Certified Financial Guardian is someone who will not just be an advisor, but will guide you through the complicated world of personal finance. He will always, in all dealings related to investments, put your interest before his own. No matter what's at stake. In short, he is not just an advisor but a 'guardian' for your investments!

To become a Certified Financial Guardian, you need to be an Indian citizen who should successfully complete the 10-hour Certified Financial Guardian E-Learning program and have valid course completion certificate. A completion certificate rewarding the Users as "Certified Financial Guardian" will be issued by PersonalFN on successful completion of the Certified Financial Guardian Course.

To become a Certified Financial Guardian, you need to complete an exclusive certification course from PersonalFN…
A course that through the use of case studies educates advisors and financial planners on how to do the right thing for the investor at all times… and still go on to achieve all the success that one possibly can!

The Certified Financial Guardian training will educate you on proper ethics and methods of financial advisory business. You will learn from retirement planning to investment research to financial planning.

It will be around 10-hour E-Learning program spanning over 6 weeks.

The Certified Financial Guardian completion certificate will be issued by PersonalFN after the following conditions are fulfilled:
- The User should be an individual of the age 18 years and above.
- The User should attend all the e-learning sessions of the course.
- The User should successfully take up the final participatory test after attending all the modules of Certified Financial Guardian.
- The Course Completion Certificate shall be valid for a period of 1 year from the date of issue.
- The membership shall be renewed as per the discretion of PersonalFN.
- There may be renewal membership fees and refresher course test at the time of renewal of membership.

A Certified Financial Guardian, i.e. Certified Financial Guardian, will stand as a symbol of trust and respect for millions of investors across India. Built of honest spirit and unwavering commitment towards the best interests of an investor, a Certified Financial Guardian will stand high above the rest of the advisors. In short, a Certified Financial Guardian commands trust, respect and loyalty from their clients.

The mark of a Certified Financial Guardian will help you build long term relationship with your clients and in turn grow your business to the next level.When you are a Certified Financial Guardian, you are not just an advisor — you serve as a "guardian" to investors. In other words, being a Certified Financial Guardian will catapult you to a new realm of success – just what you always wanted.

No. Even after getting a tag of a Certified Financial Guardian, you do not get listed on the Certified Financial Guardian platform, if you are not qualified to offer or provide any investment advisory services as allowed by the Securities and Exchange Board of India (SEBI) and Association of Mutual Funds in India (AMFI).

To get listed on the Certified Financial Guardian platform, you need to be an investment advisor who should successfully complete the Certified Financial Guardian E-learning program and should have valid course completion certificate. Moreover it is mandatory that you should be qualified to offer or provide any investment advisory services as allowed by the Securities and Exchange Board of India (SEBI) and Association of Mutual Funds in India (AMFI).

You will be listed on the Certified Financial Guardian website only when the requisite documents are verified and approved by Team Certified Financial Guardian.

As an Advisor, you should have any one of the following valid certifications, which will be verified by Team Certified Financial Guardian:

• SEBI registration under SEBI (Investment Advisors) Regulation, 2013;

• AMFI Registration No. (ARN)

• An employee of entity registered under SEBI (Investment Advisers) Regulation, 2013

- You are required to submit self attested scanned copies of the above mentioned certifications.
- You may also need to submit self-attested scanned copy of your PAN card and address proof.

- If you are an employee of an entity, you should submit:

• Scanned copy of the certificate issued by SEBI under SEBI (Investment Advisors) Regulation, 2013

• Scanned copy of letter from the entity authorizing you (the Advisor) to interact on behalf of the entity. It is the responsibility of the entity to ensure that the representative fulfill the qualifications as required under SEBI (Investment Advisers) Regulations, 2013.

A client will get in touch with a Certified Financial Guardian via his contact details. The whole dealing will be completely private, free from any interference from PersonalFN.

We will help you find a Certified Financial Guardian who would be your financial 'guardian'. In fact, we are already on our way to empowering a group of advisors who could potentially fill in this role for you.

Your account as a Certified Financial Guardian shall be deactivated, if you fail to renew your Certified Financial Guardian certificate. In case you wish to close your Certified Financial Guardian Account yourself, you can get in touch with Team Certified Financial Guardian.
The closure of your Certified Financial Guardian account will be subject to:

• not having any outstanding obligations on the Website; and

• resolving any outstanding matters and

• paying any outstanding fees owing on the Account.

Certified Financial Guardian will be rated by their clients and they will be listed in our database. When an investor searches for a Certified Financial Guardian, he will find the Certified Financial Guardian list, along with their respective ratings and reviews.

In case you wish to delete your Certified Financial Guardian Account, you can get in touch with Team Certified Financial Guardian.
The deletion of your Certified Financial Guardian account will be subject to:

• not having any outstanding obligations on the Website; and

• resolving any outstanding matters and

• paying any outstanding fees owing on the Account.