Naomi and the Segos


Grab Your Financial Future By The Horns With Financial Planning!

Over the last few years, we often heard terms like financial planning, personal finance, investment management, retirement planning which have emerged as buzzwords of sorts. Newspapers, blogs, magazines, television channels and just about every one under the sun seem to be talking about the importance of financial planning. So what is financial planning; more importantly, why it is so important?

Doubtless personal finance is a demanding subject to grasp and comprehend fully and for that reason an individual as a matter of course is inclined to shy away from it, building defenses in an effort to avoid having to comprehend it’s effectiveness. However, with everything in life effort will equal reward in your courageous attempt to rid yourself of financial constraints. For many persons, your objectives in finance are to achieve financial freedoms. Having a well developed financial plan is central to prosperous personal financial future.

Setting goals and implementing strategies to accumulate wealth, through creating personal budgets and controlling expenditures is the basic role of a financial planner. For actual investment of client’s funds a planner needs to have relationships with financial advisors and investment managers on a regular basis and also with mutual fund companies if required.

To become a planner a minimum bachelor’s degree is expected with course work in finance, accounting and economics which is not mandatory but it can help in adding up to your educational assets. Strong analytical and quantitative skills are a must. An MBA will be an added advantage during hiring processes. A highly advisable certification exam for financial planner is Certified Financial Planner (CFP). By this certificate a planner’s creditability and marketability increases for both employers and clients.

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