lot throughout my journey. Your
study material was more than enough for all the exams.
I would like to owe my success to your training and posttraining guidance. I would just sum it up by saying that if 1 does
all that Keyur Sir says & follow him religiously then success will definitely knock your door. Thank you for everything, I am
very grateful to have a coach like you.
Regards,
Digisha Jobanputra.
+91-9920445809
150th
Success Story:
Mr. Anubhav Agarwal, Sr. Software Developer in HyderabadSuccessfully completed his CFP through video learning kit in
Regular pathway in 4 months. He enrolled in May14 and passed all 5 Exams @ 1st attempt with a “B” Grade.
(Cell no. 09505234236, Mail id: anubhavit@gmail.com)
149th
Success Story:
Mr. Brijesh Madhusudan, Sr. Banker in Chennai enrolled in Video Learning Kit (May14) & successfully passed four
modules exams @ 1st Attempt with a “B” grade and aim to pass Exam 5/Final Exam by Aug.’14.
(Cell 09884010247, Mail Id: brijeshmadhusudan@gmail.com)
148th
Success Story:
Mr. Ashish Pandey, Sr. Manager, Lucknow working with ISec successfully completed1st 2 exams with Video learning kit
and aim to complete balance 3 exams by September’14.
(Cell no.8756961068, dheer@sify.com
147th
Success Story:
Mr. Srinivas Rao Kasinathuni, Sr. IndependentFinancial Adviser, Vijayawada, attended our 15th
Fast Track CFP Training
workshop in 10/12 and successfully completed his CFP in challenge pathway in May’14 @ 1st
attempt.
(Cell no. 09848889490, Mail id: sraokasi@gmail.com)
146th
Success Story:
Mr. Suman Babu, Branch Manager, HDFC MF, Vijayawada, attended our 15th
Fast Track CFP Training workshop in 10/12
and successfully completed his CFP in challenge pathway in May’14 @ 1st
attempt with a “B” Grade.
(Cell no. 07702212383, Mail Id: sumanacvbabu@gmail.com
145th
Success Story:
Mrs. Renu Dhavan, IFA, Mumbai, attended our 16th
Batch in Oct.’12 and successfully completed her CFP Exam 5/Final.
144th
Success Story:
Mr. Apurva Mehta, Associate Director, TrustPlutus Wealth Manager, Surat, Attended our 20th Batch in Ahmedabad and
successfully completed his CFP in Challenge pathway. (Cell no. 09825500184, Mail: Apurva.Mehta@trustplutus.com
143rd
Success Story:
Mr. Srinivas-Hyderabad(09701956446)- Joined in Video Learning & successfully passed RPEP & IP exams and aim to
complete CFP by Dec.14
142nd
Success Story:
Mr. Ramesh Kumar, Sr. Vice President, MCX, Hyderabad attended our 42nd
batch in May14 and successfully passed
1st
module exam Investment Planning @ 1st
attempt with a “B” Grade and aim to complete CFP by Dec.14.
(Cell no.09642704619, Mail: varakhedkar@gmail.com)
Happy to share the 141stSuccess Story of our VideoLearningKit… Jay Joshi, Fresher, Mumbai successfully passed his
CFP Exam 5/Final @ 1st attempt with the "A" Grade dated 1st July'14.
jay Joshi <jayjoshi93@yahoo.com> Wed, Jul 2, 2014 at 3:41 PM

