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.