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.
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)
Professional Approach as a Financial Planner from Agent.
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.
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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.
- Ankita Surana, Completed L2 in June 2017, Guwahati.
- Aishwarya Surana, Completed L2 in June 2017, Guwahati.
- Jay Joshi, L2 in June 2017, Mumbai.
- 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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