financial planner


Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.


A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to their clients' needs.\

Scope notes

Includes wealth advisers

Alternative label

  • personal financial planner

  • wealth adviser

  • personal financial adviser

  • financial adviser

  • independent financial adviser

  • financial planning practitioner

  • personal banker

Regulatory aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database:


Narrower occupations

Essential skills and competences

Essential Knowledge

Optional skills and competences

Optional Knowledge



Concept URI