Basil Issac

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

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by Basil Issac
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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!!!!




















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