Certification License Reference 
Good Financial Cents
JULY 17, 2023
Understanding Multiple Streams of Income Multiple streams of income refer to having multiple sources from which money flows into your life. It refers to the money you earn by providing your skills, knowledge, or expertise in exchange for a salary or wages. This can come from your primary job, freelancing, or running a business.
International College of Financial Planning
JUNE 14, 2023
It is important to note that a new NISM certification must be obtained before the expiry of the existing certificate to ensure compliance with guidelines. Upon receiving the fees, SEBI will issue the SEBI Registered Investment Advisor License, while BASL will issue a membership certificate.
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Trade Brains
APRIL 12, 2023
Broker or Stockbroker: A stockbroker is an individual/organization who is a registered member of the stock exchange and is given a license to participate in the securities market in place of its clients. It can also be referred as the original cost of the stock, as listed on the certificate.
AdvisorPR
FEBRUARY 4, 2022
Spotlight professional education, certifications, licensing and membership groups; and achievements like publications, awards, media appearances and notable public speaking events. Unless your clients always refer to you as “Mr. or Mrs. Smith,” use your first name after the first reference of your full name.
International College of Financial Planning
SEPTEMBER 3, 2021
When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.
Envision Wealth Planning
MARCH 17, 2022
Making things worse, many people simply refer to any financial professional as a financial advisor. By contrast, the term investment advisor (also spelled as “adviser” see below) is a legal term that refers to an individual or company. It is best to clarify what registrations, licenses, and professional designations your person has.
Trade Brains
SEPTEMBER 26, 2024
These updates will also be available on BSE Limited’s website for public reference. Other honors include the IMC Ramkrishna Bajaj National Quality Certificate of Merit for 2014. Regulatory approvals: NSE’s business heavily relies on obtaining and renewing statutory approvals, licenses, and permissions.
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