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Issue Name:October - November
Cover:Managing Clients' Expectations
S.No.Section NameTopicAuthor
1EDITOR SPEAKRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAK“CERTIFIED FINANCIAL PLANNERCM certification could be a great tool in helping financial advisors scale up their skill sets and take their advisory practice to higher levels of success.”Message By : Joydeep Roy, CFPCMChief Executive & Whole-time Director L&T; General Insurance Company Ltd.
3READERS' FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
  • PSU ETFs ready for take-off
  • SEBI sets one-year target for probes
  • Mutual Fund industry to weed out non-serious players
  • AMCs Revise Exit Loads on Equity Schemes
  • Higher Tax Breaks on Health and Critical Illness Planned
  • Risk Label on Mutual Funds
  • Premiums to get Cheaper
  • Super Regulator
  • Health Insurance Renewal Premium under Check
  • RBI Checks on Insurance Broking
Narayan Krishnamurthy
6FOCAL POINTManaging Clients’ ExpectationsNarayan Krishnamurthy
7FIXED INCOMESecondary Market Liquidity in Debt Market: Problems and Suggestions"Joydeep Sen, CFPCM Senior Vice President - Advisory Desk-Fixed Income BNP Paribas Wealth Management"
8PRACTICE MANAGEMENTChanging Paradigm – Financial Planning for Women Clients"Vinay Kumar Dutta Professor-Finance Fore School of Management"
9PLANNER’S DIARYFPA Annual Conference and the Reference MythSuresh Sadagopan, CFPCM Founder, Ladder7 Financial Advisories
10FP CLASSROOMEducation Loans – Helping Seek a Bright Future through Higher Education"O.N. Srivastava, CFPCM AGM & Faculty-Staff College State Bank of India (SBI)"
11TAX QUERY CORNERQuestions and Answers on TaxationTax Experts from S. C. Vasudeva & Co.
12MY STORYIndependent Financial PlannerVarun Rajeshwar Jani, CFPCM Chief Financial Planner nextstep Financial Planners
13MY STORYInstitutional Financial PlannerManoj Dhawan, CFPCM Assistant Vice President (Marketing & Sales) Angel Broking Ltd.
14INVESTOR PSYCHOLOGYBehavioral Finance and Investment Performance"Govind Kumar, CFPCM Training Manager Fullerton Securities & Wealth Advisors Ltd."
15PLANNER’S LIBRARYBook Reviewed By"Arvind Rao, CFPCM,Chief Planner, Dreamz Infinite Financial Planners"
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