Dear CFP Aspirant, We are happy to announce our 8th, 9th and 10th batch of FAST TRACK CFP

EXAM 5/FINAL/AFP MODULE preparation training workshops for month of July12

Fast track CFP EXAM 5 (FINAL) Preparation Training Workshop (Two days)
1) 2)

8th Batch_Bangalore on dates 7th and 8th July12 (Sat. & Sun.)
(Already 11 seats booked and only 1 seats are available) @ Nahar Heritage Hotel Nr. MG rd

9th Batch_New Delhi on dates 14th & 15th July12 (Sat. & Sun.)
(Already 7 seats booked and only 5 seats are available) @ SIRIS 2 Hotel, Nr. Dronacharya Metro Railway Station, Gurgoan

3)

10th Batch_Mumbai on dates 21st and 22nd July12 (Sat. & Sun.)
(Already 3 seats booked & only 9 seats r available @ Vantage, Near Dadar

Batch size: 12 and Training fees: Rs.10,000/- per participant Early bird discount : 10% & Group discount ( 3 or more) :10%
Last date for an early bird discount (Delhi-9th July, Mumbai-15th July)

Call now for early bird and group discount offer 09167362201/09930751709 Mail: Keyur.shah1975@gmail.com or Keyur.shah@vantagein.co.in 7th batch of FAST TRACK CFP EXAM 5/FINAL/AFP MODULE preparation training workshop @ Religare Macquarie Private Wealth Mgmt HO, Mumbai successfully completed dated 30th June & 1st July'12.There were 12 wealth managers (AVP/VP+ level) from Religare Macquarie and one participant from Met life (Zone Training Manager-Banca) attended the training workshop. Post training workshop All participants were confident to pass the Final/Exam 5 in the next attempt by July/Aug.'12 with A or B grade.

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6th batch of FAST TRACK CFP EXAM 5/FINAL/AFP preparation training workshop @ HO of a leading MNC Private Wealth mgmt Co @ Mumbai. A training workshop was attended by "CXO" level participants (Director-Sales (PAN INDIA HEAD), Chief Investment Officer(CIO) of a leading Pvt. Life Insurance Co.)

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We have successfully completed our 5th batch of FAST TRACK CFP EXAM 5/AFP MODULE preparation training workshop @ Dadar, Mumbai and there were nine BFSI professional from Standard Chartered Bank, Skyes & Ray Financial planners, I&LFS, ex. ICICI/HDFC and established financial advisors attended the program. Post training workshop All participants are confident to pass the Final/Exam 5 in the next attempt by July/Aug.'12 with A or B grade.

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We have successfully conducted our 4th batch of "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop @ HO of a leading MNC

Private Wealth Management company, Mumbai on dated 9th & 10th June'2012.

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Successfully conducted our 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/MNYL and established financial Advisors.
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Vantage (VIFM)-Authorized Education partner-FPSB India & KEYUR SHAH (Expert coach and Trainer for the CFP exam 5/Final/AFP module) launches the "FAST TRACK CFP EXAM 5/FINAL/AFP MODULE" preparation training workshop. Introduction: Exam 5 is a final exam for CFP aspirant for regular/challenge pathway students. Exam 5 is a case study based and different from first four module exams. 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 marks with at least 10-12 variables has kept in mind while calculation instead of 2-3 first four module exam. Now, the problem is that if you dont know right method or missed one variable and your answer 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.5000/- and also confidence and most valuable time We have found that each time student appears for the repeated attempt receives a less percentage mark compared to the previous attempt due to fear of failure or dont know the right method of calculation. With quality training program, you will learn the right methodology for financial calculation and sound understanding about financial planning concepts and enhance your domain knowledge. 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 more income per month. Benefits of FAST TRACK training workshop: @ Save your valuable time: If you want to successfully pass the Final/Exam 5 @ 1st attempt, you may require at least 300 to 500 hrs preparation based on your present understanding of personal financial planning domain. Now, If you attend the FAST TRACK CFP EXAM 5/FINAL MODULE training workshop then you will require approx. 100 to 200 hrs hours of preparation/practice to successfully pass the exam with good grades. So, you will save your valuable time of at least 100 hrs to 300 hrs and also learn the 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 the heterogeneous batch. The FAST TRACK CFP EXAM 5 training workshop provides a right understanding of Case Study calculations, cover important concepts and calculations of Tax planning, Investment planning, theory of Insurance and retirement and most importantly "DO & DON'T" for Exam 5. It also provides the contemporary and 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 participant successfully 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 wider advisory services to their clients (Insurance to Estate planning) and most important benefits are better conversion rate and bigger ticket size of their business.

