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Financial Advisor/ Planner

Career's presentation
by

Gillian Chapman

on 17 July 2013

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Transcript of Financial Advisor/ Planner

Help people
Interested in it
Good pay
Plan for retirement
Estate
Education
Insurance
Taxes
Retirement
Debt/ cash flow
Risk management
Math
English
Business
Accounting
Computer courses
Bachelor's in Financial advising
Master's in business administration
Can specialize in areas
Organized
Good speaker
Knowledgeable
Marketing
Meeting with clients
Updating clients
Adjusting financial plans
Start your own business/ Work for self
Average- Good
Job opening= People coming in
Possible increase in jobs
Helping plan for the future
Why did I choose this?
Set goals
Gather information
Analyze information
Constructing plan
Implement plan
Monitoring
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
Opportunities
Job Prospects
Financial Planner/
Advisor

Where do they work?
Banks
Private clients
Finance/ Insurance company
Personal businesses
What is a financial planner?
A financial planner is someone who helps set and maintain financial goals and strategies to prepare for the future.
Salary
40K- 150K
69,000 median
commission, fees, base salary
Benefits
Health care
Dental
Disability
Other varying benefits
Work Environment
Work in office
Can handle stress
Hours
Challenges/ Difficulties
Long hours
Competition
Little pay
Fun Facts
4/10 planners are self employed
Average income grown by 15% in last 3 years
10 million Canadians use help of financial institute
Work Cited
https://core.myblueprint.ca/Students/Compare-Programs.aspx?nav=0&id=O.007
http://en.wikipedia.org/wiki/Financial_adviser
http://careerplanning.about.com/od/occupations/p/financial_advisor.htm
http://www.careers.govt.nz/jobs/finance/financial-adviser/about-the-job
Thanks
For
Listening
Full transcript