PVS (Prashant V Shah)

– Authorized Education Provider of FPSB Ltd. (CFP Coaching and Study Material)

  • Join 790 other followers

  • Contact for Coaching and Study Material

    Prashant V Shah
    Ahmedabad.

    Ph: 92274 08080

    Email: pvs.cfp@gmail.com

  • Content to Purchase

    Study Texts with Pre-recorded sessions:

    Investment Planning Specialist

    Retirement and Tax Planning Specialist

    Insurance and Estate Planning

    CWM Level -2

  • Upcoming Batch

    CFP:

    Online Batch: August 2021

    Thursday: 7 pm to 9 pm Saturday: 7 pm to 9 pm
    Sunday: 11 am to 1 pm
    Fees: Rs.60,000

    Weekday Batch: July 2021

    Monday to Thursday: 4 pm to 6 pm
    Fees: Rs.75,000

    Duration: 8 months to 12 months

    CWM:

    Online Batch:

    Saturday 5 pm to 7 pm

    Sunday 9 am to 11 am

    Fees: 50,000

    Weekday Batch:

    Monday to Thursday: 2 pm to 4 pm

    Fees: 50,000

     

     

  • Blog Stats

    • 758,343 hits

Archive for the ‘Case Study’ Category

Case Studies from January 2009 to April 2010

Latest Exam-5 Sample Questions and Answers for CFP

Posted by Prashant Shah on September 14, 2012

Dear all,

FPSB has provided sample questions and answers for Exam-5.

Click to download: SP – 3

Posted in Case Study, CFP | 29 Comments »

Advanced Financial Planning Case Studies for CFP

Posted by Prashant Shah on April 4, 2012

Following are the case studies which are reasonably tough but good to solve. Please note that FPSB India is the sole owner of the case studies.

Every paper has two cases:

Click to Download

  1. 010JAN Vijay Case
  2. 011FEB-09 SOPORI CASE
  3. 012MAR-09 ARKA ROY CASE
  4. 013APR-09 ANAMIKA
  5. 014MAY-09 SAUMYA
  6. 015 JUNE-09 RAHUL

Solution:

  1. 010JAN Vijay Ans
  2. 011FEB-09 SOPORI ANS
  3. 012MAR-09 ARKA ROY ANS
  4. 013APR-09 ANAMIKA
  5. 014MAY-09 SAUMYA
  6. 015 JUNE-09 RAHUL

Posted in Advance FP, Case Study | 573 Comments »