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How to Become a Financial Advisor in India?

International College of Financial Planning

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. CFP ( Certified Financial Planner ).

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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. Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. All value is relative.

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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 debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

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