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Inviting Resource Persons for Conducting Investor Awareness Programmes.
September, 14th 2012
                                                     Committee on Financial Markets and Investors' Protection

                                                                         INVITING RESOURCE PERSONS FOR
                                                                        CONDUCTING INVESTOR AWARENESS

Introduction                                                    Guidelines
The Committee on Financial Markets and Investor's Protec-       The Guidelines for conducting such programmes by resource persons are as follows:
tion (CFM&IP) is one of the Non-Standing Committees of              1. Programmes can be conducted at small towns, cities, blocks and taluka/
the Institute. The functions of the Committee include pre-              tehsils but not in villages.
paring suggestions on various Regulations / Circulars relat-       2. Progamme should be of 2 hours.
ing to Financial Markets for submission to the Government/
                                                                   3. The target audience for the programme should be household investors,
                                                                      businessmen, housewives, students (higher secondary, graduate, post
We are pleased and proud to state that the Institute of               graduate and MBA students), persons who are working in Government
Chartered Accountants of India has been designated as the             department/private jobs etc.
nodal authority by the Ministry of Corporate Affairs, Govern-      4. Maximum Four (4) programmes can be conducted in a town after the gap of
ment of India to organize Investor Awareness Programmes               20 days with different venues.
throughout India in the district headquarters and big cities
                                                                   5. Number of participants should be at least 50.While conducting an IAP in a
through the Institute's network of Regional Councils and
                                                                      school premises, majority of participants i.e. atleast 25 participants should
Branches during the year 2012-13. The Ministry also de-
                                                                      be non-students that may include teachers, staff members, students'
sired that to conduct Investor Awareness Programmes in
                                                                      parents and general public. Photographs should clearly show the strength of
the smaller towns' services of Resource Persons may be
                                                                      non students participants.

                                                                   6. Venue should be selected at a place where adequate number of
Resource Persons                                                      prospective investors may be the target participants.
The Committee invites proposals from Chartered Account-            7. Pamphlet/ Booklet/ Reading Material with important points covered in the
ants, Bankers, Capital Market experts, MBAs from reputed              talk should be circulated. Material in Hindi or regional language can also be
Institutes, Professors and Lecturers having knowledge and             distributed. Soft copy of reading material will be provided by the ICAI.
flair of capital market and public speaking skills for acting
                                                                   8. Please send the programme details like (place, date, Venue, Target
as Resource Persons to conduct the Investor Awareness
                                                                      Audience) atleast 5 days in advance for approval at
Programmes in smaller towns other than district headquar-
ters. You can send your resume along with the names of             9. Topics to be covered may be restricted to the contents of booklets sent to
the towns where programmes are proposed to be con-                    you.
ducted at                                        10. The following documents are required to be submitted within 15 days of
                                                                       conduct of programme to enable us to process reimbursement:
The Scheme
                                                                             At least 4 Photographs giving coverage of maximum number of
The resource persons have to plan and organize Investor
                                                                             participants with banner and faculty while the programme is in
Awareness Programmes of two hours duration in small
towns (other than district headquarters) at their own initia-
tive. Arranging venue, assembling at least 50 participants                   Attendance sheet containing name, address and mobile nos. of the
per programme and disseminating financial literacy will                      participants. Signatures of participants are must on the attendance
be their key responsibilities. For this, MCA will reim-                      sheet so provided.
burse Rs. 5,000/- per programme inclusive of TA/DA,                          Brief Report covering aspects of Topics covered and feedback of
honorarium and other costs or actual expenses which-                         participants.
ever is less.                                                                A duly signed undertaking by Resource Person that the programme
Committee on Financial Markets and                                           has been conducted at informed time and place. In case programme
Investors' Protection                                                        has been conducted at some organization, management/degree
ICAI Bhawan                                                                  collage, school etc. then such undertaking has to be countersigned by
Administrative Block, Third Floor,                                           organization head/principal also.
A-29, Sector 62,                                                   11. Programmes should not be used for publicity of any organization/firm/
NOIDA - 201 309                                                        company or any investment product.
Phone: 0120 - 3045945/905
                                                                   12. A resource person can conduct a maximum of 10 programmes in a month
                                                                       subject to total number of 60 programmes till 31st March, 2013.

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