Bengaluru based CFP association - The Council of Financial Planners (COFP) in collaboration with US based Financial Planning Association (FPA) is set to hold ‘planner visit’ day as a part of its first FPA Asia event which will be held in in Bengaluru from June 10-12, 2015.
Professionals from personal finance, including financial planners from FPA chapters of various countries, particularly the Asia-Pacific are expected to participate in an international community gathering.
"We are inviting financial planners to share and learn from planner visits as part of the FPA Asia 2015 gathering in Bengaluru. Financial planners can share their business models and learn from attendee financial planners from across the globe in a free flowing discussion. Regular attendees of the FPA events in the US, and Asia Pacific will tell you that they learn tremendously from these interactions and have even formed business associations to the benefit of their clients and their businesses," said Lovaii Navlakhi, Executive Committee Member, COFP.
Lovaii said that ‘planner visit’ will help advisors learn from their fellow advisors from India and overseas. Advisors who wish to make a presentation on the planner visit day need to register by May 15.
Cafemutual is the online media partner for FPA Asia 2015.
