The right financial advisory certification India pathway depends on the career you want to build. If your goal is holistic personal financial planning, including goals, cash flow, risk, tax, retirement and estate considerations, the CFP® pathway is relevant. If your role involves regulated investmen...
Blog categorized as CFA
Financial Advisory Certification India: CFP®, NISM and SEBI RIA Guide 2026
16.09.26 11:58 AM - Comment(s)
Financial Planner Salary in India 2026: Role, Experience & City Guide
14.09.26 11:21 AM - Comment(s)
The financial planner salary in India in 2026 varies widely by job title, experience, city, employer and client responsibility, with public salary databases reporting national averages anywhere between roughly ₹ 3.8 lakh and ₹ 6 lakh per year, and role specific pay climbing far higher for wealth man...
Diploma in Wealth Management in India
14.09.26 11:21 AM - Comment(s)
A Diploma in Wealth Management in India can be a useful starting point for graduates and early-career professionals who want to understand financial planning, investments, portfolio construction, risk, taxation and client relationships. The right choice depends less on a course label and more on wha...
Preparing for the CFP® exam in India is easier when the syllabus, exam sequence, and weekly study routine are planned in advance. FPSB India requires candidates to complete the education pathway, pass the prescribed examinations, meet the ethics requirement, and satisfy the experience requirement be...
Career in Wealth Management in India 2026 | Salaries, Skills & Growth
19.08.26 12:20 PM - Comment(s)
India’s wealth management industry is expanding as investor participation rises, affluent households grow, and advisory needs become more specialized across cities and client segments. That growth is increasing demand for professionals who can combine financial knowledge, client trust, and practical...
Best Degree for Financial Planning Career in India: BBA, B.Com, MBA, or PGDFP™
19.08.26 11:52 AM - Comment(s)
Choosing the best degree for a financial planning career in India depends on your starting point, career goals, and how quickly you want to build job ready skills. For some students, a broad commerce or management degree creates a useful base. For others, a specialized pathway in financial planning ...
Do not Delay Estate Planning
17.08.26 05:58 PM - Comment(s)
Doing Estate Planning so that our legacy in terms of real estate, Investments, Business etc.is transferred to them in a convenient way becomes very important
Postponing a WILL can yield clashes and administrative hurdles. It is advisable to do early estate planning, especially for substantial assets ...
Wealth Management Certification in India Which Option Fits Your Career in 2026?
10.08.26 11:53 AM - Comment(s)
If you want to build a career in wealth advisory, private banking, financial planning, or investment distribution, choosing the right wealth management certification in India is one of the first big decisions. In 2026, the market offers multiple options, but the best fit depends on your education le...
PGDFP™ vs MBA in Finance: Which Is Better for Wealth Management Careers in India?
07.08.26 11:07 AM - Comment(s)
Students who want to build a career in wealth management often compare a specialized financial planning qualification with a broader postgraduate management degree. A common question is whether PGDFP™ or an MBA in Finance is the better route for long-term growth in India’s wealth, advisory, and clie...
Retirement Planning for Childless couples
05.08.26 11:15 AM - Comment(s)
- Do they need more Corpus
- Do they need less as compared to couples with children
Many couples who do not have children think that without the cost of raising children, they will need less money in retirement and they can retire early. They also will not have to spend for grand children &...
Rising wealth in India needs a succession plan
23.04.26 08:29 AM - Comment(s)
Silent expectations, legacies turning into legal chaos Property in India carries emotional and financial weight. As wealth of Indians is increasing, the focus shall not be only on accumulation but to desired transfers also. Real estate will sit at the centre of that journey Over 65% of civil cases i...
2019 General Elections & its Impact on Indian Sock | ICoFP
23.04.26 08:29 AM - Comment(s)
General Election 2019 is the thing now every investor is waiting for. But why the elections are considered to be much more important for stock markets. Why every tom, dick and harry associated with the stock market is saying 2019 elections as a key trigger for the markets? Let us explore the facts b...
Inverted Yield Curve
26.04.19 06:00 AM - Comment(s)
Overview: In good economic times, yields on government bonds tend to track an upward curve, since longer term bonds carry a higher risk of inflation. The curve inverts when shorter-term debt—like 3-month Treasury notes—offer a higher interest rate than a longer-term bond such as the 10-year Treasury...
How secure is your future?
28.11.18 10:50 AM - Comment(s)
Invest and save when you start working to achieve all the goals of your life and to move comfortably into a retired life, pursuing interests you never had the time for Retirement can be a time for travel, golf, spending time with grandchildren or pursuing a hobby. It could also be a time when you an...
How do I become an equity research analyst?
23.11.18 08:06 AM - Comment(s)
Do you have a passion that calls you for studying and analysing financial information and interpreting data? If you feel like doing so, then, it’s time to make a world-class and tip-top career in equity research. It’s high time to make your career flourishing. But be aware that the job of an equity ...
Top 5 Short Term Courses in Finance in India
17.08.18 04:45 AM - Comment(s)
The world is getting tougher, and the competition is getting fierce. Mere graduation or a post-graduation degree in your arsenal would not help you stand out and secure the job of your dreams. And this is no less than the truth in the world of finance as well. While graduation or post-graduation is ...
CFA meets MBA: The Amalgam
05.10.17 05:26 AM - Comment(s)
Well I am a CFA level III Candidate and quite naturally so I chose to write about my current subject of interest, CFA. Kids these days have to do so much to increase their employability and be abreast with the current industry standards and requirements. If I talk about myself I started my Masters i...
Equity Valuation: The Perspective
18.07.17 12:13 PM - Comment(s)
While other modules of the CFA curriculum enables a professional with various tools and ways to reach a conclusion, Equity valuation part of the course helps them develop a perspective as an Analyst. As subjective and as differentiated we are as humans, so are our expectations, this module assists u...
Set your career well by joining the CFA training institutes
01.02.17 04:50 PM - Comment(s)
At present, there are many students are choosing the charted accounts which allow them to become a top notch auditor forever. In fact, this course enables the students to find direct jobs without any hassle. Most of the students are having an interest in learning the charted finance that allows them...
Prefer The Best CFA Institution To Learn CFA Course
01.02.17 04:35 PM - Comment(s)
To learn the proper and ideal study course, it is a highly important thing is world class education. Selecting an excellent career choice is not a career choice is not a simple job. Due to some students may face several kinds of difficulties on choosing the CFA institution to learn their favou...
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