POSTED BY February 16, 2014 1:54 pm COMMENTS (2)ON
Are there any guidelines / rules/ regulations regarding who can call himself/herself a financial planner?
I have cleared exams to get insurance agency and mutual fund distribution. I am a MBA in finance so my question is can I start putting financial planner on my visiting card. If I do that will I be violating any regulation say from SEBI or any other regulatory organization.
I know people with my certifications call them selves as financial planner, can they do so?
PS: I understand the value of CFP I will try to do it, but my question is it a must as far as rules and regulations are concerned.