Financial planner refers to a financial planner who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning.
Financial planning requires providing all-round services, so financial planners are required to master all kinds of financial tools and relevant laws and regulations, provide tailor-made and feasible financial plans for customers, and meet customers' long-term and ever-changing financial needs in the process of constantly revising the plans. Therefore, studying finance and management in university can lay a solid foundation for becoming an excellent financial planner in the future.
Just learning financial knowledge may not be enough. A qualified financial planner must also have the following seven knowledge fields, namely, basic knowledge of financial management, basic knowledge of financial assets application, basic knowledge of life design, basic knowledge of real estate application, basic knowledge of financial management design with risk and insurance balance, basic knowledge of tax-saving financial management design, and basic knowledge of property and property transfer design.