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.
No comments:
Post a Comment