S8 Financial Planning & Estated Planning

February & March 2022 ( For MFDs/ RIAs/CFPs)

Theme – Financial planning, Estate Planning & Beyond

25 Feb Topic: Investment Planning by Kanak Jain
26 Feb Topic: Loan Syndication & Financial Consultancy by CA Abhishek Dugar
5 Mar Topic: Taxation & Applicability on HUF by Advocate Kamal Jain
12 Mar Topic: Understanding Startup Formation & Tax Implication By CA Manish Gadia
19 Mar Topic: Managing Family Offices by CA Rajesh Jain
26 Mar Topic: Estate Planning Through Wills & Trust by CA Raj Lakhotia

(Subject to approval of FPSB Board)

Note1 – Attending all 6 sessions will make you eligible for 6CDP points from the FPSB board for CFPs
Note2 – Each session will be approx 90 mins each with a quiz at the end of each session.
Note3 – Sessions will be on Saturdays at 11 am
Note4 – At the end of each session 8-10 questions will be asked related to that session and total of 50 questions in 6 sessions will decide the grade for the certification.

Venue: Zoom

FPEP- Beyond Classroom Season 8
FPEP- Beyond Classroom Season 8 Glimpses
FPEP Session 8- HUF & Taxation Glimpses
FPEP- Session 5 of Beyond Classroom Season 8- Start Up- Speaker Manish Gadia- Glimpses
FPEP- Season 8 Session 5- Family Office- Speaker Rajesh Jain- Glimpses
FPEP- Season 8 Session 6- Wills & Trusts- Speaker Raj Lakhotia