Comprehensive Cfp Exam Training Workshop_ 6 Weekend_50 Hours

7/31/2019 Comprehensive Cfp Exam Training Workshop_ 6 Weekend_50 Hours

1/8

DDDeeeaaarrr CCCFFFPPP AAAssspppiiirrraaannnttt,,,

We have successfully completed 10 batches of FAST TRACK CFPEXAM5/FINAL/AFP module preparation training workshop in last three

months and trained more than 75+ BFSI professionals PAN India. Pass% of ourparticipants is 70%+ and many of them have passed their module and final

exams with A and B grade.

We have received continuous requests for the Exhaustive preparation batch andwe are happy to launch our 1st and 2ndCOMPREHENSIVE FAST TRACK CFP

EXAM 5/4/3 BATCH for the CFP certification course.

Comprehensive batch provides 50 hrs (6 weekend) training over a period of

two months for Investment planning module (Exam 3), Tax planning module(Exam 4) and Final/AFP/EXAM 5.

Apart from 50 hrs of quality training, we will provide you a quality study

material with the contemporary question banks in soft copy and mostimportant post training supports on mail/phone till you pass the final

exam.

COMPREHENSIVE FAST TRACK CFP EXAM 5/4/3 preparation TrainingWorkshop

1th Batch @ Dadar, Mumbai dates 1st September (Sat.) onwards (every Saturday for sixweekends spread over two months) (Vantage training center)

2

nd

Batch @ Dadar, Mumbai dates 2

nd

September (Sun.) onwards (every Sunday for sixweekends spread over two months) (Vantage Training center)

Batch size: 10 and Training fees: Rs.20,000/- per participantEarly bird discount : 10% & Group discount ( 2 or more) :10%

Last date for an early bird discount (Mumbai-10th Aug.12)

Call now for early bird and group discount offer

09167362201/09930751709

Mail: [email protected] or [email protected]

Vantage (VIFM)-Authorized Education partner-FPSB India & KEYUR SHAH (Expert

coach and Trainer for the CFP exam 5/Final/AFP module) launches the "FASTTRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop.

Benefits of COMPREHENSIVE FAST TRACK CFP training workshop:

@ Save your valuable time:

Right Quality Coaching + Right Preparation=Success
mailto:[email protected]:[email protected]


2/8

The comprehensive training workshop will help you learn the rightconcepts/methods/calculations will enhance your knowledge and understanding.

Post training, we will happy to provide query handling supports throughmail/phone till you pass all exams.

If you want to successfully pass the Final/Exam 5 @ 1st attempt, you may requireat least 300 to 500 hrs preparation based on your present understanding of

personal financial planning domain. Now, If you attend the FAST TRACK CFP3/4/5 exam training workshop then you will require approx. 200 to 300 hrs

hours of preparation/practice to successfully pass the exam with good grades.So, you will save your valuable time of at least 200 hrs to 300 hrs and also learnthe concepts well.

# Post training, you will have the access of your coach Mr. Keyur Shah for any

queries/doubts till you pass the exam.

@ Homogenous batch of only BFSI Professionals:

BFSI professionals are at a particular level, having limited time and unwilling to sit in theheterogeneous batch. The FAST TRACK CFP EXAM 3/4/5 training workshop provides aright understanding of Case Study calculations, cover important concepts andcalculations of Tax planning, Investment planning, theory of Insurance and retirementand most importantly "DO & DON'T" for Exam 3/4/5. It also provides the contemporaryand relevant study materials and question banks in the soft copy.

The UNIQUESS of the workshop is that it provides post training supports to participant

(solutions of queries through phone/mail) and our responsibility ends when participantsuccessfully passes the exam 5.

@ Bigger ticket size and better conversion rate:

# FAST TRACK CFP EXAM 5 training workshop will help the participant to offer the wideradvisory services to their clients (Insurance to Estate planning) and most importantbenefits are better conversion rate and bigger ticket size of their business.

