Council of Financial Planners

COFP is registered Not-For-Profit Society registered with Registrar of Societies Bangalore.

Collaborate:Educate:Empower Financial Planners

[Council of Financial Planners @CouncilofFP]

Join Vikas Sehgal at the COFP Annual Retreat 2026 for a Fireside Chat on global markets, economic trends, and long-term value creation.

9–11 July 2026 | Bengaluru

Register: https://t.co/MzEguVUST1

#COFPRetreat2026

[Council of Financial Planners @CouncilofFP]

COFP invites members to an in-person Knowledge Session on 10 June 2026, 6:30 PM at The Pride Hotel, Bangalore. Featuring Abhinav Khandelwal, Aditya Birla Sun Life AMC, and Jaya Prakash Pai (Members Only)

#COFP #KnowledgeSession #FinancialPlanning #Wealthmanagement

[Council of Financial Planners @CouncilofFP]

A powerful insight shared by Amaresh B at the COFP Annual Retreat 2025 on the evolving role of insurance in financial planning and long-term security.

COFP Annual Retreat 2026 registrations are now open. Limited seats left: https://t.co/MzEguVUST1

#COFP #FinancialPlanning

[Council of Financial Planners @CouncilofFP]

At the COFP Annual Retreat, Paul Resnik shared insights on psychometric advisory, investor behaviour, and why India is emerging as a high-potential market for financial advisory & wealth management.

COFP Annual Retreat 2026 -
Register now: https://t.co/MzEguVUST1

#COFP #Finance

[Council of Financial Planners @CouncilofFP]

At COFP Annual Retreat 2025, Nikita shared lessons on leadership, AI & automation, and the value of learning through the COFP community.

COFP Annual Retreat 2026 registrations closing soon. Limited seats left, Hurry Up - https://t.co/MzEguVUST1

#COFP #Leadership #Finance

[Council of Financial Planners @CouncilofFP]

The #COFPAnnualRetreat2026 is back with a more hands-on and interactive experience focused on practice management, implementation, and real-world insights for financial planning professionals.

Plus, earn 5 CPD points recognized by #FPSBIndia.

#COFP #FinancialPlanning #CFP #CPD

[Council of Financial Planners @CouncilofFP]

COFP Monthly Meet -May 2026

Discussions covered the growing importance of global diversification, AI’s impact on global markets, and why disciplined selling, risk management, and position sizing are critical for long-term investing success.

#COFP #GlobalInvesting #Investment

[Council of Financial Planners @CouncilofFP]

COFP Annual Retreat 2026 registrations are now live, with limited seats!

9 - 11 July 2026 | Clarks Exotica, Bengaluru
Register: https://t.co/MzEguVUST1

#COFP #COFPAnnualRetreat2026 #RegisterNow

[Council of Financial Planners @CouncilofFP]

COFP invites members to an in-person Knowledge Session on 13 May 2026, 6:30 PM at The Pride Hotel, Bangalore. Featuring Mr. Arjun Khanna, Kotak Mahindra AMC, on Global Investment Perspective. Dinner follows.

#COFP #InvestmentInsights #FinancialPlanning #WealthManagement

[Council of Financial Planners @CouncilofFP]

COFP Annual Retreat 2026 registrations finally open!
Join us from July 9–11, 2026 @ Clarks Exotica Convention Resort & Spa, Bengaluru
A retreat focused on perspective, exchange, and industry insight.
Limited seats!

Reserve yours now: https://t.co/MzEguVUST1

#COFP

[Council of Financial Planners @CouncilofFP]

Some experiences define your year. The COFP Annual Retreat 2026 is where perspectives sharpen, conversations matter, and the right people come together.

9–11 July 2026 | Registrations open 15 April. Secure your spot early.

#COFP #COFPAnnualRetreat2026 #ProfessionalGrowth

[Council of Financial Planners @CouncilofFP]

COFP Monthly Meet (08 Apr) brought insights on India’s energy security amid global disruptions and road safety awareness.

Solar, wind and hydro strengths support long-term transition despite import dependence, with focus on 2030 climate goals.

#COFP #EnergySecurity #IndiaGrowth

[Council of Financial Planners @CouncilofFP]

COFP Knowledge Session | 08 Apr, 6:30 PM | The Pride Hotel, Bangalore

Featuring insights from Pradeep Kumar Kesavan (SBI Mutual Fund) and Chethan Elvis Das (Assistant Chief Traffic Warden, East Division)

Dinner & networking to follow

Open to COFP members only
#COFP

[Council of Financial Planners @CouncilofFP]

COFP Women’s Day brought together insights from Deepesh Mehta, Anita Reddy, Shreya Krishnan, Sharmila D Mello, and Amisha Sethi, covering investing, resilience, confidence, and the 6 Fs mindset, all reinforcing that growth is built through awareness and consistency.
#COFP #IWD

[Council of Financial Planners @CouncilofFP]

At the COFP Women’s Day initiative on 11 March, Deepesh Mehta led “Housie Quizy Prizey,” a fun housie-style quiz on mutual funds and personal finance.

An engaging way to build financial literacy through participation.

#COFP #WomensDay #FinancialLiteracy

[Council of Financial Planners @CouncilofFP]

At a COFP session, Amisha Sethi of Financial Planning Standards Board India spoke on “The Power of 6 Fs: The New Woman’s Code.”
From financial empowerment to fearless ambition, the session highlighted how modern women define their own paths.
#COFP #WomenInFinance #WomenLeadership

[Council of Financial Planners @CouncilofFP]

At the COFP Monthly Meet on 11 Mar, Anita Reddy spoke on The Architecture of Resilience — why small daily rituals beat motivation, growth lives at the edge of discomfort, and “not yet” is more powerful than “I can’t.”
Part of COFP’s Women’s Day initiative.
#COFP #WomenEmpowerment

[Council of Financial Planners @CouncilofFP]

At the COFP Monthly Meet on 11 Mar, Shreya Krishnan spoke on building inner confidence and overcoming self-doubt.

Part of COFP’s Women’s Day initiative highlighting women driving leadership and change.

#COFP #WomenEmpowerment

[Council of Financial Planners @CouncilofFP]

At the COFP Monthly Meet on 11 Mar, Sharmila D Mello spoke on Top-Down Investing, exploring global macro trends, business cycles, sectors, and stocks.
Part of COFP’s Women’s Day initiative featuring leading women from the finance industry.
#COFP #WomenInFinance #InvestingInsights

[Council of Financial Planners @CouncilofFP]

COFP member Kshitija Shete shares how the community and learning have shaped her journey in financial planning. With a strong peer ecosystem, professionals are empowered to create real impact. More women in finance means stronger futures for families.

#COFP #WomenInFinance