This article, in a testimonial format, discusses keys to learning to be a successful financial planner. Financial Planner is very important for any organization and company. The goal is to encourage college grads and working professionals to take into consideration continuing education for state-of-the-art career opportunities. Ad visors are those individuals who maintain a crystal clear vision and know exactly where to start in a particular predicament. They are expected to know what needs to be done to live a financial vision.