People who make your money grow

A financial planner’s job is to help clients achieve their life goals by planning for their investments, taxes, insurance, retirement, estates and, most importantly, expenses.

A financial planner’s job is to help clients achieve their life goals by planning for their investments, taxes, insurance, retirement, estates and, most importantly, expenses. Knowledge is the key and that’s why financial planners have to be masters of their domain and be aware of minute-to-minute developments in their field in order to help their clients make intelligent investments. They also have to win the trust of clients and ensure they have a good reputation in the market. Also, if they fail to ­complete the continuing education programmes organised by the Financial Planning Standards Board, India, they lose their certified financial ­planner (CFP) tag. More CFPs are needed in financial services companies, banks, distribution houses, insurance companies, equity broking and financial planning firms.

Fund advisor
A CFP should have good people skills and ­analytical aptitude

Rs. I take home
Rs. 2.5-Rs. 4 lakh per annum

I love my job because...
You help people achieve their life goals

Expert gyan
Only those who are ­interested in making a ­career in financial advisory, private banking, ­financial planning or wealth ­management should prefer the CFP certification