Why Should You Become A CFG

Your access to the Certified Financial Guardian platform comes with a host of benefits.

Training

You will get access to our specially designed training for advisors covering ethics, tax planning, investment planning, retirement planning etc.

Research

You will get full access to a curated list of best funds and our views on all the funds under coverage to enable you to select the best funds for your clients.

Weekly Reports

You will get detailed notes every week on mutual fund schemes to help you become an informed advisor.

Tools and Calculators

You will get access to excel tools to speed up your processes and better advise your clients.

Graphics and Guides

You will get access to exclusive graphics and guides created only for CFGs which will help them engage their investors better.

Online Presence

Once you complete the course and pass the exam, you can get listed on the platform to build your online presence.

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