#Digital_Practical_CFP_Coaching

#Whatsapp_CFP on 9167362201 / 9930751709 for more Detail

#Financial_WELLNESS_Coach
#INDIAs_Best_CFP_COACH
#KEYUR_SHAH
#CERTIFIED_FINANCIAL_PLANNER

We have successfully completed our Batch 2: Be a RETIREMENT COACH to your Investor Family on 13th to 15th February 2019, Mumbai.

6 Participants attended Learning Workshop.

1) Hariharan ji, Sr. IFA, Mysore
2) Ram Rao, Sr. IFA, Bangalore
3) Rajeev Goel, Sr. IFA, Delhi
4) Sagar Kelji, IFA, Virar
5) Srikanth ji, Sr. Manager, SBI, HYD
6) Vaibhav Singhania, Aspiring IFA, Yavatmal

Pls Invest 5 to 7 hrs on below links & post u can Whatsapp / call on 9167362201 / 7021562191 for 5 to 7 minutes free discussion between 5pm to 8pm OR #Whatsapp_ADD on 9167362201 to receive regular broadcast messages

#CFP certification from FPSB USA is considered the #GOLD_Standard in a Personal Financial Wellness Planning & having 1,90,000+ Practitioners across Globe but in India has only 1900.

India’s 1st & Best, #DIGITAL_Practical #CERTIFIED_FINANCIAL_PLANNER Certification #LIVE_RECORDED_CLASSROOM (VIDEO LEARNING) Coaching WORKSHOP – Rs 250k Package at 133k for a Limited Period by India’s Best Expert CFP Coach #KEYUR_SHAH- Last 1 Seat left in September Batch: Fee payable in 7 monthly of installments of 19K.

Watch Video

#Download #Digital_Practical_CFP Workshop #Brochure

Pls Visit website to Read/ Speak 341+ #Success_Stories

#WhatsApp_CFP on 9167362201 to book the Pre-Joining #Personalized_Counselling & Guidance (2K for 60 minutes)… 1st step to #TRANSFORM ur Personal & Professional Life.

Note: Above fee will be deducted from your Coaching / Advisory Fee whenever u joined in any time in the Future.

7 #Key_Benefits

1) #Emotional to #Wise & #Logical_Investor (High Returns Vs Avoid Investment Mistakes)

2) MFD / RM / IFA to True #FINANCIAL_WELLNESS_COACH

3) Learn to construct #Hand_written Comprehensive #Customized Financial & Portfolio #Wellness_Coaching_Plan (Earn Fixed Fee for Plan writing from your clients)

4) Freedom from Paying Loan EMIs (Debt free)

5) Learn to leave the #RAT_RACE and Plan & Achieve the #Financial_Independence, Feeling RICH and Njoy Life Journey.

6) Partner with KEYUR SHAH for IFA / RM / Investor Coaching (COACH BLUE OCEAN Member)

7) 2nd Active Income / Career Planning

10th Year begun as an India’s Best Expert Independent CFP Coach & Practitioner. On 29-06-2011, Mr. KEYUR SHAH Passed CFP Exam 5 (AFP / Final Level)1st attempt with the A gr, 97% in a Regular Pathway. (All 5 Exams avg Score 90%+)

Mr. KEYUR SHAH Learned & Implemented CFP certification Concepts / Calculations in the SPIRIT which #TRANSFORMED his Personal & Professional Life.

Happy to share that 700+ Aspirants / Students (Professionals / IFAs /RM / Investors / Freshers) had attended Coaching with KEYUR SHAH & 351+ Participants followed his Guidance & #Successfully_completed their CERTIFIED FINANCIAL PLANNER certification with KEYUR SHAH in the last 9 Years & TRANSFORMED their Personal & Professional Life by Implementing Classroom Learning in the SPIRIT.

India’s Best Quality Practical DIGITAL CFP Coaching across the WORLD in ur Home / Office at Convenience.: – #TRULY_GLOBAL

1) Keyur Shah’s Live Recorded Practical CFP Classroom (Video Learning) Coaching Workshops can be downloaded from our NEW Cloud Platform across the WORLD so now it does NOT require Need of Physical DVDs via courier. (You do not need internet connection to watch videos)

2) Keyur Shah / Co-Mentors provides Proactive Daily Avg 3 hrs Subject / Practical Application Queries solving #Personalized_Support through Digital meeting (Video / Audio Call) & WhatsApp / E-Mail to our Enrolled Students at mutually convenient time during week days in evening.

