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If you want to get into financial planning, you may be thinking of advising and supporting financial clients on more complex issues relating to investments, pensions and financing, particularly prospective pensioners through pension planning. Others see the opportunity to move into higher-value customer segments and generate a good income through higher sales volumes. Other financial planning tasks such as the long-term development of a client base or the effort involved in acquisition and representation tasks are often forgotten. Regardless of the motivation, the following always applies: financial planning, especially in more complex cases, must be based on solid, advanced specialist knowledge. If you would like to find out about all the important aspects of working as a financial planner, then take a look at our free online financial planning vocation test.
In financial planning, there are many financial planning tasks that have to be done in the background and there are activities in the field and with a lot of customer contact.
The following test will help you to assess whether financial planning could be part of your vocation and whether you are more inclined to work with customers or in the back office:
To the appointment test for financial planning field service
