It is useful to take the financial planner exam.

The role of financial planners:

1. Financial planners have diversified development directions. It can serve financial institutions, such as commercial banks, insurance companies, third-party financial companies, etc.

2. Professional financial planners help clients allocate assets or financial products from a neutral perspective. More and more financial planners choose to join formal third-party financial management companies or practice independently as professionals with professional qualifications. (Personal Financial Advisor).

3. Private financial advisors can further increase their income by charging consultation fees, financial planning book production fees, annual regular service fees, customer profit sharing, product commissions, etc.

Financial planners refer to people who use the principles, techniques and methods of financial planning to provide comprehensive financial consulting services based on the financial goals of individuals, families, small and medium-sized enterprises and institutions. Financial planning requires a full range of services. Therefore, financial planners are required to fully master various financial instruments and relevant laws and regulations, and provide customers with tailor-made and practical financial plans. At the same time, while constantly revising the plans, Meet the long-term, ever-changing financial needs of our customers.