Anshul Srivastava Cfp®

Anshul Srivastava Cfp® Email and Phone Number

Financial Planning- Standards,Education and Assessments @ FPSB India
Anshul Srivastava Cfp®'s Location
Mumbai, Maharashtra, India, India
Anshul Srivastava Cfp®'s Contact Details

Anshul Srivastava Cfp® personal email

About Anshul Srivastava Cfp®

Anshul has more than 21 years of rich experience in the field of Financial education and training having worked with leading brands in the financial services industry being involved in conceptualizing , designing and delivering of programs of higher learning in the area of Finance.At Finance Wizards he has developed original training programs like FWFPC and FWDMP- proprietary workshops on Financial Plan Construction and Debt Markets attended by more than 1000 financial advisors and planners across the country.Anshul has worked in Knowledge Management at FPSB India , the organization engaged in distribution of prestigious CFP certification mark in India. He has also been Assistant Editor for Financial Planning Journal, and contributor of articles to various Publication.Anshul is also a blogger with Financial Planet, the official blog of Financial Planning Standards Board , US and regularly contributes articles and columns there.Anshul is also an active contributor to various academic Journals , his papers and articles have been published in Financial Planning and Actuarial Journal. He had been invited by Institute of Actuaries India to Present a paper on Pension Funds in India in GLOBAL CONFERENCE OF ACTUARIES (GCA)-2014. Anshul is an accomplished trainer in the field of finance and takes standardized and customized training programs in the field of Financial Analysis and Research along with Financial Planning and Wealth Management.He has traveled across the length and breadth of India taking workshops on diverse topics and interacting with all classes of Financial Services Professionals and Intermediaries. Some of the well appreciated training Programs include1. Comprehensive Financial Plan Construction Workshop- FWFPC2. Financial Model Preparation Workshop – FWFMCAnshul has been Member of Board of Studies with Karnataka State Open University for Masters Program in Management

Anshul Srivastava Cfp®'s Current Company Details
FPSB India

Fpsb India

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Financial Planning- Standards,Education and Assessments
Employees:
12
Anshul Srivastava Cfp® Work Experience Details
  • Fpsb India
    Head Of Standards And Examinations
    Fpsb India Jan 2023 - Present
    Mumbai, Maharashtra, India
  • Finance Wizards
    Chief Mentor
    Finance Wizards Nov 2013 - Sep 2023
    Mumbai Area, India
  • Finance Wizards
    Co- Founder
    Finance Wizards Oct 2013 - Sep 2023
    Mumbai Area, India
    Finance Wizard is an organisation into capacity building in the domain of Finance by providing training and consultancy solutions to individuals and institutions.
  • Financial Planning Standards Board India
    Knowledge Management
    Financial Planning Standards Board India Dec 2011 - Oct 2013
    Mumbai
    Working in the area of programme development and examination development. Taking workshops on the relevant topics for the Financial Planning practice.
  • Financial Planning Standards Board India
    Asst. Editor - Financial Planning Journal
    Financial Planning Standards Board India Dec 2011 - Oct 2013
    Mumbai Area, India
    Process Owner for the publishing of Financial Planning Journal- flagship publication of Financial Planning Standards Board, INdia
  • I  Nurture Education Solutions Pvt. Ltd
    Head- Financial Services
    I Nurture Education Solutions Pvt. Ltd Jan 2011 - Dec 2011
    Have an extensive experience in capability building both in the area of personal finance and corporate finance. Currently leading the financial services vertical of the company providing graduate and post graduate courses in Financial services in association with reputed universities and colleges.
  • Institute Of Risk And Financial Management
    Trainer
    Institute Of Risk And Financial Management Jan 2010 - Jan 2011
    New Delhi
    Responsible for Content and delivery of programmes on company valuation and financial modelling.
  • Ims Learning Resources
    Regional Head- Ims Proschool
    Ims Learning Resources 2007 - Jan 2010
    India
  • Ims Learning Resources Pvt. Ltd.
    Manager- North
    Ims Learning Resources Pvt. Ltd. 2005 - 2008
  • Ims Learing Resources Pvt. Ltd.
    Manager- North, Ims Proschool
    Ims Learing Resources Pvt. Ltd. Apr 2004 - Apr 2007
    1.Managing the operations for IMS proschool, a new initiative of the company in the field of the education in the areas of the growing economy.2.Looking after all the aspects of the business from launching/ Setting up the division in delhi to taking care of all the aspects of the operations.3.Responsible for the achivements of the targets in terms of no of enrollments.
  • Videocon International Ltd.
    Assistant Manager-Sales
    Videocon International Ltd. May 2002 - Apr 2004
    Handling the Channel Sales for washing machines and refrigerators in the area of south Maharashtra and Pune.

Anshul Srivastava Cfp® Skills

Strategic Financial Planning Team Management Financial Modeling Training Financial Planning Management Leadership Portfolio Management Wealth Management Mutual Funds Financial Services Business Strategy Relationship Management Insurance Corporate Finance Capital Markets Valuation Retirement Planning Investments Investment Advisory Equities Business Relationship Management Program Management Mis Programme Management Content Management Programme Development Microsoft Excel

Anshul Srivastava Cfp® Education Details

Frequently Asked Questions about Anshul Srivastava Cfp®

What company does Anshul Srivastava Cfp® work for?

Anshul Srivastava Cfp® works for Fpsb India

What is Anshul Srivastava Cfp®'s role at the current company?

Anshul Srivastava Cfp®'s current role is Financial Planning- Standards,Education and Assessments.

What is Anshul Srivastava Cfp®'s email address?

Anshul Srivastava Cfp®'s email address is so****@****hoo.com

What schools did Anshul Srivastava Cfp® attend?

Anshul Srivastava Cfp® attended Institute Of Management Technology,ghaziabad, University Of Rajasthan, Birla Public School, Pilani.

What are some of Anshul Srivastava Cfp®'s interests?

Anshul Srivastava Cfp® has interest in Social Services, Personal Finance, Economic Empowerment, Education, Public Speaking, Training, Science And Technology, Insurance, Retirement Planning.

What skills is Anshul Srivastava Cfp® known for?

Anshul Srivastava Cfp® has skills like Strategic Financial Planning, Team Management, Financial Modeling, Training, Financial Planning, Management, Leadership, Portfolio Management, Wealth Management, Mutual Funds, Financial Services, Business Strategy.

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