Ankesh Somani

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

Give more insights on it

by Ankesh Somani
1 answer
| Share :

1 answer

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.


In order to post replies to the question: "To be a successful Financial Planner what kind of work values do I need to have?"

Post Reply

Latest ANSWERS

Mam i am unable to find my interest

Thank you very much...i will definitely walk through the test .. read more

Sir I have comepleted my engineering electronics and telecommunications branches with average percentage of 55% , how can I do specilization in aviation and avionics i.e. Study of electronic parts of plane and utimately becoming the technician of aeropl

Thank you mam .. read more

health care options

Hello Garima,  Pretty vague question. Health care can be through various means and hence there are different courses for the same. Some options i .. read more

Any 6 to 8 months animation course for diploma students

Hello Kishore,  Check MAAC India, Arena Institute, FX School, Maya institute of advanced cinematography. But at the sametime you pursue the short .. read more
Most Popular

Do 12th board marks have any importance in jee mains

12th board marks do not have any importance in JEE, but you should get pass mark in 12th. Though, Your 12th score may make you eligible for admission .. read more

I am 12th pcm student 'if not engineering than what career I choose

Hi Mehul..Best options after 12th PCM other than engineering are B.Sc in basic science courses like Chemistry, Physics, Maths, or in new streams like .. read more

Which are the best colleges for interior designing in India?

Pearl Academy JD Institute Lovely Professional University Vogue Institute Hamstech Institute   .. read more

As a Dietician, what is the scope and relevancy of doing masters?

A post graduate in Nutrition and Dietetics can work as a Dietitian in Hospital, Food Inspector, Nutrition Consultant in government organizations, .. read more
Caching Date: 6/23/2017 11:00:53 PM