2000, Commission and Financial Consultant

How to Become a Financial Advisor in India?

International College of Financial Planning

AUGUST 2, 2021

There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Commission Only Advisors need to gain certification and take the Insurance IRDA Examinations IRDAI IC 38. This certification is Financial Planning Standards Board (FPSB).

Financial Advisor

Financial Advisor Certified Financial Planner Certification Fee Only

Transcript: Peter Mallouk, Creative Planning

The Big Picture

JUNE 11, 2024

They still got their website, they still got their financial consultant in the branch. They have, they’re duly registered and they’re, they’re making money on commission. And, and the client also doesn’t lose anything. They’re still at Schwab. They just have an advisor advising them on the account.

Planning

Planning Clients Investments Investing

Financial Advisor Source

How to Become a Financial Advisor in India?

Transcript: Peter Mallouk, Creative Planning

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