Financial Advisor

Typically, a financial advisor offers or sells you services or products. The job goes by a lot of names, including financial planner, financial advisor and personal financial consultant, but it’s rarely called what it typically is: financial products sales. A financial planner helps people to choose investments, insurance and other financial products. They counsel for retirement planning, college funding, and estate planning and general investment analysis.

Key to Success

To be successful as Financial Advisor you should have/ develop:

Ability to communicate well
Aptitude for mathematics
Ability to analyze, compare and interpret facts and figures quickly
Analytical mind
Self-starter
Power of logical reasoning

Scope and Opportunities

Opportunities in Financial Planning are expected to grow faster in future. As per the changing demands of people, planners have to study the various newer areas in this field.

Lifestyle & Social Status

It’s an Indoor as well as outdoor job.
Just like other professionals like doctors and lawyers Financial Planners are also considered professional
Better social status by joining the league of professionals
One of the high paid jobs

Job Profile

Financial Planners job is to listen, understand client’s situation and find out the proper solution.

Tasks vary depending on the role but typically involve:

Study and research on marketplace, providers of financial products and give updates of new financial products to clients
Analyze information and prepare plans, best suited to individual clients’ requirements
Design financial strategies
Promote and sells financial products to meet sales targets
Stay up to date with financial products and legislation
Study, in-depth reviews of clients’ financial conditions, current provision and future aims
Conduct workshops and seminars on financial planning

Skill Sets

Good written & oral communication
Problem solving
Computer skills

Work Value

Accuracy
Persistent
Decision Making

Current Job Scenario

Trainees and executives with wealth managers, banks and product distributors can earn Rs. 2-3 lakh per annum
Sales manager, Relationship manager, wealth manager having 2-3 years of experience can earn Rs. 4-7 lakh per annum
Retirement specialist, tax specialist and business or regional heads can earn above Rs. 10 lakh per annum

Top Recruiters

Financial Institutions
All Mutual Fund Companies

Course Synopsis

Certified Financial Planner® (CFP®), Chartered Financial Analyst (CFA)

Course Options	CERTIFIED FINANCIAL PLANNER	MBA Finance
Academic Eligibility	Class 10+2 Pass	Any Graduate
Fees	Rs. 30,000 per annum inclusive coaching and exam	Rs. 4lakhs to Rs. 8lakhs
Expenditure in Metro and Tier-1	Rs. 2 Lakhs to Rs. 2.5 Lakhs	Rs. 2 Lakhs to Rs. 2.5 Lakhs
Expenditure in Tier-2	Rs. 1.25 – Rs. 1.75 Lakhs	Rs. 1.25 – Rs. 1.75 Lakhs
Duration	5-6 months	2 Years
Mode		Full Time
Entrance Exam		CAT, XAT, MAT/ State/Institute level entrance exam
Specialization
Education Loan
Scholarships

Career prospect

Equality trader
Financial manager
Fund manager
Investment banker
Risk manager
Stockbroker
Tax examiner/revenue agent
Personal financial adisor

Exam

CFP Exam

Success stories