Wednesday, April 28, 2021

Giving back to Financial Planning young community

In the journey of 15 yrs in Financial Services and 8 years of fee only planning services offered we hereby intend to give back to community and to kickstart the process we are planning for a Q & A session ' only for pursuing or recent #CFPCM #financialplanner #fpsb passouts ", especially who intend to start their own practice going forward.

We believe there is huge need of #financialplanners and if we can share professional practicality post certification and initial queries, we would feel happy.

If you fit the bill,
do comment in personal message (#linkedin only) your -
_Email id
_Mobile number
_CFP status

Session is intended to be held in first 2 weeks of May and further details will be shared on personal.
(This would be a give back to community session, and so NO CHARGES)

Financial Planning Standards Board Ltd., India team , Rajesh Krishnamoorthy  Noel Maye are doing their best to grow the community, it is my bit for the community.

Will do my best to respond the practicality of client handling and how this certification is great to add value and be the change in clients life.(no technicals)
#financialservices #FNquote  #financialplanning #financialfreedom

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