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.