Must Watch Video4 all Young Girls / Female planning to make career in FINANCIAL PLANNING
*Ms. Charmi Shah, CFP, Young Independent Financial Planner, Mumbai completed her Graduation in Accounts / Finance & completed her CFP certification with the "A" gr. Mr. Keyur Shah in Sept. 2013.*
She worked 3 years as a Para Planner with a leading CFP Mr. Gaurav Mashruwala & Freedom Financial Planner.
*Now, She has joined with her father (Mr. Paresh Shah, leading IFA, Borivali having Rs. 100+ Cr. MF AUM (Watch his Success Story Video on our Youtube Channel) & started her Independent Financial Planning Advisory since January 2017.*
Key Learning from her Video as below
# *Blindly follow Keyur Sir's Guideline to complete CFP with a good grade @ 1st attempt*
# Always carry your FC 200v Calculator with you like a your Cell phone.
# *Always ready discuss about Financial Planning with a people & spread awareness*
# Prepare Quality Notes & Keep with you for life.
# *One can't use software to make a financial plan*
& Many mores....Watch her Video
102nd Success Story:
Charmi Shah, Fresher, She was unsuccessful twice (38 % & 29%) before joining our 34th Batch Aug.13 Mumbai. She has successfully passed Final/Exam 5 @ 1st attempt with the “A” grade (75%+) Post Training Workshop on dated 26th Sept.’13.
Charmi Shah Fri, Sep 27, 2013 at 12:13 PM
To: Keyur Shah [email protected], [email protected]
Respected Keyur sir,
*I am glad to share that on 26-09-2013 I have successfully cleared Exam 5 with `A’ grade which was like a dream come true for me.*
I had enrolled for CFP in year 2011 and I had cleared 4modules in a year itself but because of my Board Exam (Third Year Bachelors in Accounting & Finance) I had to take a break from CFP studies.
*In May 2013 I started my journey towards Exam 5. Before joining Fast Track CFP I had already appeared twice for Exam 5 but unfortunately I did not clear.*
After joining 4days workshop of Mr. Keyur Shah I have a clear view about the concepts and also easy techniques to solve problems.
*I would especially like to mention that the post training process which sir told us to follow is very fruitful and it has helped me a lot.*
Providing question banks and its handwritten solutions and also sitting for 4hours mock tests are like stepping stones towards assured success.
By following all these steps I was not at all feeling nervous during the examination which helped me to build confidence.
*All we need to have is trust the coach. I would like to express my sincere gratitude to Keyur sir as without his guidance `A’ grade would have been impossible for me.*
Thank you once again for putting efforts and also clear all my doubts.
Charmi Shah. (09664256998)
Be a Future Ready…Be a (MFFWP – CFP) MASTER IN FAMILY FINANCIAL WELLNESS PLANNER - CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah.
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