Top Tweets for #CofP
Join COFP for a Tree Plantation Drive on 15 November, 7:30–10:30 AM at Jattigarahalli, Bengaluru. ₹575/plant, including 2 years of maintenance.
Register: https://t.co/n66VW5BmLJ
#COFP #GoGreen #TreePlantation
ONE-DAY YOUTH ADVOCACY WORKSHOP.
THEME:
2027 GENERAL ELECTIONS AND YOUR FUTURE: THE ROLE OF NIGERIAN YOUTH IN ADVANCING POLITICS WITHOUT VIOLENCE
28TH OCTOBER, 2026.
#COFP #CFLI #CANADAFUND
@CanHCNigeria
COFP invites you to Dharma Compass, a 4-hour, game-based workshop that brings ethical decision-making to life through real-world scenarios, interactive activities and thoughtful discussion.
29 Oct | SSSIHL, Brundavan Campus
Register: https://t.co/EL3ZyeV7qn
#COFP
COFP presents the facilitators for Dharma Compass for Investment Professionals, a specially curated, activity-based workshop.
Date: 29 October 2026
Venue: Sri Sathya Sai Institute of Higher Learning, Brundavan Campus, Bengaluru
Register here: https://t.co/EL3ZyeV7qn
#COFP
COFP, in collaboration with NMIMS Bangalore, presents a podcast featuring Mr. Lovaii Navlakhi, COFP founding member, hosted by students and powered by Vittavibhava, the institute’s UG Finance & Investment Club.
Link - https://t.co/OVJEqQc9os
#COFP #PersonalFinance
At the COFP Monthly Meeting, Mr. Ashish Gupta, @HSBCMutualFund, shared practical insights on forensic accounting and analysing annual reports beyond headline numbers—from cash flows and accounting red flags to related-party transactions and consolidation.
#COFP #HSBC
At the COFP Annual Retreat 2026, Yogin Sabnis, Co-Promoter & MD, VSK Financial Consultancy Services, shares his approach to purposeful investing—from goals and asset allocation to diversification and fund selection.
Watch the full podcast. Releases Friday!
#COFP
Great portfolios aren't defined by returns alone—they're built to deliver resilience, simplicity, peace of mind, and help clients stay invested through changing markets. A key takeaway from the Portfolio Design session at #COFPAnnualRetreat2026.
#COFP #FinancialPlanning
Scaling an advisory practice isn't just about acquiring more clients—it's about building the right team, culture, and systems. A key takeaway from the Team Building & Practice Scalability session at #COFPAnnualRetreat2026.
#COFP #PracticeManagement #Leadership
#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
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
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
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
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 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
We’re delighted to announce Shyam Srinivasan as a speaker at the COFP Annual Retreat 2026.
We’re also excited to share that the COFP Annual Retreat 2026 is now fully booked!
We look forward to welcoming our members for many engaging sessions!
#COFP #COFPAnnualRetreat2026
COFP Monthly Meet (10 Jun 2026):
Strong opportunities in India’s broader equity markets and a reminder that successful advisory practices are built on trust, discipline, and consistent value creation.
#COFP #FinancialPlanning #IndianEquities #WealthManagement
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
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