Remove Certification Remove Financial Advice Remove Government Remove License
article thumbnail

How to Become a Financial Advisor in India?

International College of Financial Planning

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. As an independent advisor here are certain certifications you need to be aware of – .

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. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession.

CFP 80
article thumbnail

Are You In A Financially Abusive Relationship? Key Actions To Take

Clever Girl Finance

Try to safely get access to your identification, birth certificate, and other important documents before leaving. A few documents you should try to collect before leaving include: Driver’s license, state ID, or passport (if you have one). Birth certificate. Marriage license. Social Security card. Getting a credit report.