Dhirendra Swarup re-nominated to FPSB India Board

Barry Horner, FPSB board member The Financial Planning Standards Board is looking for candidates to join its board of directors from April 2014. The FPSB manages and develops the Certified Financial Planner certification around the world. Directors ...

Rebecca Taylor FIFP CFPCM Institute of Financial Planning president Rebecca Taylor FIFP CFPCM will be travelling to Hong Kong next week for a meeting of the FPSB. FPSB, the Financial Planning Standards Board, will be meeting to discuss how to ...

In an interview with Shweta Dhoka of Myiris.com, Jeet Shah, CFP, Veer Consultancy Services, says, "Being wealthy is a very different thing from being rich. The difference between rich and wealthy is very simple. It's knowledge. Wealthy people know ...

With the growth of financial planning, people have started considering several aspects of personal finance important, which were not given much importance hitherto. One such is estate planning. Just the way it is important to create wealth, it is ...

Achieving one's life goals does not happen in one go. That happens over a period of time, spread across different stages. While many people may be aware of the significance of planning their finances, they lack a systematic approach. Goal-based ...

Asset allocation is key to any investment strategy and it determines the returns a portfolio is able to generate over a period of time within an accepted range of volatility. According to a report published in the Financial Analyst Journal in 2000, ...

Retirement refers to the end of working life or, in other words, end of regular source of income for an individual. It may happen either voluntarily or once one attains a certain age in the organised sector, often termed as superannuation. In this ...

There is no foolproof formula but if you plan your financial goals carefully the chance is you will fulfil them. Risk and return are an integral part of any portfolio and the same is true for every individual investing in various asset classes towards the achievement of listed financial goals. In an ideal scenario the investor would want the risk to be minimised and the return to be maximised at the same time, and in the practical world achieving the two together is seldom possible and hence ...

Home owners can go for reverse mortgage on their homes to make some money after they retire.Retirement is an important phase in the life of an individual. With the life expectancy rising, an individual is expected to spend nearly one-fourth of his/her life span in retirement, and that too with reduced physical abilities and increased possibility of medical contingencies. Thus it is very pertinent that one plans for this phase of life during the working years when the earning potential is ...