Training Flow # Practical guidance/tips for Exam 5 (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/Income replacement) @ Retirement corpus: Calculate retirement corpus And calculate the Monthly/Annual/Lump sum investment required @ Higher Education Corpus: Calculate higher education corpus required for a childs higher education and find the monthly/Annual/lump sum investment required @ Marriage Corpus: Calculate marriage corpus required for a childs marriage and find the monthly/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 CAGR, Risk adjusted return (Share, Treynor, Jensen Alpha), Standard deviation etc. # Equity valuation-Intrinsic value calculation-Dividend discount model, important ratiosDividend yield, PE, EPS etc. # Bond Valuation # Derivatives-Concepts of Futures and Options, Calculation of option premium and various option strategies # Real Estate Valuation: Residential/Commercial Real estate analysis and valuation. # 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

# Important concepts of Insurance and retirement planning. # Doubt solving sessions: will solve your doubts/queries Learn the various contents of the financial plan # How to design the Financial plan for Middle income/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 5. Coach & Trainer Profile: Keyur Shah, CFPCM (A Grade), BE, MBA, III Associate (Life) & MFA LIMRA, AMFI & IRDA certified has 7+ years of rich experience in Training and development with Financial Services Sector. He is an Expert Coach & Trainer (CFP Exam 5/AFP/FINAL Module) and working as Director-Training & Knowledge Management with the Authorized Education Partner of FPSB India. He has also worked with FPSB India (Knowledge Management) department and he was the preferred visiting faculty with International College of Financial Planning(ICoFP) for more than one year. He has conducted more than 1000+ hours CFP module training for Corporate BFSI professionals & IFAs and produced 50+ CFP/AFP. He has also worked with leading insurers like Max New York Life, HDFC and ING Vysya life. He is a seasoned senior corporate trainer having the expertise in delivery of soft skills, selling skills, motivation, leadership/team development 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. Testimonials
Mr. 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 Challenge pathway /FINAL exam and did good reparation and also attended training (50+ hours) from one of the authorized education provider. But, I was miserably failed in my first attempt. Fortunately, I came to know about Mr.Keyur Shah Sirs FAST TRACK CFP EXAM 5/FINAL MODULE preparation training workshop. I attended a training workshop last month (May12) and found huge gaps in my understanding and concepts/calculations. During Training workshop, 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 including contemporary question banks (A to F) and regular post training supports through mail/phone which helped me to pass FINAL/ EXAM 5 @ 2nd ATTEMPT WITH B GRADE. Mr. Devendra Sharma: Manager-Sate Bank of India-(07600035129) Quality training provided by Mr.Keyur Shah helped me to pass the exam 5 with A grade on the first attempt. I have learned concepts and calculations very well which are very useful in delivering better performance in my organization. Mr.Jatin Maniar- LIC/MF Advisor-09825684740 I 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 and trustworthiness among consumers. My SIP ticket size has reached up to 35000/month for many of his reliance consumers. Today, I can give advice to my customers in areas of also Tax planning and Estate planning. Contact:

THE CFP ASPIRANT CLUB (INDIA) 09167362201/09930751709 Keyur.shah1975@gmail.com, thecfpaspirantclub@gmail.com Keyur.shah@vantagein.co.in Visit us:http://www.linkedin.com/profile/view?id=123398031&trk=tab_pro https://www.facebook.com/keyur.shah.56808