Science, Technology & Professional
Financial Planner
Family · Science, Technology & Professional
A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They develop strategies according to their clients' needs.
Where people train for this
09 · Core skills
advise on financial mattersanalyse the credit history of potential customersapply technical communication skillsassess risks of clients' assetsbudget for financial needscreate a financial planhandle financial transactionsidentify customer's needsinterpret financial statementsmaintain credit history of clientsobtain financial informationoffer financial services
Also known as
financial adviser
personal banker
independent financial adviser
financial planning practitioner
personal financial adviser
personal financial planner
wealth adviser