Basil Issac

What are the things apart from academics, if a Financial Planners learns, will be helpful in long run?

Please help me out

by Basil Issac
1 answer
| Share :

1 answer

RE: What are the things apart from academics, if a Financial Planners learns, will be helpful in long run?

Vaibhav Bhutra
Vaibhav Bhutra
Verified Career Expert
Career Counselor/ Director at Educomp Vidyamandir Classes
  • Surat

Dear Friend,

Financial Planners as the tag suggest is one of the most practical case study kind of job. You may have a good academic qualifications which would be a good, but you have to have solid understanding of the investment avenues and good relationship with clients.

Good Academics is just one thing in a bouquet of things which should have to became successful in career.

Financial Planner should have following things apart from academics to help them in Long Run

Regular updates: A financial planner should have all the updates of the products and also have knowledge of the new products which have come in market with its advantages and disadvantages.

Software: You should have a good understanding of software which are available in market and which could help you to create reports and grant valuable advice to clients.

Relationship : A financial planner is needed to provide timely advice and maintain a humanly relationship with clients, otherwise planning could have done with systems and software only. The most important aspect which

Dynamic : Financial planner is one of the most difficult job since your dealing of task changes with every client, there is no definite set of rules and since the need of funds could be different and thus the planning changes completely from person to person. Thus you need to be dynamic in you job, rather than going as per the rules of book.

Wish you all the best!!!!

In order to post replies to the question: "What are the things apart from academics, if a Financial Planners learns, will be helpful in long run?"

Post Reply


what can a biology student choose afetr 12th

Hello Parvathi,  I am sure you are studying biology with a combination of either physics or math along with chemistry. BOth the combinations have .. read more

What college can I get after scoring 75 in AIEEE

Ganesh, is 75 the rank or is it a score in mains? You are sure to get admission in a good college. Do a survey of colleges around you for the infrastr .. read more

what i do after 12 am intrested in computer hard ware fields

Hello Priyesh,  Which stream are you pursuing in class 12th?.  Please note someone with a math subject background can opt for either B.SC IT .. read more

What colleges can I get after scoring AIEEE AIR of 35000 and UP State rank of 4850?

Garima, I cannot list out the colleges straightaway. However you have to make wise choice depending on the infrastructure, faculty and placement recor .. read more
Most Popular

Sir main Pmt ke liye preparation kar raha mujhe last revesion kaise karna chahiye?

<a href=; DU LLB 2017</a> <a href=> Punjab BA LLB Exam 2017</a> <a href=http://www.e .. read more

What are the main work and responsibilities of a Human Resource Manager?

Human Resource Manager is responsible  for looking after the entire spectrum of HR activities including manpower planning, recruitment , training .. read more

I am a commerce graduate and confused between various options like cfa, mba, and job. What should I choose?

M.Com should be on last priority. The best option would be to continue with EY, and prepare for CAT simultaneously. The work ex will help you in getti .. read more

What to do after professional ?? confused betwen mba .. nd civil services

Hi, Suprit The following link gives you details of the syllabus for the Civil Services exam. . You will know how to go about preparing for the same ye .. read more