A Journey from CFP Aspirant to CFP Practitioner

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Mr. A.S Shankarnarayan, Sr. Professional working in a leading IT MNC as a General Manager in BFSI Domain & Sr. Indep...

  • Category: Tutoring - Private Lessons
  • Published: 21/02/2015
  • Current Rating: /5 0 Vote

    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 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/FVglD4TcBAEhttps://www.facebook.com/video.php?v=945113102167583


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


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


    Phone Number : 9930751709

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