Best professionals offering financial planning services in Dubai

Financial Planning in Dubai, دبي

Service Description

Financial planning is a professional service that involves analyzing an individual's or organization's financial situation and developing a plan to achieve their financial goals.

Financial planners use various tools and techniques to assess their clients' financial situations, including their income, expenses, assets, and liabilities.

Professional Requirements

To become a financial planner, one typically needs to have a bachelor's degree in a field such as finance, accounting, or economics.

Many financial planners also obtain professional certifications, such as the Certified Financial Planner (CFP) designation, which requires completing a course of study and passing an exam.

Recommended Accreditations and Certifications

• CFP certification
• Chartered Financial Analyst (CFA) designation
• Chartered Financial Consultant (ChFC) designation

Choosing a Financial Planner

When choosing a financial planner, it's essential to research their qualifications, experience, and reputation.

Ask questions such as:

• What experience do you have in financial planning?
• What certifications do you hold?
• Can you provide references from previous clients?

Useful References

For more information on financial planning, consider the following resources:

• Financial Planning Association (FPA)
• National Association of Personal Financial Advisors (NAPFA)

Average Prices for Financial Planning Services in Dubai, دبي

The average fee for financial planning services in Dubai, دبي can vary depending on the complexity of the plan and the experience of the planner.

On average, financial planners in Dubai, دبي charge between AED 500 and AED 2,000 per hour.

For a comprehensive financial plan, the total cost can range from AED 5,000 to AED 20,000 or more.

Requesting a Quote for Financial Planning Services

When requesting a quote for financial planning services, provide the planner with information about your financial situation and goals.

Be prepared to discuss your income, expenses, assets, and liabilities, as well as your financial objectives.

The planner will use this information to provide a customized quote for their services.

Fees for Financial Planning freelancers

The average daily fee for the experienced freelancers is AED 1,500.

The fee varies depending on the city in which the are located. For instance, the average daily for a Financial Planning in Dubai, دبي is AED 1,800 while in Sharjah is AED 1,200 or in Abu Dhabi is AED 2,000.