How to select Financial Planner or Investment Advisor?

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Our wealth is perhaps one of the most important things for us. Ranks may be just after our health and family. Financial Planner or Investment Advisor plays important role in managing our wealth. So how to find a good investment advisor?, What qualities they need to possess?, What educational qualification Investment Advisor should have? Should … Read more

How to be an Investment Advisor without doing CFP Certification

You are a Mutual Fund Distributor, Insurance Agent or in field of selling of some financial products. You now want to move to next level which is Investment Advisor or Financial Planner. However you do not have time or money to do CFP Certification. Is there any other alternative available? Yes. Regulator itself has provided … Read more

Best CFP Course for FPSB Certification in India

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So you want to do CFP (Certified Financial Planner) certification and looking for a course to help you complete certification on time. Here I have compared some of the best CFP courses available in India. Hope this will help you chose right one. Do comment if any noteworthy course is missing in list. Also if … Read more

Free CFP books / study material in India

This post is to help people perusing CFP (Certified Financial Planner) course in India but do not directly want to enroll to any course for now. So you need to register in Self Study mode with FPSB. I will keep sharing any free CFP books or online study material that is available on this page. … Read more

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