Certified Financial Guardian

The Certified Financial Guardian programme or CFG is a one-of-its kind initiative, brought to you by PersonalFN, which will complement your advisory skills and provide you with a valuable credential that will help you earn the confidence of investors. What’s more, this initiative will help you grow your advisory business by connecting you with potential investors in search of ethical and trustworthy advisors! A 12-hour e-learning program with sessions on ethics, training on risk assessment, tax planning, retirement planning, and investment planning and so on, will help you come to terms with the essentials needed to become a successful Advisor. Upon successful completion of the program you will be awarded with a Certified Financial Guardian certificate which qualifies you to be listed on the CFG platform, which will help you to reach out to investors looking for unbiased professional advice.