Home  
 
 
 
Financial Professionals
Learn more about Financial Planning
Guide to CFPCM Certification
Articles for Financial Professionals
Registration for CFPCM Certification Program
Subscribe to Journal of FP
Buy Knowledge House CD
Register for Seminars/ Events
 
 

S.No.TitleAuthorPublicationOpen Article
1The Financial Planners’ dilemmaSean Kelleher, Chairman, Chairman, Financial Partners InternationalFinancial Planning JournalOpen
2Professional Financial Planning Advisory Services: The Advisors’ AdvisorIndy Singh, CFP® & Alan Hinde, CFP®, Fiducian Financial ServicesFinancial Planning JournalOpen
3Family Office 101: Managing Family Wealth and LegacyAkhilesh Tilotia, CFP, Director, PARK Financial Advisors Pvt. LtdFinanacial Planning JournalOpen
4Adaptable fee model - to cater to the middle income clientsSheryl Garret, CFP, Founder, Garrett Planning Network (USA)Financial Planning JournalOpen
5Gaining trust and confidence of clientsRajiv Gupta, CFP, Country Head - Retail Agency & Inst. Alliances, SBI Life Insurance Co. Ltd.Financial Planning JournalOpen
6Derivative strategies using “options”Dr. K. K. Goel, CFP, Orthopaedic Surgeon & Financial PlannerFinancial Planning JournalOpen
7Financial Planning for businessmen & SMEsRohit Sarin, CFP, Founder Partner, Client AssociatesFinancial Planning JournalOpen
8Behavioral aspects of counseling / questioning the clientSandeep Grover, CFP, Founder, Garrett Planning Network (USA)Financial Planning JournalOpen
9Dear salesmen, please don’t sell ice to an eskimo!Charul Shah, CFP / Deven ShahFinancial Planning JournalOpen
10Career opportunities for young Financial PlannersArnav Pandya & Narayan KrishnamurthyFinancial Planning JournalOpen

Financial Consumers
Financial Professionals
Financial Institutions
Financial Planning
 
© Copyright 2008 Financial Planning Standards Board India . All rights reserved. SiteMap | Terms of Use  | Privacy Policy  | Disclaimer