What is a Financial Advisor?
A financial advisor guides their clients in choosing the best insurance, mortgages, investments, retirement plans, and estate planning. Financial advisors also give guidance on financial management and taxes.
Fully qualified financial advisors have taken the Certified Financial Planner exam. If they plan to sell stocks, mutual funds, or bonds, they will have to pass the FINRA examination.
To carry out your daily responsibilities, you will need to use specific skills, such as analytical, people, and sales skills. Your overall goal is to help your clients improve their financial and investment picture. You’ll examine and manage the cash flow for either private organizations, government organizations, or individuals. You’ll use specific accounting tools and concepts to help your clients make the best decisions possible.Search Finance Programs
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