PVS (Prashant V Shah)

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

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  • Contact for Coaching and Study Material

    Prashant V Shah

    Ph: 92274 08080

    Email: pvs.cfp@gmail.com

  • Content Under Updation

    Tax Planning and Estate Planning

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    Weekend Batch: October 2020
    Saturday: 5 pm to 9 pm
    Sunday: 9 am to 1.30 pm
    Fees: Rs.60,000

    Weekday Batch: September 2020
    Monday to Friday: 3 pm to 6 pm
    Fees: Rs.60,000

    Duration: 8 months

    Legacy Program Coaching also Available.

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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


  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 »