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Issue Name:June-July
Cover:Build your Practice – Tools for helping you forge Ahead
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAK Leo Puri
Managing DirectorUTI AMC Ltd
3READERS' FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
5FP REPORTER• IRDA tightens advertising norms for insurers - No awards, rewards, discounts or rebates •AMCs withhold commissions•Policyholders can opt out of ECS
  • Banks can act as insurance brokers
  • RBI checks on remittance by resident Indians
  • IRDA defers standard proposal form
  • Minimum capitalization requirement for AMCs may increase

  • Now, consumers can keep policies in digital form
  • Changes to the NPS structure
  • Amendments to SEBI (Alternative Investment Funds) Regulations,
  • The Pension Bill Passed
  • ARN fee waiver
  • PFRDA eases exit route
  • Amendments to the SEBI Act
  •  
    6GLOBAL REPORTER
  • Australian planners awarded
  • FCA defers advisers’ capital adequacy rules
  • CFP board’s Action on 8 US advisors
  • Ensuring better financial future for Australians
  • SEC to stop Advisor Registration
  • Grooming Gen Y Advisers
  • Life insurers undermining Retail Distribution Review
  • Call for lighter adviser regulation in the U.K.
  • FCA fines ICAP Europe
  • Australians seek financial advice
  •  
    7FOCAL POINTBuild your Practice – Tools for helping you forge AheadNarayan Krishnamurthy
    8PRACTICE MANAGEMENTA New Compensation Model for Financial Planning PracticeSuresh Sadagopan, CFPCMFounder
    9PLANNER’S DIARYOvercoming the Practice ChallengesSridevi Ganesh, CFPCMPartner Chamomile Investment Consultants
    10CRYSTAL GAZINGREITs – Transforming Real Estate InvestingVibha Jhol, CFPCMAssociate Professor-MBA FinanceUnitedworld School of Business, Kolkata
    11TAX PLANNINGTax Provisions and InterpretationArvind Rao, CFPCMChief PlannerDreamz Infinite Financial Planners
    12TAX QUERY CORNERTax experts fromS. C. Vasudeva & Co
    13INVESTMENT PLANNINGGold: The Fading Midas TouchJoydeep Sen, CFPCM
    14FP CLASSROOMSample Financial PlanBy Team Knowledge Management, FPSB India
    15EDUCATION PARTNERS’ DIRECTORY  
    16CONTINUOUS EDUCATION QUIZ  
    Buy Knowledge House CD to read Past Issues of the Journal
    Financial Consumers
    Financial Professionals
    Financial Institutions
    Financial Planning
     
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