@ Launch your Fee based advisory:

# You will acquire sound knowledge and skills in the personal financial planningdomain (Insurance to Estate Planning) during the workshop and post training

preparation for CFP exam 5.Once you pass the exam, you may launch your fee based practice and an earn fix

annual fee starting from Rs.10000/- per year per client apart from commissionincome.

Introduction:

AFP/EXAM5 is comprehensive curriculum include 1st

to 4 exam syllabus and case studycalculations (finding corpus and investment required.)

Exam 5 is a final exam for CFP aspirant for regular/challenge pathway students. Exam 5 is acase study based and different from first four module exams.


3/8

How the Exam 5/Final exam is different from first four modules?Exam 5 is a case study based paper and financial calculations questions are four/five markswith at least 10-12 variables has kept in mind while calculation instead of 2-3 first fourmodule exam.Now, the problem is that if you dont know right method or missed one variable and youranswer will be wrong, you will lose four/five marks.

Why special training for Exam 5

If you fail in exam 5, you will lose Rs.5618/- and also confidence and mostvaluable timeWe have found that each time student appears for the repeated attempt receives aless percentage mark compared to the previous attempt due to fear of failure or dontknow the right method of calculation.With quality training program, you will learn the right methodology for financial calculationand sound understanding about financial planning concepts and enhance your domainknowledge.You will pass exam 5 @ first attempt with the better grade A or B.

Quality training will helpful to enhance your business and productivity and ultimate moreincome per month.

Training Flow# Practical guidance/tips for Exam 5/Exam 4/Exam 3 (Dos and Donts)# Learn Financial Mathematics on Excel/ Financial Calculator Casio FC200V# Financial calculations: Time value of Money, Real rate of return, Investment return(CAGR), Loan EMI/Amortatization calculation, Bond value calculation etc.

# Case studies solutions with Excel/Financial calculator (Learn the right methodology)

@ Calculate Insurance corpus in case of death (Expenses replacement/Incomereplacement)@ Retirement corpus: Calculate retirement corpus

And calculate the Monthly/Annual/Lump sum investment required@ Higher Education Corpus: Calculate higher education corpus required for a childshigher education and find the monthly/Annual/lump sum investment required@ Marriage Corpus: Calculate marriage corpus required for a childs marriage and find themonthly/Annual/lump sum investment required@ Vacation corpus and special need corpus and investment required calculations@ Emergencies corpus@ PRACTICE OF CASE STUDIES (A TO F) & PAST CASE STUDIES 2010/2009/2008

Investment Planning (Concepts and Calculations)

# Risk and Return (Equity Investments): Concept of Morden Portfolio Theory, CAGR, Riskadjusted return (Sharpe, Treynor, Jensen Alpha), Standard deviation etc.# Equity valuation-Intrinsic value calculation-Dividend discount model, important ratios-Dividend yield, PE, EPS etc.# Bond Valuation# Derivatives-Concepts of Futures and Options, Calculation of option premium and variousoption strategies


4/8

# Real Estate Valuation: Residential/Commercial Real estate analysis and valuation.# Other Investment options: Mutual Fund/ETF/Structure/Alternative Products# Govt. Scheme: PPF/NPS/NSC/Senior Citizen Savings Scheme/PO MIS/

# Tax planning (Concepts and Calculations)

# Know various terminologies, Learn the difference between Gross income and Taxable

Income, Learn to calculate tax free part of HRA, RFA, Gratuity, Pension,Leave encashment, allowances, perquisites etc.# How to calculate STCG/LTCG and learn capital gain tax savings strategies# Various Tax savings strategies: Loss from House property-Real estate, FMP/PPF Vs.FD,

etc.# designing of tax efficient CTC # know the important tax rule and regulations

# Estate Planning

# What is Estate Planning and Benefits of Estate Planning# Instruments for Estate Planning (WILL, Private Trust)

# Learn tax efficient Estate planning strategies

# Retirement Planning# Tax efficient retirement planning strategy# Instruments for sound retirement planning: PPF, NPS, SCSC, POMIS, MF

Theory/Concepts:# Weightage of theory in fifth exam approx. 30% (13 questions) and we will cover allimportant concepts from the Introduction to FP, Insurance, retirement planning andEstate planning concepts.

