Why hiring CPFA(Certified Personal Financial Advisor) is important for your financial planning?

When you have headache you go to a Doctor, when you need legal help you go to a lawyer .what happens when you need financial planning advice?

Selecting your Financial Adviser is the most important decision you will take in your life for you & your family.

Choosing a CPFA may help you in following ways

1. Competence:-when you are not feeling well would you like a chemist to advice on your health surely not in the same way choosing a CPFA will help you to take care of your Financial Health as he is qualified in the subject.
He is tested on the subject on following grounds
-Education
-Examination
-Experience

2. Structured Process:-
CPFA are trained to follow a structured process in Financial Planning. This is process will help you to get Clarity, Direction, & Confidence about your Personal Financial Management.

3. Unbiased Advice:-
Most of the practicing CPFA work as a Fee based advisers. It is very important to make sure that your adviser has no hidden agenda while giving you recommendations. A fee based adviser can insure that while advising their clients there is no conflict of interest.

AssuredGain welcomes you to the whole new experience in Financial Planning and wealth management. In our day to day life our focus is on earning money but little attention is given to money management. Research has proved that effective financial planning is very crucial for effective financial growth. We are here to help you in Financial Planning. Please do feel free to call us at 9962439282.

assuredgain

Promoter & Certified Personal Financial Advisor(CPFA) at AssuredGain Wealth and Financial Planners (P) Ltd, a financial planning and wealth management company in Chennai. I hold certification from “The Options Institute” (Chicago Board Options Exchange). I have also completed NSE’s Certification in Financial Markets (Options Trading Strategies Module) and CMP(Certified Market Professional) from NSE.

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