SBI RM Srikanth Kurra, Hyd: 327th Success Story of CFP Aspirant Club with help of Video Learning Kit

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Mr. Srikanth Kurra, Relationship Manager, State Bank of India, Hyderabad enrolled in our CFP Video Learning Kit in 2018 & as a part of Practical Learning, he attended "Be a Retirement Coach to your Investor Family" Batch2 Feb19 & shared his Story with us.

He successfully completed his CFP certification in a challenge pathway in March19 1st attempt.

1) CFP helps me to provide the quality Personal Finance advisory to bank customers.

2) CFP will helps me to move in the Wealth Mgmt vertical in a bank.

3) Planning for Retirement Goal is must because my job will not give me pension income during post retirement period.

Dear Keyur ji,

I'm very glad that I completed my CFP certification in 1st attempt with your guidance and encouragement.

I had to admit that due to lack of confidence on subject matter, I did not give exam till Mar'19 despite my registration for the exam in Sep'16. I gained that confidence only after Keyur Sir's coaching.

Before enrolling for VLK, i contacted Keyur sir over phone and discussed in detail regarding my hurdles to clear the certification. Then he suggested to go for VLK and assured the exam can be cleared in 1st attempt with good grade subject to following the guidelines in spirit.

I enrolled in for the VLK in Feb'18. The process/ method of video learning is so systematically designed that one feels as if he is in live class room. Upon that video learning provided flexibility in respect of time and pace of learning. The VLK is of great advantage to working professionals like me. The concepts, which I earlier felt so complex, were made so simple with his 5-step process. Now I can confidently handle any complicate issue in planning after coaching with Keyur sir.

Also he is co-operative and at teh same time very strict with respect to time Ines and discipline. In my case, due to job pressure, I could not complete all modules of VLK thoroughly. Before few days of exam I requested him for access to videos to go through investment naming and tax planning concepts. He strictly said NO and suggested that it is high time to waste time in videos rather than preparation. Sensing my lack of confidence, he invited me for 3-day retirement work shop in Mumbai. It was a content refresher for me and boosted my confidence a lot. With the same confidence, i gave the exam and cleared in 1st attempt.

If the coaching process in VLK is followed in spirit, there is no doubt that the exam can be cleared with good grade in 1st attempt. His coaching is not confined to just clearing the exam. His practical approach is marvellous. Post certification also he provides guidance/ support in practical issues and this is very useful i buildings successful CFP practice.

His mantra is 'No pain - No gain.' Come out of comfort zone, put extra effort and improve your skills.

I thank you sir for mentoring/ coaching/ guiding me in successful completion of CFP certification. I wish your mastery help many aspirants in future too. Also I would like to up CFA coaching with you soon to further enhance my professional skills in financial services sector.

Regards,
Srikanth Kurra.
[email protected]
9985653691

Hello Digital Practical CFP certification Coaching Aspirant,

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Happy to share that 700+ Aspirants / Students (Professionals / IFAs /RM / Investors / Freshers) had attended Coaching with KEYUR SHAH & 351+ Participants followed his Guidance & #Successfully_completed their CERTIFIED FINANCIAL PLANNER certification with KEYUR SHAH in the last 9 Years & TRANSFORMED their Personal & Professional Life by Implementing Classroom Learning in the SPIRIT.