THE TRANSFORMED IFAs

expertise

In India, the legal practitioners are very efficiently practicing tax matters since long. Although most of the tax       assesee have started believing that a practicing CA is super specialist professional for advises and guidance on tax matters that has gradually overtaken the advocates’ tax practice, largely. However a practicing CA having a law degree can have a better control on tax matters and its legal compliance.

Similarly in context with personal finance, the INDIVIDUAL FINANCIAL AGENT has been dealing with personal finance advises. Now these IFAs are required to be more competitive and technically reasonable enough to face the complex challenges in personal finance advisory world. The CFPs who are the super specialist in personal financial planning and advisory have entered this world; their core role for the investors is to get them away from technical mistakes in personal finance. The IFAs on the other hand has a better experience and practical know how of financial products and its execution and other services in personal finance. Therefore IFAs with CFP certification are growing as a better combination, as an option for personal finance advises, guidance and services.

The IFAs, in most cities and towns have started getting CFP certification for maintaining their demand as professional service providers by having the skill of financial planning and the comprehensive knowledge in overall personal finance matters.

The informed investors have already started searching this combination of IFAs with CFP certification  to handle all their personal finance issues.