Raseena Fathima

How the role of a Financial Planners has changed over the years and what it will be like in the future?

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by Raseena Fathima
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RE: How the role of a Financial Planners has changed over the years and what it will be like in the future?

Preeti Taneja
Preeti Taneja
Verified Career Expert
Head Guidance & Counselling at Project Wisdom, CSR initiative of Canam Consultants Limited, Chandigarh
  • Chandigarh

Managing money is a tricky business, managing other people' money is not just tricky its also challenging and difficult. 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 population that earns well and needs expert handling of their finances.



Financial planning helps people make advance provision for financial needs that may arise in future. The financial planner takes care of financial health of their clients , ensuring orderly and systematic achievement of your financial goals. Strong attention to detail is required as financial planner is required to analyze all types of financial options, including their tax implications and legal restrictions.



Financial computing skills are required for performing the mathematical calculations quickly and accurately. He must also have the ability to communicate somewhat complex financial concepts and strategies to clients in non technical , easy to understand terms.




The Chartered Financial Planner course is presently offered in India by two authorized education providers of the Association of Financial Planner in technical collaboration with the financial planning association of Australia Limited .



The two years distance learning program covers topics such as insurance planning and risk management , retirement planning, tax and estate planning, employee benefits, wealth creation, cash flow management, debt management and financial plan construction. Alternatively an MBA/ CFA/ CA would also provide an individual keen on pursuing a career as financial planner a broad understanding of the various investment instruments and options and their implications.



A Career as financial planner is emerging as one of fastest growing profession across the globe and with huge demand supply gap in India , the aspirants planning a career as financial planner have bright career prospects.

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