CFP Financial Training Institute in Mumbai


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CFP (CERTIFIED FINANCIAL PLANNER) in Regular Pathway (All 5 Exams) successfully completed / passed @ 1st attempts with a good grades in 5 months…Happy to share the Video Testimonial of 167th Success Story Ms. Vaishali Kale, MBA (Finance), Mumbai

Video Learning Kit: an Innovative way of learning… Enhance your Client Acquisition, Client Advisory and Client Retention skills- Double your conversion rate, Triple your Ticket size and multiply your AUM…100% Return on Investment every year subject to implementation of learning.

Happy to share that today we have crossed the milestone 51+ CFP Aspirants successfully completed their CFP certification in Regular or Challenge Pathway @ 1st Attempt with good grades with help of CFP Video Learning Kit…You can also acquire the Quality Knowledge & Skill sets in Personal Finance Domain with help of Video Learning Kit and achieve your dream of CFP certificant by Sept.’15.

We are happy to launch “Video Learning Kit (2015 Version) of “Comprehensive FAST TRACK CFP” for Regular & Fast Track Pathway CFP Aspirants who may not able to attended the our Weekend or FAST TRACK CFP

Training workshop due to time constraint or like to purse CFP at their own pace or living out of Mumbai.

In last 2 years, 51+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.

Contents of Video Learning Kit :

1) Training: As per Current Syllabus 04/02/2015 (64 hrs- 8 full days Training workshop)

We have LIVE Recorded our 56th Mega Batch (Feb. 2015) 8 full days Comprehensive FAST TRACK CFP Training Workshop – You can watch video & learn as an offline E – participant (without need of Internet) at home/office without leaving your desk and learn at your pace will take approx 100 hours with the Practice & Evening assignments.

a) Watch New Sample Videos: Logical & Magical “5 Steps Process”

b) Mr. Vishwanath Narayanan, Mumbai’s Leading Independent Financial Adviser shared his Success Story.

3) Happy to share 167th Success Story of Ms. Vaishali Kale, MBA Finance, Sr. BFSI Professional Founder- V Link Financial Services & Associated with a leading CA firm, Mumbai.
2) Latest updated high Quality Study material/Question Banks with solutions:

(Soft Copy format 500+ MB Content)
Study books and workbooks for each module (500+ Question per module), High quality Study Contemporary 500+ question bank with detailed Solutions from A to E case Studies (2015), 45+ Sample Case Studies with Question bank with the solution, Short notes, and also learn to make handwritten customized Financial Plan Construction for yourself & your customer.

3) Post Training Supports:

Post Training Supports through Mail/phone/webinar till you complete your CFP maximum six months from date of enrolment.

Total FEE of Comprehensive FAST TRACK CFP Video Training kit= Rs.25, 000/- (Twenty Five Thousand only)

Rs. 5000/- Discount on “Video Learning Kit (Ver. 2015)” of Comprehensive Fast Track CFP Learning Kit till 25-4-2015…An Option to pay in 2 equal monthly installments of Rs. 10,000/-.

Call now 09167362201 / 09930751709

[email protected]

Happy to share 167th Success Story of Ms. Vaishali Kale, MBA Finance, Sr. BFSI Professional Founder- V Link Financial Services & Associated with a leading CA firm, Mumbai.

She enrolled in the Regular pathway with one of leading EP and completed her Training… But, she was unsuccessful in 1st module exam and later on enrolled in Our Successful Innovation called VIDEO LEARNING KIT in June2014. She successfully passed her all 4 modules exams and Exam5 @ 1st attempt with a “B” 60%+ -1st Class at 1st Attempt on 29th November’2014.

Kale [email protected] Tue, Dec 2, 2014 at 12:22 PM
Reply­To: Vaishali Kale [email protected]

To: Keyur Shah CFP [email protected]

My success story

Dear Keyur Sir,

I’m glad to share that I’ve successfully completed my CFP certification in Regular pathway all 4 Module exams and Exam5 ­Advanced Financial Planning with a “B” ­ Grade 60%+ First Class on 29th November in just span of 6 months with the help of VIDEO LEARNING KIT.

I would like to THANK YOU Sir for this success. This would not have been possible without your proper training & guidance. You’re always there as a mentor in each and every situation. Thanks for boosting my confidence & ensuring me to do it in very short span of time. Because of time constraint it was very difficult to manage. But you were always one step ahead to help.

Sir, you are as a CHANGE CATALYST in our FINANCIAL PLANNING Industry. The concepts you’ve explained are crystal

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