How to become a Financial Advisor in India

Become a Financial Advisor in India: If you had interest in finance, then you must have a thought about doing CA in your school life. But, plans go south for many of us and the ones who manage to do so are now looking to start their career from scratch level, so they learn the most. Well, one of the easiest ways to start your own business is to become a financial advisor. Now, how to become investment advisor in India and what is the SEBI registered investment advisor eligibility?

Financial advisory is required nearly by every company and if you can get into it, then there is no better way to create a demand for your service. The question now arises, what sort of course or things to do to become a financial analyst. In this article I will discuss all about becoming a Certified Financial Planner.

How to become a Financial Advisor in India

Going for a CFP course is the best option to become a financial advisor. If you plan to do so, then you must know the certified financial planner course syllabus and CFP India fees. Also do your homework properly before you enroll for any such course. It is also great to have your own personal finance blog where you can share about your experiences and learnings on different topics. Well, following these 4 steps will definitely help you in a big way.

Steps to become a certified financial planner in India

Going for the right Degree

You can find an institute in every corner now but the one you should go for is the one with all the goodwill. Think of it as going for a new phone, you know that there are a lot of phones that can do the same thing like an iPhone but what you can’t get is the quality of the materials and the software as well.

And another big mistake what people do is going for an a professional degree right after their graduation. Well, going for that isn’t a bad idea but going for the best college is the one that counts. It is always better to get into a professional course after gaining an experience of 2-3 years.


Don’t think of it as a burden or a criteria but an opportunity for you to learn more and more. Companies hire interns in a very limited amount so try to grab the best company so that you will be able to learn more and the best.

Going for the best job

If you have done your internship in a company which is the leader of the segment then you will not face much difficulty in cracking the interview for the same company or even their competitors. After gaining some experience you can definitely go for money and switch jobs and do a lot more.

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Going for masters

Masters is always a great option as it will add value to your resume and your qualification as well. When you will go back and study more, there are high chances that you will find new trends and terminologies which would definitely help you in the job.

So this is how to become a CFP in India. Hope you will find it helpful. People have many financial goals which they are not able to achieve on their own. In such situations they search for the best certified financial planners. And the demand is rising day by day. So opt for the best financial advisor programs to take this as your career option.

Do you know how to become a financial advisor without a degree? Please feel free to share your experience about how to become a financial advisor in India.

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  1. Hey, very nice site. I came across this on Google, and I am stoked that I did. I will definitely be coming back here more often. Wish I could add to the conversation and bring a bit more to the table, but am just taking in as much info as I can at the moment. Thanks for sharing.
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    Keep Posting:)

  2. Hi, great article.

    Just had a thought, is investments nothing but a good debt that would benefit us in the future. We are sacrificing some part of your savings so that we build up a secured future for us. A good debt is a loan taken for the purpose of investment or asset building, which would put money into your pockets rather than taking away from it.

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