Career as Financial Planners
Financial Planners confer with clients, assess their financial resources, and offer financial plans to them to help them achieve their lifelong financial goals.
- About Financial Planners :
- Job Profile |
- Employment Opportunities |
- How do I get there? |
- Where to study?
Job Profile
- Meet with the client to estimate their financial resources and their financial goals
- Devise specific interest and financial goals such as retirement plan, investing inheritance, buying a home etc.
- When working for clients with huge financial holdings they meet with their clients accountants, trustees, investment banker etc. to get a complete picture of the clients financial goals
- Compile information detailing a clients current income, investments, expenses, risk tolerance, tax returns , insurance cover, retirement, property holdings etc.
- Prepare a plan that meets the clients' overall , or specific financial goals
- Answer all the questions the client may have with respect to the plan
- Spend a lot of their time in retirement planning, tax planning, estate planning, investment planning, risk management
- Are prepared with skills in asset management, insurance, investments, retirement funds
Employment Opportunities
- Brokerages
- Credit counseling firms
- Financial consultancies
- Financial research
- Fund Manager companies
- Investment banks
- Life insurance firms
- Self employment
- Wealth Managing firms
Recruiting Companies
ABN AMRO 
HDFC 
HSBC - DSP Merill Lynch
- ICICI
- Kotak Mahindra
How do I get there?
-
Std XII
Stream:Any
-
Graduation
Any discipline
-
Professional...
(CFP)Financial Planning*
-
Professional...
WorkExp>Exam**>
Certifi***... -
Goal
Financial Planner
-
Std XII
Stream:Sc/Com(Comp/Eco)
-
Graduation
B.Com/B.Eco/BFIA/
BBA -
Post Graduation
MBA/CA
-
Professional...
WorkExp>CFPExam**>Certi***...
-
Goal
Financial Planner
*The complete academic course of the Financial Planning
curriculum is in 5 Module CFPCM Certification Education Program
through an Authorized Education Partner. Also pass corresponding
Exam 1-4 facilitated by NSE and then the CFP exam
**Examination: CFP Exam or also called the Exam 5 based on module
VI- Advanced Financial Planning
**Experience : Regular Pathway candidates - 5 years personal
financial planning Pre or post AFP exam. Challenge status pathway -
5 year personal financial planning experience before taking the AFP
exam
There are two levels of certification- Advanced Financial Planners
(AFP) and Certified Financial Planners( CFP).
***CFPCM Certification is awarded by Financial Planning
Standards Board in India through its affiliates to competent &
qualifying candidates fulfilling the 4 E Criteria of CFPCM
Certification i.e. Education, Examination , Experience &
Certification
Education: 5 modules of Financial Planning course and pass in
corresponding 1-4 exams of NSE
Indian Institute of Financial PlanningFeatured Institutes in India
Other careers of your interests
 |
Content on this page is by Career Expert Mrs. Kum Kum Tandon MA (Psychology), M.Ed, Diploma in Educational Psychology, Vocational Guidance & Counseling (NCERT, Delhi) | View Complete Profile |