Financial Planning Job Requirements

Financial Planning personnel work as a part of the finance team and are required to help the organization in taking various finance related decisions. They also work for different clients and assist them with their finance and investment related tasks.

These professionals need to keep a track of the market movements at all times. In order to become financial planning personnel one needs to pursue a degree in accounting or finance. In certain states it is also essential to acquire a license for practicing this profession.

Education Requirements

  • A High School Diploma with good grades
  • Attending a financial planning program is a sure shot way of getting into the position of financial planning personnel
  • To become a financial planning personnel one may even acquire a bachelor’s degree in Finance
  • Acquiring a bachelor’s degree in accountancy also helps in getting the position of financial planning personnel
  • A master’s degree in business administration specializing in the field of finance helps the financial planning professional in growing further in the finance field
  • Certain states also require a valid license to practice this profession; candidates need to qualify professional certification to acquire this license

Job Requirements

  • Financial Planner must be well versed with the finance terms and processes.
  • Financial Planner must have good communication skills as he is required to deal with the clients and well as various company employees.
  • Financial Planner should have good working knowledge of computers and must be skilled in working on the finance software
  • Financial Planner should have the ability to coordinate with others as he may be required to coordinate with staff members from the finance and accountancy department.
  • Financial Planner should have an eye for detail as he is required to scrutinize the financial documents.
  • Financial Planner must have the ability to put across his point well before the clients.

Posted in Job Requirements