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Commerce, Banking & Corporate
Financial Planner
Financial Planners help people manage savings, insurance, retirement, tax planning, and investments based on life goals.
Career Roadmap
1
Step 1
Step 1: Complete 10+2 preferably in Commerce, Arts, or relevant stream
2
Step 2
Step 2: Pursue B.Com / BBA / BA Economics / relevant graduation
3
Step 3
Step 3: Learn Excel, communication, finance basics, accounting, analytics, or sales skills based on the career
4
Step 4
Step 4: Complete relevant certification or entrance exam if required
5
Step 5
Step 5: Gain practical experience through internship, trainee role, project work, or freelancing
6
Step 6
Step 6: Grow into senior analyst, manager, consultant, or leadership roles
Future Scope
The future for Financial Planner is very promising with the growth of corporate sectors and global trade.
Top Employers & Sectors
Financial Planning Firms
Banks
Wealth Firms
Independent Practice
Career Action Plan
Next Steps to Pursue Financial Planner
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Top Colleges & Degrees
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