11th january’2015 conference agenda

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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 Ser

Leadership & Management

12:01 noonto 12:30pm: PresentationbyMr. AashishSomaiyaa,MD& CEO, Motilal Oswal AMC.
12:31pm to 1:45pm: PresentationsbySuccessful CFPPractitioners(15minutesincludesQ&A)
8) Sai Krishna,Financial Planner,Aarthyantra,Hyderabad.
9) Surbhi Verma,Sr.Professional &IFA,Mumbai
10) NareshPanjanani,Sr. Professional &IFA,Mumbai
11) AishwariyaSurana,YoungestCFPCertificant,Gauwhati-Assam
12) MohishDamani,Sr. IFA,CFPPractitioner&Financial Planner,
13) Charmi Shah,Financial Planner,FfreedomFinancialPlanner
1:45pm to 2:30pm: Lunch
2:31pm to 2:45pm: Softskill sessionbyMr.SanjayTawde (Sr.Corporate Trainer& CFP)
2:45pm to 3:10pm: Mr. RajendraKalur,Founder,CEO,TrustPlutusWealthManagersP.Ltd.,Mumbai
3:11 to 4:00pm: Panel Discussion:“Challenges&OpportunitiesinpromotingGoal basedFinancial
PlanningwithMutual Fund”- 5 Sr. AMC SalesProfessionals- ModeratedbyManishPandey”
4:00 to 4:15: Tea Break
4:16 to 4:35: An IntroductiontoDigital MarketingforCFPPractitioner
4:36 to 5:45pm: PresentationbyIndependentCFPPractitioner:Challenges&Opportunitiesin2015

1. RameshHegde,CFP,Financial Planner&IFA,Devangaree,Karnataka
“A Successful Journeyfrom80Lto 18 Crore MF AUMin 2 years.”
2. JagdishChaudhari,AnInternationalSpeaker,fromAustralia,CFPinIndia&Australia“ Global
Financial PlanningPractice”
3. NitinSavant,IFA & CFP Aspirant,Sangli,“How tosetup successful FEEbasedFinancial planning
Practice”
4. Ishpal Singh,Sr.KeyRelationshipManager,ICICISecurities,Mumbai “PushGoals…PullProducts”
5. Vaishali Kale,Founder,V-LinkFinancial Services,Mumbai,“Personalbenefitsof doingCFP”
5:46pm to 6:00pm: Summary& Way forwardby KeyurShah
Total Seats: 100...Only10 SeatsLeft...Bookyourseatnow...
Who shouldattend:
CFPCertificant,CFPAspirants,BFSIProfessional,Fresher&IndependentFinancial Adviser(IFA) whohas
a dream to launchfee basedpractice andwantsto upgrade theirknowledge &Skillssetstoprovide the
betteradvisorytotheirclients.FresherswhowanttobuildtheircareerinFinancial Planning,Wealth
Management& Banking.
Date 11th January'15, Sunday,Time:9am to 6pm

Location:Motilal Oswal Tower,Prabhadevi Nr.Dadar,Mumbai.
Early birdOffertill 22ndDec.14…only10 seatsleft…
Fee forour participants:CFPCertificationcompleted:Free
CFPAspirants(Attendedourtraining):Rs.500/- &
Others(NotAttendedourTrainingwithus):Rs.1000/-
To registerinconference, Plsreplywithbelow detail
KeyurCFP@theCFPaspirantClubIndia.ComorSmS9167362201
Name:
Contact No.
Memberof CFPAspirantClub(Yes/No)
CFPAspirant/ CFPCertificant( Yes/ No)
Designation:IFA /Fresher/Corporate Employee
Date of Registration:
For more detail plscheckinourwebsite
Plscall or write.

KeyurCFP@theCFPaspirantClubIndia.Com
09167362201 / 09930751709
http://thecfpaspirantclubindia.com/11th-january15-conference-agenda/

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11th january’2015 conference agenda

