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Whether you want to become a financial planner (FP), or you need a FP to manage your finances, this article is very appropriate and useful to you. A financial planner is someone who uses the financial planning process to achieve client goals in life.

FP can see the big picture of your financial situation and make financial planning recommendations that are suitable for you. FP can see all your needs including budgeting and saving, tax planning, investments, insurance, and retirement. Also, financial planners may work for you on a single financial issue but still within the context of your overall financial situation. They are trained to focus on only certain areas in your financial life.

A FP should receive special education, so have the knowledge level sufficient to provide an objective consultation to clients, not just selling investment products. Communities also need to be informed so that they can distinguish between the actual financial planners and sellers of financial products that claim to be FP.

In many country, there is the Financial Planning Association (FPA) which provides basic standards of financial planners. People who open a financial planning services, are expected to have a certificate of financial planning profession, such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant). FPA issued a degree RFP (Registered Financial Planner) to local standards.

Universities that provide education for professional financial planners are still few. Usually the basic skills needed by financial planners is the technical knowledge and financial applications, recognize professional responsibility FP, as well as how to evaluate financial products that circulate in the community.

To be a FP, you must have standards that have been mentioned above, and for someone who wants to find the FP, you know what FP should you consider.

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