A Journey from CFP Aspirant to CFP Practitioner

21/02/2015 Tutoring - Private Lessons

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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/

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