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How to Become a Financial Planner

International College of Financial Planning

Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. Financial planning is an ongoing process, and it is essential to stay on top of it. You can make your mark in this field with the proper education and a little effort.

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How to Become a Financial Advisor in India?

International College of Financial Planning

Some organizations require candidates to have a bachelor’s or master’s degree in finance or specialization in accounting and financial management to go with their bachelor’s or master’s degree. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile.