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Are you aspiring to be a financial advisor? Perhaps you have chosen the best track of career which and it’s going to be hugely rewarding. To be a financial advisor your job will be to make a financial plan for your clients thereby guiding them how to earn maximum out of investing a considerable amount of money. A professional having a fair idea of all subjects in finance will be the best person to advice. But your role does not end over here because you will be called for execution if the same or might be asked to give advice if everything does not go well.
What is the work of a financial planner?
The job of a financial planner is to sketch out a financial outline and sell his plans to his clients who in return expect good ROI (return on investment). Anyway, financial advice might be given in the following fields.
The motto is to give a concrete financial strategy aimed at attaining financial goals in life. A financial planner is hugely respected and always called upon by clients during conferences so that his plan could be executed by beneficiaries. Sometimes they are reviewed and given insights by industry tycoons who are insanely remarkable. The best prospective people lies in metro cities compared to other smaller towns since the flow of money is better in metro cities. There could be no retirement in this profession.
Pre-requisites And Criteria To Be A Financial Advisor
To be a financial advisor, one needs to be an SSC pass/matriculation/ 10th equivalent pass at the time of enrolment. There are two pathways to get into the course which is namely- regular and challenge status.
All the exams are facilitated by NSE and conducted on NCFM platform regulated by NSE. Examination centers are regulated all through India.
In one word, if you have a knack in mathematics and accounts, you already possess the basic criteria of being a financial advisor. Being in this profession one can work until retirement.
Career Guide to 3000+ students till date
Have been conducting career guidance workshops in 30 schools in Mumbai, Pune, Panchgani, Nasik and Goa for the past 5
Have engaged with approx. 3,000 students both collectively in groups as well as individually for various programs
Deep knowledge of various career options available and the course details
Handled more than 5000 career queries on email over the last 5 years
Commerce Graduate and an MBA in Finance from IIM Indore
Founder - ReInventions (Professional Banker, Career & Image Coach
Reena Saxena comes with 25+ years experience in the BFSI sector.
She holds a MMS(Finance) from Symbiosis Institute of Business Management, Pune and professional certifications in Banking, Coaching and Training.
She has switched careers to being a Career & Financial Coach, through her initiatives ReInventions. and MoneyGoalz.
Founder And Director At Canvas Career
Mr. Prathamesh is a Certified Career Consultant by Psytech International (bps) UK and is also a Certified Trainer for Life Skills; he is pursuing Narrative Therapy from Adelaide, Australia. He has been in to career counseling for more than 8 years now he practices MINDFULNESS psychotherapy with students. He possesses vast experience in teaching and career counseling. Currently he is associated with FUEL NGO. He had counseled over laces of students and is a founder director of Canvas Career Consultancy, committed to conduct Psychometric assessments for students and do career counseling by making them aware about new career avenues
Counselor at Adaptive Minds
Mrs. Meghna is a Postgraduate in clinical Psychology. She had been a part of several workshops related to Personality Enhancement, Counseling, Child and Adolescent Psychiatry, Therapy, Hypnosis for self Healing etc. She works at Adaptive Mind as freelance counselor and had worked as an executive counselor at Growth Centre, School Counselor at Billabong High International School, Sri Sri Ravi Shankar Vidya mandir. Her areas of expertise include Human Resources Management with Clinical Psychology. Currently working as a Brain mapping analyst
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