Financial Planner

What is a Financial Planner?

A financial planner works with individuals or businesses, helping them to set and achieve financial goals.

Skills

*Extensive knowledge in all areas finance *Good communication skills *Organization *Good ethics

Resources

• National Association of Personal Financial Advisors

• Institute of Certified Financial Planners

• Certified Financial Planner Board of Standards

• International Association for Financial Planning
  

Publications

• Financial Planning Online

Training

• Canadian Institute of Financial Planning

• College for Financial Planning

• The American College

How to Become a Successful Financial Consultant: How to Make a Living Investing Other People’s Money

Wealth Management: The Financial Advisor’s Guide to Investing & Managing Your Client Assets

Best Practices for Financial Advisors

The Wealth Management Index: The Financial Advisor’s System for Assessing & Managing Your Client’s Plans & Goals

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