One day professional workshop
Fpguru.com with SOFP
Presents
One-day workshop on
‘How to present yourself as a financial planner!’
Along with running courses on ‘How to make a financial plan on excel’, Fpguru.com with Society of Financial Planners has come up with a program focussing on the soft skills required by a Financial planner.
The key points covered in this workshop will be-
1. How to present yourself in front of clients
2. Breaking the ice- First meeting with the client
3. Continuing relationship with the client
4. Conflict-solution
5. Cross-selling
The speaker will be Mr. Jai Adiani – Founder, Fpguru,com.
Date: - Saturday, 23rd July, 2011
Time: - 9.00 am to 5.00 pm
Venue: - L J Business Centre, Dadar
No. of participants: - Restricted to 30.
Modus Operandi -
Please note that, this is a workshop and not a seminar! We believe that, soft skills can best be learned & imbibed by interactive exercises (like public speaking, role play etc). Participants need to take an active part in the same, in order to make the workshop effective & successful.
Participation Charges (upto 18th July, 2011): -
• For CFP Members: - Rs.1200/-
• For Student Members: - Rs.1300/-
• For Non Members: - Rs.1400/-
The last date of registration for the workshop would be 18th July, 2011. Any participant who wishes to enroll for the workshop after the date of registration would be charged Rs. 200 extra in the above categories. The registration charges is inclusive of morning tea, lunch & evening tea.
To register please contact-
Mr. Sandip Vasa: - (+91) 9821 392 003
Ms. Ambrita, Co-ordinator SOFP: - (022) 2927 0491
Or mail us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
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