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Event Name:Financial Planning Convention 2005
Theme:Financial Planning As Change Agent in the Personal Financial Landscape
Content:
S.No.TopicSpeaker
1Reach out to the financial consumer - approach and successesAmitabh chaturvedi, CFP, CEO, Reliance Capital Asset management Ltd.
2Key ingredients that make a world class Financial PlannerAndrew Bradely, CFP, Chairperson, FPI, South Africa
3New financial advisor- Global opportunities & challenges.Ashvin Arora, CFP, Managing Director, Optimix AMC
4Wealth management industry in India - practices & challengesC.Jayaram, CFP, Executive Director, Kotak Mahindra Bank Ltd
5Practice standards for Financial PlanningElaine Bedel, CFP, President, Bedel Financial consulting, Inc, Indiana, USA
6Building Financial Planning practice in IndiaG.V. Nageshwar, CEO, Commercial Banking SBU, IDBI Bank
7How to successfully change to a fee based practiceIan Herawd, CFP, Chairperson, FPSB Council, Australia
8Financial Planning practice developments & challengesJohn Hewision, CFP, Managing Director, Hewison & Associates, Melbourne, Australia.
9Graduating distribution houses into Financial Planning organizationK. Venkatesh, CFP, National head - Distribution, Geojit Finacial services
10Financial Planning for MassesRajiv Deep Bajaj, CFP, Managing Director, Bajaj Capital Ltd
11Upgrading insurance agents to Financial Planning professionalsS. Krishnamurthy, CFP, Managing Director, SBI life insurance Co. Ltd.
12Future of Financial Planning In IndiaSanjay Sachdev, CFP, Country Manager-India, CEO, Principal Financial Group
13Financial Planning in New ZealandSimon Hassan, CFP, Director, Hassan & Associates, New Zealand
14Investor Education & Promotion in the Indian MarketVijay Venkatram, Head -Sales & Marketing, Fidelity Fund Management Pvt. Ltd.

Financial Consumers
Financial Professionals
Financial Institutions
Challenge Status Prog.jpg
 
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