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Certified Financial Planner

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Here comes the certified financial planner

The concept of certified financial planner is being introduced in India by the Association of Financial Planners, which is planning to create a team of 10,000 financial advisors by 2007 to help......

Fresh financial planners foxed by Sebi rules

Salman Adam, 28, is a certified financial planner.He took up the course after completing graduation, as he wanted to be an investment advisor. But, he has to now get another post-graduate diploma......

Insurance policies with premiums over Rs 5 lakh to be taxable

An individual will have to pay tax on the maturity amount of life insurance policies where the aggregate annual premium exceeds Rs 5 lakh, according to a Budget proposal presented on Wednesday.......

How to choose the right financial planner

Look for one with the right mix of qualification, experience, ethics knowledge, and communication skills In the New Year, many individuals and couples will resolve to go in for financial planning.......

How to select a financial planner

At Personalfn, we regularly meet clients (both existing and prospective) for their financial planning needs. Many of the prospective clients are unsatisfied with the advice/service rendered by......

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