Ca with cfp

 

Whether a same person can work as Practising CA as well as Independent CFP?

Is it a good carrer to work as CA & CFP both?
Whether is there any violation of ICAI & FPSB India rules?

Question arises in mind because of  if CA in practice can't accept commission for referring any product, how he can work as CFP?

Please share your views.

Replies (1)

CFP VIDEO CLASSES FOR ALL THE MODULES

 

These lectures and case studies covers the curriculum prescribed by FPSB(India)

 

It covers over 70 hours of video

It has more than 150 topics/videos discussed

It has more than 20 case studies solved in real-time along with financial calculator along with notes provided

 

The videos are provided in a 16GB pen drive for easy viewing of videos

 

Module 1 : Introduction to Financial Planning.

Module 2 : Risk Analysis and Insurance Planning.

Module 3 : Retirement Planning and Employee Benefits.

Module 4 : Investment Planning.

Module 5 : Tax and Estate Planning.

Module 6 : Advanced Financial Planning.

 

Contact :jaymbaca16 @ gmail.com

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