Financial Planning Consultant Career


Any business or company would want to increase their profit and revenues.  The use of their resources must be carefully thought of and planned. Companies without in-house planning staff hire the expertise of a financial planning consultant to provide the necessary recommendations. The financial planning consultant prepares business plans as well as materials to meet the requirements of the company.

He is to assess the company’s assets, liabilities, insurance coverage, cash flow, and tax status.  He is part of strategic planning and budget system implementation. He is tasked to establish investment strategies. With a business-related educational background, one will be able to pursue a financial planning consultant career.

How to become a Financial Planning Consultant

To become a financial planning consultant, one must have a bachelor’s degree in business, finance, accounting or other related fields.  One must pursue graduate studies and earn an MBA.  Gain relevant knowledge and experience in corporate planning and budgeting. One must also have the skills in handling various business disciplines.  Other skills required for this type of career are communication, analysis, organization, problem solving, and human relations. Starting as a financial analyst or being part of marketing management and operations qualifies one for the career position of a financial planning consultant.

Financial Planning Consultant Courses, training, programs

An advanced degree in business administration helps one gain the necessary knowledge and skills required for this career position.  The program will help one gain background in economics, financial accounting, financial management, business statistics, quantitative analysis, business law, business information systems, management accounting, operations management, human behavior in organizations, marketing management, and global strategic management.

TOP 5 colleges/Universities

Stanford University, California

Harvard University, Massachusetts

Massachusetts Institute of Technology (Sloan), Massachusetts

University of Pennsylvania (Wharton), Pennsylvania

Northwestern University (Kellogg), Illinois

Financial Planning Consultant Jobs, opportunities, salaries/pay

A financial planning consultant has the opportunity to earn from $31,066 to $116145 per year.  The salary would depend on the work location, employer, experience, and benefits. Employment may be found in various industries such as financial planning, financial services, insurance, investment services, asset management, banking, and business consulting.

 

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Planning surveys

Category: Consultant Careers

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