When a Loved One Dies, What Happens to the House? A True Story Every Indian Family Should Read
Mr. Kailash passed away on a quiet Thursday morning.It was not sudden. His health had been declining for some time. But nothing quite prepares a[…]
Why Wealth Management Isn’t What It Used to Be
Lets be real for a moment. When I first stepped into the world of wealth management, we didn’t have fancy dashboards. We had files, leather-bound[…]
Financial Planning Mistakes You’re Probably Making (And What to Do Instead)
Gen Z is rewriting the rules of personal finance. Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild[…]
How CFP® Courses Can Transform Your Approach to Financial Planning
In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP® certification stands as the gold standard in[…]
Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP®) certification increasingly valuable for professionals seeking to advance their careers. The[…]
The Importance of Financial Education from Childhood: A Gift for Future Generations – By Harendra Zatakia
Introduction On November 14th, as we honor Children’s Day in remembrance of Pandit Jawaharlal Nehru’s birthday, we consider how to prepare the next generation for[…]
Navigating the New Age of Finance: The Rise of Self-Directed Financial Product Purchases – By Venkat R Valeti
The Shift Towards Self-Directed Financial Product Purchases In today’s fast-paced digital world, the landscape of personal finance has undergone a significant transformation. More individuals are[…]
Importance of Financial education & Why I Joined ICOFP – by Prem Keswani
At 46, I found myself at a turning point. My education had been in engineering, and I spent over two decades working in technical IT[…]
Maximize Your Success: How the CFP® Fast Track Can Save You Time and Money
Are you ready to accelerate your career in financial planning? The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial[…]
CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance
The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. With the global demand for financial advisors rising, gaining[…]