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There are two types of FinancialAdvisors in India – Fee-OnlyAdvisors and Commission OnlyAdvisors. As an independent advisor here are certain certifications you need to be aware of – . CFP ( Certified Financial Planner ).
The primary fee structures are: Fee-only : Advisorsonly receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. FinancialAdvisor FAQs 1.
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. Salaske: What is an investmentadvisor?
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