Testimonials

Shah Kunjan

To , Kirtan Sir and Team FPA,
Myself Kunjan Shah, I cleared my CFP Certification one month ago.
I'm really thankful to Kirtan Sir and team FPA for helping me out in the course of time of my CFP certification. The classroom and after class training provided by them was really a wonderful expierence in course of learning wherein with your theoritical knowlegde you also get the practical experience.The admin staff and back office staff were really helpful and fast in doubt and query solving. I really want to thank Sneha Maam, Nidhi maam and Pratik Sir who were always there to help me at each and every point I use to ask for doubt.


Juelee Dalvi

I am very thankful of Financial Planning Academy for offering a blend of learning , amusement and integration of enduring principles. FPA provides a wide arena of the field and thus I got to learn something new with each and every subject. The entire study material made it easy for me to learn and inculcated the spirit to stand out among the talented and hard-working students with the awesome class room training’s and the electronic portal. Another feather in the cap is the trainers that impart quality education to its students. Clarity of methods,patience with teaching,ample time given to individuals is what Fpa believes in and I am really very proud to be a part of it. Thanks to Sneha ma'am and Shivangi for helping me in completing my CFP in one go.


rohan Gandhi

I don’t want to miss the opportunity to thank Financial Planning Academy for setting up such a good education platform in the world of Finance. I am very thankful to all the staff of FPA especially Sneha Ma’am and Shivangi Ma’am for helping me to clear all my doubts, no matter how many times I ask the same question. FPA offers Excellent Education Material, Course Contents and Classroom experience. Faculty is very supportive here. Their Knowledge and Skill prepares the student for achieving their Goals. I love the way they solve the queries of the student. They also conduct special doubt solving lectures with students, if they had any doubts. One of the plus point of FPA is that they also provide materials in an electronic form, (such as Videos, mock test, theory and Objectives) so that we can access it anywhere. At last studying at FPA was an enriching experience and I am also happy that I am pursuing CFP from such a reliable academy. Thank you Team FPA


Priyal Shah

A year ago when I was stuck in my career for what to do, I came across Financial Planning Academy which provided a course in Financial Planning which I found something interesting and then I realized that Financial Planning is must needed.. Then my journey towards Certified Financial Planning started with FPA, one of the top training institute I could ever get to complete my course..
Thank you so much Financial Planning Academy for all the support given by the experienced and qualified faculties Kirtan Shah sir, Sneha Punmiyama'am,Shivangi Shah and all the faculties to complete CFP in one gooo..
Whenever in need they were ready to solve each and every doubts. I was also overwhelmed by the services and the way they help students on their Online portal by providing pre-recorded videos, mock test, QandA section and what not and the best was providing a Personal doubt solving session before the exams and the content provided in their books is also so helpful..The Placement cell also provides good opportunities to work in reputed companies..
I can proudly say I was a part of FPA which helped me to boost my career and become a Certified Financial Planner..
Thank you once again the whole team of FPA.


Shefali Savla Gada

I would like to grab this opportunity to Thanks Financial Planning Academy for being such a great teaching faculty. Thank You Kirtan Sir, Vishal Sir, Pratik Sir, Sneha Mam, Shivangi Mam and Nidhi Mam for supporting and helping me complete all my modules in one go.
I must say, here I do not feel that I have paid for something and I did not get optimum return what I paid for, here teaching and guidance is not limited to class training and doubt solving but here we students are also provided with online teaching facilities (i-learn, online videos, watsapp doubt solving group). Entire staff takes care of each and every students suggestions and complaints.
I am happy and I feel proud that I am pursuing CFP from such a responsible academy. Thank You FPA Team.

 


Viki Dukare

Hi , myself Viki dukare from Pune , student of fpa .I cleared two modules of cfp which is retiring planning and insurance planning ., through the fpa distance learning classes. study material which is provided by fpa and faculty is very excellent specially nidhi madam . without nidhi mam support I can't cleared this two module so, thanks nidhi mam for solving my each and every doubt . thanks fpa , thanks mam. 

 


Ayushi Chopra

My experience with FPA has been an amazing journey .I would like to thank SNEHA Ma’am ,SHIVANGI Ma’am for there unconditional support during my exam phase .They have always been available for us whenever we needed them .
The study material provided by FPA is more than enough for passing the CFP examination and also for securing good marks as well as grades . 
The teaching faculty is amazing. When i decided to pursue CFP ..i was afraid that will i be able to understand or clear the exam but then after attending the lectures i was pretty sure that i can do because i got to know about the faculty being so supportive .
I will definitely suggest anyone to join FPA if they are planning to pursue CFP .
Amazing academy with supportive faculty ??
 
 
 
 


Foram Bagadia

FPA is the best coaching institute for certified financial planner. The whole team of FPA is very much supportive and encouraging. I am very much thankful to shivangi ma'am, Sneha ma'am, Pratik sir for clearing my doubts ( even on call)  and other staff for being always there whenever I needed. The whole staff is very much knowledgeable and their guidance has helped me to clear my CFP and achieve success.  FPA has provided with all the notes, study material and whatever was important from exam point of view and all these was very much helpful and to the point for clearing the modules. Another best part of FPA is their online study material which can be accessed anytime anywhere.
In all studying in FPA was a great decision as they fulfilled everything they mentioned during admission. I am blessed to be a part of FPA. Thank you .


Anusha Kulkarni

                            I decided to choose FPA books and i-learn for my CFP course as a friend of mine recommended me about their content and choice of practise questions which are very helpful. I am going through the curriculum using the books and i-learn and my personal experience is good so far. One thing which i liked is they have provided videos, glossary, and mock tests for practise which is very necessary in MCQ based examinations. 

