271st Success Story:CFP Students / Aspirants who want to complete CFP Certification in time without wasting their precious time & money, they should contact Keyur sir bcoz he is the best CFP coach.

Mr. Biyut Mallick, Junior Professional, Delhi enrolled in Regular CFP pathway with delhi based Education partner but was unsuccessful twice to pass his 1st exam. Later on he enrolled in our Video Learning Kit (Feb 16) and successfully completed his all 5 exams @ 1st attempt in Nov 16.

From: BIDYUT MALLICK <bidyutcfp@gmail.com> on Sun, 13 Nov 2016 22:12:33

To: keyur1975@rediffmail.com

Dear Sir,

CFP Students / Aspirants who want to complete CFP Certification in time without wasting their precious time & money, they should contact Keyur sir bcoz he is the best CFP coach.When I started the journey of CFP Certification he guided me in this unknown world, enlightened me to the right path. Without his guidance it was just next to impossible for me.

Let me elaborate below:

1st I started the journey with video learning kit, It is awesome you can stop where you feel it is important to take a note also you can rewind as you wish.

2nd Study material is really exhaustive which can give enough practice to gain the proper knowledge & understanding about the topic.

3rd Post training support is good as sir is very supportive it may be whatapp, phone call or email he will answer your query.

What ever sir advices to you please apply for better understanding about the topic.

Don't make your own plan but stick to the strategy advised by sir bcoz he is Guru of CFP Certification. I started video learning from 1 February 2016 & passed

Exam 5/Advanced Financial Planning on 10 November 2016. All happened due to the advice & guidance given by Keyur sir. I wish him a long life so that many more CFP aspirant get his guidance

BIDYUT MALLICK

9958973439

270th Success Story:Mr. Anil Chandnani, DGM, 5inance.com, Mumbai successfully completed his CFP certification @ 1st attempt in challenge pathway in Aug 16. He enrolled in our 67th Classroom Batch in Nov 15.

Subject: Thank you Coach

From: Anil Chandnani <anil.chandnani@gmail.com> on Mon, 14 Nov 2016 14:26:11

To: keyur1975@rediffmail.com

Very happy to share that I cleared my CFP Certification in 1st Attempt on 16th August, 2016.

Working with a Robo-Advisory firm, it was extremely important to get a good hold of the subject as well as the required certification. Your coaching methodology helped me to grasp the subject. During our classroom sessions, we (CFP aspirants) enjoyed the interactions & healthy discussions with you on so many topics which enhanced our understanding of the subject as well as gave us good insight to financial services industry overall. 5 steps are truly magical.

Just to share with you :

1. Entire training / coaching module is designed to perfection. Really appreciate the amount of effort & detailing. Logical thought process & simplifying the problem is a USP of this training program. Someone, who wants to clear this examination & take real practical knowledge with implementation, should just simply FOLLOW your advice.

2. Question bank & solutions provided were exhaustive, covered complex problems. It gives you enough confidence to attend the final examination.

3. Most important, the support provided by you after the training was completed was really appreciable. It helped me to identify the gaps & work on the same.

I believe the journey has just begun & therefore will look forward to your ongoing support.

BIG THANK YOU AGAIN!!!

Thanks & Regards,

Anil Chandnani

+91-9890395420

269th Success Story:A Journey from Corporate Employee to an Independent Professional

Prabakaran, Adidem Solutions, Consultant – Independent professional, Chennaii, Ex Regional Training Manager worked in Max Life Insurance, having 19+ years work experience.

Gurudakshina mail

Prabakaran J <prabakaran.adidem@gmail.com> Sun, Oct 23, 2016 at 10:26 PM

To: Keyur Shah Cfp <keyurcfp@thecfpaspirantclubindia.com>, Keyur Shah <keyur@thecfpaspirantclubindia.com>

Cc: Keyur Shah CFP <keyur1975@rediffmail.com>

Dear Keyur Sir,

Greetings!

A Journey from Corporate Employee to an Independent Professional

Prabakaran, Adidem Solutions, Consultant – Independent professional, Chennaii, Ex Regional Training Manager worked in Max Life Insurance, having 19+ years work experience.

