Complex World of Investing - Become a CFP to Turn Client Stress into Financial Confidence

When we say the complex world of Investments, there is an abundance of financial information wherein many facts & data are not based on truth. While this is something not completely new for a seasoned investor, however, the ease of technology is enabling the dissemination of information at breathtaking speed.

Herein, Investors need a trusted advisor who is well-skilled to weather different market climates and ensure his clients generate wealth & preserve it. A  CFP is a specialist available to provide the right solutions and ensure that a client's financial journey is a success. Thereafter, whether the markets go north or south, your clients feel comfortable & can focus all energies in their specialist domains.

Successful investing is a skill that one must learn. It requires discipline and calmness when financial markets are stressed. Any investor can reach this level of comfort by outsourcing his stress to a Certified Financial Planner who knows how to spot appropriate investment opportunities for clients, as per the current market dynamics.

As we head into the fourth industrial revolution – we are already witnessing the advent of AI in our lives and expect the pace of change to intensify all around us, thereby creating an even less stable environment for unseasoned investors.

Becoming a Certified Financial Planner (CFP) is an excellent step toward helping clients navigate this complex world of investing and turning their financial stress into confidence. This, in turn, can lead to long-lasting relationships built on trust and successful financial outcomes.

JOIN US FOR AN EXCLUSIVE LIVE WEBINAR BY MR. SANJIV BAJAJ ( Jt. Chairman & Managing Director – Bajaj Capital Ltd.)

It is your chance to meet Mr. Sanjiv Bajaj and Interact one-on-one.

Date: Saturday, 28th October 2023

Time: 11:00 PM - 12:00 PM

Limited Seats Available.

BOOK YOUR SEAT FOR FREE, NOW

WHO SHOULD ATTEND

• Independent Financial Advisors & Financial Planners
• Insurance & Mutual Fund Advisors & Agency Owners
• Professionals working in Banking & Wealth Management
• Professionals working in Mutual Funds, Insurance, Broking
• & Anyone interested in knowing how to Reframe your Financial Goals & Financial Plans, so that you don’t have to face discomfort if uncertainties strike anytime again in the future.

Honorable Speaker

Mr. Sanjiv Bajaj

•  Jt. Chairman & Managing Director – Bajaj Capital, India’s leading wealth mgmt. company for 60 years
• One of the most recognized faces of the Indian financial services and wealth management industry
• Among the first batch of 25 Certified Financial Planner (CFP) certificants in India by FPSB, USA
• Certified Financial Planner (CFP), MBA (Finance) & International Certificate from the Chartered Insurance Institute (CII), London, UK