IMP COMMUNICATION to Existing CFP Aspirants Classroom / Video Learning participants,
PFA summary of expectations setting done before joining / during training sessions.
Pls read it thoroughly before me...Expectations settings from my side to avoid future conflict.
1. Our Relationship will be Guru / Coach & Aspirant / Student (not a buyer - Seller)...I wil help you to become Personal Finance Domain expert (True Financial Planner) and passing exams will be byproducts provided your follow my guidelines in spirit.
2. Min 20 hrs / week Time Investment for Regular Pathway Aspirants for 9 months / Challenge pathway for 6 months to achieve domain expertise in Comprehensive Financial Plan construction and passing exams.
3. Video Learning Kit Aspirants will get the right to access password protected Video Learning for 3 months (Only 1 window based PC allowed). We will charge 10k extra for additional one month extension.
4. Classroom / Video Learning participants will right to access the Study Notes / Solutions password for limited period to 9 months...post will charge 5k for each months extension of passwords / Post Training supports.
5. Practical Application of Learning: Meeting 1 person every day and doing Goal based Financial Planning to get depth of subject matter ( We will provide Handouts)
6. Post Training Supports through phone/mail/one to one queries handling till you complete CFP max. 12 months from start date of 1st training session.
7. Queries handling time between 1pm to 6pm (Monday to Friday)...No queries will be entertained on Saturday & Sunday...You have to 1st mail / whatsapp queries and we will reply by end of next working day. (Note : I am a Human not the Robot so if i am travelling / Busy in other professional commitments / Non well / Engaged in Social activities...no support provided during that period)
8. You have to follow all guideline (will be given during training / post training period) to be followed in spirit...Pls note that you are doing CFP 1st time in life and Mr. Keyur Shah has produced 261+ CFPs. We will welcome suggestions but Mr. Keyur Shah's decision will be final.
9. Monetary Investments
A) Classroom FEE 65k OR Video Learning Kit FEE 52k...visit website for more details. www.theCFPaspirantClubIndia.
B) You need to pay 30k to 40k to FPSB India for Registration / Exams / Certification/ Calculator 2k ...Visit www.fpsbindia.org for more details