How to become a Financial Planner

A financial planner, also referred to as a financial adviser, provides advice and strategies to help clients manage economic affairs towards future financial goals. They can assist individuals and organisations, depending on the type of financial goal and type of financial planner contacted.

When considering how to become a financial planner or financial adviser, it’s important to remember that interpersonal skills are as important as technical knowledge in order to succeed in the role. People’s financial affairs are often a very delicate subject and almost inevitably any discussion of estates planning, life insurance or similar matters will touch on sensitive topics.

Financial planners need to be able to put people at ease and be able to discuss difficult issues in an appropriate manner. People of all ages, lifestyles, and aspirations will need financial advice, so the ability to work with a wide range of individuals in an effective manner is also important.

The role of a financial planner is to offer knowledgeable financial advice which aims to help individuals organise and manage their personal finances effectively. The exact type of assistance a financial planner offers vary from client to client but include: