A lot of people nowadays are realizing the need to prepare for the future. Investments and savings are the basic means to be ready for the retirement years. Some consider opening a financial plan to be more ready for the time when they don’t have to work anymore and reap the harvest of their investments. To have a sound financial plan, one should see a financial planner.
A Financial Planner is an expert in giving advice on managing the finances of an interested client to have his finances handled well.
An office setting is the typical working area of a financial planner. He works 40 hours a week and may have occasional travel to visit the clients that he has to talk over on the developments of the financial plan that has been set up for his clients.
A financial planner may run his own business as an independent planner or works for a business establishment that creates financial plans for the clients. Since the work of a financial planner involves a lot of discussions with the client, excellent interpersonal and communications skills are needed for this kind of profession.
A bachelor’s degree in finance, banking, economics, accounting, law or other related field is required to become a Financial Planner. An experience in accounting and banking is also needed to be an expert in this type of work.
There is an increasing need in this work as more people are becoming aware of the financial plans that will give them a better outlook of their future. Further training and education may expand the career options of a financial planner. Specialized training in securities, stocks, banking, taxes and insurance are available to have more advantage in this field of work.
Tell us about your experience as a Financial Planner . How much you earned, who your employer was, how much education was required or anything that pertains to this career. Help others who are trying to enter into this field. All information is kept anonymous.