26 IFAs and wealth management professionals have attended the workshop.
Financial Intermediaries Association of India (FIAI) and National Institute of Securities Market (NISM) have jointly organized a three-day long workshop on financial planning and wealth managementfor the distribution community on November 22.
26 IFAs and wealth management
professionals have attended the workshop.
In a press release, FIAI said, “The
program aims to help wealth management professionals in gaining the relevant
knowledge and expertise of different asset classes and various financial
products available for investors and provide them a distinct advantage in
advancing a career in financial planning and wealth management. The workshop was
scheduled to take place for 3 days with participants coming across from Banks,
Wealth Management companies and national Distributors.”
“Skill enhancement and professionalization
of Wealth managers is one of the key areas which the Wealth Management Industry
needs to set higher standards for meeting customers’ expectations.
Organizations like FIAI, a trade body and NISM, the premier training organization
are working towards,” adds press release.
Sharing the rationale behind this
workshop, Gurpreet Singh, Principal Consultant, FIAI, said, “We want to empower
distribution community with knowledge and skills. Through this workshop, our aim
is to make them understand the significance of investment advisory in
distribution business. In future, we have a plan to organize more such
workshops.”
Formed in 2009, Financial
Intermediaries Association of India (FIAI) represents a group of national
distributors and private banks.
NISM, is a public trust, established
by the SEBI to add to market quality through educational initiatives.
