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Licensing and other Regulations Related to Financial Planner

    IndianMoney.com Research Team | Tuesday, March 24,2009, 04:16 PM
 

The name of 'financial planner' is mostly an unregulated term in many countries. Lack of regulation has permitted financial services personnel in these countries to use the title randomly. Often, financial products intermediaries, like life insurance agents and unit trusts agents, use the title to project a professional image to clients even when they are not trained in the professional characteristics of financial planning. This has sometimes led to mistreatment. Clients may be misleaded to receive financial planning services that are unprofessional, from unethical providers.

To protect the industry, financial planning professionals and practitioners from across the globe have started to form trade organizations to provide self-regulations and to maintain some orderliness in the industry. Organizations such as the FPA (Financial Planning Association) have begun to organize high-level training programs and certify members who successfully completed these programs.

IndianMoney.com Research Team

The research team at IndianMoney.com comprises of certified and experienced professionals who share the company's vision to make every Indian financially literate by equipping every Indian with right and unbiased advice. IndianMoney.com research team provides newsletters, articles, videos and FAQs on various financial products and concepts only to help you make wise financial decisions.

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