Enrolled in Video Learning Kit January 2015 and successfully passed his CFP certification exam in Challenge pathway in Oct 2016

I am very happy to inform you that I have cleared my CFP Certification on Tuesday 18 October 2016. I would like to thank you for the coaching and guidance you provided me in the last 20 months.

Since my dream was to be a CFP, the Journey started 4 years back when you did a “Fast Track CFP Exam 5” at Chennai during Sep 2012, After that I could clear only Risk, retirement and Tax Planning modules, due to professional commitments I could not clear the other modules.

Your advice to apply for the challenge status gave me confidence and that was the first step to my success. Hence I decided to take the Video learning from you in Jan 2015.

I would like to share my experiences as your student.

1. The video was realistic and as good as attending your classroom Lectures but additionally I could listen and assimilate them at my own pace and convenience.

2. The sample Q&A were very much useful to prepare for my Final Exam.

3. Most important, the support provided by you during the last few days before the exams in Feb 2016 was very helpful. It made me aware of the gaps, how much more I had to practice even though I could not clear in Feb 2016.

4. I enrolled for the exam again in Oct 2016 basis my leaves and Holidays for preparation and cleared the exam.

5. Your guidance to register me with the charter member of FPSB India had saved more than Rs. 13,000/- than Self Study Mode

The key Learning from Keyur Sir’s training

# Reading the question twice

# drawing the proper timeline

# Logical & Magical 5 Step Process

# Commitment to Regular Practice to complete CFP certification

Thanks a lot for being my Guru in this educational Journey. I wish you all the Success in all your teaching endeavours.

Thanks and Regards

Prabakaran

9344408802

268th Success StoryMrs. Khushboo Shah, House wife turned to Aspiring IFA, Pune successfully completed her CFP certification in Regular pathway @ 1st attempt with the “A” grade in Oct 16 with help of Video Learning Kit.khushboo shah <khush.shah14@gmail.com> Sun, Oct 30, 2016 at 10:55 AMTo: Keyur Shah <keyur@thecfpaspirantclubindia.com>, Keyur Shah <keyurcfp@gmail.com>

Dear Sir,

I am happy to share that I have cleared all CFP examination requirements (4 Module exams) in a regular pathway in the 1st attempt with good grades & Exam 5 / AFP @ 1st attempt with the “A” Grade.

Enrolment into your VIDEO LEARNING KIT was the key decision which helped me to complete the tough CFP journey with flying colours.

The VIDEO LEARNING KIT is really a boon.

It is well structured and self sufficient, i.e. you don’t need any other study material. Firstly you learn the concept and then strengthen it by solving various real problems/assignments before moving to the next one.

In VIDEO LEARNING KIT exam centric method is explained to save time during exams along with the client centric method for better understanding of the concept. Proven and structured preparation strategy post video learning is clearly explained. Strategy to handle exams works well.

POST LEARNING SUPPORT in terms of solving queries is really good. All my queries were solved over phone in maximum a day once I email it to you. MOCK TESTs provided before exams were too close to real FPSB exams both in terms of difficulty

level and time management. The BEST part is you provided this support till I cleared all my exams.

In short you have prepared the EXPRESSWAY to CFP on which the candidate needs to drive himself up. Believe me even some one having ZERO financial background can clear CFP in first attempt if he follows what you teach. I would like to take this opportunity to thank KEYUR SHAH Sir for teaching me how to think and visualize anything about Personal Finance. Nothing is difficult to understand with coach like you. In my opinion, KEYUR SHAH Sir is really the class coach and a wonderful person.

Regards, Khushboo Parth Shah+918446977952

267th Success Story

Mr. Girish Asodekar, Sr. Lawyer / IFA, Belgoan, KA enrolled in our Video Learning Kit in May 16 and successfully completed his CFP certification in challenge pathway on 4th Oct 16.

Subject: I have completed CFP in such a short time, only and only because of you sir.

From: girish asodekar <asodekar@gmail.com> on Tue, 11 Oct 2016 14:41:45To: <keyur1975@rediffmail.com>

Dear Sir, I am an Advocate by profession, but when I realised on my personal experience that, most of the people don’t have knowledge about financial products and financial planning.

Then I have decided to enter into this field and I started doing Mutual Fund & Insurance as a part time.

