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Financial Planning Journal invites professionals/ practitioners/ academicians/ industry
participants/ FPSB India members to submit an original Article/ Paper/ Case
Study for publication in the Financial Planning Journal. The content of the
Article/ Paper may dwell upon any topic relevant to the Financial Planning
Profession or the Financial Services Industry.(Please find below the list of suggested article
topics for your ready reference)The article/paper should be original piece
of work and should not be scheduled for publication elsewhere.
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 | | Content : Topics relevant, contemporary and thought-provoking for Financial Planning Professionals |
| | Length: Around 1500 words |
| | Abstract of the Article : Describe the article in around 100 words |
| | Supportive Material: Tables, drawings, graphs, charts etc are recommended & welcome |
| | Email ID of Author/s :FPSB India shall forward the responses to the published article on this mail ID. |
| | Photo of the Author/s : A high resolution (in TIFF format with minimum 1 MB in size) photograph of the author/s |
| | Mode of Submission : MS Word Document by email to Prashant Kapoor on prashant@fpsbindia.org |
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| | Role of Banks in Financial Planning |
| | Offering Financial Planning services through banking channels |
| | Reverse Mortgage from Client’s and Bank’s perspective |
| | Indian Banks’ technical infrastructure to discharge a custodian’s role in a holistic Financial Planning exercise |
| | Understanding the requirements of Indian HNWI’s |
| | Credit /Loan Planning |
| | Anatomy of Home Loans |
| | Investment in Fixed Income Securities |
| | Education Loans |
| | NRI Banking |
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| | Approaches to assessment of Clients Risk Tolerance |
| | Loyality Drivers in Financial Services |
| | Using technology and software for service delivery |
| | Ethical practices and professional conduct |
| | Gaining trust and confidence of clients |
| | Referral Management: Getting and managing referrals |
| | Providing support mechanism to the financial advisors |
| | Complaints management & meeting client’s expectations |
| | Compliance issues in practice |
| | Back office management |
| | Transformation from single planner organization to multi-planner organization |
| | Relevance & use of services from professionals like CAs, lawyers and doctors for practice |
| | Pathway for up gradation of insurance advisors to Financial Planners |
| | Building a Financial Planning practice |
| | Challenges in building a Financial Planning practice |
| | Behavioral aspects, counseling/questioning techniques for clients |
| | Business model development for aspiring Financial Planners |
| | Retiring from Financial Planning practice & business continuity planning |
| | Revenue streams for Financial Planners. Fee, Commission, Combination etc |
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| | Transformation of financial product salesman to professional adviser |
| | Catering to the booming Indian Middle Class. |
| | Expanding the investors’ base in Equities and Mutual Funds. |
| | Embracing the Financial Planning process at institutional level among insurance, mutual fund, distribution, equity brokerage and banking companies. |
| | Providing Financial Planning services at retail level |
| | Regulation of Financial Planners / advisors in India |
| | Creating Financial Literacy among Indian Masses |
| | KPO (Knowledge Process Outsourcing) Opportunities for Financial Planners in India |
| | Investor Education & Promotion in the India |
| | Channeling savings of Indian households for economic prosperity |
| | Financial Planning for rural community |
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| | Currency Futures: Integrating the same with offshore Investing |
| | Evolution of Structured Products |
| | Investment Strategy through Assured Return instruments |
| | Investing in Commodities – directly and through derivatives |
| | Exchange Traded Funds as a strategy for investment |
| | Investing in Hedge Funds |
| | Interest Rate Derivatives |
| | Pros and cons of using tax-efficient mutual funds/ investment instruments |
| | Private equity investments- issues and opportunities for investors |
| | Building and managing portfolio with Mutual Funds |
| | Derivative strategies |
| | Socially responsible investing |
| | International investing |
| | Investing in direct real estate |
| | Does sector investing fit into asset allocation? How? |
| | Alternative Investment products |
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| | Investment planning when the client owns a high concentration of company stock |
| | Collectibles: Investing and portfolio issues involving art, antiques, etc |
| | Active versus passive investment management |
| | Asset allocation strategies |
| | Pros and cons of using index funds in portfolio |
| | Value versus Growth: How to determine the proper allocation of value and growth disciplines within a portfolio |
| | Managing client expectations |
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| | Retirement plan distribution strategies, such as timing withdrawals from retirement accounts, taxable funds |
| | Non-financial retirement issues: how do clients envision their retirement, where do they want to live, what do they want to do in retirement? |
| | Early retirement strategies |
| | Management of retirement health care costs |
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| | Approaches to Insurance need valuation. Income Replacement versus Expense approach valuation. |
| | Micro Insurance |
| | Long term care insurance |
| | Mediclaim policies and Health Insurance |
| | Comparison of different types of policies |
| | Disability insurance |
| | New trends in investment oriented life insurance |
| | Effect of Insurance planning on taxes |
| | Insurance Planning and taxes |
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Tax Planning for ownership of more than one house property |
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Taxation of Debt Mutual Funds |
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Tax strategies for high net worth individuals |
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Comprehensive Tax Planning for a Salaried Individual/Self Employed/Businessman |
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Capital Gains |
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Documentation and filing of returns |
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NRI Taxation |
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Taxation related to House Property |
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Tax Saving Instruments |
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Planning for incapacity: Living wills, power of attorney, etc. |
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Advanced estate planning topics, especially trusts |
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Multigenerational estate planning |
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Charitable planning trends and techniques |
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Use of investment products in estate planning |
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Business succession planning: Estate tax issues; steps to make a successful transition; practical solutions to equality issues of passing on the business |
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Selecting the right entity for the small business |
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Small-business retirement plans. What’s the right plan?td>
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Addressing the insurance needs of the small-business owner: property and casualty, key person, business continuation, disability, liability, fiduciary liability, etc. |
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Pre-marriage planning. Planning for the soon-to-wed or the just married couple. |
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Financial Planning for Double Income No Kids (DINK) couples. |
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Financial and Estate Planning for Dual Income Families |
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Elder care issues. Housing choices, care of personal finances, incapacity, etc. |
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Addressing the needs of middle income clients |
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Financial Planning for young |
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Divorce planning: The nuts and bolts of financially assisting clients through divorce, the division of property, etc. |
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Planning of sudden wealth and inheritance |
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Financial Planning for the super HNIs |
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Multi-generational Financial Planning |
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Financial Planning for the self-employed |
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Planning for Buying a House/Flat |
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Planning for NRIs |
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Planning Higher Studies and Studying Abroad |
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Planning for Professionals like Doctors, Architects, Lawyers etc |
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