Financial Planning: Fortune for Clients - Careers for You
Jun 12 '21 | 04:00 PM (IST)
Event Information
Financial Planning as a tool to help your clients make fortune.
"Living a financially secured life is the dream of every individual. As such, individuals earn, save and invest to try to create sufficient funds for their needs and financial goals. A financially secured life is, however, possible when individuals have a well-defined financial plan at their disposal.
Financial planning is the key to unlock financial freedom. It is a process of managing money in such a way that it not only helps your clients meet their daily living expenses, it also allows them to plan for their financial goals. Anyone can build wealth from wherever they are if they go about it methodically and faithfully sticking to the process. As a financial planner, that’s what you get to do. Help your clients create wealth for their own and their generations to come."
While your clients build Wealth, you make a great Career in Financial Planning.
"A career as a financial planner or investment advisor is best suited for people who truly want to help and make a difference in the life of others. As a financial planner, you are much like a lawyer or a doctor with whom people trust and eventually share a transparent relationship.
With rising disposable income & savings, uplift in the standard of living, growing financial awareness, people are turning to professional help for managing their finances and making their money work for them. That is the reason, why the demand for professional financial planners has gone up and is going to exponentially grow in days to come."
Join us for a LIVE WEBINAR as one of India's Best Known Financial Planners talks about both sides of the coin: Financial Planning from a Client's Perspective & Financial Planning as you being a Planner yourself.
Hear out what the most iconic Financial Planner - Ms Bhuvanaa Shreeram has to say.
Catch up Bhuvana Shreeram - the 10 crore League Financial Coach LIVE.
Webinar Schedule
Date: 12th June (Saturday)
Time: 4:00 PM
Limited Seats Available.
Who Should Join
- Students willing to study /make a career in Finance
- Professionals who are from banking, financial services, investments space
- Practicing Financial Advisors who want to upskill themselves
- & Anyone who wants to know about financial planning
Speaker
Bhuvanaa Shreeram
- One of the most Popular Financial Coaches of India
- Certified Financial Planner (CFP) from 2006 Batch
- Alumni of Prestigious NIT Tiruchirapalli
- Founder of Financial Planning Firm - Plan2Prosper
- 2 Decades of Experience in Financial Industry
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