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Issue Name:June-July
Cover:Build your Practice – Tools for helping you forge Ahead
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFPCM
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
  • 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
    Buy Knowledge House CD to read Past Issues of the Journal
    Financial Consumers
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