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Understanding the Role and Qualifications of a Financial Advisor

International College of Financial Planning

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).

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. Excellent communication and interpersonal skills.

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How to Choose the Right Job Oriented Course After Graduation in Wealth Management

International College of Financial Planning

Unlike broader academic studies, these courses are designed to bridge the substantial gap between theoretical education and the pragmatic requirements of the job market. Tailored Education: Each course focuses on the skills and knowledge most relevant to the industry, ensuring you are well-prepared for specific job roles upon completion.

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What are the Different Types of Financial Advisors?

WiserAdvisor

Financial planners A financial planner is a professional who is chiefly responsible for improving the overall financial situation of his client. The planner helps their client manage their finances, create a budget, build wealth, choose investments, pick an insurance plan, and manage their taxes.