{"id":1344,"date":"2016-12-05T10:01:22","date_gmt":"2016-12-05T10:01:22","guid":{"rendered":"https:\/\/www.getsmarter.com\/blog\/?p=1344"},"modified":"2018-10-09T07:24:55","modified_gmt":"2018-10-09T07:24:55","slug":"difference-financial-manager-financial-planner-faq","status":"publish","type":"post","link":"https:\/\/www.getsmarter.com\/blog\/difference-financial-manager-financial-planner-faq\/","title":{"rendered":"What is the difference between a financial manager and financial planner? | FAQ"},"content":{"rendered":"<p>What\u2019s the difference between a Financial Manager and a Financial Planner? Here\u2019s a clue: one looks after the \u201chealth\u201d of a business, while the other focuses more on an individual\u2019s personal financial situation. If you want to make the most of the job opportunities available in financial management, you need to understand exactly which role speaks to your strengths and interests.<\/p>\n<p>Gareth Cotten, Head Tutor of the <a href=\"https:\/\/www.getsmarter.com\/courses\/za\/uct-basics-of-financial-management-short-course\" target=\"_blank\" rel=\"noopener\">UCT Basics of Financial Management online short course<\/a>, takes you through the difference between these two financial management roles in this short video.<\/p>\n<div style=\"text-align: center;\">\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/vyWHjH9vRVU\" width=\"1100\" height=\"600\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p style=\"text-align: left;\">[bctt tweet=&#8221;Financial Managers are responsible for leading the overall financial health of organisations. &#8221; username=&#8221;getsmarter&#8221;]<\/p>\n<p style=\"text-align: left;\">There is a significant difference between the roles of a Financial Manager and a financial planner. A Financial Manager will have more of an internal focus. They will be responsible for the financial health of the organisation and ensuring that sound financial management is apparent within the organisation&#8217;s transactions and profits.<\/p>\n<p style=\"text-align: left;\">[bctt tweet=&#8221;Financial Planners define the budgets of an organisation and ensure they stay on track.&#8221; username=&#8221;getsmarter&#8221;]<\/p>\n<p style=\"text-align: left;\">A Financial Planner, on the other hand, can vary between different individuals. It&#8217;s most likely that a Financial Planner&#8217;s role will consider defining the budgets of an organisation and ensuring they are staying on track. It will also consider things like insurance, retirement planning and other financial management related actions of an organisation.<\/p>\n<hr \/>\n<h5>Want to become a Financial Manager or a Financial\u00a0Planner?<\/h5>\n<p>Find out more about how the UCT Basics of Financial Management online short course can help you get there.<\/p>\n<p><a class=\"button large postcta\" href=\"https:\/\/www.getsmarter.com\/courses\/za\/uct-basics-of-financial-management-short-course\" target=\"_blank\" rel=\"noopener\">GET AHEAD<\/a><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<\/div>\n<blockquote><p><em>Transcription<\/em><\/p>\n<p><em>The difference between a Financial Manager and a Financial\u00a0Planner &#8211; the former, the financial manager, his job or her job is going to be looking at the health of a business as such. You are going to have more of an internal focus to make sure that a business\u2019s finances are healthy. With a financial planner their focus is going to be more on an individual\u2019s personal, financial situation. So they are going to be looking at things like budgeting, insurance, retirement planning, that kind of thing.<\/em><\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Watch the video to learn more. <\/p>\n","protected":false},"author":74,"featured_media":19554,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[128],"article-format":[],"class_list":["post-1344","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-career-advice","tag-finance"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The Difference Between A Financial Manager and Financial Planner? | FAQs<\/title>\n<meta name=\"description\" content=\"Gareth Cotten, Head Tutor of the UCT Financial Management online short course, discusses the difference between a Financial Planner and Manager.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.getsmarter.com\/blog\/difference-financial-manager-financial-planner-faq\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is the difference between a financial manager and financial planner? | FAQ\" \/>\n<meta property=\"og:description\" content=\"Gareth Cotten, Head Tutor of the UCT Financial Management online short course, discusses the difference between a Financial Planner and Manager.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.getsmarter.com\/blog\/difference-financial-manager-financial-planner-faq\/\" \/>\n<meta property=\"og:site_name\" content=\"GetSmarter Blog\" \/>\n<meta property=\"article:published_time\" content=\"2016-12-05T10:01:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-10-09T07:24:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.getsmarter.com\/blog\/wp-content\/uploads\/2016\/12\/Blog_thumbnails_Financialmanager_14_09_18_360x200px.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"360\" \/>\n\t<meta property=\"og:image:height\" content=\"200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Shameel Mohanlal\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"GetSmarter Staff\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.getsmarter.com\\\/blog\\\/difference-financial-manager-financial-planner-faq\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.getsmarter.com\\\/blog\\\/difference-financial-manager-financial-planner-faq\\\/\"},\"author\":{\"name\":\"Shameel Mohanlal\",\"@id\":\"https:\\\/\\\/www.getsmarter.com\\\/blog\\\/#\\\/schema\\\/person\\\/527df7e5676f2bfa7c943e1653764bff\"},\"headline\":\"What is the difference between a financial manager and financial planner? 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