Bangalore CFP Learning Conference Welcome Speech 15th May 2016

8/17/2019 Bangalore CFP Learning Conference Welcome Speech 15th May 2016

1/19

Welcome to 2016 CFP Learning Confe

“Logical & Magical 5

to achieve 100+ Cr AUM”

In Association with Motilal Oswal AMCBangalore | Hyderabad | Delhi | Kolkata | Mum

by Mr. Keyur Shah, CFP, India’s Best Expert Coach (Fast


2/19

Phone Swith off or Silent

Physically & Mentally in a Conference

Pls come in time post breaks

Be a Student to Listen & Learn

Note Down Imp Points of speakers

Participate & ask Constructie !uestions

Memento or "ift for to all participants proided sub#ecfollow aboe rules and attend full day conference$

Best Learnin% 'hen one leae Comfort (one

Groun !ules


3/19


4/19

O"#ecti$e of Conference

Learn the best practice from CFP Pr& Networking with CFP Practitionerirants / Like Minded professionals

We have short listed 11+ Ground leveCFP Practitioner / Speakers who arePracticin" #F$ / Financial Planner / Wna"er workin" in corporate havin" th

rience and e&pertise in $dvisor'(


5/19

Learn from 11% &'ea(ers

0. A Journey from CFP Aspirant to CFP Practitionerof CFP certification in their Professional & Personal L

1. Show you path how to enhance your Client AcquisA!"isory an! Client #etention S$ills

%. Loical & 'aical ( Steps to achie"e 100) Cr. A*

+. Settin up Fee ,ase! A!"isory.


6/19

&'ea(ers )10*00 am to 12*00 noon Welcome Speech b Mr! "e#r Shah$ CFP$ %

()pert Coach *Fast +rack CFP,$ +he CFP Aspira

". -r L! .aindran$ CFP $ Ph! -$ Fo#nder Managin0$ Wealthma) (nterprises Management P Lt

1! Mr! .ai $ CFP$ Sr! %FA & Fo#nder$ 2aining 2ro#

3! Mr! 4ikas Agrawal$ Associate 4ice President$ 5oes & -istrib#tion$ Motilal 0swal AMC

8! Mr! P$ Sriniasan) C*PCM *ounder) +ce *inanc

Networkin% ,ea - Coffee Break ./00 to .


7/19

&'ea(ers List )12*,0 'm to 2*005. Mr. Rajesh Rajgopal, CFP, Sr. Wealth Manassional, ICICI Securities Ltd. ssistant !ice P

#ate Wealth Management, Chennai.

9! An#bha Agrawal$ CFP$ Sr! %+ Professional$ Prer$ AN% +echnologies$ 0LA Cab$ 'angalore

)( %s( %onica %alkani* CFP* isitin" acult' to %an"es* ,an"alore

:! Mr! Man# Sriniasan$ CFP$ Sr! Famil 0ffice & Wement Professional$ 6derabad

Networking Lunch (2:00 m to !:00


8/19

&'ea(ers List ) ,*00 'm to -*,0'

;! Mr! 2irish "handelwal$ Chennai$ CFP & Sr! %FA$ 6amara Finan

Networking +ea / Coffee 'reak ? 8?== pm to 8?3= p


9/19

&'ea(ers ).*00 'm to 6*00

Widescreen*


10/19

/enefits of CFP with eur &hah'#ilding 6igh #alit "nowledge & Skill sets in Personal Finance * 'ng e)ams,

Learn & Master 2oal based Famil Financial PlanningBLearn to prensie Financial Plan of o#r clients

-o#ble o#r Client Ac#isition$ Client Adisor & Client .etention o#r ADM

P#sh to P#llB!Prod#ct -istrib#tor to Financial Coach

W%N E W%N B6appinessBLong term .elationship


11/19

CFP Curriculum2eart of C*P Certification

Preparing Client Famil Case St#d

#sted Corp#s for e

3, (d#cating abo#t 2oal based Asset Allocatnd deciding aerage .et#rn for each 2oals!

8, Calc#lating %nestments .e#ired

G, S#ggesting S#itable Prod#cts to achiee fo

9, %mplementation

H, .eg#lar .eiew


12/19

Other IMP Com'onents

1)Debt Planning

2) Life Style Expense Reduction Plan

3)Contingency Planning

4)Estate Planning

5)ax Planning

!)P"ilant"#opy $ Donation Planning

%) Real Estate Planning

/ fit f C h i Fi


13/19

e /enefits of Com'rehensi$e Fina

n Construction.ed#ction of Life Stle ()pensesBClient / Famil think e spendingBMin! G=$=== pa saings or


14/19

e /enefits of C FP ConstructioAlpha & 2amma .et#rn to client on their %nestments ? M3I ()tra .et#rns

(state Planning ? Smooth transfer of assets to ne)t gener

+a) Planning ? 2ood Post +a) .et#rn on %nestments$ 'enailable sections etc!

Philanthrop / -onation Planning

Peace of Mind) 2appiness and more time for fa


15/19

Lac( of e"t Planning2i%her Impulse - Life Style 34penses5Bi%%est

of family Life style

3MI - Interest payments are more 607 of takome

8wners of most types of Loans 9 2ousin%) Ca

Personal) Consumer) Card) Informal etc$:

+lways in Sorrow Status5Not 2ain% this5,

*inancial Distress5Debt ;idden5Suicide5


16/19

3ow to o e"t Planning

0b>ectie? +o make a Famil -ebt Free with is * ()cept 6ome Loan,

"! %nterest .ate .ed#ction

#! -ebt .ed#ction

A, Paing off 6igh %nterest loans from %n

', '# Dmbrella Loan *Lower %nterest, tooans * Card$ %nformal$ Personal$ Cons#me

3, New Loan Planning * Need basedBAoid (g! Car / 6ome etcBNeed based B


17/19

e"t Planning with hel' of CFP PractiInterest ;ate ;eduction C*P professional can Ne%otiaters and can help to reduce interest rates 9Bank increase

f ;3P8 reision but not decrease it for e4istin% borrowe#aying o$ High %ntere&t Debt: '# #ro$e&&ionhigh intere&t Loan& and lower yielding rodue&t to ayout by &urrendering in&trument& tore&t co&t+ (Note: 'oncet o$ Net worth"

New Loan Plannin% C*P Professional helps to plan banot wants and also identify - ne%otiate lower interest lee interest cost$

f f


18/19

/enefits of e"t Planning3motional to Lo%ical5;eduction in Life Style e4penses

Alwas 6appiness feelingB% can afford itBb#t not b#ing boc

ments for 2oals!

Freedom from JComparison with othersK

Sstematicall red#ce -ebtB!become -ebt free with in 3 to G e

*e)cept home loan,

'#ing New Loans as per N((- B!(g! G rs before$ when % see '

% felt #nhappB!+oda$ % See MercB% am happ

Can plan for important 2oals of familB!6app to f#nd 2ood ( Month to achiee need based & want based 2oals

,elcome to New Beginning


19/19

Questions ???

,elcome to New Beginning)

Bangalore CFP Learning Conference Welcome Speech 15th May 2016

Documents