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

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    Venkatesh A
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    Is there any special course for becoming a financial planner?

    #47837

    Jayesh Shah
    Member

    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.

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