Sourabhsinh Raulji’s Post

Premiums & Problems Edition 127 keeps readers abreast of new developments in the financial planning discipline and is endorsed by the Financial Planning Institute (FPI). This edition has been updated in accordance with the 2023 Budget Speech. More here: https://bit.ly/3YAnvCA

📣Rikesh Bhatt, Financial Planner discussed the core principles of Financial Planning with Peter Komolafe DipFA, CII MP, on his Conversation of Money You Tube channel. To hear the conversation, grab a drink, and use the link below ☕️ 🔗 https://lnkd.in/eSVGnfGw

📣Rikesh Bhatt, Financial Planner discussed the core principles of Financial Planning with Peter Komolafe DipFA, CII MP, on his Conversation of Money You Tube channel. To hear the conversation, grab a drink, and use the link below ☕️ 🔗 https://lnkd.in/eFWAyPvb

Want to complete your Post Graduate in Financial Planning? Join this informative session:

The Financial Aid & School Management Conference is your ticket to transformative sessions. Get a glimpse of what awaits you in our featured session: Audit Issues for Today & Tomorrow Our audit panel of Eileen Keller, CPA (SST Accountants & Consultants), Joseph Knutte (Sikich), and Luke Hoey (McClintock & Associates) have a lot to discuss this year which includes audit guide changes, 90/10 calculations, possible recalculation of institutional financial ratios, and much more. Learn more here: https://lnkd.in/eC9eCP9F

Our article on Retiring Comfortably was published in the Financial Planning Association (FPA) SmartBrief Newsletter. You can read the article here: https://lnkd.in/e-He5kYS

📈 Have you explored our annual report, "Championing Progress," yet? Our concise yet comprehensive report shares the highlights, key achievements and financial statements from the 2023-2024 fiscal period. Discover how we're growing our membership and supporting our members. 🌟 #ActuarialExcellence #AnnualReport #ActuarialEducation #MemberInsights #FinancialSecurity

Financial Planning week started yesterday. Keep an eye on our socials for how to get the most from this week. Firstly, you can visit https://lnkd.in/gPBXHw-6 to view some great tips from the CISI and Wayfinder to begin the week. #FPWUK #financialplanningweek #financialplanning

Let's talk about the Financial Planning Association® (FPA). FPA is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. Learn more at https://hubs.la/Q02srQLF0

See my latest peer reviewed research article on virtual financial planning in the Journal of Financial Planning with Nathan Collier MBA, CFP® , Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ , and Darin Carroll.