how to become a certified financial planner in india?
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Candidates for CFP certification can complete their education requirement through three specialist education courses (investment planning; retirement and tax planning; and risk and estate planning) and a financial planning capstone course.
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['Gain Relevant Experience. There are several jobs in the financial industry that only require a high school diploma in order to get started. ... ', 'Enroll in a Financial Training Program. ... ', 'Obtain Certification. ... ', 'E-Learning Courses.']
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["Have a bachelor's (or equivalent) degree from a recognized institution.", 'Pass the CFA Level 1 exam or pass the self-administered Standards of Practice Examination.', 'Have a relevant professional work experience of 48 months in investment decision making process.']
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CA is a statutory qualification in India whereas CFA® Program is an international qualification recognized by any Investment company across the world. You can start preparing for the CA right after the 12th standard whereas you can start pursuing the CFA® Program only after graduation.
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*The Eligibility Criteria for the PMI-RMP Certification include: A secondary degree or a high school diploma or its global equivalent. 4,500 hours of experience in project risk management within the last consecutive 5 years. Project risk management education spanning 40 hours. THE RURAL MEDICAL PRACTITIONER OF INDIA.
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['CFA (Chartered Financial Analyst)', 'CA (Chartered Accountants)', 'CS (Company Secretary)', 'CMA (Cost & Management Accountant)', 'MBA.', 'LLB (3 years)', 'MA (any special subject like Economics etc)', 'Diploma in Taxation Laws (DTL)']
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['Copy of passport.', 'Two photographs of account holder/s.', 'Signatures to be verified by Indian embassy/known bankers.', 'Full particulars as provided in the application form including nomination.', 'Remittance should be in foreign currency.']
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It meets the FCA's examination requirements for financial advisers and anyone can apply to study as it is equivalent to a first year degree programme. The qualification consists of two units, usually studied as a complete 9 month course, however these can also be studied individually.
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CFPs, or Certified Financial Planners, have a more general focus when compared to tax advisors. Financial planners are able to offer all different types of financial advice to their clients. While they can provide assistance with income tax queries, they are not necessarily trained specifically in income tax practices.
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['gain a New Zealand Certificate in Financial Services – Financial Advice (Level 5)', 'get authorisation to practise from the Financial Markets Authority.', 'register with a Dispute Resolution Scheme.', 'be listed on the Financial Service Providers Register.']
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['Financial Planning.', 'Investment Management.', 'Risk Management.', 'Estate Legacy Planning.']
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The first step to becoming a CFP® professional is to obtain a recognised undergraduate and postgraduate qualification in financial planning from one of the FPI Approved Education Providers. Download a list of recognised qualifications offered by our recognised Approved Education Providers.
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['Step 1: Be at Least 18 Years of Age. ... ', 'Step 2: Complete Your Required Education. ... ', 'Step 3: Obtain a Sponsoring Broker. ... ', 'Step 4: Submit Your Application. ... ', 'Step 5: Schedule Your Test.']
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['Become certified as an IA by passing either the Series 65 exam by itself, or the Series 7 exam along with the Series 66.', 'Choose a Custodian. ... ', 'Establish a Limited Liability Corporation. ... ', 'Establish an investment adviser registration depository (IARD) user account. ... ', 'Find a custodian. ... ', 'Complete Form ADV.']
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['To Start a Freight Forwarding business in India, You need to have a legal entity it can be a company in any form, Individual, partnership, Pvt Ltd or LLP etc.', 'Second you need to have contacts with exporters and importers who can give you work.', 'Should register with shipping lines as a freight forwarder.']
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A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives. Financial Planners do their work by consulting with clients to analyze their goals, risk tolerance, life or corporate stages and identify a suitable class of investments for them.
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The Certified Financial Planner Board of Standards Inc. has unanimously approved an expanded fiduciary standard as part of a revamp of the designation's conduct requirements. Under the new rule, all CFPs — including brokers — must act in the best interests of their clients when providing financial advice.