Remove Certification Remove Certified Financial Planner Remove License Remove Numbers
article thumbnail

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.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Wright argues that we could diminish any asset that way, even stock certificates. What we’ve seen in 2022 is that there were a number of hacks. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. Gold has transaction value.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. According to Wright, it’s more than having to pass a test – there are CFP® certification requirements pertaining to education, quizzes, modules, etc. Are they getting a raw deal?

CFP 80
article thumbnail

31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. License Your Music 13. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Start A Blog 9.