What is a financial planning professional?
vipul singh (others) (39 Points)
04 August 2022What is a financial planning professional?
Sharon Joseph
(Finance)
(26 Points)
Replied 04 March 2023
A financial planning professional in financial advisor services who specializes in helping individuals and families create and execute a comprehensive financial plan. A financial plan is a roadmap that outlines an individual's current financial situation, financial goals, and the strategies that will help them achieve those goals. A financial planning professional provides clients with advice and guidance on various aspects of financial planning, such as investment management, retirement planning, estate planning, tax planning, risk management, and cash flow management. They work closely with their clients to understand their financial goals, concerns, and risk tolerance, and develop customized strategies that align with their unique circumstances.
They may have a variety of certifications and designations, such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or Personal Financial Specialist (PFS), which demonstrate their expertise and credibility in the field. They play a crucial role in helping individuals and families achieve their financial goals by providing expert advice, guidance, and support. They help their clients navigate the complex financial landscape and make informed decisions that can improve their financial well-being over the long term.
Click to know more:- https://www.indiainfoline.com/business-partners/financial-advisor-fees-cost-charges-in-india
Sharon Joseph
(Finance)
(26 Points)
Replied 04 March 2023
A financial planning professional in financial advisor services who specializes in helping individuals and families create and execute a comprehensive financial plan. A financial plan is a roadmap that outlines an individual's current financial situation, financial goals, and the strategies that will help them achieve those goals. A financial planning professional provides clients with advice and guidance on various aspects of financial planning, such as investment management, retirement planning, estate planning, tax planning, risk management, and cash flow management. They work closely with their clients to understand their financial goals, concerns, and risk tolerance, and develop customized strategies that align with their unique circumstances.
They may have a variety of certifications and designations, such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or Personal Financial Specialist (PFS), which demonstrate their expertise and credibility in the field. They play a crucial role in helping individuals and families achieve their financial goals by providing expert advice, guidance, and support. They help their clients navigate the complex financial landscape and make informed decisions that can improve their financial well-being over the long term.
Click to know more:- https://www.indiainfoline.com/business-partners/financial-advisor-fees-cost-charges-in-india
Live class on PF & ESI Enrollment & Returns Filing(with recording)
CAclubindia
