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FinEdge
CERTIFIED FINANCIAL PLANNERCM
LEARNING CONFERENCE
MAY 15, 2016
MONICA MALKANI CFPCM
FinEdge
AGENDA
My background
The journey from CFPCM Aspirant to CFPCM
My career after securing CFPCM
Discussion on your 1st Life Goal
2
FinEdge
EDUCATIONAL BACKGROUND B. Com, M. Com
MBA – Finance
NSE Certifications in Capital Markets, Technical Analysis and Derivatives
IRDA Broking License and AMFI Registered while working in the corporate world
CERTIFIED FINANCIAL PLANNER CM
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PROFESSIONAL BACKGROUND19 years of total working experience in corporate
world (1995 – 2013) Asst. VP in Skindia Finance – Broking House Relationship Manager in Deutsche Bank – Corporate Trust
and Agency Group for Foreign Issues Vice President in Instanex Capital – Advisors to Foreign
Funds and Indian Companies Managing Director and Principal Officer at Instanex
Insurance Brokers
CERTIFIED FINANCIAL PLANNER CM (2014 – Till Date)
FinEdge
CFP ASPIRANT Handle Personal Finances
Potential Clients wanted An Advisor not An Agent / Broker
Self Employment Opportunity
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CFP CERTIFICANT CFP CM through ‘Challenge’ Status in 3 Months
Excellent Coaching by Mr. Keyur Shah
Strong Determination and Strict Deadlines
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POST CFPCM CERTIFICATIONFINANCIAL ADVISOR
vs
EDUCATOR
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CONTINGENCY PLANNINGWhat is Contingency Planning?Financial Planning for an unfortunate event and a solution to Financial Distress
Medical Emergency Death Loss of Job / Income Disability Financial Loss in Business
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CONTINGENCY PLANNING First Goal in Life
Way to Good Health and Happiness
Way to Wealth Creation
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SOME COMMON MYTHS Why take Term Insurance when there is no return of premium?
Our Company is offering a Mediclaim Policy. We will take our personal Mediclaim policy at the time of retirement!
Plan for 3-6 months of contingency reserve
