You can be an analyst to begin with who effectively is an advisor support non client facing individual. However eventually some organisation do have a practice to utilize the Analyst's knowledge in selling their services and products such as FX analyst and senior Paraplanners etc...bear in mind a CA, CFA, RMs, chartered advisers are essentially client facing anyway...what is important here is : who are the clients...if they HNIs...these clients have a significant degree of experience and exposure to the world of investing in capital markets!!!!
Thanks 🙏🙏 Can you please do video on Wealth management for households, how can they maximize their earnings. For example if I have 10L PF locked for 10-15yrs can I use this money for margin/hedging to earn some extra money
Sir i commented on ur some videos on last week to make a video on the topic that how a new PE firm will approach to investors to launch pe fund jointly. It's very much important for me, pls reply. THANK YOU
Financial planners don’t end with product advice only. They also giving wholistic advice to client. I am saying coz I am a financial planner and doing that work only.
It depends on you If you have interest in finance then pursue CFA There is a channel I am following from past 2 weeks I think you can get some help from it The channel name is FINLADDER
@@ashishkchoudhary9418 Dont drop CA, if you are dropping CA you wont be able to co plete CFA as well dropper quitter. You did something wrong didnt study and again can you commit for 3 years minimum?
