Only 10 Seats Left…Golden Opportunity...Not to Miss...Final 11th January’2015 Conference Agenda: Learn from 21 high quality speakers who are change agents in the personal financial planning industry... who struggled and achieved success... Learn how high quality knowledge & Skill sets helps to provide quality advice, achieving higher AUM and also charge fees to clients in the long run. 11th January’2015 Conference Agenda: A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015 9:01am to 9:30am: Registration & Breakfast (Venue: 7th Floor, Motilal Oswal Tower, Prabhadevi, Nr. Dadar, Mumbai) 9:31am to 9:50am: Welcome speech by Keyur Shah, Expert Coach CFP 9:51 am to 11:40am: Presentations by Successful CFP Practitioners (15 minutes includes Q & A) 1) Ms. Rupali Rane, Young IFA, Mumbai 2) Shankar Narayan, Sr. Professional & IFA, Mumbai 3) Prashant Nambiar, AVP & Branch Head, HDFC Bank, Mumbai 4) Nidhi Manchanda, Young Financial Planner, Mumbai 5) Abhishek Khudania, Vice President, Client Associate, Mumbai 6) Noble Paul, VP & Cluster Head, Axis Bank, Nasik 7) Anil Mutalik, Sr. IFA, Mumbai 11:40 to 12:00 noon: Tea Break 12:01 noon to 12:30pm: Presentation by Mr. Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC. 12:31pm to 1:45pm: Presentations by Successful CFP Practitioners (15 minutes includes Q & A) 8) Sai Krishna, Financial Planner, Aarthyantra, Hyderabad. 9) Surbhi Verma, Sr. Professional & IFA, Mumbai 10) Naresh Panjanani, Sr. Professional & IFA, Mumbai 11) Aishwariya Surana, Youngest CFP Certificant, Gauwhati-Assam 12) Mohish Damani, Sr. IFA, CFP Practitioner & Financial Planner, 13) Charmi Shah, Financial Planner, Ffreedom Financial Planner 1:45pm to 2:30pm: Lunch 2:31pm to 2:45pm: Soft skill session by Mr. Sanjay Tawde (Sr. Corporate Trainer & CFP) 2:45pm to 3:10pm: Mr. Rajendra Kalur, Founder, CEO, TrustPlutus Wealth Managers P. Ltd., Mumbai 3:11 to 4:00pm: Panel Discussion: “Challenges & Opportunities in promoting Goal based Financial Planning with Mutual Fund”- 5 Sr. AMC Sales Professionals- Moderated by Manish Pandey” 4:00 to 4:15: Tea Break 4:16 to 4:35: An Introduction to Digital Marketing for CFP Practitioner 4:36 to 5:45pm: Presentation by Independent CFP Practitioner: Challenges & Opportunities in 2015 1. Ramesh Hegde, CFP, Financial Planner & IFA, Devangaree, Karnataka “A Successful Journey from 80L to 18 Crore MF AUM in 2 years.” 2. Jagdish Chaudhari, An International Speaker, from Australia, CFP in India & Australia “ Global Financial Planning Practice” 3. Nitin Savant, IFA & CFP Aspirant, Sangli, “How to set up successful FEE based Financial planning Practice” 4. Ishpal Singh, Sr. Key Relationship Manager, ICICI Securities, Mumbai “Push Goals…Pull Products” 5. Vaishali Kale, Founder, V-Link Financial Services, Mumbai, “Personal benefits of doing CFP” 5:46pm to 6:00pm: Summary & Way forward by Keyur Shah Total Seats : 100...Only 10 Seats Left...Book your seat now... Who should attend: CFP Certificant, CFP Aspirants, BFSI Professional, Fresher & Independent Financial Adviser (IFA) who has a dream to launch fee based practice and wants to upgrade their knowledge & Skills sets to provide the better advisory to their clients.Freshers who want to build their career in Financial Planning, Wealth Management & Banking. Date 11th January15, Sunday, Time: 9am to 6pm Location: Motilal Oswal Tower, Prabhadevi Nr. Dadar, Mumbai. Early bird Offer till 25th Dec.14…only 10 seats left… Fee for our participants: CFP Certification completed: Free CFP Aspirants (Attended our training): Rs. 500/- & Others (Not Attended our Training with us): Rs. 1000/- To register in conference, Pls reply with below detail [email protected] or SmS 9167362201 Name: Contact No. Member of CFP Aspirant Club (Yes / No) CFP Aspirant / CFP Certificant ( Yes / No) Designation: IFA / Fresher / Corporate Employee Date of Registration: For more detail pls checkin our website Pls call or write. [email protected] 09167362201 / 09930751709 thecfpaspirantclubindia/11th-january15-conference-agenda/
Posted on: Wed, 24 Dec 2014 11:02:09 +0000
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