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Issue Name:January - March
Cover:Changing Outlook of The Indian Financial Services Industry
Content:
S.No.Section NameTopicAuthor
1Planning ProcessDelivering Ongoing Client Value through the Annual Renewal MeetingElizabeth Jetton, CFP, Coach, RTD Financial Advisors
2Focal PointChanging Outlook of the Indian Financial Services IndustryKnowledge Management Division, FPSB India
3Change ManagementSail through the Turbulent Times… StrategicallyRajiv Deep Bajaj, CFP, Managing Director, Bajaj Capital Ltd.
4Change ManagementSail through the Turbulent Times… StrategicallyRajiv Deep Bajaj, CFP, Managing Director, Bajaj Capital Ltd.
5Investment PlanningInvesting in a Time of RecessionJohn Moore, Managing Director, KZen Equities Services Pvt. Ltd.
6Practice IdeasIdeal Revenue Stream for FP: Creating a Win-Win SituationChenthil R. Iyer, CFP, Co-ordinator & Facilitator, Indian School of Business & Finance
7Concept CheckNon Residents: Residential Status and TaxationSachin Vasudeva, CA, Partner, S C Vasudeva & Co.
8Global OutlookKey Ingredients That Make a World Class Financial PlannerPrem Govender, CFP, Director - Financial Planning Standards Board, Denver, USA
9FP ClassroomDemystifying Unit Linked Insurance PlansSunil Sivaramakrishnan, CFP, Business Development Manager, ASK Wealth Advisors Pvt. Ltd.
10Soft SkillsQuestioning Skills for a Financial PlannerPradeep Goyal, CFP, Practicing Financial Planner
11Practice ManagementBuilding a Financial Planning PracticeSuresh Sadagopan, CFP, Proprietor, Ladder 7 Financial Advisories
12Insurance BrokingThe Next Step In Your CareerYvo Metzelaar, Director, FPI-Padmakshi Insurance Brokers Pvt. Ltd.
13Information TechnologyFinancial Planning for All SeasonsRamesh Patibanda, CFA, CFP, Director & Nitin Bansal, CFA, Product Lead, Advice America
14Thought LeadersTransparency - Need of the HourSanjay Sinha, CEO, DBS Cholamandalam AMC Ltd. & Sudip Bandyopadhyay, Director & CEO, Reliance Money Ltd.
15Planner’s LibraryThe Encyclopedia of Financial PlanningBook reviewed by Sadique Neelagund, CFP
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