Miko Kohmaria
Curriculum Specialist at Advocis- Claim this Profile
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Bio
Anuj Kesarwani
When it comes to Organizational skills, believe me, Milind is second to none! I mention this after having known and observed Milind for more than 3 years now. He hasn't ceased to amaze me with his Organisational skills until now, and wish for him that he never does! I have personally attended two of Milind's workshops. These workshops are cent percent practical and implementable. In fact, don't be surprised if you find some solutions which you have been looking for since long! Milind offers a tremendous value proposition through his training and workshops. Just pay him the currency and he will take care of the rest. We share a good bond with each other and I wish Milind the best in his entrepreneurial journey.
Sadique Neelgund
It was a pleasure to have Milind as a core team member of Network FP. He took on the challenge to design and launch our new initiative - Qualified Personal Finance Professional (QPFP Certification Program). He was instrumental in designing the education delivery, program curriculum, getting trainers and examination of the program right from its inception and professionally implemented the project and successfully completed 3 batches. Milind is highly professional and methodical in his approach to any task assigned to him. That is the biggest strength he will bring to any organization or project he is part of. Apart from certfication, Milind has also contributed to Network FP by being a part of Editorial Team of NFP ThinkTank Journal. We wish him a bright future.
Anuj Kesarwani
When it comes to Organizational skills, believe me, Milind is second to none! I mention this after having known and observed Milind for more than 3 years now. He hasn't ceased to amaze me with his Organisational skills until now, and wish for him that he never does! I have personally attended two of Milind's workshops. These workshops are cent percent practical and implementable. In fact, don't be surprised if you find some solutions which you have been looking for since long! Milind offers a tremendous value proposition through his training and workshops. Just pay him the currency and he will take care of the rest. We share a good bond with each other and I wish Milind the best in his entrepreneurial journey.
Sadique Neelgund
It was a pleasure to have Milind as a core team member of Network FP. He took on the challenge to design and launch our new initiative - Qualified Personal Finance Professional (QPFP Certification Program). He was instrumental in designing the education delivery, program curriculum, getting trainers and examination of the program right from its inception and professionally implemented the project and successfully completed 3 batches. Milind is highly professional and methodical in his approach to any task assigned to him. That is the biggest strength he will bring to any organization or project he is part of. Apart from certfication, Milind has also contributed to Network FP by being a part of Editorial Team of NFP ThinkTank Journal. We wish him a bright future.
Anuj Kesarwani
When it comes to Organizational skills, believe me, Milind is second to none! I mention this after having known and observed Milind for more than 3 years now. He hasn't ceased to amaze me with his Organisational skills until now, and wish for him that he never does! I have personally attended two of Milind's workshops. These workshops are cent percent practical and implementable. In fact, don't be surprised if you find some solutions which you have been looking for since long! Milind offers a tremendous value proposition through his training and workshops. Just pay him the currency and he will take care of the rest. We share a good bond with each other and I wish Milind the best in his entrepreneurial journey.
Sadique Neelgund
It was a pleasure to have Milind as a core team member of Network FP. He took on the challenge to design and launch our new initiative - Qualified Personal Finance Professional (QPFP Certification Program). He was instrumental in designing the education delivery, program curriculum, getting trainers and examination of the program right from its inception and professionally implemented the project and successfully completed 3 batches. Milind is highly professional and methodical in his approach to any task assigned to him. That is the biggest strength he will bring to any organization or project he is part of. Apart from certfication, Milind has also contributed to Network FP by being a part of Editorial Team of NFP ThinkTank Journal. We wish him a bright future.
Anuj Kesarwani
When it comes to Organizational skills, believe me, Milind is second to none! I mention this after having known and observed Milind for more than 3 years now. He hasn't ceased to amaze me with his Organisational skills until now, and wish for him that he never does! I have personally attended two of Milind's workshops. These workshops are cent percent practical and implementable. In fact, don't be surprised if you find some solutions which you have been looking for since long! Milind offers a tremendous value proposition through his training and workshops. Just pay him the currency and he will take care of the rest. We share a good bond with each other and I wish Milind the best in his entrepreneurial journey.
