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Issue Name:July - August
Cover:Estate Planning - The Legacy for Loved Ones
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFP
2CHARTER MEMBER SPEAK“CFPCM certification program is unique in its ability to instil the candidate with expertise not only across asset classes, products & solutions but also in ‘softer’ aspects of integrity, dependability and ethics...”Message By : Vishal Kapoor
GM - Wealth Management,
India & South Asia
Standard Chartered Private Bank
3READER’S FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
5FP REPORTER● A Policy Overhaul
● Click and Check EPFO balance
● Instant Policy
● Debt funds will have little impact with relaxed QFI norms
● More NPS fund managers on the anvil
● New Advertising guidelines for Insurance
● RGES to find way into large-cap stocks
● Online comparison for Insurance
● Financial Education in Schools
● SEBI sets offer-for-sale guidelines for promoters
Narayan Krishnamurthy
6FOCAL POINTEstate Planning - The Legacy for Loved OnesNarayan Krishnamurthy
Prashant Kapoor, CFP
7FP CLASSROOMSecuritization Guidelines for Banks in India : Seasoning before SecuritizationJoydeep Sen, CFP
Senior Vice President - Advisory Desk-Fixed Income
BNP Paribas Wealth Management
8PRACTICE MANAGEMENTBuilding a Successful Financial Planning Practice - Lessons from a Financial PlannerSuresh Sadagopan, CFP
Founder, Ladder7 Financial Advisories
9CREDIT SCORECredit Score – The Growing ImportancePardhasaradhi Madasu, CFP
Associate Professor – Finance Area
Siva Sivani Institute of Management
10MY STORYIndependent Financial PlannerRajesh Chheda, CFP, C.A.
Proprietor
Finance Factory
11MY STORYInstitutional Financial PlannerO.N. Srivastava, CFP, CFA
AGM & Faculty-Staff College
State Bank of India (SBI)
12CRYSTAL GAZINGFinancial Inclusion - A Pathway for Sustainable Economic GrowthNavneet Saxena
Assistant Professor,
Amity International Business School
13TAX QUERY CORNERQuestions and Answers on TaxationTax Experts from S. C. Vasudeva & Co.
14EDUCATION PARTNERS’ DIRECTORY  
15CFP CERTIFICANTS’ DIRECTORY  
16CONTINUOUS EDUCATION QUIZ  
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