In the beginning of 2015 I thought that I should enhance my knowledge and that time I came to know about CFP which is the highest certification in financial planning.

Then I started collecting material for the course after knowing all the details about this course, but then again I thought I should go for coaching.

When I was surfing online for course material I came to know about you, then I gone through all your videos posted on you tube. But I was not sure about your material because in market there are so many CFP course material providers, and one day I decided and approached you. After having discussion with you I understood that I have to register with you for video learning and I have registered and I COMPLETED CFP IN SUCH A SHORT TIME, ONLY AND ONLY BECAUSE OF YOU SIR. After completing CFP I am really feeling like out of the crowd, my thinking has changed, I have started thinking in different way. The speciality of your coaching is as all says 5 STEP PROCESS, in 5 steps I think drawing a TIME LINE plays very imp role in solving the problem, of course all steps are as important as Time Line, but it is like crown. Once again I am very much thankful to you for your unique video learning material; if I would not have joined I could not have completed CFP so early. Regards Girish Asodekar

266th Success Story:Ms. Richa Tilwani, BFSI Professional, Bangalore enrolled with us in Video Learning Kit in May 16 and successfully completed his CFP certification in Challenge pathway @ 1st attempt in September 2016.

Last week, she got selected in mid size Financial Planning & Wealth Management firm as a Sr. Financial Planner.

I am Richa Tilwani a CFP officially, and all thanks to my Guru my mentor Mr. Keyur Shah, he guided me all through my journey, he was a torch to me in dark, I left my job and came to Bangalore for personal commitments, was wondering what will I do, it started in May 2016, when I first spoke to Keyur Sir, and rest is history...doing a CFP under his guidance has been wonderful:

1. He explained the true sense of being a CFP

2. FPSB gives code of ethics in theory, practically it is shown in the journey with him

3. He always stresses in being a planner and not just passing exam, so now I can confidentially say, I can plan finances for people.

4. The course material given by him, covers everything related to exams and in practicing planning in real life. It's just apt.

5. Post CFP, he is in touch and shows light for the path ahead.

Just go by his words and enjoy the journey.

Happy learning!!

Richa

https://www.linkedin.com/in/richa-tilwani-377b9010b

richa_t06@yahoo.com

9000390272

265th Success Story:Paras Saraf, Fresher commerce Graduate, Gauhati, Aasam, enrolled in December 15 in Regular pathway Video Learning Kit and successfully passed all 4 module exams and 5th Exam 5/ AFP @ 1st attempt in September 2015.

Subject: Thank You Sir

From: Paras Saraf <paras.saraf09@gmail.com> on Thu, 15 Sep 2016 17:03:15

To: Keyur Shah CFP <keyur1975@rediffmail.com>

Respected Sir

I heartily thank you Keyur Sir for all your support guidance that you have provided me with.

It was with the help of your guidance ( the do's and don'ts for the exam, the time management theory) through out and video learning kit, PDF files i was able to complete my CFP certification. Though learning via video learning was new yet interesting, easy and concept building.

it was with your motivation, study material and problem solving approach, as and when basis, that all my queries stood resolved and i was able to sail through all the modules of CFP.

Thanking You

RegardsParas Saraf9435542540

264 th Success Story

Must Watch Video for every Stock / Equity market Professional

https://youtu.be/pbMxW8J7k8Q

Mr. Mahesh Kaware, Sr. Stock / Equity Market Professional, currently working as a VP- Motilal Oswal, Mumbai having 15+ rich experience enrolled in our 65th Classroom Batch Oct 15 & successfully completed his CFP certification in challenge pathway in Feb.16.

He successfully completed his CFP certification in challenge pathway with a “B” grade 60%+ on 1st March 2016.

Key Learning from his presentation is below

# To achieve Domain expertise # Professional Development # To create Differentiation

# Enhance Client Acquisition, Client Advisory and Client Retention Skills

# Be my own Boss

https://youtu.be/pbMxW8J7k8Q

Thank You Keyur Sir....

mahesh kaware mahesh.kaware@gmail.com Sat, Mar 5, 2016 at 7:17 AM

To: Keyur Shah Cfp KeyurCFP@thecfpaspirantclubindia.com, Keyur1975@rediffmail.com

Dear Keyur Sir,

Greetings for the day...

