A financial planning is a practicing professional who helps the people through a proper planning and it deals with the various type of financial issues which includes the education planning, investment planning, retirement planning, estate planning, insurance planning, business succession panning, tax planning, risk management and cash flow management but it is not limited to the other major areas.
Financial planning generally cover all area’s of the client’s financial needs and should result in the achievement of the client’s goals. The main scope of planning usually include the following steps:
Planning for the freeing-up of cash flows for the other purposes.
This type of planning gives you the financial independence at the retirement.
Through the estate planning you can plan for the accumulation, creation, conservation and distribution of assets.
Investment planning issues ipi are generate the future capital or cash flows for reinvestment like planning, Planning, creating and managing capital accumulation to generate the future capital or cash flows for reinvestment.
If you want to become a financial planner, then you follow the two main steps. These two steps are:
Select a license holder with whom to be affiliated and
Meet the training for the requirement of policy statement146.
A financial planner is basically, specializes in the planning aspects of finance, in a particular personal, which is contrasted with a stock broker who is only concerned with the life insurance policies who advices on the risk products as well as the actual investment and the financial planning is usually follow the six steps. These six steps are analyzing the information, implementing the strategies, constructing a financial plan, monitoring implementation and reviewing the plan setting goals with the client and gathering relevant information on the client.
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