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Prashant V Shah
Ahmedabad.
Ph: 92274 08080
Email: pvs.cfp@gmail.com
Study Texts with Pre-recorded sessions:
Investment Planning Specialist
Retirement and Tax Planning Specialist
Insurance and Estate Planning
CWM Level -2
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
Vinayak Savanur said
Hi,
I have cleared CFP recently. I am thinking of starting of my own planning and advisory firm. Please kindly suggest me
Prashant Shah said
Great to hear that you think of starting your own practice. Future of the planner is always there in practice and not in jobs with mutual funds or banks or with insurance company.
Wish you all the luck and bliss.
Regards,
Prashant.
Prashanth Adepu said
Hi,
I completed my CFP recently and am feeling happy as i put my efforts and completed total 5 modules. looking for good opportunities now.
My suggestion for those who are striving to complete Advanced Module is pratice. Practicing the different types of problems is very important and practice the problems which are provided by prashanth sir and main thing you need to concentrate more on 5 mark problems, those are very crucial to clear the exam. if you are able to solve atleast 6 or 7 questions of 5 marks including 2 cases then you will be having a chances of passing the exam.
Request to Prashanth Sir: I would like to get a good job on CFP and I am trying my level best, i need some advice where i can try on CFP for career growth.
Ajay Kapare said
Please Sir,
if u have 4 marks question material then please kindly send it to me..
anushka jain said
hello sir,
can u plz suggest me the book for AFP?
DEEPA said
hi
sir m deepa sharma my ist atmp for raip is not clear …i take coching from icofp..inst delhi…i try my best read all givan book nd also take practiceb qustion from rifm site…but my scor is only 58… plz suggest me anthr books …
Prashant Shah said
Hi Deepa,
You can purchase my study material. That will surely help you to crack the exams.
Regards.
Deepika said
Sir can u tell me the cost for CFP study metarial?
Prashant Shah said
The cost for the same is Rs.10,000
Deepa said
hi sir hello today i cleard my ist modl raip …with ur guidns….
Deepa said
tanku so much sir
naresh.a said
sir rcently i completed cfp tax paning and plz post rpeb questions and answers plzzzz sir
Ajay Kapare said
Please Sir,
if u have 4 marks question material then please kindly send it to me..
Prashant Shah said
Dear Ajay,
As you know that, this is the interactive website, hence you are expected to solve and ask for solutions of the questions you know or don’t know.
As there is no free lunch, you should not expect anyone to send you all the relevant text with solved questions.
Regards and happy learning,
Prashant.
Keyur Gandhi said
DEAR SIR,
HI ITS KEYUR GANDHI FROM RAJKOT , I HAVE ONE QUERY AND IT IS FOR RENEWAL ,HOW WE CAN RENEW OUR REGISTRATION ? OR WE HAVE TO REGISTER SECOND TIME FOR APPEARING IN EXAMINATION ?
WILL AWAIT FOR YOUR REPLY SIR,
REGARDS AND YOUR STUDENT
KEYUR GANDHI.
srinivas anga said
Sir,Please suggest me any book for ‘Tax Planning n Estate Planning’ for numericals.
srinivas anga said
Sir,please post solutions for the following qestions with explaination-
PoLet’s solve following questions. Some of the questions have been there in exams
Trust is created for benefit of relatives of venture capital shares of 4 beneficiaries are 40% , 25%,20%,15%. while they are assessable respectively in tax slab on 10% 20% 20% 30%. beneficiary in 10% tax slab has income from trust only. tax on 2nd beneficiary is 20% bracket exceeds previous slab by 80000 pursuant to receiving income from trust. total income is 8.5lacs to be distributed among year. what would be tax payable by trustee on account of trust in that year:
1. 123750,
2. 75000,
3. 148750,
Mr. A is about to retire in 2yrs has a short fall of Rs. 80,00,000 in his corpus. On retirement is will be getting pension of Rs. 8,000/- p.m. He has a land and a house at his native place. He has no plans to shift to his native place. The building repairs is required which will cost him Rs. 7,00,000/- after which he would get rent of Rs. 5,000/- p.m on the said property. The land would be able to generate Rs. 30,00,000 currently with tax incidence of 12% and transaction charge if sold today. What is your suggestion as his financial planner. (4 Marks)
Sell the Land and repair the building.
Sell the property as it would recover the cost in 10 years which is not recommended at this stage.
Save Rs. 8,000/- pre retirement & Rs. 5,000/- post retirement for ___ yrs and rent out the building
rakshit said
HEY SRINIVAS , can u tell me what answer you are getting in question -2 ?
anushka jain said
hello sir,
i have cleared AFP with B grade.
Prashant Shah said
Awesome. Many congratulations and best wishes for the future. Let’s lead everyone towards financial wellness.
Regards.
Prashant.
anushka jain said
thanku so much sir
vish said
Anushka can u pls share the type of question which u have faced and other things which can help us to clear the exam . TIA
anushka jain said
hello vish..
just follow FPSB india sample papers to understand the pattern of question.and command on TVM
all the very best
anushka jain said
hello sir can u please tell me cfp job area?
Yash Birla said
Good morning sir,
With your precise and planned guidance,I was able to clear “Risk analysis and Insurance planning” module with a B grade,that too in 1st attempt.
The exam solving approach suggested by you helped me to complete the exam in just 1.5 hours.
Thank you for your advice and guidance.
Yash Birla said
Good morning sir,
With your precise and planned guidance,I was able to clear “Risk analysis and Insurance planning” module with a B grade,that too in 1st attempt.
The exam solving approach suggested by you helped me to complete the exam in just 1.5 hours.
Thank you for your advice and guidance.
Jacie Sharma said
Good morning sir
I appeared for Exam 5 yesterday but couldn’t clear. Please guide me how do i prepare for it now ??
vish said
JACIE , can u pls post the questions which came in exam 5 as it will give idea to me and all other participants also other things which u want to share which can help us .TIA
Poornima said
I have cleared CFP last week.
Your website is of great help to me, especially to clear AFP.
Thanks for your help.
Prashant Shah said
Congratulations Poornima. Best wishes for your all future endeavours.
Preeti Chhatwal said
Poornima can please tell what type of questions came. It would be great help for me.