1. Only10 SeatsLeft…GoldenOpportunity...NottoMiss...Final 11thJanuary’2015 Conference Agenda: Learn from21 highqualityspeakerswhoare change agentsinthe personal financial planningindustry... whostruggledandachievedsuccess...Learnhow highqualityknowledge&Skill setshelpstoprovide qualityadvice,achievinghigherAUMand alsocharge feestoclientsinthe longrun. 11th January’2015 Conference Agenda: A JourneyfromCFPAspiranttoCFP Practitioner:Opportunities&Challengesin 2015 9:01am to 9:30am: Registration&Breakfast (Venue:7thFloor,Motilal Oswal Tower,Prabhadevi,Nr.Dadar,Mumbai) 9:31am to 9:50am: Welcome speechbyKeyurShah,ExpertCoachCFP 9:51 am to 11:40am: PresentationsbySuccessful CFPPractitioners(15minutesincludesQ&A) 1) Ms. Rupali Rane,YoungIFA,Mumbai 2) ShankarNarayan,Sr. Professional&IFA,Mumbai 3) PrashantNambiar,AVP&Branch Head,HDFC Bank,Mumbai 4) Nidhi Manchanda,YoungFinancial Planner,Mumbai 5) AbhishekKhudania,Vice President,ClientAssociate,Mumbai 6) Noble Paul,VP&ClusterHead,AxisBank,Nasik 7) Anil Mutalik,Sr.IFA,Mumbai 11:40 to 12:00 noon:Tea Break

2. 12:01 noonto 12:30pm: PresentationbyMr. AashishSomaiyaa,MD& CEO, Motilal Oswal AMC. 12:31pm to 1:45pm: PresentationsbySuccessful CFPPractitioners(15minutesincludesQ&A) 8) Sai Krishna,Financial Planner,Aarthyantra,Hyderabad. 9) Surbhi Verma,Sr.Professional &IFA,Mumbai 10) NareshPanjanani,Sr. Professional &IFA,Mumbai 11) AishwariyaSurana,YoungestCFPCertificant,Gauwhati-Assam 12) MohishDamani,Sr. IFA,CFPPractitioner&Financial Planner, 13) Charmi Shah,Financial Planner,FfreedomFinancialPlanner 1:45pm to 2:30pm: Lunch 2:31pm to 2:45pm: Softskill sessionbyMr.SanjayTawde (Sr.Corporate Trainer& CFP) 2:45pm to 3:10pm: Mr. RajendraKalur,Founder,CEO,TrustPlutusWealthManagersP.Ltd.,Mumbai 3:11 to 4:00pm: Panel Discussion:“Challenges&OpportunitiesinpromotingGoal basedFinancial PlanningwithMutual Fund”- 5 Sr. AMC SalesProfessionals- ModeratedbyManishPandey” 4:00 to 4:15: Tea Break 4:16 to 4:35: An IntroductiontoDigital MarketingforCFPPractitioner 4:36 to 5:45pm: PresentationbyIndependentCFPPractitioner:Challenges&Opportunitiesin2015

3. 1. RameshHegde,CFP,Financial Planner&IFA,Devangaree,Karnataka “A Successful Journeyfrom80Lto 18 Crore MF AUMin 2 years.” 2. JagdishChaudhari,AnInternationalSpeaker,fromAustralia,CFPinIndia&Australia“ Global Financial PlanningPractice” 3. NitinSavant,IFA & CFP Aspirant,Sangli,“How tosetup successful FEEbasedFinancial planning Practice” 4. Ishpal Singh,Sr.KeyRelationshipManager,ICICISecurities,Mumbai “PushGoals…PullProducts” 5. Vaishali Kale,Founder,V-LinkFinancial Services,Mumbai,“Personalbenefitsof doingCFP” 5:46pm to 6:00pm: Summary& Way forwardby KeyurShah Total Seats: 100...Only10 SeatsLeft...Bookyourseatnow... Who shouldattend: CFPCertificant,CFPAspirants,BFSIProfessional,Fresher&IndependentFinancial Adviser(IFA) whohas a dream to launchfee basedpractice andwantsto upgrade theirknowledge &Skillssetstoprovide the betteradvisorytotheirclients.FresherswhowanttobuildtheircareerinFinancial Planning,Wealth Management& Banking. Date 11th January'15, Sunday,Time:9am to 6pm

4. Location:Motilal Oswal Tower,Prabhadevi Nr.Dadar,Mumbai. Early birdOffertill 22ndDec.14…only10 seatsleft… Fee forour participants:CFPCertificationcompleted:Free CFPAspirants(Attendedourtraining):Rs.500/- & Others(NotAttendedourTrainingwithus):Rs.1000/- To registerinconference, Plsreplywithbelow detail KeyurCFP@theCFPaspirantClubIndia.ComorSmS9167362201 Name: Contact No. Memberof CFPAspirantClub(Yes/No) CFPAspirant/ CFPCertificant( Yes/ No) Designation:IFA /Fresher/Corporate Employee Date of Registration: For more detail plscheckinourwebsite Plscall or write.

5. KeyurCFP@theCFPaspirantClubIndia.Com 09167362201 / 09930751709 http://thecfpaspirantclubindia.com/11th-january15-conference-agenda/

11th january’2015 conference agenda

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11th january’2015 conference agenda