Managing money is an art not many have mastered. If you fall in this category do not hesitate to ask the experts. There are financial experts like Jordan Goodman who can show you the best investment path. They help manage money and lead a respectable life. Just like how you need experts to handle your daily crisis like fixing your car, repairing household items, so do you need a financial expert to ensure your money is safe. Professionals come with the right education and experience to help you handle your finances in the right way.

The role of financial advisor

No, financial advisor is not a degree, it is a name for those professionals who provide financial services. Some of the qualifications to become a financial expert includes:
1. Certified Professional Accountant: Candidates need to pass rigorous examinations to be certified as CPA. They assist with business taxes, consulting, accounting and business services.
2. Personal Finance Specialist : Candidates who have cleared CPA and have passed more examinations and gained experience, who come with broader financial planning is called PFS.
3. Registered Investment Advisor: Candidates specializing in asset management and dealing with high worth customers. They also work on behalf of commercial banks, endowment funds, mutual funds, insurance companies and other business financial transactions.
4. Certified Financial Planner: They have certification and work experience and agree to code of ethics. They work on estate planning, retirement planning, insurance and taxes.
5. Chartered Financial Analysts: They take three examinations and come with three years of experience. Their focus is mutual funds, banking analysis and financial advisor for big institutions.

The need for financial advisor

There are many applications of financial advisor and these include:

1. Track your investment plan
2. More than just investing your money
3. Handle your financial transactions when you focus on your core business
4. Take all the pressures of financial planning and execution.