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CFP Self Study In Kerala

Item Details:

  • Street Address: Mahavir nagar
  • City: Kochi
  • Ad Country: India
  • Zip/Postal Code: 400067
  • Contact Number/s: 9167362201
  • Coaching or Tuition Class Level: 12+
  • Expires: This ad has expired

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Favorited by 21 people.

  • Item listed by: on June 28, 2016

    Item Description:

    Must Watch Video for every IFA

    Mr. Santosh Manjrekar, stared his career 10 years before with a Sharekhan Share broker as a Research Analyst.

    He found that many of investors were loosing money in equity market…So, He is realized difference between Investments Vs. Goal based Investments and decided to learn it.

    6 years before he joined CFP certification course with one of Education provider but was unsuccessful.

    In 2015, He once again decided to pursue CFP certification and enrolled in Regular pathway NJ Gurukul – Faculty Mr. Keyur Shah CFP

    Key benefits of Training with Keyur Shah Sir

    1 Domain Expertise

    2. Teaching Methodology: Logical & Magical 5 Steps process

    3. Regular follow up & post training supports

    Benefits of being CFP

    1. Confidence to ask fee to clients

    2. Become Planner from Distributor

    3. Ability to prepare comprehensive Financial Plan as per family needs.

    Ways forwards: Aim to achieve Rs. 25 Cr AUM in next 5 years and Rs. 50 L M SIP Book Size

    Message to Aspiring / Practising IFAs : Be Future Ready… Be a
    CFP with Keyur Shah

    Happy to share Video of our 225th Success Story:


    Mr. Santosh Manjrekar, Sr. IFA, Mumbai enrolled in Regular Pathway in January 15 and successfully passed his Exam 5 @ 1st attempt with a B grade (60%+) in January 2016.

    From: Santosh Manjrekar on Sat, 06 Feb 2016 20:35:46

    It was one of the very knowledgeable journeys with Keyur Sir. His “The Five Step Process” is Bramhastra to crack CFP.

    The ample amount of Questions during learning session and Mock test papers post learning session help me to solve and understand various question patterns. I appreciate keyur sir’s efforts of personal attention on every participant.

    Thank you very much Sir.

    Best Regards,

    Santosh S. Manjrekar

    Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India’s Best Expert Coach Mr. Keyur Shah by Dec 2016.

    Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.

    Classroom: FEE 45k…pay in 3 monthly installments of 15k

    73rd Batch (15 Weekends)- July to Oct 2016 (Every Sunday)- 9am to 2pm- 75 hrs training- Starting from 10th July 2016 @ Kandivali W…Last 1 seat left…Net FEE 45k…pay in 3 monthly installments of 15k till 30-6-16.


    Last 1 Seat Left in July Batch of CFP Video Learning Kit:

    In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.

    Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k till 30-6-16

    Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call.

    9167362201 / 9930751709 / 7678063281

    CFP^CM (A Grade), BE, MBA, MFA-LIMRA, III Associate (Life),

    India’s Best & No. 1 Expert Coach and Trainer (Fast Track CFP)-
    The CFP Aspirant Club (INDIA), Mumbai.

    FPSB India CERTIFIED Trainer & Resource Person (Education Partner) for promoting CFP certification course in India


    Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai

    Pls like our FB page


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    Listing ID: 37857725e4f79782

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