The profile of LUKE and their contact details have been verified by our experts
LUKE
- Rate Ksh. 2,054
- Response 1h
Ksh. 2,054/hr
See Coaching Professional tutors
Unfortunately, this tutor is unavailable
- Coaching Professional
- Leadership
Portfolio Manager with 25 years of experience gives financial advice to anyone
- Coaching Professional
- Leadership
Lesson location
About LUKE
A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients.
Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.
These plans include not only investments but also savings, budget, insurance, and tax strategies.
Advisors further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.
See more
About the lesson
- Lower Primary
- Upper Primary
- Lower Secondary
- +24
levels :
Lower Primary
Upper Primary
Lower Secondary
Senior School
Tertiary
University
Adult Education
Masters
Diploma
Doctorate
CS
ATP
Advocates Training Programme
MBA
Pre-Primary
A1
A2
B1
B2
C1
C2
Autre formation professionnelle
Beginner
Intermediate
Advanced
Professional
Children
- English
All languages in which the lesson is available :
English
Together, you and your advisor will cover many topics, including the amount of money you should save, the types of accounts you need, the kinds of insurance you should have (including long-term care, term life, disability, etc.), and estate and tax planning.
The financial advisor is also an educator. Part of the advisor's task is to help you understand what is involved in meeting your future goals. The education process may include detailed help with financial topics. At the beginning of your relationship, those topics may include budgeting and saving. As you advance in your knowledge, the advisor will assist you in understanding complex investment, insurance, and tax matters.
See more
Rates
Rate
- Ksh. 2,054
Pack prices
- 5h: Ksh. 10
- 10h: Ksh. 20
online
- Ksh. 2,054/h
Similar Coaching Professional teachers in Mumbai
Laura
London, United Kingdom & Online
- Ksh. 8,765/h
- 1st lesson free
Laura
New York, United States & Online
- Ksh. 9,052/h
- 1st lesson free
Yann
Paris, France & Online
- Ksh. 10,619/h
Vincent
Toulouse, France & Online
- Ksh. 12,895/h
- 1st lesson free
Daniel
Melbourne, Australia & Online
- Ksh. 9,323/h
Dylan
London, United Kingdom & Online
- Ksh. 15,778/h
- 1st lesson free
Morgan
Paris 8e, France & Online
- Ksh. 9,861/h
- 1st lesson free
Jérôme
Paris 7e, France & Online
- Ksh. 18,205/h
- 1st lesson free
Daniela
Sydney, Australia & Online
- Ksh. 13,984/h
Elsa
Paris 16e, France & Online
- Ksh. 18,205/h
- 1st lesson free
Alain
Paris 12e, France & Online
- Ksh. 18,205/h
- 1st lesson free
Laura
Paris 18e, France & Online
- Ksh. 7,585/h
- 1st lesson free
Neil
London, United Kingdom & Online
- Ksh. 13,849/h
Heath
Randwick, Australia & Online
- Ksh. 13,891/h
Kaoutar
Bruxelles, Wallonia & Online
- Ksh. 27,307/h
- 1st lesson free
Paul
Portsmouth, United Kingdom & Online
- Ksh. 14,901/h
Anthony
Paris 18e, France & Online
- Ksh. 15,171/h
- 1st lesson free
Ammar
Montréal, Canada & Online
- Ksh. 2,367/h
- 1st lesson free
Philip
London, United Kingdom & Online
- Ksh. 6,837/h
- 1st lesson free
Taisiia
Mississauga, Canada & Online
- Ksh. 8,993/h
- 1st lesson free
-
See Coaching Professional tutors
