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Career as a Financial Planner

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About Career as a Financial Planner

Financial Planners or Financial Advisors are basically “money managers” who use their knowledge of investments, tax laws and insurance to recommend financial options to individuals. They help individuals to identify and plan to meet short and long term goals. Planners help clients with retirement and estate planning, planning and saving for children education and other investment options.

They sometimes provide tax advice and may also sell insurance products.

Personal financial advisors usually work with many clients and they often find their own customers as well as service them. They have to do a lot of marketing and sales to build up a client database.

These planners are skilled professionals with in depth knowledge of the economy especially the financial sector.

Career Prospects of Career as a Financial Planner

There is a growing demand for Certified Financial Planners as they are called in banks, insurance companies, brokerage houses, law firms and accountancy firms. There is scope for teaching as well. They can also do private practice or tie up with other persons of similar qualification and start their own firm.

 

Skills & Education Required for Career as a Financial Planner

For becoming a financial planner one needs a certification from the one and only body in India called the Financial Planning Standards Board India (FPSB). This certificate is accepted globally. One has to be atleast a graduate preferably in business administration, finance, economics, statistics or accountancy.

Comments/ Reviews on Career as a Financial Planner

  • SIR, I'M DOING MY P.G.D.M (FINANCE) FROM SIVA SIVANI INST. OF MANAGEMENT. I'M INTERESTED IN INTERNSHIPS, FOR AT LEAST TWO MONTHS. IT WOULD BE A GREAT HELP IF YOU PROVIDE ME ANY ASSISTANCE IN GETTING IT. I'M INTERESTED IN DOING IT FROM MY HOMETOWN PATNA ELSE DELHI! Posted By : CHANDAN KUMAR DEO, on 08-02-2012 23:47:43 Report Abuse

  • SIR, I'M DOING MY P.G.D.M (FINANCE) FROM SIVA SIVANI INST. OF MANAGEMENT. I'M INTERESTED IN INTERNSHIPS, FOR ATLEAST TWO MONTHS. IT WOULD BE A GREAT HELP IF YOU PROVIDE ME ANY ASSISTANCE IN GETTING IT. I'M INTERESTED IN DOING IT FROM MY HOMETOWN PATNA ELSE DELHI! Posted By : CHANDAN KUMAR DEO, on 08-02-2012 23:47:11 Report Abuse

  • SIR, I'M DOING MY P.G.D.M (FINANCE) FROM SIVA SIVANI INST. OF MANAGEMENT. I'M INTERESTED IN INTERNSHIPS, FOR ATLEAST TWO MONTHS. IT WOULD BE A GREAT HELP IF YOU PROVIDE ME ANY ASSISTANCE IN GETTING IT. I'M INTERESTED IN DOING IT FROM MY HOMETOWN PATNA ELSE DELHI! Posted By : CHANDAN KUMAR DEO, on 08-02-2012 23:47:06 Report Abuse

  • SIR, I'M DOING MY P.G.D.M (FINANCE) FROM SIVA SIVANI INST. OF MANAGEMENT. I'M INTERESTED IN INTERNSHIPS, FOR ATLEAST TWO MONTHS. IT WOULD BE A GREAT HELP IF YOU PROVIDE ME ANY ASSISTANCE IN GETTING IT. I'M INTERESTED IN DOING IT FROM MY HOMETOWN PATNA ELSE DELHI! Posted By : CHANDAN KUMAR DEO, on 08-02-2012 23:46:12 Report Abuse

  • application for financial analyst Posted By : sheela, on 04-02-2012 09:05:23 Report Abuse

  • I have completed my post graduation in commerce and i am interesed in financial planning course. I want to know more about this couse.is there any institue in kanpur for this course. Posted By : chanda, on 04-10-2011 02:19:59 Report Abuse

  • I am keen to know whether the CFP course is related to sales ? Posted By : Shankar Bandu, on 22-09-2011 19:41:52 Report Abuse

  • i hav just passed my clas 12th exam (commerce with maths) with an aggregate of 93.25%.i want to become a financial advisor.but i m very confused regarding which course i should choose-b.com (honrs) or eco ( hnrs).i hv gone through the syllabus of both the courses nd m finding eco hnrs quite boring as i would hav to study only economics nd maths in all the 3 yrs of graduation.pls help me out. Posted By : ankita, on 13-06-2011 09:33:08 Report Abuse

  • I want to know complete details about the course of Financial Planner. Posted By : sourabh jain, on 09-06-2011 16:04:15 Report Abuse

  • I Want To Do The Best Couce In Finance. Pls contact me on my mobile. Posted By : Anil Tontekar, on 03-06-2011 20:55:37 Report Abuse

  • I have done bcom & have banking experience.so If i want to jump to finance then will this CFP course help me? & or I have to get some MBA degree along with this to get recognized in the industry... Posted By : KARTIK SHAH, on 10-04-2011 13:27:34 Report Abuse

  • how to obtain the certificate from FPSB ? Posted By : malancha, on 05-04-2011 00:33:45 Report Abuse

  • provide me top colleges for financial planner and their fees structure. Posted By : monika, on 20-02-2011 08:45:43 Report Abuse

  • Please innform me about the course fee,duration of course & top 10 instituste which offered this course in mumbai Posted By : Abhishek Kadam, on 09-02-2011 01:42:24 Report Abuse

  • Please innform me about the course fee,duration of course & top 10 instituste which offered this course in mumbai Posted By : Abhishek Kadam, on 09-02-2011 01:39:55 Report Abuse

  • please give all the details regarding cfp as soon as earlier . Posted By : sunny, on 27-01-2011 01:20:20 Report Abuse

  • send me more details as CFP details as early as possible, related to financial planner Posted By : santhosh, on 17-12-2010 05:02:19 Report Abuse

  • send me more details as CFP details as early as possible Posted By : santhosh, on 17-12-2010 05:01:44 Report Abuse

  • what courses or graduation i ill do as a commerce student after12 Posted By : manas, on 31-07-2010 14:51:53 Report Abuse

  • from what to do graduation after12 Posted By : MANAS, on 31-07-2010 14:50:32 Report Abuse

  • Can a student who got 37% in b.com can join it?if so, what is the procedure to apply?? Is it available in Assam(Guwahati) or in Shillong(Meghalaya) Posted By : papori , on 06-07-2010 09:43:34 Report Abuse

  • pls.inform me about the course fee & duration of course & timing. Posted By : shreyaa chanda, on 10-06-2010 11:46:46 Report Abuse

  • pls.inform me about the course fee & duration of course & timing. Posted By : shreyaa chanda, on 10-06-2010 11:46:13 Report Abuse

  • i want to know about institutes offering course for financial planner at hyderabad.n how many months course is this? what is the course fees? is there any distance learning program avilable for this course Posted By : dipty behera, on 08-06-2010 23:26:22 Report Abuse

  • what stream to take after 12 commerce for fifnancial advisor Posted By : arwa, on 14-04-2010 03:43:48 Report Abuse

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