ROLES OF DIFFERENT FINANCIAL PROFESSIONALS
- Chartered Accountants (CA) work in
fields of business and finance, including audit, taxation, financial and
general management.
- Financial
Advisor (FA) is a professional who
renders financial services including investment advice, which may
include pension planning, advice on life insurance and
other insurances such as income protection insurance, critical
illness insurance etc., and advice on mortgages.
- Certified Financial Planner (CFP) is
a practicing professional who helps people deal with various personal
financial issues through proper planning, which includes: cash
flow management, education planning, retirement
planning, investment planning, risk
management and insurance planning, tax planning, estate
planning and business succession planning (for business owners).