Overview:
Using expertise of tax and investment techniques, securities, insurance, pension plans, and real estate, advise clients on financial planning. Assessing customers' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives are among the responsibilities. Clients' financial assets may also be purchased and sold.
Career Path:
Graduate in any discipline with a minimum of 5 years of experience in financial advisory or Professional/ Post – graduate degree/ Post graduate diploma in finance or related topics. Get certification in Financial Planning/ Portfolio Management or Investment Advisory.
In order to become a financial advisor, you need to register under SEBI guidelines and proceed as per the rules and regulations to get accepted as Registered Investment Adviser (RIA).
Top Colleges:
- PSG College of Arts and Science, Coimbatore.
- KJ Somaiya College of Science and Commerce, Mumbai.
- SXC Ranchi - St Xaviers College.
- BJB Autonomous College, Bhubaneswar.
- PSGR Krishnammal College for Women, Coimbatore.
- Sri Krishna Arts and Science College, Coimbatore.