Top Tweets for #cofp
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 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
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
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
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
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
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
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
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
COFP invites members to our March Monthly Knowledge Session, a special Women’s Day edition.
11 March 2026 | 10 AM–4 PM
The Grand Magrath Hotel, Ashok Nagar, Bengaluru
Dress Code: Purple, White & Red
#COFP #MonthlyKnowledgeSession #WomensDay2026 #Leadership #BengaluruEvents
This Republic Day 🇮🇳 we celebrate the freedom that goes beyond independence, the freedom to plan, protect, and prosper.
At COFP, we believe financial freedom is built through informed choices and long-term vision.
Happy Republic Day 2026.
#RepublicDay2026 #COFP #FinancialPlanning
Kashyap Kompella, global AI analyst, on AI’s growing role in financial advisory, regulation, and the future of work.
From AI auditors to climate challenges technology, governance & humanity intersect.
Watch the full interview on 30th, Dec.
#AI #FinancialAdvisory #COFP #Finance
COFP Monthly Meet (10 Nov 2025) explored India’s growth drivers with Niket Shah, CIO, @MotilalOswalAMC and the power of client loyalty with Avneet Arora CFP®. Insights on earnings cycles, structural shifts, NPS, and referral-led growth.
#COFP #MotilalOswalAMC
Marcelo Simbaña indica que el proyecto de reforma al #COFP busca establecer límites razonables al endeudamiento, garantizar la transparencia y asegurar que los créditos se destinen a proyectos productivos y de inversión social, tomando en cuenta la capacidad de pago del Estado.
El exasambleísta Jaime Guevara propone incluir una reforma al artículo 173 del #COFP para que el Consejo de Planificación y Desarrollo de la Amazonía apruebe el uso de los recursos amazónicos, garantizando su libre disponibilidad parcial y evitando su retiro total.
María Larreátegui menciona que durante 2017-2021 se manipuló el concepto de deuda pública para no superar el 40% del PIB. Destaca que la reforma al Art.123 ya fue incorporada en el #COFP, e insiste en evitar que la contratación de deuda sea considerada información reservada.
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