Workshop for Financial Planners – Mumbai 28th July 2011

By /

FPGI conducted its first public workshop for Financial Planners – topic was “How to set up a viable Financial planning Practice”. Full day workshop was conducted by Mr Suresh Sadagopan.

Workshop Structure

  • The Environment today
  • Getting into the practice
  • Client acquisition
  • Making the practice sustainable…

Workshop Pics

 

 

What do Participants say about the workshop?

Jyotiwakade

  1. Key takeaways from this program: – The workshop was a route to secret of starting a financial planning practice.
  2. Your comments on the workshop & the trainer: – Very valuable training. It inspires us for creating our action plan.

 M Prakash Hegde

  1. Key takeaways from this program: – FP is a profession which should be taken up full time &do not hesitate to charge fee. Through this workshop got a bigger picture of FP & inputs received on knowledge required.
  2. Your comments on the workshop & the trainer: – Simple but informative, easy to comprehend & learn, good experience and easy flow of the agenda.

Anand R Patil    

  1. Key takeaways from this program: – It changed my mindset and believes on how to setup a big dream through a positive attitude approach, communicate value and much more &learned how to do this business.
  2. Your comments on the workshop & the trainer: –Excellent training for a beginner in FP profession. Good Communication skill &a very good presentation.

 RakeshSurti

  1. Key takeaways from this program:­- Increased my knowledge on Ethics of CFPs and different fee based models prevalent today.
  2. Your comments on the workshop & the trainer:-Excellent trainer who gave a very good presentation.

Nayanesh  Mehta

  1. Key takeaways from this program: – I will be setting a goal in my life now to improve my financial advisory practice.
  2. 2.     Your comments on the workshop & the trainer:-Sharing of his experience from the field of FP was very good.

Dharmendra Parikh       

  1. Key takeaways from this program: – I will be able to position myself much better.
  2. Your comments on the workshop & the trainer :- Information with a clear set of thoughts.

JayantVidwan

  1. Key takeaways from this program: – Much needed inputs on how to take a Practical approach.
  2. Your comments on the workshop & the trainer :-Excellent.

Karan Gupta

  1. Key takeaways from this program: – Received information on various Business models and  pricing models which will be very helpful in setting up my practice.
  2. Your comments on the workshop & the trainer: – Very informative and cleared my doubts on the concept of CFP.

Prasad P Chitre

  1. Key takeaways from this program: – A clear understanding on different fee models & how to penetratedeep into the business through after sales services and effective communication with clients.
  2. Your comments on the workshop & the trainer: – Excellent workshop, but could have been more useful if trainer has dealt with some cases…

Vijay Wadagbalkar        

  1. Key takeaways from this program: – A deep knowledge on how you can cover all employees of the company through one corporate entry
  2. Your comments on the workshop & the trainer: – Very good. Suresh’s sharing his own experience and guidance on how to overcome hurdles will help me to scale up my practice.

Akash Kothari   

  1. Key takeaways from this program: – Will focus on areas ignored earlier while setting up my financial planning practice.
  2. Your comments on the workshop & the trainer: – It was not good, but the best.

We would like to thank everyone who attended this program.

Scroll to Top