CFP Certification 2019 Registration | Syllabus | Exams | Training | Fees

CFP Certification Registration Process Long Wait of many candidates to know about latest CFP Certification Registration 2019 process is over.  As You might be aware, FPSB (USA) took over the administration of CFP  in India from FPSB India. Now FPSB, USA is the only authorised body to award CFP Program in India through its Authorised … Read more

How To Become a Retirement Adviser (Individual) In India?

To become Retirement adviser one must register with PFRDA (Pension Fund Regulatory and Development Authority). PFRDA has made it mandatory to register with them to offer retirement advisory services from June 2016. As per Gazette published “Retirement adviser” means any person being an individual, registered partnership firm, body corporate, or any registered trust or society, … Read more

CFP For Career In Financial Planning

Financial planning is in nascent stages in India.  A lot of progress has been made in past few years to spread awareness about importance of financial planning for financial success.  In India there is scarcity for qualified and experienced financial planners to cater this segment of investors who are looking for them. In this context … Read more

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How To Become An Investment Adviser?

After introduction of  SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013, no one in India can not act as investment advisor unless registered with SEBI under these regulations.  If any person is acting as IA (Investment Advisor) by the time of notification of these regulations, they must get registered under these provisions with … Read more