International College of Financial Planning

JULY 2, 2025

The curriculum has been modernised to suit the needs of India’s financial services sector while aligning with international benchmarks. Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Many clients are in the wealth accumulation phase of life and need help setting a foundation to successfully manage their finances for years to come.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Harness Wealth

JUNE 5, 2024

When a new tax client registers for Harness, the platform recommends three tax advisory firms that align with their unique and personal needs, functioning like algorithmic match-making for the financial services industry. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness.

Taxes 64

Taxes Clients Planning Tax Planning 64

WiserAdvisor

MARCH 13, 2024

Furthermore, investment planning enables you to capitalize on market opportunities and harness the potential for wealth accumulation. With proper planning and professional advice, you can enjoy a secure and fulfilling retirement while effectively managing your healthcare costs and ensuring peace of mind for the future.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105