The Changing Role of the Financial Planner|My essay solution
Posted: March 15th, 2023
Read this FPA article: The Changing Role of the Financial Planner
In 4-5 short paragraphs, critically assess one of the key statements or main theses of the authors. Research a scholarly (peer reviewed) journal article from the School’s Library: (http://library.ccis.edu/home) that supports your position or argument.
SOLUTION
The role of a financial planner has evolved significantly over the years, from simply providing investment advice to a more holistic approach to financial planning. Here are some of the ways in which the role of a financial planner has changed: Holistic approach: Financial planners now take a more comprehensive approach to financial planning, taking into account a client’s entire financial situation, including their income, expenses, debts, and assets. Goal setting: Financial planners work with clients to set specific financial goals and create a plan to achieve them, rather than simply providing investment advice.
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