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Ankit Agrawal - Thursday 8th September 2022
Do you like saving money and investing it? Would you like to manage the money of another person? If yes, you should become a financial advisor.
A financial advisor provides specialised investment recommendations to indivisuals or corporate. They help clients to achieve their financial goals through investment in financial instruments like stocks, mutual funds, Fixed deposits etc. Investment advisor manages the client assets. They mostly work in Banks, Non-banking financial companies (NBFC) or prefer to work independently.
There are 4 ways to become a Financial Advisor in India
Student can do 12 (Commerce or Maths). Then complete BBA. Further you can Proceed with MBA -Finance. Further you can Proceed with Certificate in CFP (Certified Financial Planner).
Student can do 12 (Commerce Stream). Then complete Bachelors in Finance. Further you can Proceed with CA /CFP/CFA.
Student can do 12th any stream. Then complete Bachelors in any stream. Further you can Proceed with AMFI/ LIC Agent Certification.
Student can do 12th any stream. Then complete Bachelors in any stream. Further you can Proceed with Pursue NSE or NCFM Certificate.
1 | Fees |
Medium
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2 | Demand |
High
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3 | Salary |
High
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4 | Level Of Preparation |
Medium
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Should I become a Financial Advisor? not sure. Take 20 Min free career test to find out are you fit for career in Financial Advisor.Check career suitability for Financial Advisor
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