Certification Commission Debt Management License 
International College of Financial Planning
AUGUST 2, 2021
Wealth Management Firms. Debt Management Firms. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Banks & NBFCs. Brokerage Firms.
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.
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