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CFP classes - Ahmedabad (ahmdabad)

Post #: A38042061
Posted on: 02 February
Reply to: (Use contact form below)

 

A Successful Journey from LIC Agent to CERTIFIED FINANCIAL PLANNER

Mr. Bahaar Anerao, CFP Practitioner, Sr. IFA , Mumbai having 16+ years of Experience successfully completed his CFP certification in Nov 15.

Key Achievements / Learning in last 18 months.

1) Earned Designation : CERTIFIED FINANCIAL PLANNER 

2) Products to Goals based Financial Planning

3) Built MF Monthly SIP book size 4.6 lakh from scratch & MF AUM Rs. 5 Cr from 50 lakh.

4) More Confident to handle client queries / objections 

5) Proper Asset allocation as per their Goals.

Watch Videos for more details

Part 1: https://youtu.be/qM8lRxUrDUM

Part 2: https://youtu.be/OLmkERVXmTQ

212th Success Story of CFP Aspirant Club

Mr. Bahaar Anerao, Sr. Independent Financial Adviser, Kandivali E, Mumbai enrolled in our 60th batch in May 2015. 

He has successfully completed his CFP certification in challenge pathway @ 1st attempt with the "B" grade on 24th November 2015.

Respected Keyur Sir,

Thank You for the support & guidance, which helped me to transform myself from an LIC Agent to a CERTIFIED FINANCIAL PLANNER.

The training & knowledge you gave helped me clear CFP Exam  in Challenger pathway (Exam 5) with the "B" grade, in 1st attempt.

I enrolled for Classroom learning in May 2015  i.e. the 60 th batch  & cleared my certification in Nov 2015.

During the classroom learning process many a time I would get upset & felt I would not be able to do CFP. But everytime Sir use to motivate by saying " PRACTICE & TRUST YOUR COACH " which would bring back the confidence " YES I CAN DO IT "

Post classroom training till one week prior to  exam I use to practise daily 1 hour & during the  last week I use to study for 10 to 12 hours a day.

Before 2 days of my exam, Sir mailed me 2 Mock Tests, which were very helpful with reference to exam. 

Again, 1 day before my exam 1 met sir & solved  some important questions, which boosted my confidence and helped me clear some of my conceptual mistakes.

During the exam, I followed the five step process and Sir's steps how to attend the exam,  I attempted only 80 marks & was able to score 60 + marks which is "B" grade.

I would suggest everyone, just do what Sir says and practice Sir's material.

Today all my clients are proud of me & I can educate them better in their financial planning after becoming a CFP.

ThanQ…. Sir.
Best Regards, 
BAHAAR ANERAO.
CERTIFIED FINANCIAL PLANNER.
HORIZUN FINANCIAL SOLUTIONS.
Mobile No. 9820504945.
Email Id. horizun.bahaar@gmail.com 

Be a Future Ready…Be a (MFFWP – CFP) MASTER IN FAMILY FINANCIAL WELLNESS PLANNER - CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah.

13 Key Features of MFFWP – CFP Training Workshop

Pls visit below link for more detail

http://www.thecfpaspirantclubindia.com/training-workshops-jan16/

Last 1 seat left in 82nd MFFWP CFP Batch 19 Weekends- Dec 17 to April 18 Every Sunday - 9am to 2pm- Starting 3rd Dec  @ Kandivali W...FEE 90k..pay in 3 Monthly instalments of 30k.

OR

Last 1 Seat Left in Nov 17 Batch of MFFWP – CFP Video Learning Kit.

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

Already 111+ participants have successfully completed their CFP certification with help of Video Learning Kit.

Pls visit below link4 more detail.

http://www.thecfpaspirantclubindia.com/about-video-learning-kit/

FEE 60k..pay in 2 monthly instalments of 30k

Watch 121+ Success Stories Videos on our Youtube Channel

To subscribe our Youtube channel

https://www.youtube.com/user/KeyurShahCFP

Pls visit our website to Read / Speak / watch VIDEO of 287+ Success stories before joining with me and post feel free to call.

www.TheCFPaspirantClubIndia.com

91 67 36 22 01 / 81 699 69 026

KEYUR SHAH, CFP^CM A Grade, BE, MBA,

FPSB India CERTIFIED Coach & Education Partner

Stay Updated…Like our FB page

https://www.facebook.com/TheCfpAspirantClubindia
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