Welcome to 2016 CFP Learning Conference

Logical & Magical 5 Steps

to achieve 100+ Cr AUM

In Association with Motilal Oswal AMC

Bangalore | Hyderabad | Delhi | Kolkata | Mumbai
by Mr. Keyur Shah, CFP, Indias Best Expert Coach (Fast Track CFP)

Ground Rules
Phone Swith off or Silent
Physically & Mentally in a Conference
Pls come in time post breaks
Be a Student to Listen & Learn
Note Down Imp Points of speakers
Participate & ask Constructive Questions
Memento or Gift for to all participants provided subject to you
follow above rules and attend full day conference.

Best Learning : When one leave Comfort Zone

Memento

Objective of Conference
Learn the best practice from CFP Practitioner
& Networking with CFP Practitioner / CFP Asp
irants / Like Minded professionals
We have short listed 11+ Ground level HEROs /
CFP Practitioner / Speakers who are full time
Practicing IFA / Financial Planner / Wealth Ma
nager working in corporate having the rich expe
rience and expertise in Advisory.

Learn from 11+ Speakers

0. A Journey from CFP Aspirant to CFP Practitioner & Benefits
of CFP certification in their Professional & Personal Life.
1. Show you path how to enhance your Client Acquisition, Client
Advisory and Client Retention Skills
2. Logical & Magical 5 Steps to achieve 100+ Cr. AUM
3. Setting up Fee based Advisory.

Speakers (10:00 am to 12:00 noon)

Welcome Speech by Mr. Keyur Shah, CFP, Indias Best
Expert Coach (Fast Track CFP), The CFP Aspirant Club (India)
1. Dr L. Ravindran, CFP , Ph. D, Founder Managing Director & CE
O, Wealthmax Enterprises Management P Ltd, Bangalore
2. Mr. Ravi , CFP, Sr. IFA & Founder, Gaining Ground, Bangalore
3. Mr. Vikas Agrawal, Associate Vice President, Zonal Heades & Distribution, Motilal Oswal AMC, Blore
4. Mr. P. Srinivasan, CFPCM Founder, Ace Financial Advisories
Networking Tea / Coffee Break : 12:00 to 12:30 pm

Sal

Speakers List (12:30 pm to 2:00PM)

5. Mr. Rajesh Rajgopal, CFP, Sr. Wealth Management Profe
ssional, ICICI Securities Ltd. Assistant Vice President - Pri
vate Wealth Management, Chennai.
6. Anubhav Agrawal, CFP, Sr. IT Professional, Program Manag
er, ANI Technologies, OLA Cab, Bangalore
7. Ms. Monica Malkani, CFP, Visiting faculty to Management colle
ges, Bangalore
8. Mr. Manu Srinivasan, CFP, Sr. Family Office & Wealth Manag
ement Professional, Hyderabad
Networking Lunch (2:00 pm to 3:00 pm)

Speakers List ( 3:00 pm to 4:30pm)

9. Mr. Girish Khandelwal, Chennai, CFP & Sr. IFA, Hamara Financial Planner
10. Mr. Sailesh Nagar, CFP, Family Office Professional, Chennai
11. Mr. Ranjeet Methew, Sr. Manager, LIC MF, Chennai.
Networking Tea / Coffee Break : 4:00 pm to 4:30 pm

Speakers (5:00 pm to 6:00pm)

13. Mr. Girish Paniker, CFP, Sr. Training
Professional, Bangalore

Widescreen(16:9)

14. Mannuval Xavier CFP, Financial Planner ,

Sinhasi consultancy, Bangalore.
15.Closing Remarks : Mr. Keyur Shah, CFP

CFPCM

CERTIFIED FINANCIAL
CM

Benefits of CFP with Keyur Shah

Building High Quality Knowledge & Skill sets in Personal Finance ( By product passi
ng exams)
Learn & Master Goal based Family Financial PlanningLearn to prepare Comprehe
nsive Financial Plan of your clients
Double your Client Acquisition, Client Advisory & Client Retention skillsMultiply y
our AUM
Push to Pull.Product Distributor to Financial Coach

WIN WIN HappinessLong term Relationship

CFP Curriculum
Heart of CFP Certification:
Preparing Client Family Case Study
1) Identifying & Prioritizing Short term, Medium term & Lo
ng term Goals
2) Calculating Inflation adjusted Corpus for each Goals.
3) Educating about Goal based Asset Allocation Strategy a
nd deciding average Return for each Goals.
4) Calculating Investments Required
5) Suggesting Suitable Products to achieve for each Goals
6) Implementation
7) Regular Review

Other IMP Components

1) Debt Planning
2) Life Style Expense Reduction Planning
3) Contingency Planning
4) Estate Planning
5) Tax Planning
6) Philanthropy / Donation Planning
7) Real Estate Planning

Key Benefits of Comprehensive Financial Pla

n Construction
Reduction of Life Style ExpensesClient / Family think twice befor
e spendingMin. 50,000 pa savings or 10% Annual Expenses
Debt Planning (Interest rate Reduction & Debt Reduction,
New Loan Planning) Family can be debt free in 3 to 5 years
(except Home Loan)
Contingency Planning (Family covered for uncertain contingencies
like Illness, Financial Problems, Death, Assets Insurance etc

Key Benefits of C FP Construction

Alpha & Gamma Return to client on their Investments : Min 2% to
3% Extra Returns
Estate Planning : Smooth transfer of assets to next generation
Tax Planning : Good Post Tax Return on Investments, Benefits of all a
vailable sections etc.
Philanthropy / Donation Planning

Peace of Mind, Happiness and more time for family

Lack of Debt Planning

Higher Impulse / Life Style ExpensesBiggest enemy
of family Life style
EMI / Interest payments are more 50% of take home inc
ome
Owners of most types of Loans ( Housing, Car,
Personal, Consumer, Card, Informal etc.)
Always in Sorrow StatusNot Having thisThat
Financial DistressDebt RiddenSuicide

How to do Debt Planning

Objective: To make a Family Debt Free with in 3 to 5 year
s ( Except Home Loan)
1) Interest Rate Reduction
2) Debt Reduction
A) Paying off High Interest loans from Investments
B) Buy Umbrella Loan (Lower Interest) to pay off all L
oans ( Card, Informal, Personal, Consumer etc.)
3) New Loan Planning ( Need basedAvoid Want based)
Eg. Car / Home etcNeed based

Debt Planning with help of CFP Practitioner

Interest Rate Reduction : CFP professional can Negotiate with lend
ers and can help to reduce interest rates (Bank increase 1.5 times o
f REPO revision but not decrease it for existing borrowers)
Paying of High Interest Debt: CFP Professional identify
high interest Loans and lower yielding productssugg
est to payout by surrendering instruments to save inte
rest cost. (Note: Concept of Net worth)
New Loan Planning : CFP Professional helps to plan based on need
not wants and also identify / negotiate lower interest lenders to sav
e interest cost.

Benefits of Debt Planning

Emotional to LogicalReduction in Life Style expenses
Always Happiness feelingI can afford itbut not buying bocz have commit
ments for Goals.
Freedom from Comparison with others
Systematically reduce Debt.become Debt free with in 3 to 5 years
(except home loan)
Buying New Loans as per NEED .Eg. 5 yrs before, when I see BMW / Merc
I felt unhappy.Today, I See MercI am happy
Can plan for important Goals of family.Happy to fund Good EMI (SIP) ever
y Month to achieve need based & want based Goals

Welcome to New Beginning.

Questions ???