As a CFP-certified individual in India, one can help HNI clients in the US and other countries by using international financial planning standards and understanding cross-border tax rules.

With more than 50% of people who have never received financial planning advice ... number of global CFP professionals by 10,768 to a total of 223,770 as of 31 December 2023. India saw a surge ...

I could build a decent SIP (systematic investment plan) book in no time," he said. In 2023, Jain discovered certified financial planner ... country head, India, CFA Institute, adding that the ...