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Events

The CFP Advantage: Elevating your Career in Finance

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           “The CFP Advantage: Elevating your Career in Finance”

 

 

 26th September, 2024 (Thursday)

 

 

             Organised by: Maharishi School of Business Management, Noida

 

 

Objective of the Session: To educate students on the fundamentals of financial planning, empowering them to make informed decisions about their financial futures and exploring career opportunities in the field. 

 

Participating Students: MBA, BBA, and B.Com students were the primary attendees of the session.

The Maharishi School of Business Management, Noida, in collaboration with Bajaj Capital under IQAC, organized a session on "The CFP Advantage: Elevating Your Career in Finance" on September 26th, 2024 (Thursday) from 11:30 am to 1:00 pm for B.COM & BBA 3rd semester students and 02:00 pm to 03:30 pm for MBA 1st & 3rd semester students at SOBM Department, MUIT, Noida Campus.

The speakers of the session were Mr. Anurag Rana, Senior Manager, FPSB India; Mr. Rishi Narang, Academic Head in the International College of Financial Planning (ICOFP); Mr. Ranjeev Singh Lalotra, Head of Sales, Vice President, Bajaj Capital; and Mr. Aayush Yadav, Assistant Manager, Bajaj Capital. The session commenced with the felicitation of the guest speakers by Prof. (Dr.) Smita Mishra ma’am (Dean, SOBM).

The session enlightened students with a comprehensive understanding of financial planning principles and practices. The session covered key topics such as financial goal-setting, budgeting, investment strategies, risk management, tax planning, and retirement savings. Through interactive discussions and real-life case studies, students learned how to assess financial situations, develop effective financial plans, and make informed decisions about investments and insurance. The session also highlighted the benefits of CFP certification and explored career opportunities in financial planning, wealth management, and related fields. The speaker also highlighted lucrative career paths in financial planning, inspiring students to consider this rewarding profession. Through interactive discussions and real-life examples, students gained valuable knowledge and skills to take control of their financial futures.

The session concluded with an interactive Q&A session, which helped the students to express their opinions and clear their doubts, promoting discussions among the participants.

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