Different types of Financial Planners: How to choose the right one for you?
Posted: Jul 28, 2018
A charted accountant should hold a certification which requires eligibility for education and work experience along with the clearance of three exams. They possess an expertise in analyzing the investment plan and portfolio administration. A charted accountant should hire based on the continuing education efforts. A financial planner who holds a certified financial planner is regarded as gold standard certification. They should meet the education criteria and experience demands in order to complete the program. After successful completion of the program, they should undergo continuing education. They should follow the rules specified by the code of conduct, code of ethics and practice standards. The personal financial specialist is an additional certification for financial planner but they should possess a 2 years financial planning experience regardless of teaching or business. They are proficient in handling deep tax payments and account maintenance. Majority of the investors choose the certified financial planner who suggests the better plans for tax and accounts associated tasks. Other financial planners hold a flexible education as well as experience requirements that are applicable to the standards. Thus placing the financial plan in the better skilled and efficient person would make a remarkable outcome as expected by the individuals to achieve their goals.
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Mr. Jude D - Managing Director of Right Horizons Financial Services Pvt Ltd in India.