User:Anshuman.12345/sandbox
![]() society for indo- american Advisers, by Advisers | |
Type | Non profitable organizations |
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Focus | Financial Advisers |
Location |
|
Services | American Financial Advisers |
Key people | Lakshmi Narayanan Ashish Patel Srinivas Eyyunni Venkateswara R. Chinni Vijay Nair |
Volunteers | 5000 |
Website | https://fasiaamerica.org |
FASIA (Financial Adviser Society for Indo American Advisers) is a Non-Profit Organization Registered under 501c3 (Registration under progress) for Indo American Advisers, by advisers committed to protect and grow the lifetime assets of earnings, education, employment, equity and stand as a guard to help everyone in wealth creation and protection.
The members are all licensed professionals by State or Federal registered body with professional qualifications in the field of Finance and Real Estate.
The members are either SEC registered, Insurance Adviser, FINRA recognized, Real Estate Adviser, with any qualification like - AEP®, CASL®, CEBS®, CFA, CFP®, ChFC®, CIMA, CLF®, CLU®, CPA, CPCU®, CTFA®, Enrolled Actuary, JD, MBA, MSFS, MSM, Masters/PhD in Financial Services, REBC®, RHU®, RICP®.ChFC, PFS, or holder of FINRA Series 6
FASIA DRIVERS
[edit]![](http://upload.wikimedia.org/wikipedia/commons/thumb/5/53/FASIA_DRIVERS.png/180px-FASIA_DRIVERS.png)
The 6 (Six) drivers of FASIA
1. Enabling next gen
Strategies for attracting and creating Gen X and Gen Y Advisers:
a) Targeting technology advances that appeal to younger generation
b) Defining the career path from student to an Adviser
c) Catering to next-generation priorities
d) Establishing a mentorship structure to grow young Advisers through collaboration with their veteran counterparts
2. Embrace Change: Change is the only constant.
3. Engaging community : You’re not alone
4. Encouraging future knowledge: Educating customer on innovative products and cross border transactions.
5. Empowering entrepreneurs: Intrapreneur to Entrepreneur Let’s Break the Glass Ceiling Creating More Women Advisers
6. Ethically committed : Make a meaningful difference in the lives of everyday humans whose hopes and dreams hinge on financial security
FASIA VISION
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Be the best and the most preferred adviser community to everyone.
FASIA MISSION
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• Bring together - To bring together all Indo American Financial Advisers and allied professionals as a community and enable them to be a global Adviser.
• Make stronger - Increase the strength of the Indo American Advisery community by 100% in next 3 years purely by a community support system.
• Grow the business - Create accessibility to cross border financial products and the knowledge through a legitimate , trustworthy channel and regulatory bodies.
• Enrich Culture - Provide a forum for FASIA members to enrich their cultural, social, and educational values
• Enable Education - Help the members through Continuing Advisery Education (CAE) to maintain their high level of Advisory knowledge in specific fields.
FASIA COMMITMENT
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• Foster the professional relationships among Indo American and other minority professionals working in the financial services industry.
• Committed to strive continuously to expose its members to cutting edge trends and opportunities which will assist them in advancing their businesses and careers.
• Committed to take the leadership and advocacy in connecting those who provide, support, and benefit from professional financial planning.
• Demonstrate and support a professional commitment of improving financial literacy via educational initiatives and client-centered financial planning process.
• Committed to help aspiring Indo American to be an entrepreneur in Financial Domain as an Adviser.
FASIA GOAL
[edit]FASIA KEY MEMBERS
[edit]Name | Designation |
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Lakshmi Narayanan | Executive Council Member |
Ashish Patel | Executive Council Member |
Srinivas Eyyunni | Executive Council Member |
Venkateswara R. Chinni | Executive Council Member |
Vijay Nair | Executive Council Member |