INSURANCE & ACTUARIALS / FINANCIAL PLANNERS
Insurance & Actuarial
•         It is important that people who sell the companies policies are well versed with the same. This will help them to sell the right kind of products to the consumer. 
Financial Planners
•         Financial planning process, as defined by the Certified Financial Planner Board of Standards includes the following six key steps: 
1.    Establishing and defining the client-planner relationship.
2.    Gathering client data, including goals
3.    Analyzing and evaluating the client’s financial status
4.    Developing and preserving financial planning recommendations and/or alternatives
5.    Implementing the financial planning recommendations
6.    Monitoring the financial planning recommendations
Personality 
•         The best financial planners have two vital skills – people skills and analytical skills. 

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