Banking Certification CFP Client Management 
International College of Financial Planning
DECEMBER 23, 2023
Key regulators in the Indian financial system include the Reserve Bank of India (RBI), the Securities and Exchange Board of India (SEBI), the Insurance Regulatory and Development Authority (IRDA), the Pension Funds Regulatory and Development Authority (PFRDA), and the Ministry of Corporate Affairs (MCA).
International College of Financial Planning
JULY 10, 2023
Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. They help clients manage their financial aspects and develop customized strategies based on their needs. They play a critical role in building and strengthening long-term client partnerships.
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