Knowledge always pays. You can definitely consider to pursue the course of CFP. Being a CFP will increase your skill set and add goodwill. However, don’t expect overnight success just because you are a CFP. It will be an addition to your capability to add and serve clients better.
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It is important that you know how to operate microsoft excel and do basic financial calculations. The best way to learn excel is through online tutorials. There are several online courses available. You can try
1. www.coursera.org (free + paid)
2. www.udemy.com (may have to pay)
3. www.excelexposure.com (free)
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It is important than you understand debt. Ask your local mutual fund companies to organise training on debt funds.
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You can visit websites like www.masterstrokeonline.com , www.valueresearchonline.com , www.wealthforumezine.net , www.cafemutual.com , www.networkfp.com , www.morningstar.in etc.
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You can read (1) ‘Million Dollar Financial Advisor’ by David Mullen, (2) The Supernova Advisor by Rob Knapp, (3) ‘Behavior Gap’ by Carl Richards and (4) ‘Mutual Fund Handbook for IFAs’ by Brijesh Dalmia.
Click here to see list of all books recommended for MFDs reading.
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