INSURANCE & ACTUARIALS / FINANCIAL PLANNERS

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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