Alok

About the Founder

Meet Alok Kumar. He is a Corporate Trainer and Founder of PINNACLE, a venture set up by him as a Centre for Financial Education and Trainings. Alok has 25 years of aggregate work experience in various capacities. With a Masters in Physics, an MBA in Financial Management, Certifications such as Certified Financial Planner and DiSC Certified Practitioner, he is now moving forward to pursue Ph.D in Financial Management.

Alok facilitates learning, develops content and conducts trainings for individuals as well as organizations in areas of Personal Finance, MS Excel tools and Behavioral Skills. He is also an empanelled Trainer with CIEL (Centre for Investment Education & Learning), for conducting Investor Awareness Programs, mandated by SEBI for various Mutual Fund houses.

Alok started his career with HPCL, where he worked in domains such as Sales, Operations and Quality Control for 15 years. The interests he pursues today evolved gradually. Moving from HPCL he completed his Certification in Personal Finance (Certified Financial Planner) and joined Financial Planning Standards Board, India as Head-Knowledge Management. Here he spearheaded Education, Examination and Certification aspects of the CFP Certification program, being pursued by > 25,000 Indian students and professionals at that point of time. This assignment gave him vast exposure to fields such as Financial Planning, Personal Finance along with opportunities to do content work, including delivery of training programs to Financial Advisors and practitioners.

His job and passion took him to the conclave of global Financial Planners in USA in 2007 and again in 2008; it is here where he saw the scope of personal finance and Financial Planning, and the importance of financial literacy in the lives of one and all.

By conducting trainings Alok gained from the exposure of interacting with people from different backgrounds. From personal finance he now moved on to train people in MS EXCEL tools for Financial Advisors and Behavioral fields (soft-skills) as well. To aid in his work, he acquired global certifications in the field of Learning & Development and Psychometric tools such as "DiSC" (from Wiley of USA) and Advanced Diploma– “Professional Development in Training” (from TESOL of USA).

Alok continues to do trainings in an entrepreneurial capacity now, along with a pool of resource persons. While conducting training-need analysis, he also facilitates knowledge transfer by developing content on related subject areas for education providers and Corporate in BFSI sector.

Alok continues to do trainings in an entrepreneurial capacity now, along with a pool of resource persons. While conducting training-need analysis, he also facilitates knowledge transfer by developing content on related subject areas for education providers and Corporate in BFSI sector.

Alok has trained people from sectors such as Insurance, Mutual Fund, students of Personal Finance, Financial Planning, Independent Financial Advisors (IFAs) and other professionals ranging from 20 years to 65 years. Some of the clients he has worked with include SBI Mutual Fund, ICICI Prudential Life Insurance Company, CIEL, Reliance AMC, Principal PNB AMC, Financial Planning Academy, NJ India Funds. He has also taken classes for CFP Certification program for education institutes in New Delhi and actively drafts content and workbooks for similar programs.

According to Alok, learning is a lifelong process and workshops are enablers for learning. He strongly believes that there is a need to constantly update one’s own skills and knowledge to keep growing not only in career but also as an individual.