Here is the presentation on “Untapped Opportunities for IFAs in Financial Planning” given by Sadique Neelgund, Founder, Network FP at IFA Galaxy Knowledge Summit 2012 held in Chennai on October 14, 2011. The presentation makes a strong case for choosing to becoming an advisor and offer financial planning services in the new environment where the regulator is trying to distinguish between an “advisor” and an “agent”.

Download IFA Galaxy Presentation by Sadique Neelgund

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The presentation is structured as follows;

1. Let’s get the basics right
2. An “Agent” and or an “Advisor”
3. Services Under Financial Planning
4. Are Clients Ready to Pay Fees?
5. Are You Ready to Charge Fees?
6. Collective Response from Financial Planners to SEBI

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Download IFA Galaxy Presentation by Sadique Neelgund

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Comprehensive Financial Plan Construction using Excel – Now in 8 Cities!

Learn how to build more than 30 + calculators & templates and integrate them to construct comprehensive plans so that you can get started with your financial planning practice or enhance it if you are already in the business. If you are serious about preparing plans and charging a fee for it to your clients, this program will surely be beneficial to you. Contact Priti on 9892218582 / priti@networkfp.com for more information and registration. Know More

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