FPSB India

 
 
 
About Financial Planning Journal
Latest Issue
Contribute Articles
Advertise
Continuous Education
FP Connection
 
Issue Name:October - November
Cover:Managing Clients' Expectations
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAK“CERTIFIED FINANCIAL PLANNERCM certification could be a great tool in helping financial advisors scale up their skill sets and take their advisory practice to higher levels of success.”Message By : Joydeep Roy, CFPCMChief Executive & Whole-time Director L&T; General Insurance Company Ltd.
3READERS' FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
5FP REPORTER
  • PSU ETFs ready for take-off
  • SEBI sets one-year target for probes
  • Mutual Fund industry to weed out non-serious players
  • AMCs Revise Exit Loads on Equity Schemes
  • Higher Tax Breaks on Health and Critical Illness Planned
  • Risk Label on Mutual Funds
  • Premiums to get Cheaper
  • Super Regulator
  • Health Insurance Renewal Premium under Check
  • RBI Checks on Insurance Broking
Narayan Krishnamurthy
6FOCAL POINTManaging Clients’ ExpectationsNarayan Krishnamurthy
7FIXED INCOMESecondary Market Liquidity in Debt Market: Problems and Suggestions"Joydeep Sen, CFPCM Senior Vice President - Advisory Desk-Fixed Income BNP Paribas Wealth Management"
8PRACTICE MANAGEMENTChanging Paradigm – Financial Planning for Women Clients"Vinay Kumar Dutta Professor-Finance Fore School of Management"
9PLANNER’S DIARYFPA Annual Conference and the Reference MythSuresh Sadagopan, CFPCM Founder, Ladder7 Financial Advisories
10FP CLASSROOMEducation Loans – Helping Seek a Bright Future through Higher Education"O.N. Srivastava, CFPCM AGM & Faculty-Staff College State Bank of India (SBI)"
11TAX QUERY CORNERQuestions and Answers on TaxationTax Experts from S. C. Vasudeva & Co.
12MY STORYIndependent Financial PlannerVarun Rajeshwar Jani, CFPCM Chief Financial Planner nextstep Financial Planners
13MY STORYInstitutional Financial PlannerManoj Dhawan, CFPCM Assistant Vice President (Marketing & Sales) Angel Broking Ltd.
14INVESTOR PSYCHOLOGYBehavioral Finance and Investment Performance"Govind Kumar, CFPCM Training Manager Fullerton Securities & Wealth Advisors Ltd."
15PLANNER’S LIBRARYBook Reviewed By"Arvind Rao, CFPCM,Chief Planner, Dreamz Infinite Financial Planners"
16EDUCATION PARTNERS’ DIRECTORY  
17CFPCM CERTIFICANTS’ DIRECTORY  
18CONTINUOUS EDUCATION QUIZ  
Buy Knowledge House CD to read Past Issues of the Journal
Financial Consumers
Financial Professionals
Financial Institutions
Financial Planning
 
© Copyright. . FPSB India. All Rights Reserved. SiteMap | Terms