Annual Convention 2019

COFP Annual Convention 2019

“Retreat 2019: By advisors. For advisors”

Retreat 2019 is the first event of its kind, niche conference. It is bridging the gap between profession, investment management, and practice management, which will uncover the future of the financial advisory business and explore the tech that could transform your business. This retreat is designed in collaboration with various wealth managers who are part of our Council.

Dear Members,

After a massive success of the last edition of COFP India retreat 2018, guess whose back….?? Back again…?, we are back with India’s niche’s Knowledge Sharing platform for Financial Advisors. We encourage you to attend or nominate your team members.

Following are details :

Allocation: Client’s investment management is ever evolving, independence of allocation is becoming possible, and future-minded advisors are looking for ways to run their businesses more efficiently & effectively. We have a dedicated workshop which takes the attendees through past, present & looks at future of wealth allocation.

Practice management: The ultimate goal of wealth managers is to see that their team runs at an optimum level so that it enables more time on client and their needs and less time on the processes that should be running quietly & smoothly in the background. We have a dedicated workshop which takes the attendees through design thinking, helping put structures & nudges in their firm, which will help them to take their practice to the next level.

Date & Venue

Date: 11 July-13 July 2019

Venue: Windflower Prakruthi Resort & Spa