259th Success Story:Mr. Nikhil Shirkole, Sr. LIC / MF Advisor, Kharghar, Thane, enrolled in our Video Learning Kit in Aug 2015 and successfully completed his CFP certification in Regular pathway @ 1st attempt in July 16.

Subject: I am very very thankful and feel blessed for having a Mentor / Guide / Couch / Guru like you during my CFP journey.

From: Nikhil Shirkole <nikhilshirkole@gmail.com> on Fri, 29 Jul 2016 21:39:37

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

Becoming CFPCM is one of the very essential Life Goal for me… However to realize this goal has passed may hurdles as usual our day to day life.

But materialization CFPCM for me in First attempt and boosting self confidence… its credit goes one and only one to you, Mr. Keyur Shah. I am very very thankful and feel blessed for having a Mentor / Guide / Couch / Guru like you during my CFP journey.

As I shared with you, I have started CFP journey in year Sept. 2010, however I was able to crack only one module exam. And unable to crack second module in two attempt, so at that movement I have almost given up of becoming CFP.

As being Engineering background my belief is becoming like CFP is not my cup of tea. But I am unable to digest my give up, as CFP is one of my life’s most important and most required Professional Goal. As in year 2009 I have decided to make carrier in my most loved field Personal Financial Management and CFP in one of milestone in that.

Before give up CFP, I decided to at least do / attempt in different way. It was may be my luck that since from long back I am receiving emails from you, and I was always ignoring these mail like as other promotion mail. One day I decided to go though your email and many of success stories from youtube.com of your channel and here is real turn happen.

When in the month of August 2015 I approached to you and discussed about my CFP goal and its journey till the time. Then you have advised me to go though video learning. Though my earlier belief was that online couching and post couching support is only

part of promotion speech. But I kept blind faith on you as after speaking with you, my self belief was like that you are right guy, will never misguide.

And I am very thankful for your time to time most valuable guidance apart from course material during last 10/11 months.

Going though video learning is as good as or in fact it’s more profound way for me than attending classroom training. As I have control key to pause / rewind the lecture till my concept will be clear. In these eight days video learning I have experienced you have covered all probable types of question from exam point of view and most importantly from view of making practice as CFP.

Your’s provided reference material and important notes played key role in my CFP journey. To pass CFP final exam in first attempt.

Here I am willing to express my gratitude towards you (Mr. Keyur Shah) for becoming my mentor in one of the most important life goal. You’re the true planner with you I assured my important professional goal.

Thanking you…….

Best Regards,

Nikhil Shirkole, CFPCM

+91 90290 97575

258th Success Story:Mr. Prasanna Rupji, Regional Product Manager, ICICI Securities, Mumbai has successfully completed his CFP certification in Challenge pathway / Fast Track CFP @ 1st attempt. He enrolled in our 59th Classroom Batch in 2015.

From: Prasanna Rupji <prasanna.rupji@gmail.com> on Mon, 01 Aug 2016 15:49:33

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

Dear Keyur Sir,

I am happy to inform you that I passed the CFP Exam on 5th July 2016.

I want to thank you for your support & guidance and preparing me so well for the exam.

The Best part of the training was

● The 5 Step process to solve the problem.

● Easy way of Calculating for different simple and complicated financial planning goals.

● Exhaustive training material with various permutation and combination of problems.

● Last but not the least, the Strategy to solve the paper.

The overall experience was fantastic.

Thanks once again for extended guidance...

Regards,

Prasanna Rupji.

9920729969

257 th Success Story Mr. Santosh, Fresher, Guntur- AP, Enrolled in our 28th Batch Hyderabad in 2013 and successfully completed his CFP certification in Regular pathway in 2015. Right now, He is working with Hyderabad based MNC.

256th Success Story:Mr. Amol Pimplekar, Sr. Branch Manager, Lalit Magan Stock Broking, Mumbai successfully completed his CFP certification in Challenge pathway in July 2016. He enrolled our Classroom training in 54th batch in 2015.

amol pimplekar <ampimplekar@yahoo.com> Tue, Jul 12, 2016 at 8:15 PM

ReplyTo: amol pimplekar <ampimplekar@yahoo.com>

To: Keyur Shah <keyur@thecfpaspirantclubindia.com>

Dear Keyur Sir,

Its my great pleasure n honour writing this email as I have completed my CFP certification journey.

Sir , it was possible only n only because of you n the efforts you put in during training n post training preparation for exam.

You make difficult tasks look easy by consistently adhering to basic principles n expecting from us the same. Your five step process is rightly termed as Logical n Magical Process by you.

Appreciating you by just saying Thank You is not sufficient as you have given a new vision by changing our perception.

Sincerely appreciating you.

Thank You so much n looking forward for your cooperation in future.

Regards

Amol Pimplekar, CFPCM

9819946436

255th Success StoryShe lost 1 decade...10 years

Mrs. Ulks Shinde, Age 54, IFA based in Mumbai, successfully completed her CFP certification in Regular pathway on 1st March 2016 with a “B” grade (60%+)

M. 98219 02410, Mail: ulka61@gmail.com

She started her career with UTI MF and worked 19 yrs. She took VRS in 2003 and also worked another AMC for 2 years.

She started her career as an Independent Financial Advisor (IFA) (MF Distribution) in 2006. Initially, she sold NFOs to her clients and also focused on Lumpsum business.

In 2008, Market reached to 8k level from pick level of 22k and many of her clients lost their money and withdrew their investments. She took a back seat for few years and later on she decided to learn and enrolled in CFP certification in 2011 but was not successful.

Once again, she took challenge to complete her long pending certification and enrolled with NJ and faculty was Mr. Keyur Shah, CFP in Jan 2015.

This time, She Successfully completed her 4 module exams and Exam 5 / Final / AFP with a "B" grade on dated 1st March 2016.

Now, She will do Goal based Financial Planning to her Clients and advised to invest in SIPs to achieve their Goals.

Watch her Video

https://youtu.be/6RMsok_mmTY

254th Success StoryMr. Nihar Shah, MBA (Finance), 3rd generation Independent Financial Advisor (IFA) from Surat successfully completed his CFP certification in Challenge / Fast Track pathway @ 1st attempt in June 2016. He enrolled in our 71st Batch Classroom Training in March 2016.

Hello sir,

I have no words to thank you....this was one of biggest goal of my life....so happy to say that i have cleared my CFP on first attempt.... Without your guidance it would not have been possible.Study Material given by you was very useful in my exam as well as it'll in my professional career..i have completed My BCom, MBA in finance but none of that has added much value in my career as you did in just 3-5 months.

As it was not just a certification, It was actual learning!! Your training and process was always logical so of course it has to be magical.

Now its time for me to apply that magic in my business with my clients!!! So that magic spreads in their life and this is my next dream or goal whatever you say You have boosted my confidence in each and every aspects!!!

A big thanks sir!!!! Will surely be in touch for more an more learning.

Thanks & Regards,

Nihar Shah

MBA, CFPCM

9825968877

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