Sadique Neelgund
It was a pleasure to have Milind as a core team member of Network FP. He took on the challenge to design and launch our new initiative - Qualified Personal Finance Professional (QPFP Certification Program). He was instrumental in designing the education delivery, program curriculum, getting trainers and examination of the program right from its inception and professionally implemented the project and successfully completed 3 batches. Milind is highly professional and methodical in his approach to any task assigned to him. That is the biggest strength he will bring to any organization or project he is part of. Apart from certfication, Milind has also contributed to Network FP by being a part of Editorial Team of NFP ThinkTank Journal. We wish him a bright future.
Credentials
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Environmental, Social & Governance (ESG) Specialization
Corporate Finance Institute® (CFI)Sep, 2023- Nov, 2024 -
Canadian Securities Course (CSC®)
Canadian Securities InstituteDec, 2022- Nov, 2024 -
Canadian Investments Funds Course (CIFC)
IFSE InstituteOct, 2022- Nov, 2024 -
Chartered Financial Analyst (CFA) Level I Cleared
CFA InstituteJan, 2017- Nov, 2024 -
Certified Financial Planner Certification - Global Excellence in Financial Planning
Financial Planning Standards Board Ltd.Sep, 2015- Nov, 2024 -
Chartered Wealth Manager
AAFM® (India)Jun, 2021- Nov, 2024
Experience
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Advocis
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Canada
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Financial Services
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1 - 100 Employee
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Curriculum Specialist
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Feb 2023 - Present
• Maintain quality control and accuracy of textbook content and questions bank, including the review, revision, and release of updated textbook and questions versions • Keep educational content up to date to reflect ongoing legislative, regulatory or industry changes. Collaborate with external subject matter experts as required to assist in ensuring the accuracy of the content • Address technical financial planning questions received from candidates regarding material and content in… Show more • Maintain quality control and accuracy of textbook content and questions bank, including the review, revision, and release of updated textbook and questions versions • Keep educational content up to date to reflect ongoing legislative, regulatory or industry changes. Collaborate with external subject matter experts as required to assist in ensuring the accuracy of the content • Address technical financial planning questions received from candidates regarding material and content in textbooks, webinars, instructor slides, boot camps, review tools, and assessments • Gather competitive intelligence and research into other learning providers, and research industry changes and trends affecting new advisors Show less • Maintain quality control and accuracy of textbook content and questions bank, including the review, revision, and release of updated textbook and questions versions • Keep educational content up to date to reflect ongoing legislative, regulatory or industry changes. Collaborate with external subject matter experts as required to assist in ensuring the accuracy of the content • Address technical financial planning questions received from candidates regarding material and content in… Show more • Maintain quality control and accuracy of textbook content and questions bank, including the review, revision, and release of updated textbook and questions versions • Keep educational content up to date to reflect ongoing legislative, regulatory or industry changes. Collaborate with external subject matter experts as required to assist in ensuring the accuracy of the content • Address technical financial planning questions received from candidates regarding material and content in textbooks, webinars, instructor slides, boot camps, review tools, and assessments • Gather competitive intelligence and research into other learning providers, and research industry changes and trends affecting new advisors Show less
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Canfin Financial Group of Companies
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Canada
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Financial Services
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1 - 100 Employee
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Financial Planning Administrative Assistant
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Oct 2022 - Feb 2023
• Created financial plans using the company's financial planning software. The plans involved analyzing cash flows, balance sheets, financial goals, recommendations and implementations. • Compiled a detailed user manual of the firm's financial planning software to facilitate the empanelled advisors. • Redesigned slides deck to assist advisors to communicate their offerings to prospects in a structured manner. • Created financial plans using the company's financial planning software. The plans involved analyzing cash flows, balance sheets, financial goals, recommendations and implementations. • Compiled a detailed user manual of the firm's financial planning software to facilitate the empanelled advisors. • Redesigned slides deck to assist advisors to communicate their offerings to prospects in a structured manner.
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Papyrus Planning
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Canada
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Financial Services
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1 - 100 Employee
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Financial Planning Assistant
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May 2022 - Oct 2022
• Analyzed clients' mortgage loans to help them manage cash flow in a rising interest rate scenario. • Created model portfolios for Do-It-yourself (DIY) investors by researching Exchange Traded Funds (ETFs). • Built financial planning processes and templates including insurance analysis, data gathering, process flow charts, checklist for financial plan implementation and banking products analysis. • Analyzed clients' mortgage loans to help them manage cash flow in a rising interest rate scenario. • Created model portfolios for Do-It-yourself (DIY) investors by researching Exchange Traded Funds (ETFs). • Built financial planning processes and templates including insurance analysis, data gathering, process flow charts, checklist for financial plan implementation and banking products analysis.
