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

Latest ANSWERS

Best career after 12th pcm

Hello Manoj,  Listing down few options a PCM graduate can opt for which includes:  Engineering Designing Architecture Archeology Astronomy .. read more

what can i do after hs commerce

Hello There,  You have a lot of options. But it all depends on your interest and abilities. You could opt for a course in banking and finance fro .. read more

What are the best options after HSC?

Hello There,  There is nothing called as the best option. Any career chosen based on your interest and potentials is the correct choice. Since yo .. read more

Hello, I am currently pursuing BBA and I've planned to do MBA after this but I'm very much confused that in which field should I do MBA! Please help me regarding this!

Hello Mohak,  The answer lies in your hands. Self introspect as to what are your strengths, capabilities etc. Match them with the skills required .. read more
Most Popular

I have passed 12th with 74% mark. I have choice to join BTech or BSc physics. kindly suggest me what should I choose out of the 2. i am flexible with my career profile as an engineer or as a lecturer.

Hi Dear, Congratulations! As I care for your career, I would like to tell you that 74% is pretty average score nowadays when most of the students to w .. read more

Which are the best colleges for interior designing in India?

Some of the leading institutes in Interior Designing includes IIFT, Pearl Academy, Lovely Professional University, Apeejey university etc. You have th .. read more

How is the typical day of a Corporate Lawyer?

 hii i am miss ravika can yoy help me   .. read more

To become a fashion designer or an airhostess

The choice on your career is with you only. It is all about your interest and talent.  In my view a career in fashion designing gives you more op .. read more
Caching Date: 5/27/2017 8:16:11 AM