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Issue Name:October - November
Cover:Health Insurance Reforms - Creating strong foundation for financial wellbeing
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKFortify the financial plans with comprehensive health insuranceRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKThe Need for Customer Centric Approach in Financial AdvisoryHrishikesh Parandekar
CEO and Group Head -Broking, Wealth Management and Asset Management
Karvy
3READERS' FORUMLetters to the Editor 
4FP REPORTER
  • CFPCMcertification recognised under the SEBI (Investment Advisers) Regulations,
  • Partial withdrawal in NPS to be allowed
  • New insurance product guidelines issued for rural markets
  • Standard proposal form deferred in life insurance
  • Warning on fraud introduced in insurance advertisements
  • Interim Union Budget
  • Insurance distributors to sell products of multiple insurers
  • Promoter group holding disclosed by AMC
  •  
    5GLOBAL REPORTER
  • The amendments in the Future of Financial Advice (FOFA) legislation in Australia reveal empty product rhetoric
  • U.S. Treasury Department and the Internal Revenue Service (IRS) issues the final FATCA Regulations
  • Investor group in U.K. lobbies for platform
  • £30m interim levy on investment advisers postponed
  • The benefits of hiring CFP professionals revealed
  •  
    6FOCAL POINTHealth Insurance Reforms
    Creating strong foundation for financial wellbeing
    Narayan Krishnamurthy
    7INSURANCE PLANNINGInsurance Planning – Help
    your clients achieve
    complete peace of mind
    Vinay Kumar Dutta
    Professor-Finance
    Fore School of Management
    8GLOBAL INSIGHTTrustworthy Financial
    Advice is like a Financial
    GPS
    Amy Jo Lauber, CFP®
    President
    Lauber Financial Planning at West
    Seneca, NY, U.S.
    9PLANNER’S DIARYRisk Assessment is
    integral to financial
    planning
    Suresh Sadagopan, CFPCM
    Founder
    Ladder7 Financial Advisories
    10TAX QUERY CORNERTax experts fromS. C. Vasudeva & Co
    11INDUSTRY STATSIndustry Statistics 
    12FIXED INCOMEA comprehensive
    approach towards
    investments in Fixed
    Maturity Plans
    Joydeep Sen, CFPCM
    13INVESTMENT PLANNINGMetrics for Evaluating
    Mutual Funds Performance
    Pardhasaradhi Madasu, CFPCM
    Associate Professor – Finance Area
    Siva Sivani Institute of
    Management
    14EDUCATION PARTNERS’ DIRECTORY  
    15CFPCM CERTIFICANTS ’ DIRECTORY  
    16CONTINUOUS EDUCATION QUIZ  
    17BEYOND THE PLANLearn Warren Buffett way
    of Investing
    Gautam Chikermane, CFPCM
    Writer and former Vice-Chairman
    FPSB India
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