A financial planner's major duty is to help customers create personal budgets, set savings goals, minimise, control, or manage spending, and take the required actions for developing and accumulating wealth. Financial planners collaborate with investment managers, mutual funds, or financial counsellors to suit the investment needs of their clients. A financial planner's responsibilities typically include providing clients with investment and insurance services, ensuring sound client record-keeping, establishing and maintaining relationships with clients by staying up to date on the clients' successes, and communicating relevant changes that may impact the clients' financial position on a regular basis. They also act as a liaison between clients and other financial specialists, providing legal, estate, and personal tax planning advice. To know more on this, check out the content.

Multiple Contributors

4K resources

0

0

0

Like