 Thanking you,
Anusha Kulkarni


Babasaheb Kadam

Hello Mr. Kirtan,

I am Babasaheb Kadam have worked in Finance sector for 7 long years.

Ever since I heard CFP it always looked exciting but never gathered enough courage to attempt the exams.

Thanks to your team for making close follow up on my simple enquiry n giving me confidence for CFP.

As soon as I took the admission n attended the class i realised that it’s difficult to bring the focus which I had during my college days. But regular lectures on topic brought myself back into studies n I successfully cleared all modules of CFP.

Special thanks to Sneha Mam for clearing all concepts through her detailed videos.

Now it really feels good n different to be a CFP PROFESSIONAL 

Cheers.

 


Kaustubha Kela

Hi, My name is Kaustubh. I have been studying in the CFP batch of FPA. I have cleared Insurance, Investment and Retirement modules with good scores. I have completed my graduation in Engineering. Coming from a completely non-financial background I have always had a keen interest in learning about finances on an informative level. For the first time in my life I got an opportunity to formally learn about personal finances through CFP course. I must say, my experience with the academy has been superb and enlightening. Thanks to all my teachers Pratik Rambhia sir, Nidhi Manchanda mam, Kalpesh Panchal sir, Sagar Sir. The most refreshing thing about the course was that the faculty not only imparted knowledge, they made sure we developed interest in the subject by relating it to daily finances. I thoroughly enjoyed all the classes and am really kicked to clear the tax and final module now. 
Thank you so much to all my faculties, a very well developed and articulated methodology by FPA academy, all the staff Dinesh Bhai, Rajesh bhai, Ozyvia mam and everyone else and the course material itself.
Thank you!


Lavish Bhambhani

1.Clarity on methods, patience with teaching, ample time given to individuals is what FPA believes in. Even in a class of 25-30 people each person gets enough attention if attentive. open atmosphere to ask questions and one can expect simplistic answers.

2. Attending all classes for the modules has been very helpful. Easy tactics and short cuts are given in class to ensure you don’t waste time. concept understanding are  the main focus and that’s exactly what you need not only to pass but also to apply it in real life jobs. Using this knowledge you can easily keep up with client needs in the real life. CFP will give you an edge over your colleagues. how to really reach a clients goal and the calculations involved in it are explained well 

3. Current employment 

  • Financial hospital

  • Sr. Financial Planner.

 

 


Aashmi Vora

Practical teaching was provided and concepts were made thoroughly understood. Study material was of great help. Professors are patient enough to solve all our queries and help us in all the possible ways. 

 CFP helped me understand various investment avenues and how it helps in planning our taxation and retirement. It provided a boost to my career and help me seek better job opportunities in the field of banking and finance. 


Bhupesh P Chaudhri

Yess the faculty for final was very effective academically and practically both. She made us understand things in the simple manner and with logical reason.

All in all good one.

 


Pratham Kothari

Everyone at the class was really good with their teaching and most importantly the teachers were willing to give all the required time to attend my doubts. 


Neha Shah

Financial Planning Academy is one of the best institutions for CFP certification.

Thank you very much for the guidance and never ending support which has helped me to clear all my examinations in first attempt. I really appreciate your efforts and support .

My experience with FPA was excellent. The faculties are highly knowledgeable and acquainted. Doubt solving sessions were very helpful. I would like to particularly mention Ms. Sneha Punmiya ma’am for her invariable support.

I have also cleared my RIA in first attempt, thanks once again to Sneha mam.

Being CFP and RIA has enhanced my knowledge about all the aspects of personal finance and now I am in a position where I can handle my client’s queries / objections very easily and this helped me to gain my client’s confidence and to grow my business.

The scope of CFP is very good in India because it is an upcoming course in the financial services.Now a day’s many financial organizations are hiring CFP for the financial planning.

FPA, as an organization, has a one point focus, of providing the best possible training for students to make rewarding careers in the field of Finance. I would recommend FPA to all those who wish to pursue the career in the field of finance.

 


Akshita Phophalia

Faculties here not only gives its students a vivid knowledge of both theoretical & practical concepts but also provides apt solutions to our doubts whether it is related to the course or any other matter.

I must say investing here will give high returns.


Kairav Shah

I enjoyed doing the CFP Certification course from FPA.

The teaching style of faculties being student friendly helped me concentrate more during the lectures.The constant support given by back end team was also very helpful.The knowledge provided by faculties either related to examination or practical was very motivating  for a person aspiring career in finance.Thanks to Sneha Punmiya Mam for making a student friendly environment during the lectures and helping each student personally.Even thanks to Kalpesh Sir by helping clearing tough concepts on the go.It was a very good experience learning at FPA.

 

 


Sheral Shah

The faculty at FPA, made the learning of CFP course such an ease having combined the theory knowledge to the practical knowledge in real life. Their classroom training and i-learn platform helped to understand the concepts easily. 

I would like to thank Kalpesh sir and Pratik sir, who took investment module and retirement planning and lastly Sneha ma'am who took three modules including the final module for their invaluable support throughout.


Deepesh Merchant

I cleared my CFP Final module with A grade in May 2016.

I had enrolled for Challenge Status Classroom Training with Financial Planning Academy (FPA). I will definitely recommend FPA for the CFP course.

The teaching methodology at FPA reflects meticulous planning in helping students understand the basics.

The concepts of individual modules are introduced in the initial lectures, followed by practice problems and recap videos, which are quite comprehensive and set the base for the final module.

The faculty and the teaching quality is excellent. Students get personal attention and guidance is given on typical mistakes to be avoided in solving problems. Separate doubt solving sessions are also kept.

Kirtan Sir covered three modules and Sneha Madam covered the Tax module and the Final module.The interactions with both of them were very educative and covered practical aspects in investment and financial planning.


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