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15+ times #MF #SIP book & 10+ times MF AUM in 6 years with help of #CERTIFIED #FINANCIAL #PLANNER Certification with Mr. Keyur Shah, India's Best CFP Coach

#Birju bhai #Acharya, one of leading IFA in Patan, Gujarat successfully completed his CFP certification on 21st Aug 2012.

As discussed with him on phone, He shared key benefits of being CFP as below.

1. #Goal based #Financial #Planning is the #KEY driver to achieve 15+ times MF SIP book Size & 10 times MF AUM in 6 years (MF AUM rs. 35 crore from 3 Cr & SIP book size 33 lakh from 2 lakh)

2. #Professional Approach as a Financial Planner from Agent.

3. #Funds #Selection based on Future Potential instead of only past performance.

#Copy from #FB Timeline on 22-08-12

Let’s Congratulate Mr. Birju Acharya (9825126655) have successfully passed the CFP Exam 5/Final/AFP module with “B” Grade yesterday.

Last year, he joined a CFP course (regular pathway) in the *self study mode* and was unsuccessful in his in 1st exam (RAIP) in Oct.11.

Later on he contacted us and undergo personal Coaching for each module and passed Insurance, Retirement, Investment and Tax planning till May’12.

He enrolled in our FAST TRACK CFP EXAM 5/FINAL/AFP module preparation training workshop @ Ahmedabad dated 2nd and 3rd June’12 and he made a good preparation / practice for almost 100 hrs+ and successfully passed Exam 5 with “B” Grade on dated 21/8/12.

#What Birju Acharya says about Mr.Keyur Shah

CFP was an #impossible #dream for me but come true thanks to Mr.Keyur Shah.

Keyur Sir’s #teaching #methodology was simple and easy to understand various concepts and calculations and way he taught the financial calculator was made my life easy and also use in day to day practical applications with clients.

The way Keyur Sir taught various #persuasion #techniques which gave me confidence to put Knowledge in practice and client enjoyed the experience and my conversion rate and ticket size almost are doubled.

Hi MFFPWC - CFP Aspirant,

Pls Invest 7 hrs to 9 hrs on below links and call Fri or Sat 5pm or 6pm if any queries on 9167362201 or 8169969026

#MFFPWC - CFP : India's Best Family Financial & Portfolio Wellness Coaching certificate by India's Best Expert Coach Mr. Keyur Shah.

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

Must Watch Video

Must Watch Video for Every IFA / MFD / RM / WM / Insurance Agent / CFP Aspirant

#Software #Engineer to Financial Planner - Mr. Ankit Savla

#Lawyer to MFD / IFA - Mrs. Isha Ankit Savla

#Download Brochure

Must watch video4 CFP Aspirant

Watch 131+ Success stories Videos

13 key features of MFFPWC - CFP Classroom Training.

Last 1 Seat left in 85th Double Sure Classroom Batch - Sept 18 to Jan 19 Every Saturday* - 9am to 2pm Starting 15th Sept @ Kandivali W...FEE in 2 Monthly instalments of 55k.

Note: Rs. 20,000 concession till 3
30th...Net Fee 90k...payable in 3 monthly instalments of 30k


9 Key Features of MFFPWC - CFP 2018 - 2019 VIDEO LEARNING KIT.

Already 131+ participants have successfully completed their CFP certification with help of Video Learning Kit.

Pls visit below link4 more detail.

*Last 1 Seat left in Sept 2018* batch...Fee 70k...payable in 2 monthly instalments of 35k.

*Note: Rs. 10,000/- concession till 30th so Net fee 60k...payable in 2 monthly instalments of 30k*

*Pls Visit website to Read/ Speak 300+ Success Stories*


I charge Rs.1000/- (INR One Thousand only) to provide one to one telephonic discussion OR Personal Meeting for 30 minutes to solve your queries or guidance.

If you enroll with me, above fee will be deducted from your coaching fee.

If interested pls reply YES.

#MFFPWC - CFP certification with Mr. Keyur Shah builds the Strong Foundation to pursue world's best & most difficult PORTFOLIO & FUND MANAGER COURSE - CHARTERED FINANCIAL ANALYST (#CFA) USA course.

I am happy to share that below participants have successfully progressed in CFA course post CFP with me.

1. Ankita Surana, Completed L2 in June 2017, Guwahati.

2. Aishwarya Surana, Completed L2 in June 2017, Guwahati.

3. Jay Joshi, L2 in June 2017, Mumbai.

4. Muskaan Jain, Fresher Graduate, CFA L1, Kolkata

CFA (CHARTERED FINANCIAL ANALYST) USA is the world's best & highest certification in Portfolio Management, Fund Management, Research & Analysis. The Beauty of this certification is the one exam across Globe…so you are qualified to work across Globe as Investment Professional.

*World's top 10 paying jobs in 2018*

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Posted on : 28/08/2018, #, Edit

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