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Self-employed
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India
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Financial Planning Consultant & Trainer
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Dec 2018 - Apr 2022
• Consulted financial planning firms managing over INR 21 billion in investments • Exuded professional expertise and resourcefulness to gain the trust and confidence of client firms' High Net Worth investors to generate more business • Delivered 160+ financial planning training programs across 1,400+ hours addressing 8,000+ participants from companies like HDFC Bank, Axis Bank, Union Asset Management Company and BSE Institute Limited • Mentored participants including investors… Show more • Consulted financial planning firms managing over INR 21 billion in investments • Exuded professional expertise and resourcefulness to gain the trust and confidence of client firms' High Net Worth investors to generate more business • Delivered 160+ financial planning training programs across 1,400+ hours addressing 8,000+ participants from companies like HDFC Bank, Axis Bank, Union Asset Management Company and BSE Institute Limited • Mentored participants including investors, financial services professionals as well as students Show less • Consulted financial planning firms managing over INR 21 billion in investments • Exuded professional expertise and resourcefulness to gain the trust and confidence of client firms' High Net Worth investors to generate more business • Delivered 160+ financial planning training programs across 1,400+ hours addressing 8,000+ participants from companies like HDFC Bank, Axis Bank, Union Asset Management Company and BSE Institute Limited • Mentored participants including investors… Show more • Consulted financial planning firms managing over INR 21 billion in investments • Exuded professional expertise and resourcefulness to gain the trust and confidence of client firms' High Net Worth investors to generate more business • Delivered 160+ financial planning training programs across 1,400+ hours addressing 8,000+ participants from companies like HDFC Bank, Axis Bank, Union Asset Management Company and BSE Institute Limited • Mentored participants including investors, financial services professionals as well as students Show less
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Etica Wealth (P) Ltd
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India
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Financial Services
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1 - 100 Employee
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Head - Financial Planning, Research & Marketing
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Apr 2018 - Nov 2018
• Lead a team of 16 professionals managing customer assets of over INR 4 billion • Documented investment research procedures for investment recommendations to clients. • Organized clients' data to prepare reports and financial plans inclusive of charts, spreadsheets, & presentations. • Handheld clients along with the team to implement the plan recommendations. • Ran a digital marketing campaign for the firm to spread financial literacy and attract clients. • Conducted investor… Show more • Lead a team of 16 professionals managing customer assets of over INR 4 billion • Documented investment research procedures for investment recommendations to clients. • Organized clients' data to prepare reports and financial plans inclusive of charts, spreadsheets, & presentations. • Handheld clients along with the team to implement the plan recommendations. • Ran a digital marketing campaign for the firm to spread financial literacy and attract clients. • Conducted investor awareness programs for employee investors of other organizations. Show less • Lead a team of 16 professionals managing customer assets of over INR 4 billion • Documented investment research procedures for investment recommendations to clients. • Organized clients' data to prepare reports and financial plans inclusive of charts, spreadsheets, & presentations. • Handheld clients along with the team to implement the plan recommendations. • Ran a digital marketing campaign for the firm to spread financial literacy and attract clients. • Conducted investor… Show more • Lead a team of 16 professionals managing customer assets of over INR 4 billion • Documented investment research procedures for investment recommendations to clients. • Organized clients' data to prepare reports and financial plans inclusive of charts, spreadsheets, & presentations. • Handheld clients along with the team to implement the plan recommendations. • Ran a digital marketing campaign for the firm to spread financial literacy and attract clients. • Conducted investor awareness programs for employee investors of other organizations. Show less
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Network FP
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India
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Financial Services
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1 - 100 Employee
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Senior Manager - Knowledge Management
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May 2016 - Jan 2018
