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Financial Advisor/ Planner
Transcript of Financial Advisor/ Planner
Interested in it
Plan for retirement
Debt/ cash flow
Bachelor's in Financial advising
Master's in business administration
Can specialize in areas
Meeting with clients
Adjusting financial plans
Start your own business/ Work for self
Job opening= People coming in
Possible increase in jobs
Helping plan for the future
Why did I choose this?
What Exactly do they do?
What Categories do they work in?
What do I need to take in High school?
What I need to take in University
What type of person I need to be
Duties of a financial planner
Where do they work?
Finance/ Insurance company
What is a financial planner?
A financial planner is someone who helps set and maintain financial goals and strategies to prepare for the future.
commission, fees, base salary
Other varying benefits
Work in office
Can handle stress
4/10 planners are self employed
Average income grown by 15% in last 3 years
10 million Canadians use help of financial institute