How to select Financial Planner or Investment Advisor?

Family Calculating Expenses

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

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