3) Keyur Shah is an Honest, Strict, Bitter, Independent, Qualified & Experienced Professional Coach COMMITTED 2UR #TRANSFORMATION provided U follow him in the SPIRIT.

Build an #Additional_Financial_Wealth of Rs 10 Million in the Zero Risk , Zero Tax, Free from Creditor / Court Attachments in Year 2041 with the India’s Best Product in the Long Term Fixed Income Category.

How? 1st Appoint India’s Best Expert CFP Coach KEYUR SHAH as your #MENTOR & when U Learn & follow him the Spirit…U will Save More by reducing life Style Expenses & Avoiding INVESTMENT mistakes and Higher Earning Pa which will help you to Invest an additional Money every Year for 21 Years.

1. “A Journey from RED Ocean to BLUE Ocean” – 7th CFP Learning Conference, June 2019, Mumbai.

2. Be a Future Ready…Be a Client Ready…Be a Family Financial & Portfolio Wellness Coach to your Investors Family – 6th CFP Learning Conference – June 2018, Mumbai.

3. Logical & Magical 5 Steps to achieve Rs 100+ Crore MF AUM – 5th CFP Learning Conference, Hyderabad.

…(read more)

LEARN MORE ABOUT: Qualified Retirement Plans

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HOW TO INVEST IN SILVER: Silver IRA Investing

Now, I am Competent & Confident to Prepare a Comprehensive Retirement Plan for My Clients’ Family

retirement planning is an essential aspect of financial management that often requires the expertise of a specialized professional. As a financial advisor, I have been diligently working to acquire the knowledge and experience necessary to provide my clients’ families with a comprehensive retirement plan. Today, I am proud to say that I am not only competent but also confident in my ability to deliver top-notch retirement planning services.

retirement planning goes beyond merely setting aside money for the golden years. It involves careful analysis, goal-setting, risk assessment, and strategic decision-making. By considering various factors such as current finances, future expectations, lifestyle aspirations, and healthcare needs, I can create a roadmap tailored to ensure a comfortable and financially secure retirement for my clients’ families.

One fundamental element of retirement planning is budgeting. I work closely with individuals and families to develop a thorough understanding of their current income, expenses, and debt obligations. This analysis allows me to identify areas where adjustments can be made to maximize savings potential. By drawing up a comprehensive budget, we can map out a clear financial path towards a secure retirement future.

Another critical aspect is investment strategy. I am well-versed in various investment vehicles, from stocks and bonds to real estate and mutual funds. By assessing the risk tolerance and long-term goals of each family, I can devise an investment portfolio that strikes the ideal balance between growth and stability. I always emphasize the importance of diversification to mitigate risks and to optimize returns.

Pension planning is also an integral part of retirement preparation. If applicable, I assist families in understanding the intricacies of their pension plans, including payout options, inflation adjustments, and tax implications. Together, we devise strategies to maximize these benefits while ensuring the overall retirement plan remains robust.

Healthcare costs are a growing concern for retirees, and it is crucial to consider these expenses while mapping out a comprehensive retirement plan. With my expertise, I guide families in identifying the right insurance policies, including Medicare supplemental coverage, long-term care insurance, and even health savings accounts. By considering potential medical expenses in advance, my clients are better prepared to handle any unforeseen circumstances.

Lastly, I emphasize the importance of periodic reviews and adjustments. Life is constantly evolving, and so are financial situations. Through regular check-ins and re-evaluations, I ensure that my clients’ retirement plans remain aligned with their changing circumstances. Flexibility and adaptability are key in making informed decisions for the long-term.

As a financial advisor, I take great pride in my ability to provide my clients’ families with comprehensive retirement planning services. My competence and confidence come from years of education, hands-on experience, and a genuine commitment to helping individuals and families achieve financial security during their retirement years. Every family deserves peace of mind and a solid plan for their future, and it is my goal to ensure they have just that.