Must Watch Video for Every CA Charted Accountants CMA Cost & Management Accountants
CA Nagesh Addepalli, CFP, CMA, Principal Product Manager, Oracle India P. Ltd., Hyderabad having 30 years of corporate experience delivered an excellent presentation in our 2016 series 2nd CFP Learning Conference " Logical & Magical 5 Steps to achieve 100 Cr AUM" in Hyderabad on 17th July 2016.
Key Learning from his presentations are as below# Benefits of CFP certification to Practicing CAs OR CAs Working in Corporate.# Customer Expectations from Financial Advisor / Relationship Manager# Behaviour of Relationship Managers# Behaviour of Independent Financial Advisor# Understand Customer# Gain Trust from Customer# Service Customer
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