MFDs and RIAs who are Certified Financial Planners (CFPs) came together to hold their first event titled ‘Odisha CFP Certificant Meet’ in Bhubaneswar.
The event was held to exchange knowledge and share practical experiences among the members.
Speaking at the event, Nalini Kanta Dhar, CFP, Rourkela said that MFDs/RIAs should focus on the clients’ interests to strengthen relationship with clients.
Mousumi Mitra, CFP, SM Financial Services pointed out that MFDs/RIAs should adapt to changes to grow business.
Seconding her views, Salil Kumar Palai, Zonal Head, Retail Sales, Odisha and Rest of West Bengal, Sundaram MF said that MFDs should work towards increasing their skillsets to become future ready.
Rupakumar Pradhan, CFP, CWM, and Dhananjay Banthia, CFP, CAIM coordinated and organized this meet and made it a grand success with the help of other CFP certificants.
