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13th Sept Agenda

“A Journey from Agent to Financial Planner”

1 day Learning Conference

Listen 21+ high quality Ground Level Heroes / Speakers who have successfully achieved journey from Agent to Financial Planner…They struggled hard and earned their clients Trust, Respect and Happiness… Learn how high quality knowledge & Skill sets helps to provide quality advice, achieving better conversion rate, higher Ticket Size, bigger SIP Book Size & AUM and also charge fees to clients in the long run.

Date: 13th September 2015, Sunday, 9am to 6pm

Venue: 7th Floor, Motilal Oswal Tower, Nr. Parel Bus Depo, Prabhadevi, Mumbai

0) Registration & Breakfast (9am to 9:30am)

1) Welcome Speech by Mr. Keyur Shah, India’s Best Expert Coach (CFP) (9:30am to 9:45am)

2) Pain to Happiness…Success stories of leading IFAs (9:45am to 12:00 noon)

   a) Mr. Paresh Shah, leading Sr. IFA, Borivali, Mumbai,

   b) Mr. Sandeep Gandhi, CFP, Leading Sr. IFA, Rajkot-Gujarat

   c) Parshava Shah, CFP, Young IFA, Borivali, Mumbai

   d) Chethan, leading IFA from Shimoga-Karnataka

   e) Srinivas, BE, MBA, IFA, Mumbai.

   f) Mr. Mukesh Chotani, Leading Sr. IFA, Nasik

   g) Anil Mutalik, B.E, Sr. IFA, Dombivali

   h) Bahaar Anerao, MBA, Chief Life Insurance Adviser, Kandivali E

   i) Tejas Shah, MBA (Finance) Sr. LIC Adviser, Malad (W)

   j) Mrs. Jyoti Toshniwal, IFA, Aurangabad

Tea/Coffe Break: 12:00 noon to 12:15pm

2a) Guest Speaker: Mr. NS Kishore Kumar, MBA, CAIIB, CFP, Sr. Management Consultant & Independent Non-executive Director on the Board of The South India Paper Mills Limited, (Ex. Sr. Banker, Country Head- Investment Banking, HDFC Bank, Ex. CFO & Investment officer, SBI California- Los Angeles, USA. (Time: 12:15pm to 12:30pm)

3) CEO’s Speech: Mr. Aashish Somaiyaa, B.E., MBA (Finance)- NMIMS, MD & CEO, Motilal Oswal AMC, (12:30pm to 1:00 pm)

4) Mr. Pushkar Chug, Masters in Statistics, Sr. VP- Knowledge Management, FPSB India (1:00pm to 1:15pm)

5) Why Professionals (CA / CS / MBA / CFA etc.) need Financial Planner to manage their personal Investments? Benefits of being Financial Planner Practitioner (CFP) to Professionals (CA / CS / MBA / CFA etc.) & IFAs. (1:15pm to 4:30 pm)

   a) Mr. Gopal Agrawal, FCA, ACS, Chief Internal Business Officer, leading Outsourcing MNC, Mumbai.

   b) Mr. Avinash Poddar, FCA & CFP, Leading Practitioner in Surat Networking Lunch break: 2:00pm to 2:45pm

   c) Mr. Hitesh Mali, Leading Business Consultant, Vadodara

   d) Mr. Jigar Parekh, CFP, Head-Training, Prudent CAS Ltd., Abad.

   e) Anthony Lobo, CA, CFP, Sr. Independent Practitioner, Mumbai

   f) Mrs. Chaitali Dutta, Masters in Statistics, Ex. Sr. Banker, SBI, Chief Planner- Azuke PF Advisory & Chief of Operations at Serengeti Ventures

   g) Mr. Farhard Gadiwalla, BE, MMS-NMIMS, Mumbai, VP- Fixed Income Products, Leading Mutual Fund / AMC , Mumbai

   h) Mr. Arvind Shah, MBA, CFP, Zone Head, ICICI Lombard GIC, Bangalore Tea Break : 4:30pm to 4:45pm

6) Push Goals…Pull Products (How to exceeds business targets)(4:45 pm to 6 PM)

   a) Prasanna Rupji, Sr. Regional Product Manager, Thane Region,

   b) Dilip Shenoy, Ex. Sr. Investment Specialist, ICICI Bank, Mumbai

   c) Sanjay Dubey, CFP, Sr. Branch Manager, Aviva Life, Mumbai

   d) Mr. Shyam Jain, CFP, GM, State Bank of India, Mumbai

   e) Mr. Vikram Patel, Young Banking Professional, deutsche bank, Mumbai

   f) Ashish Shah, MBA, Vadodara, Financial Planner (Ex. Sr. NRI Banker)

7) Closing (Summary & Way forward) by Mr. Keyur Shah

Wants to become Professional Financial Planner…Visit below website and post feel free to call or write.

Call 9167362201 / 9930751709 or write Keyur.Shah@TheCFPaspirantClubIndia.Com Or Visit www.TheCFPaspirantClubIndia.Com for more detail.