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

Hi, my son have appeared this year for his SSC board exams and is interested in pursuing his career in computer science, can you pls guide us how should he go about after his results

Hello Kirit,  He can pursue B.SC Computer science after 12th. He can pursue either science or commerce. But must have Math as a subject and score .. read more

I want to do psychology. Could please guide me about what entrances to give and what colleges to apply for in India please?

Hello Priya,  As far as I know, to study BA in psychology one does not have to appear for an entrance exam. It is merit based. Any leading univer .. read more

Just now i have completed my 10 what stream should i choose in 11 and if i am taking science i want to do some extra work with studies after 12 what should i do

Hello Deepika,  This is a common confusion amongst students. Choose based on your area of interest, like and ability. Rather than choosing based .. read more

Hy meghna madam I am from Delhi I am study in 12th class commerce without math Mujhe Indian navy m jana h uske liye kaun sa course karu plz guide me

Hello Saurabh,  Sounds interesting. But what role or posotion are you looking out for,?. Since the officers selections for various departments li .. read more
Most Popular

What are the key things the resume of a Web Designer must reflect?

A resume is a ideal place / Opportunity to exhibit your designing talents.    Show to the world in the shortest possible time, about your sk .. read more

I am 12th pcm student 'if not engineering than what career I choose

Hello, Thanks for Asking..!! Many Students search for the best career options after 12th Science except Engineering. It is very hard step of your care .. read more

I am a failiure of class 12 what can I do..?? plz suggest me I am so confused I want ot make my career in army

If u want to pass in NIOS board for October 2017 then I can guide you and help u . We are giving sureties of passing in 10th & 12th NIOS board . w .. read more

I don't like study but I m good at sports.... what should I do?

I am quite satisfied with it answer but is it the same for a student who doesn't have any sports certificates and is suffering from family pressures w .. read more