Financial Planner Certified
Resume:
Aarti Agarwal
Certified Financial Planner
*************@*****.***
linkedin.com/in/Aarti
Agarwal/
PERSONAL INFO
Birthday- Aug 01, 1998
Gender- Female
Marital Status- Unmarried
Nationality- Indian
CERTIFICATIONS
Certified Financial Planner
(CFP)
NISM Investment Adviser
(XA & XB)
Employer of the month for 6
times
National Service Scheme (NSS)
training for 2 years
participation in Financial Quiz
2018 organized by National
Stock Exchange
Secured second position in
Jaipuria University Quiz
league 2018
ADDITIONAL SKILLS
Microsoft Office
Spreadsheet proficiency
Adaptive
Good Listener
Team worker
Problem solving attitude
Learning attitude
Collaborative
RESUME OBJECTIVE
Licensed Certified Financial Planner with 3 year of experience in making financial plans, financial reviews, and investment planning. Seeking to leverage my financial planning expertise in the position of Financial Planner and Investor Advisor at concerned organisation. EDUCATION
M.com in Business Administration, 2024
Bachelors of Business Administration, 2019
Senior Secondary Education, 2016
Secondary Education, 2014
PROFESSIONAL EXPERIENCE
March 2022–Present
Financial Planner & Investment Advisor (PAIA)
Shreem Datatech Solutions Pvt Ltd- myMoneySage (Bangalore) Included Responsibilities
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies.
Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analysing financial data received from clients to develop strategies for meeting clients financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Implementing financial plans
Supporting the research team with internal presentations.
Supporting the research team with creating/maintaining internal database(s).
Preparing or interpreting financial document summaries, investment performance reports etc.
Implementing financial plans and helping clients with transactions.
Preparing research reports and writing client notes/articles
Contact this candidate