Learn to prepare your own Financial PlanLearn the various contents of the financial plan # How to design the Financial plan for Middleincome/Upper Middle/HNI customer # Sample financial plan

Training material:Soft copies of Study materials/Case studies/sample financial plan etc.

Post Training Supports:We will provide offline/online queries handling support till you pass the exam 3/4/5.

Expert Coach & Trainer Profile:

Keyur Shah, CFP

CM

(A Grade)

, BE, MBA, III Associate (Life) & MFA LIMRA, AMFI &IRDA certified has 7+ years of rich experience in Training and development withthe Financial Services Sector. He is an Expert Coach & Trainer (CFP Exam5/AFP/FINAL Module) and working as Director-Training & Knowledge

Management with the Authorized Education Partner of FPSB India. Hehas also worked with FPSB India (Knowledge Management) department and

he was the preferred visiting faculty with International College of FinancialPlanning(ICoFP) for more than one year. He has conducted more than 1000+

hours CFP module training for Corporate BFSI professionals & IFAs and produced50+ CFP/AFP. He has also worked with leading insurers like Max New York Life,


5/8

HDFC and ING Vysya life. He is a seasoned senior corporate trainer having the

expertise in delivery of soft skills, selling skills, motivation, leadership/teamdevelopment and financial concepts/product training. He has delivered more than

10000+ hours training across industries and also attends TTT more than 1000+hours. He had started a career in leadership roles with Pidilite and also worked

with Bosch.

TestimonialsMr. Biju Behanan- Sr. Manager- TATA CAPITAL LTD. (09223325573)Myself Biju Behanan,MBA (Finance) has 10+ years of experience in Financial Services Sector. I had enrolled in the Challengepathway /FINAL exam and did good reparation and also attended training (50+ hours) from one of theauthorized education provider.But, I was miserably failed in my first attempt. Fortunately, I came to know about Mr.Keyur Shah Sirs FASTTRACK CFP EXAM 5/FINAL MODULE preparation training workshop. I attended a training workshop lastmonth (May12) and found huge gaps in my understanding and concepts/calculations. During Trainingworkshop, I learned the right methodology about case studies calculations, most important DO and Donts,Calculation/Concepts of Investment planning & Tax planning and important theory. His training style was simple& learned the concepts and calculations easily. I had also received required training material includingcontemporary question banks (A to F) and regular post training supports through mail/phone which helped meto pass FINAL/ EXAM 5 @ 2nd ATTEMPT WITH B GRADE.

Mr.Paresh Patel (Manager-Sate Bank of India-09825129701) I had enrolled challenge status(Direct Final module) pathway 6 months before and was struggling to find the right coaching for me. One of mycolleague referred Mr.Keyur Shah and I attended FAST TRACK CFP EXAM 5 preparation training workshoplast month in Ahmedabad. It was a really quality training provided a sound understanding of personal financialdomain knowledge and skill. Post training, Keyur Sir provided 24*7 supports till I passed the exam 5. I havecleared CFP exam 5/Final module with B Grade within 2 months from attending the workshop.

Mr.Jatin Maniar- LIC/MF Advisor-09825684740I am a young advisor based out in Jamnagar, Thanks to Keyur Sir's training; I have passed all CFP modules @first attempt and got A grade in the Final exam. CFP training enhanced my confidence level andtrustworthiness among consumers. My SIP ticket size has reached up to 35000/month for many of my reliancecustomers. Today, I can give advice to my customers in areas of also Tax planning and Estate planning.

New DelhiA 9th batch of FAST TRACK CFP EXAM 5/FINAL/AFP module preparationtraining workshop dates 14th & 15thJuly12 @ SIRIS2 Hotel Gurgoan.


