Learn from 21 high quality speakers who are change agents in the

personal financial planning industry... who struggled and achieved

success... Learn how high quality knowledge & Skill sets helps to
provide quality advice, achieving higher AUM and also charge fees to
clients in the long run.
11th January2015 Conference Agenda:
A Journey from CFP Aspirant to CFP Practitioner: Opportunities &
Challenges in 2015
9:01am to 9:30am: Registration & Breakfast
(Venue: 7th Floor, Motilal Oswal Tower, Prabhadevi, Nr. Dadar, Mumbai)
9:31am to 9:50am: Welcome speech by Keyur Shah, Expert Coach CFP
9:51 am to 11:40am: Presentations by Successful CFP Practitioners
(15 minutes includes Q & A)
1) Ms. Rupali Rane, Young IFA, Mumbai
2) Shankar Narayan, Sr. Professional & IFA, Mumbai
3) Prashant Nambiar, AVP & Branch Head, HDFC Bank, Mumbai
4) Nidhi Manchanda, Young Financial Planner, Mumbai
5) Abhishek Khudania, Vice President, Client Associate, Mumbai
6) Noble Paul, VP & Cluster Head, Axis Bank, Nasik
7) Anil Mutalik, Sr. IFA, Mumbai
11:40 to 12:00 noon: Tea Break
12:01 noon to 12:30pm: Presentation by Mr. Aashish Somaiyaa, MD
& CEO, Motilal Oswal AMC.
12:31pm to 1:45pm: Presentations by Successful CFP Practitioners (15
minutes includes Q & A)
8) Sai Krishna, Financial Planner, Aarthyantra, Hyderabad.
9) Surbhi Verma, Sr. Professional & IFA, Mumbai
10)

Naresh Panjanani, Sr. Professional & IFA, Mumbai

11)

Aishwariya Surana, Youngest CFP Certificant, Gauwhati-Assam

12)

Mohish Damani, Sr. IFA, CFP Practitioner & Financial Planner,

13)

Charmi Shah, Financial Planner, Ffreedom Financial Planner

1:45pm to 2:30pm: Lunch

2:31pm to 2:45pm: Soft skill session by Mr. Sanjay Tawde (Sr.
Corporate Trainer & CFP)
2:45pm to 3:10pm: Mr. Rajendra Kalur, Founder, CEO, TrustPlutus
Wealth Managers P. Ltd., Mumbai
3:11 to 4:00pm: Panel Discussion: Challenges & Opportunities in promoting
Goal based Financial Planning with Mutual Fund- 5 Sr. AMC Sales
Professionals- Moderated by Manish Pandey
4:00 to 4:15: Tea Break
4:16 to 4:35: An Introduction to Digital Marketing for CFP Practitioner
4:36 to 5:45pm: Presentation by Independent CFP Practitioner: Challenges &
Opportunities in 2015
1. Ramesh Hegde, CFP, Financial Planner & IFA, Devangaree, Karnataka
A Successful Journey from 80L to 18 Crore MF AUM in 2 years.
2. Jagdish Chaudhari, An International Speaker, from Australia, CFP in India
& Australia Global Financial Planning Practice
3. Nitin Savant, IFA & CFP Aspirant, Sangli, How to set up successful FEE
based Financial planning Practice
4. Ishpal Singh, Sr. Key Relationship Manager, ICICI Securities, Mumbai
Push GoalsPull Products
5. Vaishali Kale, Founder, V-Link Financial Services, Mumbai, Personal
benefits of doing CFP
5:46pm to 6:00pm: Summary & Way forward by Keyur Shah
Total Seats : 100...Only 10 Seats Left...Book your seat now...

Who should attend:

CFP Certificant, CFP Aspirants, BFSI Professional, Fresher & Independent
Financial Adviser (IFA) who has a dream to launch fee based practice and
wants to upgrade their knowledge & Skills sets to provide the better
advisory to their clients.Freshers who want to build their career in Financial
Planning, Wealth Management & Banking.
Date 11th January'15, Sunday, Time: 9am to 6pm
Location: Motilal Oswal Tower, Prabhadevi Nr. Dadar, Mumbai.
Early bird Offer till 20th Dec.14Fee for our participants:
CFP Certification completed: Free, CFP Aspirants (Attended training):
Rs. 500/- & Others: Rs. 1000/To Register in conference, Pls reply with below detail
KeyurCFP@theCFPaspirantClubIndia.Com or SmS 9167362201
Name:
Contact No.
Member of CFP Aspirant Club (Yes / No)
CFP Aspirant / CFP Certificant ( Yes / No)
Designation: IFA / Fresher / Corporate Employee
Date of Registration:
For more detail pls checkin our website
www.TheCFPaspirantClubIndia.Com
Pls call or write.
KeyurCFP@theCFPaspirantClubIndia.Com
09167362201 / 09930751709