11th January15 Conference Agenda

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 &
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Ms. Rupali Rane, Young IFA, Mumbai
Shankar Narayan, Sr. Professional & IFA, Mumbai
Prashant Nambiar, AVP & Branch Head, HDFC Bank, Mumbai
Nidhi Manchanda, Young Financial Planner, Mumbai
Abhishek Khudania, Vice President, Client Associate, Mumbai
Noble Paul, VP & Cluster Head, Axis Bank, Nasik
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 &

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Sai Krishna, Financial Planner, Aarthyantra, Hyderabad.
Surbhi Verma, Sr. Professional & IFA, Mumbai
Naresh Panjanani, Sr. Professional & IFA, Mumbai
Aishwariya Surana, Youngest CFP Certificant, Gauwhati-Assam
Mohish Damani, Sr. IFA, CFP Practitioner & Financial Planner,
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 : 100Only 10 Seats LeftBook 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 best advice 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 25th Dec.14Fee for our participants:

CFP Certification completed: Free, CFP Aspirants (Attended training): Rs. 500/- & others: Rs.
1000/Regular Offer 26th to 31st Dec. Fee for our participants:
CFP Certification completed: Rs. 500/-, CFP Aspirants (Attended training): Rs. 1,000/- &
Others: Rs. 2,000/To Register in the conference, please 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