Certified Financial Planner Job Description

November 26, 20110 Comments

Certified Financial Planner Job Profile and Description

The certified financial planner is the one who supposed to do the financial planning of the clients of any organization. They generally work in the institutions such as insurance, mutual fund, equity broker and banks also. The job calls for someone who possesses a reputed financial body to do the financial planning.

Certified Financial Planner Duties and Responsibilities

There are the following basic duties and responsibilities of a certified financial planner:

  • The prime duty of a certified financial planner is to do the financial planning of individuals and business houses as well.
  • It will be needed to keep all the factors in mind such as the unique need of the individuals or business houses and their other requirements.
  • A financial planner is responsible for the financial health of his or her clients so always need to look into it.

Certified Financial Planner Skills and Specifications

The required skills and specifications are as follows:

  • The person desiring to be a financial planner should possess the great ability to work in the finance field.
  • He or she should be well-versed in all the instruments available in the financial market.
  • It is required to have the proper knowledge of the instruments to use them effectively for his or her clients.
  • A certified financial planner should have the proper ability to show his or her skills by creating wealth for his or her clients.
  • The person needs to be able to help the clients in achieving their targets by taking minimum to minimum risk.

Certified Financial Planner Education and Qualification

There is no specific qualification or any degree required to be a certified financial planner.

  • The person from a science background can go for the job of a certified financial planner.
  • The person should have qualified in the exams organized by the premier financial bodies.

Certified Financial Planner Salary

The salary of a certified financial planner is very nice basically and so there is no problem at all in salary as far as the financial industry is concerned.

  • The salary also depends upon the skills and specifications of a person.
  • The salary generally comes in the range of $ 48,000 to $76,000.

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