I am listing down the activities that you will get involved in, as a part of your daily schedule while working as a financial planner:Throughout the day they have to respond to the client's mails and queries. They have to have those patience to communicate them well even in pressure situations.They arrange meetings with clients, accountants, investment bankers in order to understand the project better.It is a research oriented profession and the financial planner has to do great amount of research from the various resources that they have.All day long, they have to communicate with the oth

A financial advisor needs to possess excellent understanding of stock market performances, insurance sector, banking and other related fields. As a financial advisor, you can either work with a company or become a private consultant. In either case, a bachelor’s degree in any finance field and relevant certification is mandatory. You’ve thought about what you want to freelance in, you’ve got a couple of useful email addresses and you’ve even bought yourself some sweatpants that will look great with your slippers. So you’re ready to dump that job and get cracking o

Hello..As I am working as an financial analyst  in my company I can explain all the myths associated with financial planning better. There are several myths associated with financial planning, some of them are as mentioned below:Financial planning will lead to increase sales: A financial planner is a person who is based on fee only not  related in nay manner in sales of any products of company. They only advise you how to increase sales keeping in mind your priority and best  interest first.People think financial plan as too costly, they cannot afford a financial planner as it w

Hello...To start with let me introduce myself, I am working as a financial analyst in a private company.I have an experience of more than three years in the same field. In my day to day working I need to do lot many things where maths plays a important role. Everyday we need to do so many calculations where maths skill is highly required, if only I am good in maths I can do it with full accuracy and fastly with ease and without getting tired.Coming to your questions, sound knowledge of mathematics is really important to become a good financial planner. In daily work requirements mathematical t

There is much more to working in finance rather than juggling numbers. It is one of the fastest growing profession across the globe. Considering most people need guidance on where to invest, how to save taxes, the best insurance scheme, which fund to invest in, which stock to hold , which one to sell, how to plan children education and their own retirement. Financial planners are most sought with a fast growing working professional that earns well and needs expert handling of their finances. A good financial planner should have the ability to relate to others as he or she has to work with

Dear Friend,Greetings of the day!!!!Financial Planner is one who manages and Provide Advice for his/her clients for the financial investment based on the clients needs.The Work and Responsibilities of financial planners are as followsPlanning : A Financial Planner is expected to plan for finances of his/her clients based on the needs in future, moreover there are lot of different avenues which a financial planner should explore to provide best for returns to his/her clients and also should ensure minimum tax- liabilityUpdating : A Sound financial Planner should also ensure that he know what cl

Dear Surabhi, Given below is an over view on chartered financial analyst. What is Chartered Financial Analyst ? If you’re interested in portfolio management, investment research, advisory services, or investment banking, this may be the right career for you.   One of the objectives is to deepen insights into practical applications of financial analysis in a dynamic business environment. The CFA Programme includes current and evolving concepts, techniques and applications.  The CFA Programme has five focus areas: Financial Markets, Analysis and Valuation, Portfolio Management, M

Hello Dear Aspirant, A warm welcome to Career Guide.com Thanks for visiting us and writing us your career query. Congrats for being topper in the 12th!!! It’s good to hear that you have been aspiring to make a career in UPSC. Students who wish to serve the society for them UPSC is one of the best career options that have always been. Civil Services have been always one of the preferred career options these days by the students. Every year there are many career opportunities in the civil services. In order to make a career in the Civil Service one needs to give an Civil Service Exam which

Studying degree and PG courses through distance mode would allow people not only to continue, Besides these courses, IGNOU and other well known Open Universities in India are, opens up a wide variety of job opportunities in the fields of finance, management theory and practice, basic business statistics. Thus, there are many institutes like the BLB Institute of Financial Markets have launched short-term job. You can visit IGNOU's website to select a certificate/ diploma course that suited to you, regarding short term courses in Finance through the distance le

:   Tax planning, costing and its preparation are a critical part of the overall financial planning services we provide. Many financial decisions have a tax component that will potentially impact the advisability of a course of action. The proper management of your tax liability can have a positive effect on your cash flow, investment returns and retirement income. Some of the often overlooked strategies that our firm considers throughout the tax planning process include: Evaluating securities for tax efficiency. Tax implications of investment placement in retirement vs. non-retirem

This is a common question in many of the interviews which interview candidates face. This is where a candidate has to show his intelligence As per my suggestion is to prepare some content to answer this question before actually attending the interview. Before answering this question, know yourself the responsibilities that you have to undertake if you join in that job. Along with that, know the skills that are required to perform well in that job by completing the various kinds of talks in the assigned time. After knowing this, check your strengths, whether you have all the strengths for the

Hello There, As the counselor Prathamesh Sir has listed down various opportunities where you can opt for an internship program. But please note that as a fresher, you would not be directly handling financial portfolios. Even after you Graduate, companies would initially put you into the accounting role and after few years of experience you would get your desired job role. Thus as an intern, please do not be choosy about the role you have been assigned to, rather be clear what all you wish to learn and gain experience in and do insist on it. By the way, your internship experience will add

Hello Dear Aspirant, Welcome to career guide.com Thanks for approaching us and writing us your career query. Financial planner is one of the great demanding career these days. Many students have been aspiring to make a career in this field. Financial planners are the people who handles the finance and manages the finance investments of the people. Every person wants their money to be handled and invested properly. FInancial planners they advice the people where to invest in order to meet their future financial goals and needs. The work of the Financial Planner is one of the challenging and

Hello Dear Aspirant, A warm welcome to Career Guide.com Thanks for vising us and writing us your career query. People who wish to make a career in the field of commerce have a great career options to pursue these days.They have an option to make their carer in the professional courses like MBA,CA,CS,CMA,CFP etc. These are some of the course which are highly choosen by the students as one of the career. Amongst this Financial Planner i.e CFP is one of the career option that has been gaining a lot of career scope and demand these days in the Commerce stream.The work of the Financial Planners

Hello Dear Aspirant, A warm welcome to Career Guide.com Thanks for vising us and writing us your career query. People who wish to make a career in the field of commerce have a great career options to pursue these days.They have an option to make their carer in the professional courses like MBA,CA,CS,CMA,CFP etc. These are some of the course which are highly choosen by the students as one of the career. Amongst this Financial Planner i.e CFP is one of the career option that has been gaining a lot of career scope and demand these days in the Commerce stream.The work of the Fin

Hello Dear Aspirant, A warm welcome to Career Guide.com Thanks for vising us and writing us your career query. People who wish to make a career in the field of commerce have a great career options to pursue these days.They have an option to make their carer in the professional courses like MBA,CA,CS,CMA,CFP etc. These are some of the course which are highly choosen by the students as one of the career. Amongst this Financial Planner i.e CFP is one of the career option that has been gaining a lot of career scope and demand these days in the Commerce stream.The work of the Fin

Hello Simmi, Welocme to CareerGuide.com!!! Thanks for visiting us and proposing your query. Financial Planner has been one of the demanding filed which his highly being given a thought by the youngsters of India. Every individual finds it difficult to manage the Finance of themselves. If they get an expert guidance how to manage their finance. Where to invest and how to manage their finance etc. guidance is very much needed for the people. Due to the policy of liberalisation and globalisation in the Indian Economy it has given a room to the foreign investors to invest in India leading to the