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Issue Name:DECEMBER - JANUARY
Cover:Couples and Money Management - Engaging both partners for comprehensive advisories
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAK Rajesh Saluja
CEO and Managing Director
Ask Wealth Advisors Pvt. Ltd.
3READERS' FORUMLetters to the Editor 
4FP REPORTER
  • Banks allowed to function as Insurance Brokers
  • Credit Institutions mandated to take membership of Credit Information Companies (CICs)
  • Promoters’ identity to be disclosed on E-wallets, Smart Cards, and White Label ATMs (WLAs)
  • Prohibition of Insider Trading Regulations notified by SEBI
  • Stock Exchanges asked to Put in Place a Strong Circuit Breaker Mechanism
  • Expert Committee constituted by IRDA to examine the Health Insurance Framework
  • IRDA Changes its Name
  • Draft Regulations for Issuance and listing of Debt Securities by Municipalities Released
  • Inoperative Accounts to be reduced by EPFO
  • Proposal for Speeding up the Listing process through e-IPO released
 
5GLOBAL REPORTER
  • Global Financial Assets Increase to a New High
  • Public Register of Financia Advisers to be functional in Australia by the end of March
  • Former financial adviser jailed for $5.9 million fraud in Australia
  • Norms for Securities based Crowdfunding proposed in Singapore
  • Prospectuses to be made simpler in Singapore
  • Insurance Complaints process to be scrutinised in U.K.
  • Seven additional financial benchmarks to be regulated by FCA
  • Broker-dealers in U.S. asked to strengthen their Cybersecurity Practices
  • Stamp Duty on ETFs waived in Hong Kong
  • Additional Protection introduced for Consumers of Pension Products in U.K.
  • Final definitions regarding Retail Investment Advice issued in U.K.
 
6FOCAL POINTCouples and Money Management - Engaging both partners for comprehensive advisoriesVinay Dutta
7EVENT Money Today - FPCIL Awards 
8PRACTICE MANAGEMENTEvaluating Scenarios before Selecting Goals – A New Approach to Financial PlanningMichael Kitces, CFP®
Partner and Director of Research for Pinnacle
Advisory Group
9CRYSTAL GAZINGUnderstanding Macroeconomic VariablesPardhasaradhi Madasu, CFPCM
Associate Professor – Finance Area ,
Siva Sivani Institute of Management.
10LIFE PLANNINGLife Planning – Universal approach to Financial PlanningLouis Vollebregt, RLP®
International trainer, Kinder Institute of Life Planning
11DEBT INVESTINGCredit Risk vs. Duration Risk: GuidanceJoydeep Sen, CFPCM
Author of the Books titled “Fixed Income Markets in India - Investment Opportunities for You”
12PLANNER’S DIARYMaking Health Insurance the Consumers’ ChoiceShveta Sinha, CFPCMFinancial Planner at Financial Planning & Knowledge Centre.
13TAX QUERY CORNER  
14EDUCATION PARTNERS’ DIRECTORY  
15CONTINUOUS EDUCATION QUIZ  
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