Ankesh Somani

To be a successful Financial Planner what kind of work values do I need to have?

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by Ankesh Somani
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RE: To be a successful Financial Planner what kind of work values do I need to have?

Alok Agrawal
Alok Agrawal
Verified Career Expert
Mananger at Etoe Group/Career Counselor
  • Bangalore

A financial Planner is a person who is responsible for the proper management of the finance of an company.

The work values needed to be a success full financial planner are as follows:
  • Speaking: Talking to others to convey information effectively. people will be able to understand your point only if you are speaking clearly and properly.
  • Critical Thinking: Using logic and reasoning to identify the strengths and weakness of alternative solutions, conclusions or say approaches to a problem. If you ability to think differently or say out of the box than only you can excel in your filed.
  • Reading comprehensions: Better understanding of written sentences and paragraphs in work related documents. If you can read and understand properly it will help you to work better.
  • Active listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate and not interpreting at in appropriate times.
  • Writing: Communicating effectively and efficiently in writing as appropriate for the needs of the audience.
  • Interpersonal skill: Good interpersonal skill will help to relate to all around employees and colleagues better and to build a good rapport and relationship with all people which will help you providing amicable environment in your work place.
  • Communication skill: Good communication skill will always help to communicate your ideas and view in a understandable way. so that all can get and relate to your points.
  • Attention to details: Job requires being careful about detail and thorough in completing assigned work tasks
  • Persistence : Job requires persistence in face of obstacles, there will always be some or the other difficulties in day to day working, which needs persistence to overcome and excel.


Apart from all above mentioned criteria, some activities related to work of financial planner are as mentioned below:

  • Financial plans and strategies for future
  • Investment advise
  • Portfolio Management
  • Tax liabilities knowledge
  • Internal and external Audit work
  • Inflow and outflow planning
  • Debtors and Debts management

All these areas are very important to be a good financial planner. Certified financial planner are in good demand as compared to other financial planners, they have more scope and opportunity in current market.
As after undergoing the study and training in financial planning, they are having added experience as have to be in lot of pressure and undergo lot of exams to be certified financial planner.


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