Sunday, 14 October 2018

Certified financial planner job description









Financial planning professional

Certified financial planner job description

Certified financial planner job description


Financial planners are  professionals who  plan and manage investment of  funds or money of their clients

Financial Planners and their Role 
Advise clients about the right time to invest and divest
Assess the risk-return of the investment
Do research related to financial and expense performance
Educate, suggest and provide financial investment advice to the clients.
Plan for better utilization of funds
Provide Tax consultancy
Retirement and insurance planning
Study  market potential
They identify financial goals of their customers or clients
Wealth Management services for High Net worth Individuals

Financial planning opportunities
Where do certified financial planners work
How to get started as a financial advisor
Financial advisor prospects

Employment Avenues in Financial Planning 
Banks and financial institutions, Financial services firm, Insurance product distributors, Pension funds, Tax consultancy, Wealth management firms etc.

What degree does a financial advisor need?
Degree to become a financial advisor
Graduate / Post Graduate degree in Commerce, Economics, Statistics, MBA Finance etc.

Top Universities / Colleges in USA for Courses in Finance
Columbia University in New York, NY
Harvard University in Boston, Massachusetts
Massachusetts Institute of Technology
New York University
Northwestern University            
Stanford University        
University of California
University of Chicago
University of Michigan
University of Pennsylvania in Philadelphia
University of Rochester
University of Texas

Top Universities / Colleges in India  for Courses in Finance
International School of Business & Media (ISB&M)
 Institute of Public Enterprise (IPE)
KJ Somaiya Institute of Management Studies and Research
Lal Bahadur Shastri Institute of Management (LBSIM)
Narsee Monjee Institute of Management Studies
 National Institute of Bank Management
SP Jain Institute of Management and Research

More career options at

certified financial planner job description, degree to become a financial advisor, financial advisor job advertisement, financial advisor job posting, financial planner income, financial planner job posting, financial planning jobs Chicago, financial advisor tasks, financial planning major, financial planning, opportunities, financial planning professional, financial planning sales, how much do certified financial planners make, how much do top financial advisors make, how to get started as a financial advisor, online financial advisor jobs, what degree does a financial advisor need, what do financial advisors earn, where do certified financial planners work