Everyone can now agree that money management is essential to avoid financial disasters in both your professional and personal lives. A financial planner can help you plan your finances and make sure that everything is in order. A financial planner can help you manage your cash flow, business succession planning (for owners), tax planning, estate planning, retirement planning, investment planning, risk management, insurance planning, tax planning, and tax planning. The demand for this profession is so high that anyone can make a career out of it and get a good remuneration. We need to find out who is qualified to become a financial planner. How to become an financial planner A bachelor's or master's degree is required to be able to work in this field. This includes disciplines such as Finance, Economics and Statistics. You can also become a planner if you are a graduate of another discipline or have passed the high school exam. All students can become certified professionals by attending certification classes. After passing the Certification Exam (also known as CEF), one can be a Financial Planner. Planning job We must remember that financial planners are specialized in personal finance planning and have limited resources. Financial planning is not like a stock broker, which is primarily concerned with investments, or a life insurance intermediary that advises on risk products. Instead, they deal with individuals. As a financial planner, you must determine the financial goals and priorities of an individual, assess his risk profile, current lifestyle and establish a realistic and balanced plan to achieve them. Expectations of people These planners have to meet the expectations of people:
Chartered Wealth Manager (CWM) is a well-known financial planning organization. It's one of the fastest growing and focuses on helping advisors and clients develop critical relationship management skills. European Financial Planner (EFP) is another organization. This is the only Financial Planning Association that was created exclusively for European financial planners and consumers.
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October 2021
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