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11th January Conference Video

 

1) Mr. Keyur Shah's welcome speech to 120+ participants on 11th January Conference "A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015"

Key Learnings from his presentation are as below :

   1) Position yourself as Client's Adviser not a manufacturer's adviser.

   2) Push Goals…Pull Products

   3) Learn & Master the Art of Goals based Family Financial Planning to multiply Conversion Rate, Ticket Size and AUM.

   4) Learn Global Best Financial Planning Advisory Practice through CFP Certification

   5) Be a CFP Practitioner…One can earn high Respect & Trust…Also charge fix annual fee to client.

Pls watch in HD mode for better viewing.

 

2) Happy to share Ms. Charmi Shah's Video, She is a young CFP Practitioner working with a leading Financial Planning firm in Mumbai.

She shared her Success Story and Way forward to 120+ participants during "Women Empowerment" theme on 11th January conference "A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015"

She delivered one of the best presentations and her success story will surely inspire all young college going students and young ladies to acquire CFP certification to achieve their life goals and financial freedom.

 

3) A Journey from CA to CFP :

  Ms. Alka Mittal, CA & CFP, Sr. Manager working with a leading life insurer, Investment Management dept., Mumbai shared her Success Story and Way forward to 120+ participants during "Women Empowerment" theme on 11th January conference "A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015"

She delivered "A Journey from CA to CFP" one of the best presentations and her success story will surely inspire all CA Aspirants & CA Practitioners to pursue CFP certification.

She shared following benefits of CFP Certification to practicing CA OR CA working in corporate.

  1) Expand practice in Financial Planning and provide high quality advice to clients in Goal based Financial Planning,  Insurance planning, Retirement Planning, Estate Planning, Contingency Planning, Debt Reduction Planning, Philanthropy Planning etc.

  2) An Opportunity to better professional Growth.

  3) Managing oneself better personal finance planning.

Pls watch in HD mode for better viewing.

4) Ms. Rupali Rane, CFP, Young IFA (Independent Financial Adviser), Mumbai shared her Success Stories to 120+ participants during 11th January 15 Conference. "A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015"

11th January Conference started with an Unique Concept of "Women Empowerment"…How CFP certification helps Young Lady to launch her career as an Independent or in a Corporate world and provides wings to achieve her Dreams, Aspirations and Financial independence.

 

5) Happy to share Part 1 & 2 Videos (50 minutes) of Mr. Prashant Nambiar, Sr. Branch Head & AVP, HDFC Bank, Vile Parle Branch, Mumbai shared the best presentation to 120+ participants during "Professional Development" theme during 11th January conference "A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015"

Key highlights of his presentation are as below.

  1) Client-Adviser Cycle

      Relationship basis to Product basis to Goal based Financial Planning

      Relationship business- Over…Now…Product based business but getting over soon…New era already begun of "Goal based Financial Planning"…Do it now or late.

  2) How Goal based financial planning helped to acquire HNI & NRI clients and shared his success stories.

  3) Personal benefits of attending right training

Pls also watch in HD mode for better viewing.

 

6) Happy to share Mr. Ramesh Hegde's Video, Sr. Financial Planner Practitioner, Devanagere, Karnataka shared his success story "A Journey from 80 Lakh to 26 Crore AUM in 3 years" to 120+ participants during "Professional Development" theme during 11th January conference "A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015"

Key Learning from his presentation are below.

   1) Do regular basis prospective Customer Education on Financial Planning

   2) Be a Financial Doctor…Listen family and provide suitable solutions

   3) Don't hesitate to charge fee

   4) Provide Online user Id to customer to track their investments

   5) Create financial freedom to all my clients and regular self professional development.

Pls watch in HD mode for better viewing.

 

7) My Personal Journey from College Student to Professional (CFP Certificant)

Ms. Aishwarya Surana, Youngest speaker who is in Final year of Commerce Graduation in Guwahati, Assam has successfully completed CFP certification in Dec14 with us.

She shared her Journey from College Student to Professional (CFP Certificant) and Road Map Ahead to 120+ participants during "Women Empowerment" theme on 11th January conference "A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015"

She derived following benefits of CFP Certification to college students and surely her video will motivate all college going students to pursue CFP Certification.

   1) Learn better Time Management

   2) Gained Confidence

   3) Domain Knowledge & Skill Sets in Personal Finance.

   4) Overcome failure through Self Analysis Skill

A Road Map Ahead…Future Benefits in Personal life :

   1) As a Daughter…Will Guide my parents for right investments.

   2) As a Spouse…Will Share the benefits of Financial Planning in Young Age to my Husband and ensure Min.% of Savings of Income for future goals…Indirectly my spouse will save good amount of time so he can either have more time for family or his Business or Job.

  3) As a Mother…Cultivate good habits to my children regarding concept of savings, Investing, financial planning at their young age which will make strong foundation in building a career in finance or achieving their financial freedom.

 Pls watch in HD mode for better viewing.

 

8) Mr. Aashish Somaiyaa, MD & CEO of Motilal Oswal MF AMC delivered the best presentation "Wealth Creation through Equities" on 11th January Conference  A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015"

He delivered powerful and easy to understand presentation with a real life stories.

PFA Key learning from his presentation are as below

   1) Need of an Equity Investment for Retail Investor

   2) Power of Equity Investment in long run.

   3) What is investing?

   4) Benefits of Equity Investing in long run

   5) Buy Right…Seat Tight Investing philosophy

 

9) Mr. Abhishek Khudania, Vice President, Client Associates (Family Office), Mumbai delivered one of the best presentation on "Family Office" during "Financial Adviser Professional Development" theme in "A Journey from CFP Aspirant to CFP Practitioner: An Opportunities & Challenges in 2015" on 11th January Conference.

Key leanings from his presentation are as below.

   1) What is Family Office?

   2) How IFA /CFP Practitioner can set up Family office?

   3) Opportunities & Challenges in Family Office Business Model?

 

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