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How to Become a Financial Advisor in India?

International College of Financial Planning

However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. CFP ( Certified Financial Planner ).

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A Brief Guide: Tax-Efficient Strategies for Financing Higher Education

Zoe Financial

From 2000-2020 the average annual tuition inflation was 5.1% One of my clients enrolled in a university aviation program to get his pilot license. Some other ideas are to keep it on the sidelines if your child decides to attend graduate school or a professional certificate program. You can also use up to $10k for K-12 education.