I have joined classroom Training in Oct 2015...it was a small group of 6 persons as if it was more one to one personalized Training.

What differentiate in class room training is high energy level and enthusiasm with which keyur sir teaches each and every topic.

This 5 step logical & magical process convert complex concept into small easy to understand studies, and I think stands good in all walks of life.

Question bank & solutions and concept used are all very exhaustive & are of high standards.

Further all small - small instruction and guidance received during training helps you to attain perfection in solving an questions and makes you exam ready.

Post training also keyur sir extends his support generously and is willing to resolve your queries in all modes of communications .ie personal meeting /email/phone calls etc.

I must say Thank You to keyur sir...all credit goes to him and his coaching style that has made my journey towards CFP certification enjoyable,

Something which i wanted to do for last 4-5 years , with Right Coach Keyur Sir i was able to complete in flat 4 months.

Wish him a Good Health so that he continues to help aspirants to achieve their goal of CFP Certification.

Regards

Mahesh Kaware

09819398744

263rd Success Story:

Mr. Kalyan Reddy Battu, Sales Manager, Franklin Templeton AMC, Hyderabad enrolled in Video Learning Kit in Jan 2016 and successfully completed his CFP certification in Challenge pathway with a “B” (60%+) in September 2016.

I appreciate Your service

KALYAN REDDY Battu <battu.kalyanreddy@gmail.com> Thu, Oct 13, 2016 at 6:24 PMTo: keyur1975@rediffmail.com, keyur@thecfpaspirantclubindia.com

Dear Sir, It was a great experience to attend Your video learning training program, excellent I must say, without which I would not have cleared the CFP with B Grade. I found the training material and the content in the video learning kit is very much helpful for the aspiring candidates to clear the Exam and also in preparing financial plans in real situations for Investors, No need to refer any other material.

The way you have explained the Complex Problems solutions in simple 5 step process is excellent, It is the Key to clear the Exam with domain expertise. Thank you so much for your support. Regards Kalyan Reddy BattuSales ManagerFranklin Templeton Asset Management (India) Pvt. Ltd. 1st Floor ,Amit Plaza.No.6-3-885/7c , Somajiguda CircleHyderabad -500082. Mobile: +91 9866177082

262nd Success Story :

Mr. K. R. Mane, Sr. Software/ IT Professional, Mumbai successfully completed his CFP certification in Regular pathway @ 1st attempt with a " B " Grade 60%+. With help of Video Learning Kit.

He enrolled in Dec 15 in Video Learning Kit and successfully passed all 4 modules exam @ 1st attempt and Exam 5 / Final @ 1st attempt with a " B " Grade.

Krishnakant Mane <krmane@yahoo.com> Wed, Sep 7, 2016 at 5:48 PM

To: Keyur Shah CFP <Keyur1975@rediffmail.com>, Keyur Shah Cfp <KeyurCFP@thecfpaspirantclubindia.com>

Dear Mr. Keyur,

This gives me immense pleasure to inform you that I have completed CFP - regular pathway in first attempt with a “ B” Grade (60%+)

Thank you very much for all your support during my journey to this certification.

Throughout my career (20+ years) I was in IT industry but always liked two other fields.

1. Mechanical 2. Financial

With the saturation in IT industry and not much of job satisfaction I decided to pursue Personal Finance field.

I initially enrolled to your class room session in March 2014 but lost focus due to regular job pressure (it was my bread-butter so could not leave it immediately).

Finally in December 2015 I decided to complete the certification. This time I enrolled to Video Learning Kit. I choose this option because I thought it will allow me to study whenever I get time. I can revisit topics I did not understand initially. And I was right. I did two iterations of all the videos along with the evening assignments. It has boosted my confidence.

Now time came to appear for exams. Since I was pursuing LLB course simultaneously I had to plan my studies and exams such that it will not clash with my LLB studies. Here your guidance in terms, how to study, how much to study, sequence of exams helped me a lot.

With this plan and study I appeared for first module exam (RPEB). I was not very confident before exam but again mock test given by you and one-on-one session before exam has given me confidence to appear for exam and clear it. This repeated for remaining modules and Final exam also.

