Please enter your Mobile Number and Education Level to proceed.
Give more insights on it
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. </span>
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!!
In order to post replies to the question: "What are personal & professional skills required to be a Financial Planner?"
Founder - ReInventions (Professional Banker, Career & Image Coach
Reena Saxena comes with 25+ years experience in the BFSI sector.
She holds a MMS(Finance) from Symbiosis Institute of Business Management, Pune and professional certifications in Banking, Coaching and Training.
She has switched careers to being a Career & Financial Coach, through her initiatives ReInventions. and MoneyGoalz.
Founder And Director At Canvas Career
Mr. Prathamesh is a Certified Career Consultant by Psytech International (bps) UK and is also a Certified Trainer for Life Skills; he is pursuing Narrative Therapy from Adelaide, Australia. He has been in to career counseling for more than 8 years now he practices MINDFULNESS psychotherapy with students. He possesses vast experience in teaching and career counseling. Currently he is associated with FUEL NGO. He had counseled over laces of students and is a founder director of Canvas Career Consultancy, committed to conduct Psychometric assessments for students and do career counseling by making them aware about new career avenues
Counselor at Adaptive Minds
Mrs. Meghna is a Postgraduate in clinical Psychology. She had been a part of several workshops related to Personality Enhancement, Counseling, Child and Adolescent Psychiatry, Therapy, Hypnosis for self Healing etc. She works at Adaptive Mind as freelance counselor and had worked as an executive counselor at Growth Centre, School Counselor at Billabong High International School, Sri Sri Ravi Shankar Vidya mandir. Her areas of expertise include Human Resources Management with Clinical Psychology. Currently working as a Brain mapping analyst
Assistant Manager- Operations (Global Admissions) at SI-UK Education Council
Guidance and advisory services for the prospective students who wish to study in the UK.
See All Questions