Council of Financial Planners @CouncilofFP
COFP is registered Not-For-Profit Society registered with Registrar of Societies Bangalore. Collaborate:Educate:Empower Financial Planners cofpindia.org Bengaluru, India Joined July 2016-
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Day 2 at #COFPAnnualRetreat2026 reinforced that great financial planning goes beyond portfolios. It’s about building trust, understanding clients, driving behavioural change, and helping people make better life decisions. #FinancialPlanning #COFP
#COFPAnnualRetreat2026 featured the PIP on Product Selection & Product Architecture. The key takeaway: product selection isn't where financial planning begins—it's the outcome of a disciplined process focused on client goals, risk, and thoughtful advice. #FinancialPlanning #COFP
What an incredible 3 days! Thank you to our delegates, event supporters, knowledge partner, community partners, speakers, panellists, mentors and volunteers for making the #COFPAnnualRetreat2026 a memorable success. We couldn’t have done it without you. #COFP #FinancialPlanning
The #COFPAnnualRetreat2026 concluded with an inspiring session by Shyam Srinivasan, who reminded participants that leadership is about empowering others through integrity, resilience, and purpose. One message summed it up perfectly: “Better Never Stops.” #COFP #Leadership
Influence isn't about authority—it's about trust, credibility, and relationships. At #COFPAnnualRetreat2026, Akash Narendra and Asim Siddiqui of NavGati led an engaging workshop on ethical influence, stakeholder mapping, and effective communication. #COFP #Leadership
Day 2 of the COFP Annual Retreat saw Hitesh Kakkad and Rohan Borawake demonstrate how AI can power unified advisory platforms. The future isn’t multiple AI tools, but the right AI integrated into efficient, scalable practices. #COFPAnnualRetreat #FinancialPlanning #AI
AI is the smartest assistant an advisor can have, not a replacement for human judgment. At the #COFPAnnualRetreat2026, Anesh, Haritha, Rashmi, and Meiappan showed how advisors can use AI to automate workflows and personalize client communication while keeping trust at the core.
A new chapter for learning at #COFPAnnualRetreat2026. Former President A. Suresh and Deepak Iyengar launched the COFP Learning Management System, a platform for learning resources, expert sessions, webinars, and member engagement. #COFP #FinancialPlanning
Cross-border financial planning is rarely straightforward. At the #COFPAnnualRetreat2026, Lovaii Navlakhi’s interactive India–US case study explored tax, estate planning, investments, inheritance, compliance, and the value of planning early. #COFP #CrossBorderPlanning
An energetic start to Day 2 at the COFP Annual Retreat 2026. The HYCO Sports Event brought delegates together for a lively Zumba warm-up, tug of war, ring challenges, and more, setting the tone for another exciting day ahead. #COFPAnnualRetreat2026 #FinancialPlanning
At #COFPAnnualRetreat2026, Dr. Kotresh Patil and the Academy of Experiential Learning engaged 130+ financial professionals through fun, hands-on games that built leadership, teamwork, trust, and communication. #COFP #FinancialPlanning #Leadership #ExperientialLearning
Markets evolve. Investing endures. At #COFPAnnualRetreat2026, Vikas Sehgal of Rothschild & Co. shared how history, AI, geopolitics, demographics, and risk will shape the future of wealth creation, reminding planners that robust portfolios drive long-term value. #COFP #Investing
The conversations at #COFPAnnualRetreat2026 continue to inspire! Amisha Sethi from FPSB India shared how the CFP profession is gaining momentum through stronger industry recognition, regulatory support, new learning, and career opportunities. #COFP #FPSBIndia #CFP
The #COFPAnnualRetreat2026 is underway! COFP President Avneet Arora opened the event, highlighting the power of community. Mentee stories showcased how mentorship strengthens financial planning practices. #COFP #FinancialPlanning
The wait is over! The #COFPAnnualRetreat2026 has officially begun at Aldovia Resort. Delegates from across the country have arrived and are ready for three days of learning, collaboration, networking, and meaningful conversations. Stay tuned! #COFP #FinancialPlanning
The countdown begins! From 9–11 July, the #COFPAnnualRetreat2026 brings financial professionals together for three days of learning, insights, networking, and collaboration. Registrations are now closed, and we're excited to welcome a full house! #COFP #FinancialAdvisors #AI
The agenda is here, and we’re counting down to an unforgettable COFP Annual Retreat 2026. From 9–11 July 2026, our community will come together for three days of insightful conversations, practical learning & meaningful networking #COFPAnnualRetreat2026 #COFP #FinancialPlanning
We’re pleased to share a few reflections from participants of our recent Digital Marketing & AI Automation Workshop for Financial Planners, hosted by COFP in collaboration with NMIMS. #COFP #FinancialPlanning #AIAutomation #DigitalMarketing #NMIMS
The COFP 13th Annual Retreat is just weeks away Join financial professionals from across the country for 3 days of learning, peer interaction, and discussions on Practice Management! 9–11 July | Registrations closing soon. Register: bit.ly/3OIPpff #COFPAnnualRetreat
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