Liba Mehdi

What are other career options open to me after doing Financial Planing?

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by Liba Mehdi
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RE: What are other career options open to me after doing Financial Planing?

Prathamesh Kapote
Prathamesh Kapote
Verified Career Expert
Founder And Director At Canvas Career
  • Nasik
      Hello Dear Aspirant,

A warm welcome to Career

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 is to manage the
funds and wealth and invest it in proper way. Its one of the challenging
and tricky job they have. In order to meet the future Financial goals
financial planners help how to meet them.

one must have some of the skills in order to make a good career in
the field of FInancial Planning such as Good Analytical
skills,Communication skills,interpersonal skills,patience,strong
commitment,having updated knowledge of related to tax etc.

On the completion of the CFP course one have a numerous career
opportunities . Here are some of the career opportunities where one can
get a job Wealth Management Firms,HNI,Insurance Selling Products,Pension
Funds,Banks and Financial Institutions.Banks require experienced and
qualified Financial planner for various departments like Investment
Relationship Manager,Trade Division,Retail Division etc.

While the KPO's also hire the Financial Planners as Data
Analyst,Market Research Analyst,Equity Analyst,Derivatives Analyst etc.
Financial Planning Companies,Asset Management Companies , Non Banking
Finance Companies.

You can also start your own practise or consultancy and can charge the fees depending on the hours or can charge the overall fees as you feel better.

One can complete an MBA in Finance Management or can complete the CFP course from the as per the interest you can choose the course.
These are some of the career opportunities available post the completion of the Financial Planning course.

I hope you find this information useful and helpful.

Feel free to get in touch again.

Wish you Good Luck

Thank You

Warm Regards,
Prathamesh Kapote

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