Financial Planner Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Financial Planner:

B.Sc/BA in accounting, finance, business administration or relevant field;
Professional certification (e.g. CFP) is a plus
Proven experience as financial planner or similar role; experience in sales or customer service is an asset
Ability to analyze financial information and comply with regulations
Strong ethics, with a customer-oriented attitude
Outstanding communication skills, with the ability to foster long-term relationships
Proficiency in MS Office and CRM systems
Attention to detail and strong math skills

Note that this is not an exhaustive list of Financial Planner skill, qualifications and experience. Job requirements for specific Financial Planner roles may vary, depending on the industry and type of employer.

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