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
Head Guidance & Counselling at Project Wisdom, CSR initiative of Canam Consultants Limited, Chandigarh
  • 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>

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