• Network FP is a premier membership organization for Independent Financial Advisors & Wealth Managers across India. • I was fortunate to work on two profiles while networking and learning from best of the Financial Planners across the nation. • During my tenure, the organization's membership base grew from 350 financial planners to 700 financial planners. 𝐒𝐞𝐧𝐢𝐨𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 – 𝐊𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 • NFP National 2017 & 2018: Speaker Management, Screen… Show more • Network FP is a premier membership organization for Independent Financial Advisors & Wealth Managers across India. • I was fortunate to work on two profiles while networking and learning from best of the Financial Planners across the nation. • During my tenure, the organization's membership base grew from 350 financial planners to 700 financial planners. 𝐒𝐞𝐧𝐢𝐨𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 – 𝐊𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 • NFP National 2017 & 2018: Speaker Management, Screen & Technology Management, other planning & organizing activities at the NFP annual conference (700+ attendees from across India) • NFP ThinkTank (B2B Newsletter): Inviting advisors to contribute intellectual property, editing and publishing (10,000+ Subscribers); a vital cog of Editorial Team for ThinkTank Magazine’s First Edition. • NFP Financial Wellbeing Camps: Speaker for 4 Investor Awareness Programs in Pune, Ahmedabad, & Mumbai (average feedback rating – 4 / 5) • NFP Professional Workshop: Assistant Trainer & Co-ordinator for XLFP Comprehensive Workshop • NFP Toolbox, NFP Channel & NFP JobBoard: Reinforced ProMembership benefits 𝐏𝐫𝐨𝐠𝐫𝐚𝐦 𝐋𝐞𝐚𝐝 – 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 (𝐐𝐏𝐅𝐏) • Conceptualized and created Qualified Personal Finance Professional (QPFP) course for aspirants. • Promoted the program to aspirants, enrolled them and handheld them throughout the program. • Coordinated with 50 top-of-the-line financial advisor trainers onboard for online education delivery. • Developed, managed, and improvised program curriculum, and delivered education program sessions. • Set up exams at National Stock Exchanges' (NSE) Academy centers to conduct exams for candidates enrolled. • Promoted program at the industry events including NFP MasterClass and N.L. Dalmia Institute of Management Studies and Research. Show less • Network FP is a premier membership organization for Independent Financial Advisors & Wealth Managers across India. • I was fortunate to work on two profiles while networking and learning from best of the Financial Planners across the nation. • During my tenure, the organization's membership base grew from 350 financial planners to 700 financial planners. 𝐒𝐞𝐧𝐢𝐨𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 – 𝐊𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 • NFP National 2017 & 2018: Speaker Management, Screen… Show more • Network FP is a premier membership organization for Independent Financial Advisors & Wealth Managers across India. • I was fortunate to work on two profiles while networking and learning from best of the Financial Planners across the nation. • During my tenure, the organization's membership base grew from 350 financial planners to 700 financial planners. 𝐒𝐞𝐧𝐢𝐨𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 – 𝐊𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 • NFP National 2017 & 2018: Speaker Management, Screen & Technology Management, other planning & organizing activities at the NFP annual conference (700+ attendees from across India) • NFP ThinkTank (B2B Newsletter): Inviting advisors to contribute intellectual property, editing and publishing (10,000+ Subscribers); a vital cog of Editorial Team for ThinkTank Magazine’s First Edition. • NFP Financial Wellbeing Camps: Speaker for 4 Investor Awareness Programs in Pune, Ahmedabad, & Mumbai (average feedback rating – 4 / 5) • NFP Professional Workshop: Assistant Trainer & Co-ordinator for XLFP Comprehensive Workshop • NFP Toolbox, NFP Channel & NFP JobBoard: Reinforced ProMembership benefits 𝐏𝐫𝐨𝐠𝐫𝐚𝐦 𝐋𝐞𝐚𝐝 – 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 (𝐐𝐏𝐅𝐏) • Conceptualized and created Qualified Personal Finance Professional (QPFP) course for aspirants. • Promoted the program to aspirants, enrolled them and handheld them throughout the program. • Coordinated with 50 top-of-the-line financial advisor trainers onboard for online education delivery. • Developed, managed, and improvised program curriculum, and delivered education program sessions. • Set up exams at National Stock Exchanges' (NSE) Academy centers to conduct exams for candidates enrolled. • Promoted program at the industry events including NFP MasterClass and N.L. Dalmia Institute of Management Studies and Research. Show less
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Education
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2023 - 2024
Smith School of Business at Queen's University
Master of Finance, Finance -
2022 - 2023
Humber College
Financial Planning, Financial Planning and Services -
Symbiosis College of Arts & Commerce
B.Com, Marketing and Advertising -
Best Higher Secondary School, Gujarat Board
HSC (Intermediate Exams), Business/Commerce, General
Community
