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COFP India Retreat 2017...Limited seats, register NOW

58+ Attendees

Jul 6, 2017 - Jul 8, 2017
04:00 PM - 06:00 PM
The Windflower Prakruthi Resort , Plot No.12A,Kundana Hobli,
Bengaluru,India

This event has ended. Please contact organizer for more details.

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Are you bored of attending SAME OLD conferences?

Have you heard the SAME people delivering SAME OLD stuff?

Council of Financial Planners is back again this year with its 4th annual event- and this time with a BIG DIFFERENCE!

We at COFP, have always believed that there is so much we could learn from each other. It is through meaningful interaction with fellow practitioners we gain the most, on things that directly impact our practice and life.

How would you like sitting "Under the Trees" and discussing your business model and what will it take to move to next level. Whether you are a solo practitioner, a boutique firm or aspire to build an institution – there is something for everyone. The topics will range from managing employee expectations to collaborating with others to selling your business.

We are more than our profession and have to deal with varied issues such as balancing life with work. The event will cover often neglected topics such as work-life balance to what makes a good entrepreneur. You will get the opportunity to loosen up in the evening with a comedy show and start the morning afresh with a yoga session.

It is two-day event and organized at a beautiful resort in Bangalore. To know more details click http://cofpindia.org/retreat20...

The seats are limited as we want to keep the audience small given the format. Please register as soon as possible else you are likely to miss the most exciting event of the year.

Venue: Prakruti - The Windflower, Bangalore

Theme Day 1 (7th July’17): Vulnerable to Viable

Theme Day 2 (8th July’17): Zen and the Art of Advising

About Us

The Council of Financial Planners (COFP) is a registered Not-for-Profit Society headquartered in Bengaluru, India. Membership to COFP India is open to all Certified/ Associate Financial Planners issued by Financial Planning Standards Board India, the licensing authority for the CFP marks in India, through agreement with FPSB USA.

All our efforts at COFP India is, to make things happen, through our Vision & Mission which is..

  • Harness the strengths, experience and diversity of recognized Certified Professionals in Personal Finance to achieve Financial Literacy.
  • Thought leadership in Personal Finance, through collaboration, education and empowerment of all stakeholders.

To know more visit: http://www.cofpindia.org

Reach out

In case of any query, please drop an email on ea@cofpindia.org

You may also get in touch with Shalini @ +91910 846 2345

Note

  • The Registration price includes food and accommodation with twin sharing basis, excluding travel expense.
  • Agenda can be subjected to change due to contingencies

Theme for the event

Format of the event


The Registration price covers resort accodation and food excluding travel expenses

Includes acommodation and food, excluding travel expenses.

The Registration Price includes food and accomodation excluding travel expense.

Review

Session Details

Jul 6, 2017

07:00 PM

Key note - Bhaskar Bhat, MD, Titan Company Ltd.

08:00 PM

Ice breaking session + Dinner

Jul 7, 2017

06:30 AM

Yoga/Sports

07:30 AM

Breakfast

09:00 AM

Business Cycles - A Founder's Story - Mr. Manish Sharma, Founder, Printo

09:50 AM

Paradoxes and Dilemmas in the world of Investment - Mr. Raghunathan V, Director of Indian Campus of Schulich School of Business, York University, Toronto

10:35 AM

Tea Break

11:00 AM

Case Study - Ethical Dilemma - Ms. Sonia Gandhi, Director at Indian Association of Investment Professionals (IAIP), CFA Society India

12:00 PM

Book Review

12:15 PM

Lunch

01:15 PM

Evidence Based Investing (Via - Skype) - Mr. Robin Powell, Journalist, content marketer & financial educator

02:00 PM

Debate(Active v/s Passive, Value Growth, Risk v/s Returns)

03:00 PM

Tea Break

03:30 PM

Under the tree - Individual/Boutique/Corporate

04:45 PM

Strategic thinking/Problem solving methods - Mr. Saurabh Mukherjee, Prof IIM Bangalore

06:45 PM

Certificate handover to the participants

07:00 PM

Pricing of Financial Planning and Industry trends in US Via - Skype) - Micheal Kitces - Financial planner, Commentator, Speaker and Educator.

07:45 PM

Dinner

Jul 8, 2017

06:30 AM

Yoga/Sports

07:30 AM

Breakfast and Checkout

09:00 AM

Panel Discussion: Managing Human Resources - Old & New - Mr. T R Parasuraman, Deputy Managing Director, Toyota Industries & Mekin Maheshwari, Former HR head - Flipkart

10:00 AM

Key Note: Emerging Trend in Financial Services - Prof. R Vaidyanathan, IIM Bangalore

11:00 AM

Tea Break

11:15 AM

Managing High Profile Clients - My Experience & Learning -Mr. Vinod Naidu ,Vice President at World Sport Group Pte Ltd

12:00 PM

Book Review

12:15 PM

Lunch

01:15 PM

Work life Balance - Mrs. Radhika Gupta, CEO - Edelweiss Financial Services.

02:00 PM

Debate(Fee and Commission, Digital and Human)

03:00 PM

Tea Break

03:30 PM

Giving Back - My Story & What you can do for yourself and your clients? - Mr. Umesh Malhotra-Founder and CEO @ Hippocampus Learning Centres.

04:00 PM

Overcoming Challenges - Motivational Talk - Dr. Malathi Holla, International para athlete, Arjuna and Padma Shri Awardee.

04:50 PM

Closing Session

Organiser : COFP India

COFP India Retreat 2017...Limited seats, register NOW

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