To: Keyur Shah <keyur.shah1975@gmail.com>
Dear Sir,
Thanks for all your supportand guidance, the video learningkit was really awesome which cleared the majority of my
doubts and the five step process, notonly helpedin this exam but will alsohelp me further in my higher studiesthanks for
it sir.
Initially I wasn'table to clear the exam, butdue to your training, guidance I not only clearedit but passed with “A”grade.
Your video learning kit was really awesome and the way you guided me through d entire process was indeed superb, The
questionbank with a handwritten solutionwhich you have prepared is really very nice and post training supports (query
handling/Mock tests) gave me a good domain expertise.
All I will once again say you is thanks a ton sir.
Regards,
Jay Joshi,
09930558595
140th Success Story: Kamal Deep Singh, Regional Training Manager, Reliance Life Insurance, Delhi-Successfully
completed Investment Planning & Exam 5/Final with the help of Video Learning Kit. (Cell no. 09999983980, Mail id:
whales29@rediffmail.com)
“Investingfor the fasttrack CFP course is definitely VALUE INVESTING… Once again thank you so much Sir and HAT’S
OFF TO YOU.”… Happy to share the 139th Success Story of our Video Learning Participant Ms. Vaishali Kale, MBA
(Finance) Senior Partner with a leading CA firm in Mumbai.
Vaishali Kale <kale.vaishali@yahoo.in> Tue, Jun 17, 2014 at 4:18 PM
Reply-To: Vaishali Kale <kale.vaishali@yahoo.in>
Dear Keyur Sir,
I am glad to share that I’ve cleared my two modules at the first attempt in a 15 -20 days time.
Sir, this was not possible without your support and guidance. As I’d already enrolled myself and also completed my
course withone of the reputededucational providers. I was very much confident about my exam that I would definitely
clear my exams with good grades.
But I didn't clear my first exam. I was shaken and shocked too. That time somehow it clicked me to contact to Keyur Sir.
The situationwas verycrucial as I had already enrolledfor the exams and was withvery short time. I was not confident,
whether I’ll be able to clear my remaining modules in first attempt. But the pathway Sir has built to achieve CFP^CM
Certificationis so solidthat one has to trust Sir and follow the road map and you’re there “Withyou Certificate”. I did the
same thing. There were 3 exams remaining and wanted to clear with good grades.
So, I enrolled myself for Video LearningKit. I feel there is no difference whether you are in a classroom or in front of your
PC. For me it was a classroom trainingonly. The way Sir has explained eachand every concept, mainly 5 step process and
Universal Steps are amazing. Asset allocationand portfolio re-balancingstrategy verywell explained. It is not just exam
oriented, but more of practical approach. The course is designed with proper planning and of course result oriented
strategy. Study material and handwritten solutions are very much helpful.
Investing for the fast track course is definitely “VALUEINVESTING”. Once again thank you so muchSir and HAT’S OFF TO
YOU.
Thanks & Regards,
Vaishali Kale
9870260192
138th Success Story:Mr. Kalyan, BFSI Professional in Delhi successfully completed his CFP exam 5/Final withthe help of
Fast Track CFP Training Workshop. (Cell no. 08800233332, kay.0246@gmail.com)

137th Success Story
Mr. Ashish Mumbaiwala, Senior BFSI Professional, currently working as an Independent Share broker, Real Estate &
Financial Advisor (Ex. Regional Manager, Reliance Life Insurance) based in Ahmedabad… Attended our 31st batch Fast
Track CFP batch & successfully completed his Exam 3 (Investment Planning), Exam 4 (Tax Planning & Estate Planning)
and Exam 5 (Advance Financial Planning) @ 1st attempt with a First Class ("B" Grade) in May'14.
Ashish Mumbaiwala – CFP Passed with a First Class ("B" Grade) in First attempt.
Ashish Mumbaiwala Ashish <aish_sap@yahoo.com> Tue, May 20, 2014 at 12:01 PM
To: "keyur.shah1975@gmail.com" <keyur.shah1975@gmail.com>
Dear Keyurbhai,
Thank you very much, for giving such knowledge of financial planning.
Your given Training & Study material really works a lot for IP, TPEP & AFP exams.
I have attended your 31st batch since last long, although, I passed my final exam with you after training support.
I must say here, that your given question and solution, are just like, Imp from lot many twist question for AFP.
With your advice on “How to attendexam?”I coveredalmost 40%marks in the very first hour by attending 2 marks and 3
marks question first. After that, my confidence level was very high. So, I appeared all 30 questions and passed @ 1st
attempt with a first class (B Grade)
Thanks again, for educational and moral support.
Regards,
Ashish Mumbaiwala
9099556500
136th Success Story
136th Success Story of our Video Learning Kit Fast Track CFP Training Workshop.
Riha Agarwal-Kolkata, fresh Graduate – Completed successfully CFP in Regular Pathway (all 5 Exams)
She has enrolled“Double Sure FastTrack CFP” Training Workshop-Attended both Video Learning & Class Room Training
workshopin our 30th Batch in Kolkata dated 17th to 19th May’13. She was unsuccessful twice in her first module exam
(Retirementplanning in March’13) before enrollment. She has cleared her 1st module exam Retirement planning @ 1st
attempt post workshop on 4th June’13 and 5th Exam AFP/Final in March14.
Riha Agarwal <rihaagarwal@gmail.com> Wed, Apr 2, 2014 at 11:06 PM
Dear Sir,
I am glad to share that I have cleared my final module at first attempt which would not have been possible without
switching over to your training program.
Keyur sir has provided latestand updated study material whichwas veryhelpful and specially prepared from the exam
point of view .The question bank and scan hand written solutions were best to help to clear concepts.
Apart from the study material he has giventhe rightprocess this is for all those keep on calling and asking to mail them
the study material as sir shared my contact info earlier after i have cleared my module exam.
One may get his CFP study material on borrowed basis but not the techniques & supports of expert coach which are
equally essential for building knowledge and exams.
For all the queries sir has always beeneasily accessible either throughphone or mail away neither he ended his work by
providing the training even after that throughoutthe sessionhe has kept mailingall the importantquestions and changes
made.
Above is a huge difference between him and other education partners.
I have cleared my Retirement module exam (which earlier became quite difficultfor me as I had already stuck twice in it)
that too after 15 days of attendingFast Track Training workshop. Earlier I was a bit confused about getting enrolled with

