Need A Financial Product Forums Career in Finance Is there any special course for becoming a financial planner? Is-there-any-special-course-for-becoming-a-financial-planner_REPLY


Jayesh Shah

Insurance agents, tax saver consultants, investment advisors are all financial planners. In order to become an insurance agent, you need to undergo 50 or 75 hrs of training with insurance company and successfully need to clear their exam. If you think you possess a good knowledge of taxation and various tax saving instruments, then without pursuing anything, you can become a tax consultant. Investment advisor with a reputed company will require a person to be MBA finance from a reputed college or CFA or NCFM certified.

About Us

Simplypaisa, a web initiative by Elite Wealth Advisors Ltd, has the primary objective to help readers make smart financing decisions. What is smart finance? How to make smart financing decisions to procure assets or to meet one’s personal needs? Information is critical to make smart financing decisions: be it to purchase your dream house, a car, to start a business or to enable an entrepreneur to meet his/her working capital needs.Read More...


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