To become a financial planner, you first must know what their job profile is. Financial planners help in determining the financial resources required to meet the companys operating program. They also help in forecasting the extent to which these requirements will be met by the internal generation of funds, and the extent to which they will be met from external sources. Its the job of financial planners to develop the best plans to obtain the required external funds. They also help in establishing and maintaining a system of financial control governing the allocation and use of funds. Financial planners formulate programs to provide the most effective cost-volume-profit relationship. Its the job of financial planners to analyze the financial results of operations, report the facts to the top management and make recommendations on future operations of the firm.
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