What Does a Personal Financial Consultant Do?

A personal financial consultant analyzes your financial health and provides a personalized report that outlines your long-term goals, immediate priorities, and plans of action. These financial consultants are knowledgeable about all aspects of personal finances and can offer guidance and support in achieving these goals. To get started, contact a personal financial consultant today. The benefits of working with a personal financial consultant are many. Read on to learn more about these professionals and the career paths they can take.

Qualifications

The National Association of Personal Financial Advisers (NAPFA) is a professional association of fee-only financial planners. The job requires knowledge of specific investing, credit, and tax laws. The best advisers earn at least $85,000 per year. A financial planning associate degree or specialty certificate can help you advance your career. In addition to gaining knowledge about the financial planning industry, PFAs must be good salespeople.

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