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I want to become a financial advisor. I am currently doing LIC agent as a part time. Can you please suggest. What are exams I need to take to became a financial advisor?

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There are different Cerification course from flip and NCFM which will help you to get basic knowledge required for financial advisor.

Computer Science C++, JAVA, Data Structure

Its better to contact with any CA , and assist him in his work you will get better knowledge for it. Keep growing.


You Will Give Exam In State Commercial Tax Office. Registered Your Self Tax And Financial Consultant. Fees May be Rs. 5000. After Pass Out From Exam You Will Get A Certificate, with this Certificate You Can Open Your Financial Tax Firm Or You Can Work Officially.

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A bachelor's degree is required for a career as a financial advisor. Majors in finance, economics, business, statistics or similar fields are acceptable. Financial advisors can be generalists, or they may specialize in one of several areas, including retirement, taxes, estate planning, or insurance and...
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A bachelor's degree is required for a career as a financial advisor. Majors in finance, economics, business, statistics or similar fields are acceptable. Financial advisors can be generalists, or they may specialize in one of several areas, including retirement, taxes, estate planning, or insurance and risk management. read less

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You may follow any good courses related to Accounts , Finance, Economics , Tax , Company Secretary , Audit etc. Some of these are CA, CFA, MBA/PGDM in Finance, and so on.

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You should clear Certified Financial Planning.

expert in mathematics and science having more than 7 years experience in teaching field

1) Decide whether financial advising is right for you.. 2) Get a bachelor's degree in CFP or CFA.. 3) Gain some work experience through internship or take an entry-level job with a bank or brokerage. 4) Look for a training program. 5) Get license of FINRA. 6) Be prepared to work hard and enjoy your d...

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Just visit your nearest LIC branch, there you will get the details.


Yes for financial advisor there is CFP certification plus if core finance you can take National Stock Exchange Courses.



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