article thumbnail

How to Become a Financial Planner

International College of Financial Planning

This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner?

article thumbnail

Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

Or how long should you keep bank statements? Birth certificates / Adoption paperwork. Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Death Certificates. Marriage Certificates. Remember this is different than a marriage license, which you don't keep.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What To Do When A Loved One Dies: Financial Questions Answered

Clever Girl Finance

How long do bank accounts stay open after death? What happens if there is no beneficiary named on a bank account after death? Get a death certificate Two weeks after the death of a loved one is when you should start going through the process of closing accounts, organizing the estate, and initiating probate if necessary.

article thumbnail

Becoming a SEBI Registered Investment Advisor: A Complete Guide

International College of Financial Planning

It is important to note that a new NISM certification must be obtained before the expiry of the existing certificate to ensure compliance with guidelines. Upon receiving the fees, SEBI will issue the SEBI Registered Investment Advisor License, while BASL will issue a membership certificate.

article thumbnail

18 Of The Best Online Part-Time Jobs From Home

Clever Girl Finance

Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. You also need an associate’s degree or certification with proficiency in applications such as Microsoft Excel or QuickBooks. On the other hand, some of the tutoring agencies have their own certification training.

article thumbnail

28 Best Jobs That Pay Well Without A Degree

Clever Girl Finance

It will certainly supercharge your bank account! He’s making bank at his job, and you can too. Commercial pilot Median commercial pilot salary: $99,640 Education required: Commercial certificate If you want to fly and find the highest paying jobs without a degree, you can become a commercial pilot. of $61,900.

article thumbnail

How to Become a Financial Advisor in India?

International College of Financial Planning

Banks & NBFCs. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. As an independent advisor here are certain certifications you need to be aware of – . Financial advisors work with different kinds of organizations, and these include –.