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Issue Name:May-June
Cover:Dismantling the One Stop Shop – Bringing Order in the Investment Advisory Space within Banks
Content:
S.No.Section NameTopicAuthor
1GLOBAL REPORTER• ASIC has concerns on planning • FPA criticises Tax Practitioners Board • Planners’ Independence causes confusion • SEC Adopts Madoff-Inspired Rules • Singapore improves on financial literacy score • FCA clarifies on Rebates • Graduate Finance Career 
2PRACTICE MANAGEMENTUnderstanding Women ClientsRachna Chauhan, CFPCM
Manager-Retail, HDFC Bank Ltd.
3PLANNER’S DIARYClient Engagement – The Key to Successful Financial Planning PracticeSuresh Sadagopan, CFPCM
Founder, Ladder7 Financial Advisories
4FP CLASSROOMFP Classroom Technical Analysis as a Tool for Investment DecisionsO.N. Srivastava, CFPCM
AGM and Faculty State Bank Staff College, Hyderabad
5SPECIAL FEATUREChanging Banking for Good 
6INVESTMENT PLANNINGStrategy Indices – The Growing ImportancePardhasaradhi Madasu, CFPCM Associate Professor – Finance Area, Siva Sivani Institute of Management
7EDUCATION PARTNERS’ DIRECTORY  
8CONTINUOUS EDUCATION QUIZ  
9EDITOR SPEAK Ranjeet S Mudholkar, CFPCM
10CHARTER MEMBER SPEAK Ajay Bagga, CFPCM
Managing Director and Head Wealth Management, India
Deutsche Bank AG
11READERS' FORUMLetters to the Editor 
12INDUSTRY STATSIndustry Statistics 
13FP REPORTER• Group Health Insurance Re-filing Postponed • Buybacks Made Tougher • Offline Training Institutes get Accredited • Service tax to make LIC policies costly • Government likely to relax norms for PSU employees to join NPS • Banks to re-look at Incentive Structure for RMs • Ordinance Empowers SEBI • AMFI-CRISIL Launch five Mutual Fund Performance Indices • Colour Codes come into Effect • IFAs register with SEBI as Investment Advisers • Commodity volumes crash as CTT comes in • Health Insurance Norms relaxed • Standardising Web Aggregation 
14FOCAL POINTDismantling the One-Stop Shop – Bringing Order in the Investment Advisory Space within BanksNarayan Krishnamurthy
15CRYSTAL GAZINGInflation - How it is measured in India and its RelevanceJoydeep Sen, CFPCM
16TAX QUERY CORNERTax experts fromS. C. Vasudeva & Co
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