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.
CERTIFIED FINANCIAL PLANNER.
HORIZUN FINANCIAL SOLUTIONS.
Mobile No. 9820504945.
Email Id. email@example.com
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