A financial consultant is a financial service organization that provides counseling services as a basis for decisions in the business world, be it investment, risk and profit, taxes, insurance, debt and receivables, even financial consultants can also provide wedding budgeting services, children's education savings, pension funds etc., but the decision-making remains in the hands of their client.
1. The first requirement in addition to enthusiasts must have a Master's degree in business, economics or accounting. Because the work of a Financial Consultant is a professional job, he must have a certified financial planner (CFP). must also be registered with the SEC or adjust in your state.
2. Mastering financial consulting services
Financial consultants must master the theory and are also experienced, especially in services such as financial planning, investment, stocks, mutual funds, cryptocurrency, pension funds, taxes, insurance, education, housing, marriage, therefore fresh graduates are recommended to work in financial consulting firms first, before taking the certification of a management consultant or financial planner.
3. Communicative and Friendly
Financial consultants must not only be friendly to clients but also must be communicative and have a clear voice, so that their explanations can be understood by clients.
4. Many skills required
Although there are many skills needed to become a financial consultant, you don't need to worry, because you already have theory from campus/university, while in work you will learn gradually. at the firm where you work.
1. The first requirement in addition to enthusiasts must have a Master's degree in business, economics or accounting. Because the work of a Financial Consultant is a professional job, he must have a certified financial planner (CFP). must also be registered with the SEC or adjust in your state.
2. Mastering financial consulting services
Financial consultants must master the theory and are also experienced, especially in services such as financial planning, investment, stocks, mutual funds, cryptocurrency, pension funds, taxes, insurance, education, housing, marriage, therefore fresh graduates are recommended to work in financial consulting firms first, before taking the certification of a management consultant or financial planner.
3. Communicative and Friendly
Financial consultants must not only be friendly to clients but also must be communicative and have a clear voice, so that their explanations can be understood by clients.
4. Many skills required
Although there are many skills needed to become a financial consultant, you don't need to worry, because you already have theory from campus/university, while in work you will learn gradually. at the firm where you work.
