Talk to sales Try for Free
CFP Aadil Kadri

CFP Aadil Kadri

Marketing Executive

Followers of CFP Aadil Kadri4000 followers
location of CFP Aadil KadriUnited Arab Emirates

Connect with CFP Aadil Kadri to Send Message

Connect

Connect with CFP Aadil Kadri to Send Message

Connect

  • Timeline

  • About me

    Life Insurance and Mutual Funds specialist, Professional Speaker, Financial Coach and an Author. On a mission in making millennials and Gen Z financially independent.

  • Education

    • Certified Financial Planner - CFP

      2006 - 2008
      Financial Planning Standard Boards - India Financial Planning and Services FPSBI No: 00016545 and NCFM Number : NCFM 00000164901

      Activities and Societies: Member faaida ... ( Financial advisors association of india ) Member NETWORK Financial Advisors Financial Planning , Insurance , Investments , Estate Planning , Retirement Planning , Education Panning , Speaker on subject of Financial Planning , Debt Management & Money Management

    • Shreyas Vidyalaya - Manjalpur , Vadodara

      1975 - 1988
      Higher Secondary School - HSC Science

      Activities and Societies: Debate Team , Stage Performer for a Musical Evening Higher Secondary School - ( HSSC ) in Science Subject

    • The Maharaja Sayajirao University of Baroda

      1988 - 1991
      Diploma civil Engineering Civil Engineering

      Activities and Societies: Debate Team , Stage Performer in Musical Nights Civil Engineering

  • Experience

    • Sterling Holiday Resorts

      Jan 1994 - Jan 1996
      Marketing Executive

      Selling a Concept of Timeshare for the company - Sterling Holiday Resorts

    • Continental Group

      Nov 2000 - now
      Vice President - Advisory ( President Club )

      Advising and guiding Individuals and Corporate Clients on securing their Financial future based on their personal and professional goals. The vision is to help you "Achieve Financial Freedom".The mission is to help you "Secure your Tomorrows - TODAY".

  • Licenses & Certifications

    • Top of the Table - Million Dollar Round Table - USA

      Million Dollar Round Table
      Jan 2015
      View certificate certificate

    • Mutual Fund Distributors Certification Examination

      National Institute of Securities Markets
      Jul 2003
      View certificate certificate

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Apr 2008
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER

      Financial Planning Standards Board Ltd.
      Apr 2008
      View certificate certificate

    • Qualifying and Life Member of Million Dollar Round Table - USA

      MDRT
      Jan 2001
      View certificate certificate

  • Honors & Awards

    • Awarded to CFP Aadil Kadri
      Financial Planning Expert RADIO 101.6 - Bend it Like City with Karishma in 2008 Oct 2010 Previledged and honoured to be called upon Radio City 101.6 - during there 3 hours session Bend it like City with RJ Karshma to speak on Financial Planning Subject.

  • Volunteer Experience

    • President - Dubai Chapter 2018 /2019

      Issued by Toastmasters International on Apr 2010
      Toastmasters InternationalAssociated with CFP Aadil Kadri

    • VP Membership

      Issued by Toastmasters International on Jul 2010
      Toastmasters InternationalAssociated with CFP Aadil Kadri