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Financial Planner
Helps individuals plan their financial future — savings, investments, retirement, and estate planning.
Did you know?
The 'Rule of 72': divide 72 by the interest rate to estimate how many years money takes to double. It was written down in 1494.
How subjects help
- Mathematics: Show a client how regular savings grow over the years with compound interest.
- Economics: Explain how inflation slowly shrinks savings and how investing can help.
- Psychology: Help clients stay calm when markets fall instead of making panicked choices.
- Law: Explain wills, pensions and tax rules so a family's money passes on as they wish.
A famous name
Suze Orman: American financial advisor who teaches people how to manage money through books and TV.
Try it yourself: Plan a party on a budget
- Pretend you have a set amount of money for a party for ten friends. Pick the amount yourself.
- List what you want (food, decorations, games) and guess a price for each.
- Add it up. Over budget? Decide what to cut or swap for something cheaper.
- Keep a little money spare for surprises. What did you choose to protect, and why?
Accountants, managers and business owners make these choices every day: what matters most, and what can wait.
Also try: Find the mistake in the accounts.
Known for it in
USA, Australia, UK, Canada, Switzerland