Wealth Management Workshop on Next Generation Suitability Processes|Pune
- September 5, 2025
- 6:00 pm Onwards
- Royal Connaught Boat Club 7/8, Boat Club Road, Pune
CFA Society India is delighted to host Mr. Paul Resnik for a workshop on Next Generation Suitability Processes.
In this, workshop you will learn about:
– Better Understand Individuals & Families
– Identify Psychological Conflicts & Help to Collaboratively Resolve Them
– Match Needs to Portfolios Initially & Long Term
Workshop Goals
-At the end of the two hour workshop attendees will know how to apply valid & reliable suitability processes in a professional advice practice
-identify the unique traits, values, goals & biases of clients & their families through generations to best match portfolios to their needs
-lower costs of client acquisition, increase levels of client persistency & advance ‘share of client wallet’, and
-Discover the attributes of the ideal client & work more efficiently with difficult clients.
EVENT DETAILS
Date- 5th September 2025
Time- 6:00 pm Onwards
Venue- Royal Connaught Boat Club 7/8, Boat Club Road, Pune
Paul Resnik
Paul is founder of PlanPrompt - Suitability built in India for India.Paul Resnik’s fifty year career in all parts of the wealth management service chain includes primary roles in financial advice, goals based planning software, asset management, life insurance, pensions management, training, retirement planning & recruitment. Paul is a successful (& sometimes unsuccessful) entrepreneur having founded, developed & exited
• international financial risk profiling house FinaMetrica - now owned by Morningstar,
• the multi asset, multi manager Transact Platform - listed on the FTSE valued at £1.25 billion serving 8,000 HNW advisers, and
• several other financial services businesses to listed & private equity holders.
Paul runs his own family office, has family offices as clients & is an investor in a network business servicing 165 Australian family offices.
2 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |