Abja Rao

What are personal & professional skills required to be a Financial Planner?

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by Abja Rao
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RE: What are personal & professional skills required to be a Financial Planner?

Preeti Taneja
Preeti Taneja
Verified Career Expert
Dy. Manager Education & Counselling, Welspun India Limited
  • Chandigarh

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 colleagues, often in small teams and may work in different groups for different projects.<br /> He or she should be resilient because he or she will probably be studying for various financial certifications after work. He should be exceptionally good with numbers, must possess good communication skills as they have to make their client understand the various financial implications and risk and benefits involved in investment in anon technical and easy to understand manner.&nbsp;</span>

RE: What are personal & professional skills required to be a Financial Planner?

pushpendra malav
pushpendra malav
Verified Career Expert
Executive at saglu
  • Kota

Hello Abja,

Apart from having interest in juggling with numbers the candidates who wants to make a career in finance must have required qualification as well.

The Candidates who have completed the graduation degree with commerce field can go for the Financial planner. If you are interested in this very much you must develop the relevant qualities like knowledge of accounts, taxes, insurance, profit loss etc. 

The relevant courses will also help to boost your skills. The UGC NET exam is held for the candidates interested in lectureship or JRF. Qualifying the UGC NET will help you to get in any institute who select candidates based on NET Score for the administration or financial planning post. The candidates who have completed the PG in financial or its related subject can apply for it.

Boost your knowledge for the financial management and risk factors in it. Research for the aids which can help you to get your dream come true.hope it will help you a little. 

All the best!!

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