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Financial Planning Services

Financial planning is a rapidly growing field that involves helping people manage their money. If you are good with numbers and enjoy the prospect of helping people, financial planning might be right for you. Keep reading to find out about education and career options in this field.

Inside Financial Planning Services

Financial planning refers to the act of managing funds. It involves knowing how much money one has, how to make it grow and how to spend it. Financial planners help people understand things like savings, investment, insurance and retirement. They must have strong communication skills to be able to clearly explain budgeting concepts to their clients. Day-to-day tasks might entail interviewing clients about their financial goals and life plans, reviewing stock prospectuses or selling financial products.

The following resources from Study.com can help you explore the educational requirements and employment options available to financial planners.

Education and Certification Information

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