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 ..