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Becoming a SEBI Registered Investment Advisor: A Complete Guide

International College of Financial Planning

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. This blog post will provide all the necessary information on this topic.

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How to Become a Financial Advisor in India?

International College of Financial Planning

This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. As an independent advisor here are certain certifications you need to be aware of – .

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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.