My observation here is that your questions are much tougher than FPSB exam questions. So if one can solve question bank given by you then he need not to worry about actual exams. And of-course not to forget "5 Logical Magical Steps". It is THE way to solve the question.

Thank you once again for your guidance and helping me to achieve my goal.

Regards,

Mane

261st Success Story:

Mr. Kiran Kumar M, Sr. Area Manager, SBI Life Insurance (Banca), Mangalore successfully completed his CFP certification in challenge pathway @ 1st

attempt in Aug 16 with help of Video Learning Kit.

Subject: Thanks for the Best guidance

From: Kiran Kumar <kiranbvr@gmail.com> on Mon, 05 Sep 2016 12:44:07

To: Keyur Shah CFP <keyur1975@rediffmail.com>, Keyur Shah <keyur@thecfpaspirantclubindia.com>

Dear Keyur Sir,

First of all please accept my sincere gratitude for the best coaching and guidance you provided which helped me to complete my CFP in first attempt.

I would like to inform you that your coaching material, Flow of syllabus and 5 Step process is so well planned which helps to understand any variations in question patterns and crack it easily. Also the 5 step process and use of calculator helps to explain the customers to understand their complex Financial planning queries.

I sincerely thank you for the best coaching you provided through video learning kit and telephonic support to clear all my doubts. Even before 4 days of my exam your counselling and mock test helped to understand where I was doing wrong and which field I needed to concentrate.

Overall I believe that Mr. Keyur Bhai is the best Coach and Guide to understand CFP curriculum and easily walk through the exam.

Thanking you,

Regards,

Kiran Kumar M

Mangalore

9342547676

260th Success Story:

Mr. Amit Pednekar, Sr. Account Professional working with Sun TV , Mumbai enrolled in Regular CFP pathway with one of EP and managed to pass his 4 module exams. But, He was twice unsuccessful in Exam 5 before joining us.

Later on, He joined in our 71st Batch March 16 and Successfully completed his CFP Exam 5 on 4th Aug 16 with the “B” grade (60%+).

Sharing Wonderful CFP Experience with Keyur Shah SirFrom: Amit Pednekar <ammped@rediffmail.com> on Mon, 08 Aug 2016 18:42:18

To: <keyur1975@rediffmail.com>

Dear Sir,

I am happily to inform you that I have cleared my CFP Advanced Exam 5 with B Grade.

Initially when I cleared all 4 Modules of CFP, I was very confident that I will clear Advanced Exam in first go. But I was wrong and did not clear advanced even after two attempts.

Then I felt necessary to seek guidance of a experience person who is well know personality in CFP Education Provider and so I contacted Mr. Keyur Shah Sir on 26 Feb 2016.

During first one to one meeting with Sir and discussing with my issues, I felt within me that I had came to right place to learn CFP and clear the exam & also be client ready after clearing my exam.

I had joined VLK 2016 Class room Program from 8 March 2016 & very first day all basic CFP concepts was cleared and solved. During next 7-8 days each and every topic was covered whether it’s IRR, XIRR, Loan Calculation, Conversion, Asset allocation including advanced asset allocation, Insurance, Retirement Planning and Taxation.

Sir had also taught us how to prepare for Exam 5 going in depth in case studies A B C D E. Solving exam related questions. Whatever queries were raised is to be sorted out at that movement.

During training, Sir had also given important notes and guidance about client acquisition & how to retain client for long run by using Hard skills & Soft Skills and People skills & Logical and Magical 5 Step Process

On 19 March 16 we had completed Training program. I had got adequate & clear knowledge about Personal Finance in both Exam ready & Client ready ways. After that I had started preparing for Exam 5 referring sir notes (Especially Folder No. 19 2016 VLK). All my doubts and queries was sort-out clearly & in simple way with examples.

On 4 August 2016 I clear my Exam with B Grade. So I am Thanking you Sir for such wonderful CFP learning I had got from you and for all hard work you had put in for us to clear Exam with good grade.

Also Thanking Mr Nagesh Abnave & Mr Sagar Ingale & Mr.Amol Pimplekar (All Students/Ex-Students of Keyur Shah Sir) who had also supported me & giving me confidence to clear the Advanced with good grade.

Regards

Amit Pednekar

9920249550