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How do you feel watching financial advisors on TV, or reading articles on complex investment strategies when your financial strategy is merely living month to month and figuring out how to pay your current bills?Few FA are intrigued by the promise that a non-wealthy person will make it in life; so their entire push is primarily for wealth management (those who have have funds to be managed) and not, “get-you-to-wealth” management.It’s unfortunate that those who are struggling will not access or find willing partners in coaching them to get to the point where FA will chase them.
How can I change CA firms if I filled out an articleship form in February but did not submit it to the ICAI? Can the principal have restrictions in registration?If the article ship registration has not been done, the principal can generally not restrict you.However, if there are any serious mis conduct on your end, then he can place his views to the Institute, so that the Institute can take appropriate action in such a way that you are not enrolled as an articled clerk under ICAI rules. But this is very rare, and exceptional circumstances.In general, and if you have conducted yourselves professionally, then there is no need to worry.