Financial Planners Annual Conference in Jaipur – Roundup

The Second Annual Meet of all India Financial Planners Association was held at Jaipur on the 10-11 September 2012. It was a gathering of some of the most passionate practicing financial planners from various parts of India.

The main aim of the group is to create awareness about financial planning among the public, promote professional excellence and ensure high quality practice standards. The Second Annual Meet was a step towards these goals.

Say Cheese

Conference Agenda

The theme of this meet was ‘Practice Management’. The sessions were all related to the theme and had a practical orientation. There was something for everyone from beginners to established members in the profession. The sessions covered, how to grow practice, tools and technologies that planners can use in their practice, operational issues in practice management, international best practices and their role in key decisions, discussion on lesser addressed areas like estate planning and introduction to new areas like financial life planning.

Opening Address & Focus for Next Year

A Good Listener or a tired host

Tea Time Gyan

Interesting & Important Activity

There were lot of activities but in one of the activities we were asked to explore ‘WHY’. There were 21 awesome questions – sharing 2 of them.

Q. Why am I in Financial Planning Profession?

I am passionate about improving financial lives of people. I have seen that personal finance discipline is made complex and stressful by the people who claim they are specialists in this field. Hence the thought of simplifying life of people and still make sure they achieve their financial goals made me choose this profession.

I want a good work life balance; we live only once and that is today. So rather than just running behind the money, we should enjoy the life in limited means. This applies for me & as well as for my clients. But that doesn’t mean we should compromise on life style. It gives me immense pleasure when clients credit me that they have become de-stressed and still see their responsibilities & goals fulfilled.

Q. What is it that I want to accomplish in the professional life?

I want to establish a firm which will be used as an example in financial planning profession in India. It will be a business which will be big enough in terms of visibility and in terms of importance, yet will be small in management so that it helps me manage the personal touch to my clients.

Why??

Because I think that financial planning is a people centric profession and that’s the way financial planning should be done. It should be able to give continuous personalized touch & customized solutions regarding all personal finance puzzles.

All work and no play makes Jack a dull boy

It was not all work and no play… there was lots of fun too. The members enjoyed a walk to an ancient temple in the vicinity of the venue. There was also a small trek organized, which had majority of the members testing their stamina.

PHEW

Jaipur is a city steeped in history. We all had a great time visiting the forts in and around Jaipur. History was never so much fun! Stories read in school came alive when we visited these ancient monuments and had knowledgeable guides, breathing life into the legends of the yore.

Experiencing History

All in all, it was an experience to savour, cherish and work upon. It gave everyone the inspiration to go ahead – excellence begets success and we have taken one more step towards it!

I Got a Surprise Gift

Being Secretary of the group & host – there were so many responsibilities but luckily it went very well. Yesterday got a surprise gift from the group, with the message “Thank you being such a wonderful host! We had a great time thanks to your flawless execution of the plan.”  🙂

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Hemant Beniwal is a CERTIFIED FINANCIAL PLANNER and his Company Ark Primary Advisors Pvt Ltd is registered as an Investment Adviser with SEBI. Hemant is also a member of the Financial Planning Association, U.S.A and registered as a life planner with Kinder Institute of Life Planning, U.S.A.
He started his Financial Planning Practice & TFL Guide Blog in 2009. “The Financial Literates” is a dream & mission to make Indians Financial Literate.

21 COMMENTS

  1. Hello Hemant,
    Thanks for sharing this post. Great to know about the meet and its success.
    The answers to the 2 questions appear to be your answers. Nice to know that you believe in people centric approach. Beacuse most of the people who call themselves as financial advisors, rush for developing more and more clients with each passing day and after some time they don’t even remember their clients names. I am sure that your clients must be glad to know you.

    All the best !!!

  2. Hi Hemant
    Nice to see your whole group together and you people are doing great thing. you people are doing a very great job and giving new hopes to the peoples. all the best to you all.

  3. congrets hemant ji for a successful conference…
    i appreciat and salute ur work to make people financial aware in such an ethical way.
    i m sure ”we” will success in this mission..
    ”we” becoz i decided to ask my friends and relative and others to visit ur blogs.and also motivate to join e-course.i used to discuss your articles in my work place..

    keep it up..
    we will enjoy the life in limited means without compromising on life style..
    thanks..

  4. Honorable Sir ,

    I following your blog 3 or 4 month and I have noticed in India many CFP are their but nobody is like you. your comment are immaculate ,precise and grassroots of financial literacy. whatever you stared with your co. your every thing is very unique rather than many financial planner.

    I adore your all comment. I wish to clear my exam But when I enter your site.It give me enlightenment and I forget to read my CFP exam books.
    When I will finish my CFP I will regularly follow your Site .
    I adore your comment love marriage v/S Arrange marriage.

    Sir keep your view on your site.
    It will give us 200% enlightenment.
    Regards
    Sadashiv kashyap

    • Hi Vadhana,
      Its an open group but there are lot of stringent criteria to join it & lot more to remain a member. Criteria to become member…
      1. They have to be CFP Certificants
      2. They must be offering comprehensive financial planning services.
      3. They should be able to provide a Financial Plan and they should be prepared to be examined on the plan submitted.

  5. Dear Hemant garu….
    At the outset, please accept my sincere congratulations for your successful annual conference of Financial Planners. Total roundup along with your team photographs are good. Hope you had a great time. I am following your blog for the last couple of months. Your regular mails are also very helpful and I am suggesting my colleagues also to get benifit from your advises for good financial planning. I really admire your elaborative comments on various investment products. You and your team are doing really a Great job…. Keep it up and all the very best. Regards, Mahesh, L&T, Baroda

  6. Dear Sir,
    I saw an advetisement in a news paper SBI tax saving deposites for senior citizes annual interest rate 17.39% and for others 16.64%. Please suggest me about it for investing the money for lock in periond 5 years.

    Regards
    Kailash

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