Sharing Wonderful CFP Experience with Keyur Shah Sir
Happy to share 260th Success Story of CFP Aspirant Club
Mr. Amit Pednekar, Sr. Account Professional working with Sun TV , Mumbai enrolled in Regular CFP pathway with one of EP and managed to pass his 4 module exams. But, He was twice unsuccessful in Exam 5 before joining us.
Later on, He joined in our 71st Batch March 16 and Successfully completed his CFP Exam 5 on 4th Aug 16 with the “B” grade (60%+).
From: Amit Pednekar <ammped@rediffmail.com> on Mon, 08 Aug 2016 18:42:18
To: <keyur1975@rediffmail.com>
Dear Sir,
I am happily to inform you that I have cleared my CFP Advanced Exam 5 with B Grade.
Initially when I cleared all 4 Modules of CFP, I was very confident that I will clear Advanced Exam in first go. But I was wrong and did not clear advanced even after two attempts.
Then I felt necessary to seek guidance of a experience person who is well know personality in CFP Education Provider and so I contacted Mr. Keyur Shah Sir on 26 Feb 2016.
During first one to one meeting with Sir and discussing with my issues, I felt within me that I had came to right place to learn CFP and clear the exam & also be client ready after clearing my exam.
I had joined VLK 2016 Class room Program from 8 March 2016 & very first day all basic CFP concepts was cleared and solved. During next 7-8 days each and every topic was covered whether it’s IRR, XIRR, Loan Calculation, Conversion, Asset allocation including advanced asset allocation, Insurance, Retirement Planning and Taxation.
Sir had also taught us how to prepare for Exam 5 going in depth in case studies A B C D E. Solving exam related questions. Whatever queries were raised is to be sorted out at that movement.
During training, Sir had also given important notes and guidance about client acquisition & how to retain client for long run by using Hard skills & Soft Skills and People skills & Logical and Magical 5 Step Process
On 19 March 16 we had completed Training program. I had got adequate & clear knowledge about Personal Finance in both Exam ready & Client ready ways. After that I had started preparing for Exam 5 referring sir notes (Especially Folder No. 19 2016 VLK). All my doubts and queries was sort-out clearly & in simple way with examples.
On 4 August 2016 I clear my Exam with B Grade.
So I am Thanking you Sir for such wonderful CFP learning I had got from you and for all hard work you had put in for us to clear Exam with good grade.
Also Thanking Mr Nagesh Abnave & Mr Sagar Ingale & Mr.Amol Pimplekar (All Students/Ex-Students of Keyur Shah Sir) who had also supported me & giving me confidence to clear the Advanced with good grade.
Regards
Amit Pednekar
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In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.
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