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
October 13, 2014 at 5:38 am
#47837
samkapoor77Keymaster
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.