a journey from cfp aspirant to cfp practitioner
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
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"
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"
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
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
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/