What are the job roles of a Certified Financial Planner?

<p>The job role of a Certified Financial Planner includes essentially four tasks.</p><ol start="1" type="1"><li><strong>Identifying the client:</strong>&nbsp;Interviewing individuals or companies to understand their financial goals, the purpose of investment and related concerns.</li><li><strong>Assessing the client's financial status:</strong> Analyzing the client's area of income, flow of income, assets, debts and problem areas. Foreseeing the future to the basis of historical and present status.</li><li><strong>Making a financial plan for the client:</strong> After analyzing the status of the client's financial goals and status, the CFP makes an investment plan for the client.</li><li><strong>Implementing the plan and reviewing it periodically</strong>: If the plan is approved by the client, the CFP implements the plan and reviews it periodically to ensure that the client receives maximum benefit.</li></ol>

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