Looking at ways to enhance your business & career? Log onto streetsahead.in to upgrade yourself!
SUBSCRIBE NEWSLETTER
News From Press Ask these 12 questions to hire a competent financial advisor

Ask these 12 questions to hire a competent financial advisor

Source: The Economic Times Jun 18, 2018


To ensure that you hire a competent planner, here are the concerns you should have addressed at the outset, says ET Wealth.

1. What are your qualifications and credentials?
Degrees don’t really matter, but ideally, he should have the Certified Financial Planner (CFP) certification, which is awarded by the Financial Planning Standards Board (FPSB) of India, the principal licensing body in the country. It helps if he has degrees like CA or MBA, and years of experienc ..

Click here to read more>>

0 Comment
Be the first to comment.
Wish to stay on top of your game? Get daily tips, ideas and articles to grow your business.
Subscribe to Cafemutual Newsletter.