How Do I Become a Certified Financial Planner? Essential Requirements and Tips

August 1, 2024 ⚊ 1 Min read ⚊ Views 15 ⚊ BLOG

Start by obtaining a bachelor’s degree from an accredited institution. While your degree does not have to be in finance, it must be accompanied by specific coursework in financial planning topics. This foundational education covers critical areas such as tax planning, retirement planning, estate planning, investment management, and insurance.

Read details: https://cwmindia.com/how-to-become-a-certified-financial-planner-in-india/

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∎ − Start by obtaining a bachelor’s degree from an accredited institution. While your degree does not have to be in finance, it must be accompanied by....