fast track because I had already enrolled witha leadingeducation partner in Kolkata and was disappointed. But I myself
have experienced a major difference between the Expert Coach & EP.
2. With the help of Keyur sir only the “Financial mathematics”concepts got clear to me and moreover he provided the
right and updatedstudy material and by following his guidelines both minor and major ones (like attempting the paper in
ascending order, solvingquestions on a rough sheet first which I earlier considered a waste of time ) helped me a lot . By
his training as he himself mentions 70 -75% of paper becomes in our control. Thanks a lot sir.
Thanks for all your support.
Regards
Riha Agarwal
9163068499, rihaagarwal@gmail.com
Happy to share the 135th Success Story of our Fast Track CFP Training Workshop… Mr. Sanjay Tawde, Senior BFSI
Professional (Ex. Senior Training Manager- Max Life Insurance Mumbai, Enrolled in our 38th Batch in Dec.13 and
Successfully completed his CERTIFIED FINANCIAL PLANNER certification in March14 @ 1st attempt.
Thank you from the bottom of my heart
Sanjay tanwade <tsanjay3@yahoo.co.in> Sat, Mar 15, 2014 at 9:29 AM
Reply-To: Sanjay tanwade <tsanjay3@yahoo.co.in>
To: Keyur CFP <keyurcfp@thecfpaspirantclubindia.com>
Dear Keyur Sir,
I am glad to inform you that I have cleared my CFP through challenge pathway.
Clearing CFP throughchallenge pathway was actually a challenge, the reason been candidate needto be clear about Tax,
Insurance, Retirement, goal base calculations and Investment to attend the challenge pathway.
However, you made it so much possible throughyour systematic trainingstructure and posttraining support that I could
clear the Exam in first attemptin just twomonths time. I feel without your training it would have taken me more than six
months.
Thanks for saving my time and efforts your training is worth attending.
All the best for your journey of creating CFP Certificants.
Regards,
Sanjay Tawde
09820777478
Ms.Needhi Shah, Junior BFSI Professional works withan Ifast Solution, Mumbai, She was unsuccessful in 1st attempt
(Exam 5/Final) in Feb.14 and she already bookedher 2nd attempton 10th March…Later on she had contacted us in Feb
end and startedher VideoLearning1stMarch14 and she successfully completedher CFP Exam 5/Final @ 1st attempt with
a "B" grade post Video Learning Training Workshop on dates 10th March14.
Subject: Ma Guru Dakshina
From: Nidhi Jakharia <nidhijakharia@yahoo.com> on Sat, 15 Mar 2014 13:24:25
To: Keyur Shah <keyur1975@rediffmail.com>
Dear Sir,
I am Happy to share with you my success in CFP exam 5. I have cleared the paper after getting trained by you. Though I
had a very limited time all thanks to you that i could clear it in 1 shot after getting trained by you.
I would like to owe my success to your simple training and guidance.I needto acknowledge the Tips given by you in the
video learning. It helped me a lot and could successfully score B grade by studying in 10 days.
Thank you for your guidance.
Best Wishes,

The CFP Aspirant Club India Website Offline

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