Should I do certified financial planner (CFP) Even if I have done MBA , 15 yrs back ?

POSTED BY NITIN PRABHU ON February 10, 2014 3:57 pm COMMENTS (3)

Hi I would like to pursue a career in financial planning. Want to know how to go about it and the courses/certifications to be completed. I have an MBA in finance but that was 15 years back.

3 replies on this article “Should I do certified financial planner (CFP) Even if I have done MBA , 15 yrs back ?”

  1. ashalanshu says:
    February 12, 2014 at 2:44 am

    Dear Divya, yes to become a financial adviser, planner, wealth manager or any other fancy name, one needs to register with SEBI as RFA – Registered Financial Adviser. Please check in detail for other aspects of this registration at SEBI site.

    Thanks

    Ashal

    Reply
  2. divya.advisor says:
    February 11, 2014 at 6:14 pm

    ashalanshu are there any rules around it? e.g to sell a mutual fund you need certification similar is the case for insurance, stocks etc…
    so for someone to pitch as a financial planner are there are rules from some authority?

    Reply
  3. ashalanshu says:
    February 10, 2014 at 9:49 pm

    Dear Nitin, if you feel that adding a qualification ‘ll help you in your future life, opt it else start practise with out this certification.

    Thanks

    Ashal

    Reply

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