Financial planner
Financial planner is involved in planning most of the finances of a person. His job includes generating a customised and standardized plan that covers all financial needs and goals within the short, medium and long-term. This sort of planner resembles an architect of the building and aids in analyzing and drawing a complete map of precisely how their very own client’s finances ought to be planned. They take into consideration the requirement for liquidity, cash management for various needs, goals planning and feasibility, long-term cashflow, estate planning and risk management.
Certified Financial Planner
The Certified Financial Planner (CFP) designation is known as a professional certification mark for financial planners conferred by way of the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the usa, Financial Planning Standards Council in Canada and 22 other organizations associated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the united states of america.
To obtain authorization to utilize a designation, the candidate must meet education, examination, experience and ethics requirements, and pay a continuing certification fee. The knowledge relates specifically to CFP certification in th usa. In the united kingdom, the CFP licence is accessible to financial planners through membership of a typical Institute of Financial Planning.
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