How to become a Financial Planner
If you like money and want to help others manage theirs, learn how to become a Financial Planner, and discover exactly what a Financial Planner does.
How to become a Financial Planner, What does a Financial Planner do
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How to become a Financial Planner

Financial Planner’s are not just any advisers. It’s all about money but not just any money, we’re talking about investment funds, taxes and insurances. At times they may consult with businesses on employee benefits too. If this sounds like you, read on to learn how to become a financial planner.

How to become a financial planner

What is a Financial Planner?

A Financial Planner keep records and provide detailed reports summarising performance and sales target of their clients. They recommend and research financial products that would be beneficial to clients and explain each one, then negotiate with product providers on fees. A key part of the role is understanding and following all financial legislation and regulations.

A financial planner/adviser role involves a lot of talking. You need to have excellent communication skills and be quick thinking. A good planner must listen to their client and work with them to help make their future plans happen.

A financial planner/adviser must make complicated data into easy jargon free information for clients and those with no financial background. An interest in financial markets with good math and IT skills is important. You must also be able to give fair and unbiased advice.

Hours & Conditions:

A Financial Planners usually works full-time as part of a firm with a standard working day. However working in the evenings or weekends to fit round clients is sometimes necessary. Part-time work is often available for this role. Some travel to meet with clients may be needed but advisers spend most of their time in financial planning firms’ offices or banks and insurance companies.

what does a financial planner do

How to become a Financial Planner: Qualifications

New Australian legislation is proposed for 2019, where to become a financial planner/adviser you will require a degree in finance, accounting, economics or financial services. Once you have your degree you need to do a year of working in the field and pass an exam. All planners/advisers will have to commit to undertaking continuing professional development (CPD) and to adhere to the new legislation’s code of ethics.

To look at courses that will help you find a role as a financial planner/adviser, check out

We are seeing an increase in need for planners now and in the future. The growth of the population is causing an increasing demand for financial planning and therefore a higher rate of job opportunities.