Grab an Opportunity to learn and create value for your clients by helping them in their utmost need of smooth Succession of their Assets.
' Lead Trainer : Rahul Agarwal '
Who should attend?
- Personal Finance Professionals
- Mutual Fund Distributors
- Registered Investment Advisors
- Stock Brokers
- Financial Advisors
- Wealth Managers
- Certified Financial Planners
- Lawyers
One-Day Physical Workshop
- Immense Learning about Succession Planning
- Creating Additional Value to Your Customers
- Can achieve Client’s Loyalty
- Income Generation through Estate Planning Solutions
- Networking and Experience
Date
24-October-2026
Location
Jaipur
Time
09.30 AM
Workshop Agenda
-
09:30
AM
Registration And Breakfast
-
10:00 AM To
12.00 PM
Estate Planning for NRI's
-
Will Writing & Succession Planning for NRI'S
Key issues in assets across Jurisdictions
- 12:00 PM
Tea Break
-
12:30 PM To
02.00 PM
Will Writing v/s Private Family Trust
-
When can a private family trust be considered over will ?
Practical Case studies & Comparison
- 02:00 PM
-
When can a private family trust be considered ?
Practical Case studies & Comparison
-
When can a private family trust be considered ?
Practical Case studies & Comparison
Lunch
-
02:45 PM To
04.00 PM
Important Aspects of Estate Planning
-
Testementary Guardianship,Power of Attorney,MWP Act
Succession Certificate,Letters of Administration,Probate related Considerations
-
04:00 PM To
04.30 PM
Tea Break
-
04:30 PM To
05.30 PM
Practical Will Drafting Workshop
-
Step by Step approach to drafting a will
Case study based drafting,Review of Sample will clauses etc.
Your Trainer
Rahul Agarwal,MBA,CFP,CTEP (Experience of 20+ Yrs. in the Personal Finance Industry) Founder of Institute of Financial Literacy (2012)
Rahul Agarwal is A CFP trainer & have trained over 250 CFP Professional in India.Hehas trained 100+ Mutual Fund Distributors for Chartered Trust & Estate Planner Certification.
- He has hosted 3500+ offline Session on Financial Planning different Mutual Fund Companies & Other Financial Houses across the country addressed over 1 Lac Investors.
- He has hosted more than 500+ sessions for Mutual Fund Distributors on different aspects of financial planning & Hosted 100+ Workshops for Franklin Templeton alone.
- He has successfully run self financed workshop for 500+ Mutual Fund Distributors on Financial Planning tools organizing “360 Degree Financial Planning” Workshops.
- Imparted Trainings on Financial Planning to Over 250 Branch Heads of Life Insurance Corporation of India (LIC) in Rajasthan & Haryana.
- Run Financial literacy Programs for teachers and students in all Government Colleges on approval of Education Department, Government of Rajasthan.
- Guest Speaker at Various top Universities & Colleges like Amity,JECRC,Manipal,Poddar IIRM etc.
What Learners has to Say!
Our Alumni of Estate Planner’s
ASHISH MODANI
FOUNDER- SLA FINSERV PVT. LTD,JAIPUR
HEMANT BENIWAL
DIRECTOR- ARK PRIMARY ADVISORS PVT. LTD.,JAIPUR
Rajsekhar Madhava
ICICI Investment Management Company Ltd., Bangalore
DAVINDER SETHI
DIRECTOR- MONEY COUNT FINANCIAL PLANNERS ,JAIPUR
Vijay Vitus Fernandez
Joint Assistant Vice President - Sales (HDFC AMC), Ahmedabad
Monica Vikram Malkani
Independent SEBI RIA, Bangalore
Abhishek Sharma
Mutual Fund Distributor, Jaipur
Rajesh Bhutra
Director-Ambition Finserve pvt.ltd., Ajmer
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