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Category: Education

Choose your advisor carefully!!!

April 22, 2017April 26, 2017 Admin

I have done this post many times in the past…here is one more attempt. When you require a PERSONAL FINANCIAL ADVISOR, you are looking for a fee only personal finance advisor. Let us see who are NOT  pfas: 1. Your… Read more

Posted in Education, Investment planning, Mutual Funds

India had the third largest number of CFA exam takers in June 2016, globally

April 22, 2017April 26, 2017 Admin

CFA Institute, announced that of the 137,790 candidates who sat for CFA Level I, II and III June 2016 exams globally, 12,117 were from India, the third largest number of exam takers after the United States (31,501) and China (26,758)…. Read more

Posted in Education

RBI advisory on E-wallets

April 21, 2017April 26, 2017 Admin

The Reserve Bank of India has today advised the users of Pre-paid Payment Instruments (PPIs), including mobile and electronic wallets, that only non-bank entities authorised by RBI under the Payment and Settlement Systems Act, 2007 (the Act) can issue PPI… Read more

Posted in Education, Finance

Certified Financial Planning

April 19, 2017April 26, 2017 Admin

  Who should appear for this certification? This certificate is meant for financial services professionals, customer relationship officers, insurance agents, mutual fund advisers and those looking to make their career in the financial services industry. Which institute conducts the test?… Read more

Posted in Education

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