Its an financial advisor job, we provide one week training, you will get full knowledge after the training, you will get full support from the company. After the training we conduct one easy exam to provide certification, Kindly visit us to get more information.
Comprehensive Financial Assessment: Financial advisor begin by conducting a thorough evaluation of a client’s current financial situation. This includes analysing income, expenses, assets, and liabilities to gain a holistic understanding of their financial health.
Goal Setting: Collaborating with clients to define clear and achievable financial objectives, such as retirement planning, saving for education, purchasing a home, or estate planning.
Risk Assessment: Evaluating a client’s risk tolerance to determine suitable investment strategies that align with their goals and risk preferences.
Budgeting And Cash Flow Analysis: Assisting clients in creating budgets and effectively managing their cash flow to ensure they can save and invest while meeting their financial obligations.