As a Financial Planner, you will need to master following:

• customer service
• identify customer's needs
• investment analysis
• offer financial services

More generally, a financial planner is also versed in:

• advise on financial matters
• analyse the credit history of potential customers
• apply technical communication skills
• assess risks of clients' assets
• banking activities
• budget for financial needs
• create a financial plan
• economics
• financial forecasting
• financial markets
• handle financial transactions
• interpret financial statements
• maintain credit history of clients
• modern portfolio theory
• obtain financial information
• provide financial product information
• provide support in financial calculation
• review investment portfolios
• synthesise financial information

It also helps to know the following:

• advise on investment
• assist in will writing
• calculate employee benefits
• consult credit score
• create banking accounts
• foreign valuta
• guarantee customer satisfaction
• inform on interest rates
• manage pension funds
• monitor loan portfolio
• prepare real estate contract
• principles of insurance
• sell insurance
• accounting techniques
• advise on tax planning
• analyse business objectives
• analyse financial performance of a company
• analyse financial risk
• analyse insurance needs
• analyse loans
• analyse market financial trends
• assess debtor's financial situation
• assist in loan applications
• business loans
• collect financial data
• communicate with banking professionals
• debt systems
• develop investment portfolio
• disseminate information on tax legislation
• financial jurisdiction
• financial management
• financial products
• maintain records of financial transactions
• manage financial risk
• mortgage loans
• operate financial instruments
• protect client interests
• real estate market
• securities
• stock market
• tax legislation
• types of insurance
• types of pensions
• value properties