Join Us to Celebrate World Financial Planning Day (2022) | Event in NA | Townscript
Join Us to Celebrate World Financial Planning Day (2022) | Event in NA | Townscript

Join Us to Celebrate World Financial Planning Day (2022)

Oct 05 '22 | 11:00 AM (IST)

Event Information

FINANCIAL PLANNING - THE KEY TO ACHIEVING LIFE GOALS & DREAMS


"Life isn’t just about dreaming; it is about working hard and smart to make your aspirations come true. When has anyone ever accomplished anything by just thinking?


Thus, it is not enough to merely think that one wants to buy a car, wants to send his/her child abroad for higher education, wants to have a luxurious holiday with family, or wants to buy a house. All these goals can only be accomplished when people plan properly to achieve them. Also, proper financial planning for both long and short-term goals can keep one away from feeling discouraged, as one can actually see wealth materialize for them to make their dreams a reality.

Financial planning is a step-by-step approach to meet one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps people to be in control of their income, expenses, and investments such that they can manage your money and achieve their goals."


ROLE OF FINANCIAL PLANNERS

"In this age of Google, anything we want to know is just a click away. But things like how to invest, cure a disease or even fly a plane, can't be learned with google. Just think about this, when you have anything beyond a common cold, do you Google the symptoms and medicate yourself or you go to a doctor who is professionally competent, certified, and experienced !!

Similarly, for financial planning and investing, while people may have a basic idea about the type of investment to own, most of the people lack insight and expertise that is best left to professionals.

In a few decades from now, India will have one of the largest elderly populations. What is shocking is the level of under­ preparedness of Indians for their retirement years. According to a Max Life and Nielsen study, 60% of Indians not having any retirement plan. This is because they don't know about financial planning at all. Despite the misplaced confidence, financial literacy in India is still extremely poor.76% of the population is not financially literate, i.e., lack basic knowledge of financial planning, according to Standard & Poor research. 

All of this will improve over time but only and only when Qualified, Knowledgable & Trusted Financial Planners handhold people in their financial journey."

Join us to Celebrate World Financial Planning Day (5th October) as Hundreds of Finance Professionals Come Together on a Single Platform and share their experiences in the financial planning industry.

Date: 5th October 2022 (Wednesday)
Time: 11:00 AM

WORLD FINANCIAL PLANNING DAY

Register Now to Book Your Seat for FREE.

Chief Guest & Speakers


Mr. Anil Chopra
  • Group Director – Corporate Affairs at Bajaj Capital Ltd
  • Has been with Bajaj Capital Group for nearly 40 years
  • Chartered Accountant & Certified Financial Planner by Qualifications
  • An avid speaker with 1000+ sessions and talks to his credit
  • Regularly appears at Zee Business, NRI News, Moneycontrol, Livemint, India Today, Business Today, Economic Times

Ms Roopa Mehrotra
  • Certified Financial Planner
  • Founder of Envision Financial Planner
  • One of Select League of Fee-Only Advisors


Ms Bhuvanaa Shreeram
  • One of the most Popular Financial Coaches of India
  • Certified Financial Planner (CFP) from 2006 Batch
  • Alumni of Prestigious NIT Tiruchirapalli
  • Co Founder - House of Alpha Investment Advisers
  • 2 Decades of Experience in Financial Industry Panel Members

Host

Ms Madhu Sinha
  • Academic Dean - International College of Financial Planning
  • B.Com (Hons), CAIIB, PGDFM, CFP, CIWM (Switzerland), Cleared various NSE Modules.
  • Former Director of Financial Planning Standards Board (FPSB), India
  • Ex- Senior Level Corporate Professional with SBI and UTI Mutual Funds for 18 Years.
  • A Financial Services Industry veteran with more than 3 Decades of diversified experience.
  • Author of Financial Planning A Ready Reckoner & Retire wealthy - Easy strategies for all.


Ms Jai Vani Bajaj

  • Chief mentor - International College of Financial Planning
  • Thought leader, an educationist with a Vision of providing skill and value-based education.
  • 12 years of experience in the Education sector and 6 years in the Garment industry
  • Graduate in small business management (Delhi university), Post graduation in management with specialization in Marketing (AIMA), pursuing a doctoral degree ( IIT Delhi )

Venue

This event is hosted on Online Event Host Img
You will receive joining details after the registration.
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Established in 2002 by Bajaj Capital Ltd, ICoFP offers super specialised education in finance with 2 centrally located campus in Delhi & Mumbai. ICoFP has received 7+ awards for its industry linked curriculum and excellence in financial planning and analysis education. It has empowered 12000+ alumni
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