Becoming a financial planner means that you must have a good knowledge of finance and investments. A common task for financial planners is to assist people in planning for their retirement. This involves choosing the right investments and saving plan.
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Career Spotlight - Financial Planner

Becoming a financial planner means that you must have a good knowledge of finance and investments. Some skills that a financial planner requires include:

• Computer skills
• Communication skills
• Analytical and problem solving skills
• Good presentation
• Self confidence

Obviously, you will need an interest in business and finance. You should be able to stay on top of news and trends by reading various publications of the industry on a regular basis. More than any other field of work, financial planners must be on top of the latest news and predictions in order to come up with the best possible course of action for their clients.

A common task for financial planners is to assist people in planning for their retirement. This involves choosing the right investments and saving plan. Retirees will also continue to need the advice of financial planners in order to ensure they have enough money to live off.

As a financial planner you will work very closely with your clients. That means you must have a high standard of communication and presentation, as well as an empathy and understanding with people. You must be able to determine what your client's needs are and what the best course of action is to take. You need a high level of ethics and know how to maintain strict confidentiality.

Many people starting out in the financial planning industry begin by selling insurance, investments and securities. You can earn commissions from selling these products to clients. If you are lucky enough to gain a position in a large firm as a junior financial planner then you can quickly work your way up the corporate ladder, whilst also gaining experience of working with experienced planners.

Financial Planner Tasks

Some tasks that a financial planner may complete include:

• Developing financial plans for individuals and businesses
• Imparting knowledge of investment and tax strategies to clients
• Organizing pension plans, insurance and real estate for clients
• Interviewing clients
• Analyze the client's financial status
• Discuss financial options
• Submitting documents to relevant companies and authorities
• Maintaining contact with the client
• Revising financial plans
• Staying up to date on investment and financial news
• Some financial planners sell insurance to clients

As you can see, the daily tasks of a financial planner can vary dramatically. It is not a job where you do the same thing everyday and you can be sure that you are making a positive impact upon your clients as you assist them in setting up their financial life.


If you want the full scoop on how to become a financial advisor then check-out the free, online articles available at careertoolkits.com learn how easy it is to become a financial planner.

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