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.
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