Newsletter 9: Specialization - Certified Finance Planner (CFP) or Financial Advisor

In this Newsletter, we are focusing on Specialization - Certified Finance Planner (CFP) or Financial Advisor

Financial advisor give financial investment advise to retail customers and to corporates. Financial advisors understands the customers need (i.e. their goals - how much money they need and when). For example, when you go to higher studies you might need specific amount of money or when you get married or when you buy a house or car etc. Financial advisors also helps you identify your financial goals and ensures that one doesn’t have any financial trouble. Based on the goals, financial advisor advises client to invest money in specific investment assets (such as equities, debt, real estate or gold etc.)