Post# A588805 · Pune, India · Posted by: keyurcfp

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.

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

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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.

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Pls send WhatsApp test message #ADD on 9167362201 to receive regular updates on WhatsApp


In those days every student wants to get good marks in exam. So every student takes the coaching for extra preparation for exam. Those students looking for best coaching institute

Coaching Institutes in Delhi

Globally recognized Finance course for fresher Graduate to get the double salary ( CFP + Graduate Vs. Graduate) Ms. Swati Sethi, CFP, CFA L2 Aspirant, MBA delivered an exce


" Now, I am confident to achieve MF AUM of Rs. 100+ Cr in next 3 to 5 years." Mr. Vinod Benade, Sr. IFA, Mumbai successfully completed his CERTIFIED FINANCIAL PLANNER


#I #Learned the #Best $Approach: 1st time Client Meeting Now, I am #Confident to achieve MF AUM of Rs. 100+ Cr in next 3 to 5 years. Mr. Vinod Benade, Sr. IFA, Mumbai success


#High #Quality #Practical #Training leads to #Domain #Expertise & become #Clients Ready / #Employer Ready / #Future Ready...Passing exams are byproducts. 3 participants have

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