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A Journey from CFP Aspirant to CFP Practitioner : Opportunities & Challenges in 2015 (One Day Seminar)

We are conducting an innovative One Day Seminar named “A Journey from CFP Aspirant to CFP Practitioner: Opportunities and Challenges in 2015" for CFP (CERTIFIED FINANCIAL PLANNER) Practitioner, CFP Aspirants and IFAs dated on 11th January'2015

As you know that we have conducted 51+ Fast Track CFP Preparation Training Workshops PAN India and successfully launched an innovative way of Learning "Video Learning kit"…Already 300+ participants (Sr. BFSI Professionals, IFA, Fresher) have attended our Training workshops (Classroom or Video Learning) and already 161+ participants have successfully completed their CFP with us in last 3 years.

Now the time has arrived for BEST PRACTICE SHARING & CROSS LEARNING who have successfully implemented our classroom learning and achieved milestones like Practicing Goal based family financial planning, Fee based services, Multiply their (Ticket sizes, conversion rate and AUM) etc.

Objective of Seminar / Conference: (One Day)

1) 10+ successful participants of the CFP Aspirant Club (India) will share their success stories with Q & A session (20 minutes time for each participant) (4 IFA, 3 Corporate Employee & 3 Fresher)

2) 5+ Service providers (FP Software / Platform / Products) will share their presentation

3) Presentation by 3+ corporate leaders (CXO) level

4) Innovative Practice building Strategies Eg. Real Estate Advisory, Financial Antivirus, Push Goals…Pull Products etc.

5) Launch of "Connect each other" platform for continuous best practice sharing (Note: 50% discount for conference participants)

Who should attend:

CFP Certificant, CFP Aspirants, 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 January'15, Time: 9am to 6pm , Venue: Dadar / Mumbai

Early bird Offer till 30th Nov.14…Fee for our participants:

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

Regular Fee from 1st Dec. to 31st Dec.14

Fee for our participants:

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

Total Seats: 100


It is the Not for Profit event so we would like to see your partnership to make the event successful…you will get an opportunity to promote your products / services to 100+ participants.   

Be a seminar partner: 

Platinum partner : Rs. 1,00,000 (Only 1)- Product Stall + 30 minutes post lunch slot to share presentation + Contact details of 100+ participants + 10 complementary invites    

Gold partner: Rs. 50,000/- (Only 2)-Product Stall + 15 minutes post lunch slot to share presentation + Contact details of 100+ participants + 5 complementary invites  

Silver partner: Rs. 25,000/- (only 4): Product Stall + Contact details of 100+ participants + 2 complementary invites

For more detail pls visit our website


and also feel free to call or write.


09167362201 / 09930751709