Introduction to New CFP - 2020 | Prashant V Shah

Prashant V Shah is Master of Science in Finance, CFP Professional and CWM.

PVS is an Authorised Education Provider of FPSB Ltd.

PVS is also pioneer of Chartered Wealth Manager (CWM) in Gujarat.

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[abhayjoshi]

Best sir in Ahmdebad for CFP coaching. No one can match level of prashant sir. I have joined PVS in March 2019 and I had completed CFP in February 2020 in just 11 months. Things become easy when you are guided by Prashant Sir. Had a great time with you sir. Thank you sir for everything and also thanks for handling students like me..

[dhanaprashad]

3:33 First Module Investment Planning Specialist
6:25 Second Module --- Retirement & Tax Planning Specialist
7:45 Third Module Risk & Estate Planning Specialist
8:50
11:28 Exam Overview
12:20 Fees

[shreyansshah]

Nice change of curriculum and guidelines by FPSB. Maybe now CFP as a Profession will get more recognition in India.

Very well explained👌

[Guruji]

Challange Status is applicable now also?

[AnilKumar-eqkn]

can we get study materials without registration, first i would like to prepare, then I want to enroll, do we have that option

[vinodkumar-etur]

When should old registration students must convert or do registration in new registration what's the last date

[vinodkumar-etur]

Sir what is the last date for old registration students

[ayushagrawal]

Thanks a lot for this video which is very useful waiting for more videos

[akashjilka]

Hello sir i have done registration of cfp on Dec 2017 and also renewed it on jan 2019 now whenever i am login with ocms login the account is showing unavailable so do i need to register with cfp with new syllabus or i will continue with old syllabus? ... since i have also cleared investment module also.... so if i am registering with new syllabus then do i need to give only retirement and ethics exam or whole 3 exams...? please help me...

[sakshidodrajka]

Sir, as you said the new course is 70-30 global-indian context. What was the case earlier?

[Learnallaboutfianance]

This video is very helpful for me ... Thank u Sir

[kavithadesh]

Gud evng Mr. Prashant. I had registered in 2017 and was eligible directly to give the challenge status exam. But due to personal reasons I couldn't go forward. Can I pursue it now in the new curriculum ?

[fififinance]

The goal of financial independence is great, but I don't think I'll want to give up working eeek. However, I would like to have an income generating portfolio that generates an income to give me the option to be free to move around the world, cliched i know... it's the thought that counts. As Freddie says 'Born to be Free'.👍

[ANUPSINGH-vbcf]

Sir I want to pursue for cfp... Pls guide

[jigneshtank]

Hi Sir!
Im A Banking and Insurance student (last year).
I want to pursue CFP.
How many years it takes for preparation?