Financial Planning is the process by which a financial planner assists an individual to achieve long term financial goals through investments, tax planning, asset allocation, risk management, retirement planning and estate planning.
In the US and Australia, Financial planner are indeed recognized and respected as professionals and where being a professional is described as being part of " a disciplined group of individuals who adhere to ethical standards and who hold themselves out as, and are accepted by the public as possessing special knowledge and skills in a widely recognized body of learning derived from research, education and training at a high level, and who are prepared to apply this knowledge and exercise these skill in the interest of other”.
Financial planning involves some important steps:
IFAN helps its Associate to embark on this journey of Financial Planning with the help of simple but intelligent tools on its platform to complete the entire financial planning process in a structured & professional manner.
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