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11th January’15 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)

  1. Sai Krishna, Financial Planner, Aarthyantra, Hyderabad.
  2. Surbhi Verma, Sr. Professional & IFA, Mumbai
  3. Naresh Panjanani, Sr. Professional & IFA, Mumbai
  4. Aishwariya Surana, Youngest CFP Certificant, Gauwhati-Assam
  5. Mohish Damani, Sr. IFA, CFP Practitioner & Financial Planner,
  6. 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.”


  1. Jagdish Chaudhari, An International Speaker, from Australia, CFP in India & Australia “ Global Financial Planning Practice”


  1. Nitin Savant, IFA & CFP Aspirant, Sangli, “How to set up successful FEE based Financial planning Practice”


  1. Ishpal Singh, Sr. Key Relationship Manager, ICICI Securities, Mumbai  “Push Goals…Pull Products”


  1. 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 best advice to their clients. Freshers who want to build their career in Financial Planning, Wealth Management & Banking.


Date 11th January'15, Sunday, Time: 9am to 6pm


Location: Motilal Oswal Tower, Prabhadevi Nr. Dadar, Mumbai.


Early bird Offer till 25th Dec.14…Fee for our participants:

CFP Certification completed: Free, CFP Aspirants (Attended training): Rs. 500/- & others: Rs. 1000/-


Regular Offer 26th to 31st Dec. Fee for our participants:

CFP Certification completed: Rs. 500/-, CFP Aspirants (Attended training): Rs. 1,000/- & Others: Rs. 2,000/-


To Register in the conference, please reply with below detail


KeyurCFP@theCFPaspirantClubIndia.Com or SmS 9167362201



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.


09167362201 / 09930751709