Financial Planner
Financial Planners assist clients in managing their finances. They'll be the client's trusted advisor in areas including investments, cash flow, savings, and debt management. Their goal is to make sure clients make wise and profitable decisions to satisfy their financial goals. This is often done by constructing a portfolio of investments compatible with the client's risk attitude. A financial advisor may ask about things just like the individual's age, income, legal status, indebtedness, or savings to collect a solid understanding of their client. They need to have good analytical skills to analyze customer's financial statuses' income, liability, expenses, etc.
Free Courses
4.56
3 hours
1.2L+ Learners
Beginner
