Finance & Accounting
Financial Planner
Helps individuals and families plan savings, investments and goals.
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What this career is
Financial planning is advisory work with individuals: understanding their goals and constraints, then structuring savings, insurance and investments around them.
- Typical education pathway
- Commerce or finance degree with recognised financial planning certification
What professionals typically do
- Understand a client's goals, income and obligations
- Prepare structured financial plans
- Explain trade-offs and risks clearly
- Review plans as circumstances change
Typical education pathways
- B.Com, BBA or BA Economics
- Recognised financial planning or investment advisory certification
Important skills
- Personal finance
- Client communication
- Goal planning
- Ethics
Suitable student interests
- Helping people
- Numbers
- Long-term thinking
Related careers
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