Assignment
Power Point Presentation
1.
Agent to Advisor
Advisor = Certified Financial Planner
2.
Need to become a Financial Planner
A. Financial Planning is the fastest growing profession across the world & with a huge demand supply Gap in India.
B. Financial Consumer are demanding a holistic & Compressive approach to their personal finance.
Various factors have catalyzed this change. * Privatizations of Insurance & Mutual Fund Sectors has proceed the product option to the investor. * Fluctuating Interest Rates. * Cut of “Guaranteed Returned” products * Huge no. of miss selling interest taking place in financial market, resulting in investor confidence in middleman has been shaken & have the investor are asking for a Trusted Financial Manager .
3.
Who is a Financial Planner?
A financial planner is someone who uses the financial planning process to help you figure out how to meet your Life Financial Goals.
The big picture approached to your financial goal sets the Certified Financial Planner apart from other financial distributors, who have been trained to focus on a particular area of your financial life.
4.
What is financial planning?
Financial planning is a process of meeting your financial goals through the proper management of your finance
Financial goals can include * Adequate safety/cover to your family * Buying a house * Saving for your Childs higher education * Saving for your daughters marriage * Planning for Retirement
The financial planning process consisting Six steps which give a big picture look, with which you can workout * Where you are now * What you may need in the future * What you must do to achieve your goals.
Basic 6 steps are 1) Establishing & defining the client – planner relationship. * To document the services to be provided * Define the responsibilities for both * To explain fully how he will paid & by whom *
1.
Agent to Advisor
Advisor = Certified Financial Planner
2.
Need to become a Financial Planner
A. Financial Planning is the fastest growing profession across the world & with a huge demand supply Gap in India.
B. Financial Consumer are demanding a holistic & Compressive approach to their personal finance.
Various factors have catalyzed this change. * Privatizations of Insurance & Mutual Fund Sectors has proceed the product option to the investor. * Fluctuating Interest Rates. * Cut of “Guaranteed Returned” products * Huge no. of miss selling interest taking place in financial market, resulting in investor confidence in middleman has been shaken & have the investor are asking for a Trusted Financial Manager .
3.
Who is a Financial Planner?
A financial planner is someone who uses the financial planning process to help you figure out how to meet your Life Financial Goals.
The big picture approached to your financial goal sets the Certified Financial Planner apart from other financial distributors, who have been trained to focus on a particular area of your financial life.
4.
What is financial planning?
Financial planning is a process of meeting your financial goals through the proper management of your finance
Financial goals can include * Adequate safety/cover to your family * Buying a house * Saving for your Childs higher education * Saving for your daughters marriage * Planning for Retirement
The financial planning process consisting Six steps which give a big picture look, with which you can workout * Where you are now * What you may need in the future * What you must do to achieve your goals.
Basic 6 steps are 1) Establishing & defining the client – planner relationship. * To document the services to be provided * Define the responsibilities for both * To explain fully how he will paid & by whom *