Who can be a Financial Planner for Individuals in India is there any regulation for it?
Any specific education or certification required (any exemption for CA or other professional qualification)?
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Financial Planner Regulation
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Financial planners can be individuals or firms.
There is no specific regulation for financial planners, but there are certain professional bodies and associations that financial planners can choose to become a member of.
There is no specific education or certification requirement. However, financial planners typically have a background in finance, business, or a related field, and may hold a bachelor's or master's degree in a relevant subject such as finance, economics, or accounting.
Thanks @ Mitali, Someone told that some SEBI, NISM certification is needed to become Financial Planner hence was confused?
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