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Financial Planning Convention
Financial Planning As Change Agent in the Personal Financial Landscape
Reach out to the financial consumer - approach and successes
Amitabh chaturvedi, CFP
, CEO, Reliance Capital Asset management Ltd.
Key ingredients that make a world class Financial Planner
Andrew Bradely, CFP, Chairperson, FPI, South Africa
New financial advisor- Global opportunities & challenges.
Ashvin Arora, CFP
, Managing Director, Optimix AMC
Wealth management industry in India - practices & challenges
, Executive Director, Kotak Mahindra Bank Ltd
Practice standards for Financial Planning
Elaine Bedel, CFP, President, Bedel Financial consulting, Inc, Indiana, USA
Building Financial Planning practice in India
G.V. Nageshwar, CEO, Commercial Banking SBU, IDBI Bank
How to successfully change to a fee based practice
Ian Herawd, CFP, Chairperson, FPSB Council, Australia
Financial Planning practice developments & challenges
John Hewision, CFP, Managing Director, Hewison & Associates, Melbourne, Australia.
Graduating distribution houses into Financial Planning organization
K. Venkatesh, CFP
, National head - Distribution, Geojit Finacial services
Financial Planning for Masses
Rajiv Deep Bajaj, CFP
, Managing Director, Bajaj Capital Ltd
Upgrading insurance agents to Financial Planning professionals
S. Krishnamurthy, CFP
, Managing Director, SBI life insurance Co. Ltd.
Future of Financial Planning In India
Sanjay Sachdev, CFP
, Country Manager-India, CEO, Principal Financial Group
Financial Planning in New Zealand
Simon Hassan, CFP, Director, Hassan & Associates, New Zealand
Investor Education & Promotion in the Indian Market
Vijay Venkatram, Head -Sales & Marketing, Fidelity Fund Management Pvt. Ltd.