A Journey from CFP Aspirant to CFP Practitioner

Published date: June 28, 2016 | 8:17 am | Posted by: keyurcfp
  • Location: Kandivali West, Mumbai, Mumbai, Maharashtra, India

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/


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