A financial planner is one who helps you to plan and organize all your financial affairs. There are basically two types of financial planners. The first type is an accountant and the second type is a certified financial planner. If you are a certified financial planner then you must be at least twenty-one years old, holding a bachelor’s degree, and possessing a working knowledge of financial affairs. The most important thing that you need to know about financial planners is that they are required to be licensed by the Commission on Financial Planning. We will give you the financial planner example.

About Financial Planner

When you meet a prospective financial planner for the first time, be honest with them about how much experience you have in financial matters. This is something that is very important. Make sure that you meet your questionnaire question by their current level of expertise. For example, a person who is fifty years old might be well suited for a financial planner job, but someone who is thirty years old might not be as well suited. Ask questions like, “what was your experience level when you first started?” and “what areas of financial affairs do you have expertise in?” You will also want to know what type of financial planner job interests you.

Remember to interview more than one financial planner to ensure that the job sounds like a good fit for you. You will also want to discuss your financial situation and how it will affect the financial plan that you come up with. If you are looking for a career change, make sure that you find a planner that can work well with you.

Download Sample of Financial Plan

Download The template to plan your financial management. These link to download the template.

Link To Download Financial Planner Example For MS Excel 2013 XLS

Link To Download Financial Planner Example For MS Excel 2017 XLSX