6/8

10 senior BFSI professionals (AVP/VP+ level) from Religare Macquarie, Aditya Birla Money Mart, Elite

Wealth management attended the training workshop. Post training workshop All participants wereconfident to pass the Final/Exam 5 in their first/next attempt by Aug.'/Sept.12 with A or B grade.

BanglaoreAn 8th batch of FAST TRACK CFP EXAM 5/FINAL/AFP MODULE

preparation training workshop (Nahar Heritage Hotel) successfullycompleted dated 7th & 8th July'12.

Ten(10) senior BFSI professional attended a training workshop includes Director of a leadingstock 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 workshop Allparticipants were confident to pass the Final/Exam 5 in the next attempt by Aug./Sept.'12 with A

or B grade

Mumbai

A 7th batch of FAST TRACK CFP EXAM 5/FINAL/AFP MODULEpreparation training workshop @ Religare Macquarie Private Wealth


7/8

Mgmt HO, Mumbai successfully completed dated 30th June & 1st July'12.

There were 12 wealth managers (AVP/VP+ level) from Religare Macquarie and one participantfrom Met life (Zone Training Manager-Banca) attended the training workshop. Post trainingworkshop All participants were confident to pass the Final/Exam 5 in the next attempt by

July/Aug.'12 with A or B grade.

A 6th batch of FAST TRACK CFP EXAM 5/FINAL/AFP preparation trainingworkshop @ HO of a leading MNC Private Wealth mgmt Co @ Mumbai. A training

workshop was attended by "CXO" level participants (Director-Sales (PANINDIA HEAD), Chief Investment Officer(CIO) of a leading Pvt. Life Insurance Co.)

Ahmedabad_3rd batch of "FAST TRACK CFP EXAM 5/FINAL/AFP

MODULE" preparation training workshop @ Ahmedabad on dated 2nd &3rd June'2012. There were nine (09) experienced BFSI professionals had

attended the program from SBI/Axis Bank/ICICI Securities/Trust Plutus/MNYLand established financial Advisors.https://m.facebook.com/photo.php?fbid=317722638310368&set=a.317722504977048.72468.100002179044305&type=3&theater&refsrc=http%3A%2

F%2Fwww.facebook.com%2Fphoto.php&refid=9&_rdr
https://m.facebook.com/photo.php?fbid=317722638310368&set=a.317722504977048.72468.100002179044305&type=3&theater&refsrc=http%3A%2F%2Fwww.facebook.com%2Fphoto.php&refid=9&_rdrhttps://m.facebook.com/photo.php?fbid=317722638310368&set=a.317722504977048.72468.100002179044305&type=3&theater&refsrc=http%3A%2F%2Fwww.facebook.com%2Fphoto.php&refid=9&_rdrhttps://m.facebook.com/photo.php?fbid=317722638310368&set=a.317722504977048.72468.100002179044305&type=3&theater&refsrc=http%3A%2F%2Fwww.facebook.com%2Fphoto.php&refid=9&_rdrhttps://m.facebook.com/photo.php?fbid=317722638310368&set=a.317722504977048.72468.100002179044305&type=3&theater&refsrc=http%3A%2F%2Fwww.facebook.com%2Fphoto.php&refid=9&_rdrhttps://m.facebook.com/photo.php?fbid=317722638310368&set=a.317722504977048.72468.100002179044305&type=3&theater&refsrc=http%3A%2F%2Fwww.facebook.com%2Fphoto.php&refid=9&_rdr


8/8

Contact:THE CFP ASPIRANT CLUB (INDIA) 09167362201/[email protected], [email protected] [email protected]

https://www.facebook.com/keyur.shah.56808http://in.linkedin.com/pub/keyur-shah-cfp-cm-a-grade-be-mba-mfa-limra-9167362201/35/3aa/a93
mailto:[email protected]:[email protected]://www.facebook.com/keyur.shah.56808https://www.facebook.com/keyur.shah.56808https://www.facebook.com/keyur.shah.56808mailto:[email protected]:[email protected]

Documents

Comprehensive Cfp Exam Training Workshop_ 6 Weekend_50 Hours