a journey from cfp aspirant to cfp practitioner

5
Mr. A.S Shankarnarayan, Sr. Professional working in a leading IT MNC as a General Manager in BFSI Domain & Sr. Independent Financial Adviser from Mumbai delivered one of the best presentation during "Practice building" theme during 11th January Conference " A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015" Key Learning from his session are as below. 1) Introduction to CFPCM 2) The Journey in the Financial Sector 3) CFP Certification- Trials & Tribulations 4) Business Scenario 5) Seven Steps To Success – Mission 2015 Pls watch in HD for better viewing. https://www.facebook.com/video.php?v=963414900337403 http://youtu.be/YWXZntW2ScE

Upload: keyur1975

Post on 25-Dec-2015

1 views

Category:

Documents


0 download

DESCRIPTION

Mr. A.S Shankarnarayan, Sr. Professional working in a leading IT MNC as a General Manager in BFSI Domain & Sr. Independent Financial Adviser from Mumbai delivered one of the best presentation during "Practice building" theme during 11th January Conference " A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015" Key Learning from his session are as below.1) Introduction to CFPCM2) The Journey in the Financial Sector3) CFP Certification- Trials & Tribulations4) Business Scenario5) Seven Steps To Success – Mission 2015Pls watch in HD for better viewing.https://www.facebook.com/video.php?v=963414900337403http://youtu.be/YWXZntW2ScEMr. Jagdish Chaudhari, An International Speaker from Australia, Having CFP certification (Australia and India), He resides in Australia more than 5 years and shared one of the best presentation on "Global Trends" during "Practice building" theme during 11th January Conference " A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015" Key Learning from his session are as below.1) Evolve-Learn-Unlearn-Move-Grow concept2) Be a Future Ready- Australia experience3) Robo Advisory evolution4) Keep 10 small clients happy instead of making one big client5) Need & Benefits of Mentor & Planner's Planner6) Importance of continuous learning7) Future of Financial PlanningPls watch in HD for better viewing.https://www.facebook.com/video.php?v=952697754742451http://youtu.be/Nidt63olHdgMr. 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 below1) Need of an Equity Investment for Retail Investor2) Power of Equity Investment in long run.3) What is Investing?4) Benefits of Equity Investing in long run5) Buy Right...Seat Tight Investing philosophyhttp://youtu.be/O_Q6zfnh7GcPls watch in HD mode for better viewing.https://www.facebook.com/video.php?v=951532748192285http://youtu.be/WMJjxEXmoUQPrashant Nambiar's VideoPart 1 Videohttps://www.facebook.com/video.php?v=950463281632565Part 2 Videohttps://www.facebook.com/video.php?v=950529598292600Mr. Keyur Shah's Videohttps://www.facebook.com/video.php?v=948876618457898http://youtu.be/QHp-6IbUwEQMs. Rupali Rane's Speech on 11th January Conferencehttp://youtu.be/FVglD4TcBAEhttps://www.facebook.com/video.php?v=945113102167583Ms. Charmi Shah's Video on 11th January Conferencehttps://www.facebook.com/video.php?v=946157568729803http://youtu.be/iGHaFJTtC6YMs. Alka Mittal's Video on Journey from CA to CFP.https://www.facebook.com/video.php?v=947479035264323Ms. Aishwarya Suran's Video on Journey from College Student to Professional (CFP Certificant)https://www.facebook.com/video.php?v=947922001886693We have uploaded all Presentations, Photos and Videos of a full day conference on our website...pls visit our website for more detail.http://thecfpaspirantclubindia.com/presentation/

TRANSCRIPT

Page 1: A Journey from CFP Aspirant to CFP Practitioner

Mr. A.S Shankarnarayan, Sr. Professional working in a leading IT MNC as a General Manager in BFSI Domain & Sr. Independent Financial Adviser from Mumbai delivered one of the best presentation during "Practice building" theme during 11th January Conference " A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015"

Key Learning from his session are as below.

1) Introduction to CFPCM

2) The Journey in the Financial Sector

3) CFP Certification- Trials & Tribulations

4) Business Scenario

5) Seven Steps To Success – Mission 2015

Pls watch in HD for better viewing.

https://www.facebook.com/video.php?v=963414900337403

http://youtu.be/YWXZntW2ScE

Mr. Jagdish Chaudhari, An International Speaker from Australia, Having CFP certification (Australia and India), He resides in Australia more than 5 years and shared one of the best presentation on "Global Trends" during "Practice building" theme during 11th January Conference " A Journey from CFP Aspirant to CFP Practitioner: Challenges & Opportunities in 2015"

Page 2: A Journey from CFP Aspirant to CFP Practitioner

Key Learning from his session are as below.

1) Evolve-Learn-Unlearn-Move-Grow concept

2) Be a Future Ready- Australia experience

3) Robo Advisory evolution

4) Keep 10 small clients happy instead of making one big client

5) Need & Benefits of Mentor & Planner's Planner

6) Importance of continuous learning

7) Future of Financial Planning

Pls watch in HD for better viewing.

https://www.facebook.com/video.php?v=952697754742451

http://youtu.be/Nidt63olHdg

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"

Page 3: A Journey from CFP Aspirant to CFP Practitioner

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

http://youtu.be/O_Q6zfnh7Gc

Pls watch in HD mode for better viewing.

https://www.facebook.com/video.php?v=951532748192285

http://youtu.be/WMJjxEXmoUQ

Prashant Nambiar's Video

Part 1 Video

Page 4: A Journey from CFP Aspirant to CFP Practitioner

https://www.facebook.com/video.php?v=950463281632565

Part 2 Video

https://www.facebook.com/video.php?v=950529598292600

Mr. Keyur Shah's Video

https://www.facebook.com/video.php?v=948876618457898

http://youtu.be/QHp-6IbUwEQ

Ms. Rupali Rane's Speech on 11th January Conference

http://youtu.be/FVglD4TcBAE

https://www.facebook.com/video.php?v=945113102167583

Ms. Charmi Shah's Video on 11th January Conference

https://www.facebook.com/video.php?v=946157568729803

http://youtu.be/iGHaFJTtC6Y

Ms. Alka Mittal's Video on Journey from CA to CFP.

https://www.facebook.com/video.php?v=947479035264323

Page 5: A Journey from CFP Aspirant to CFP Practitioner

Ms. Aishwarya Suran's Video on Journey from College Student to

Professional (CFP Certificant)

https://www.facebook.com/video.php?v=947922001886693

We have uploaded all Presentations, Photos and Videos of a full day

conference on our website...pls visit our website for more detail.

http://thecfpaspirantclubindia.com/presentation/