List of Trainings

Investor Awareness Programmes

  • KendriyaVidyala, Rohini, Delhi
  • Bonanza Portfolio, Delhi
  • Software Company, Delhi

Corporates

ITC Saharanpur

A one day workshop was organized by FPGI for employees of ITC Saharnpur. Mr. JitendraP.S.Solanki, CFP along with other members conducted the workshop giving insight on benefits of creating a financial plan and hiring a professional financial planner, Basics of investment portfolio construction and wise ways to do your tax planning. View the workshop here

Anchal Charitable Trust, Delhi

JS Financial Advisors took part in a workshop organized by Anchal Charitable Trust for families of special children's on 3rd December 2011, World Disability Day. The NGO works in the area of disability and slum rehabilitation. Mr. Jitendra P.S. Solanki, CFP discussed with parents of these children's on their issues related to money management and planning for their special child future. There were numerous queries raised by the parents on child future protection, where to invest, planning for needs of other family members etc. The planner gave an insight on various benefits of financial planning approach and what to consider while undergoing financial planning for their child future & other life goals. It was an overwhelming response from parents and more workshops with similar objectives are planned in future. View the workshop here.

EBIX Software, Noida

The Financial Planning workshop was organized by FPGI for employees of EBIX Software. Mr. JitendraP.S.Solanki, CFP along with other members conducted the workshop giving insight on benefits of creating a financial plan and hiring a professional financial planner. The planners also answered queries raised by the employees on various personal finance issues. The workshop was highly appreciated by the management of the company for raising awareness on money management among their employees. View the workshop here.

Winshuttle Software, Chandigarh

This workshop was conducted by Mr. JitendraP.S.Solanki, CFP along with other members of FPGI. An audience of newly joined employees, the presentation was keenly listened and the queries raised by the young employees showed the eagerness to learn money management early in their life. View the workshop here.

Nutek, Gurgaon

Mr. JitendraP.S.Solanki along with other members of FPGI addressed a crowd of young and senior executives who gathered to gain knowledge on financial planning process and benefits of taking a financial planning approach in their life. The queries from attendees were overwhelming with thrust on understanding the benefits of creating a financial plan.

United Benetton Ltd, Gurgaon

This was the first workshop conducted by FPGI in 2011 where Mr.Jitendra P.S. Solankiand other members shared a brief presentation on various aspects of personal finance. Post presentation the attendees raised their queries with some sharing their experience on investment mistakes they made while some understood the process of a financial planner.

Colleges

  • IIT Roorkee - Money Management for College Students
  • IMT Nagpur – Role of Fixed Income in Financial Planning
  • IIF Delhi - Scope of Financial Planning Profession

Public Programmes

IFAs/Agents and Others

SBI Life Insurance, Karnal

A training on Financial Planning Tools for understanding need based selling was conducted for advisors of SBI Life Insurance Company, one of the largest insurance company in India at Karnal, Haryana. View here

ICICI Bank, Delhi

A training session on various aspects of personal finance - Financial Planning, Financial Planning simulation tools, Risk Profiling & Asset Allocation was conducted for Employees of ICICI Bank at Delhi Business School, Delhi.

Special Needs Financial Planning
Special Needs Financial Planning
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