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Question posted: 12 26 2010 07:40:10 +0000,
8 answers, 172 views, last activity
12 31 2010 14:31:42 +0000
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The position of financial planner as one of the twenty hottest professions for the future. Note that the entry of baby-boomers into middle age with a bewildering array of investment choices will make financially planning a really hot profession in the future. Financial planners interviewed recently point out that getting a solo practice going as a financial planner today can be difficult and highly competitive.
Financial planners help people plan their finances in light of their income and assets. This involves programs for investments. Some planners work on their own and offer workshops that teach people how to handle their own finances. Other planners run businesses or are employed by insurance companies and financial service companies (e.g., investment services companies, investment banks and commercial banks) and sell their company's financial products. Such products might include family budgeting schemes, mutual funds, individual retirement accounts (IRAs), insurance, real estate, or tax-sheltered investment plans.
Anita Good written !
But i just want to add some in your point for Financial investment advisor :-
Financial Planner will be an individual independent person which will provide their services as an independent professional means he/she do not work under any specific company. He will always suggest their clients independently. The investment portfolio of client will include various schemes of different companies rather than he will advise only for his present company plans.
Usually we know about the financial advisor of insurance companies, NBFCs & banks, Yeah they are professional sales manager/advisors but only for their companies not for customers. If we are talking about financial planner for public then we have to search for those persons who really want to enhancement for their clients & charge appropriate amount from clients for their work.
But in India we are unable to find out the same professionals. Mr VIJAY , CA is differ from Financial planner in terms of corporate planning . Although CA can be a financial planner because of independent professional but financial planning for a company is much more differ than investment advisory.....
SEE ME AFTER LUNCH.
@ 9026851936.
2 U ANITA.
Financial planner are strategic planner (part of DSS), where as CA make financial statements of clients not part of DSS system ..
What is the difference between a financial planner & an chartered Accountant i am confused as most of people trust on CA's rather then a financial planner (My opinion).
Financial field is evergreen scope, further if u learn taxation properly with an pickle of legal entity knowledge which shows the good scope with an higher, higher elevation will be achieving through the gained. As such, which can not stop the scope in this finacial field U can get a white collar job with triggering of increased salary yr by yr with built up of good communications and vougue all will be with a systamatic life style can be adopted with this field
Lakshmana.T
in today's fast and material world people spend their life to earn money and they value money more than anything.The role of financial planner becomes very important. Financial planner must understand the earning and expenditure pattern of the customer and also see the expectation of the customer and then make a portfolio (bookie of products) best suiting the need. if you are flexible and have got hold on the various financial products then the world of finance is unlimited and you can take a position of demigod in the life of people if the return from your offered bookie is beyound or upto their expectation.
yup .. I agree with Anita ! but make sure that you are updated with market requirements ....
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