financial planner (EN)
ISCO 2412 · v1.2.1
Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- personal financial planner
- wealth adviser
- personal financial adviser
- financial adviser
- independent financial adviser
- financial planning practitioner
- personal banker
Skills and knowledge
Essential (EN) · 23
- customer service
- banking activities
- assess risks of clients' assets
- financial forecasting
- review investment portfolios
- create a financial plan
- synthesise financial information
- interpret financial statements
- identify customer's needs
- provide support in financial calculation
- obtain financial information
- advise on financial matters
- economics
- financial markets
- maintain credit history of clients
- analyse the credit history of potential customers
- modern portfolio theory
- investment analysis
- apply technical communication skills
- budget for financial needs
- offer financial services
- provide financial product information
- handle financial transactions
Optional (EN) · 44
- guarantee customer satisfaction
- financial products
- analyse loans
- advise on tax planning
- protect client interests
- analyse market financial trends
- foreign valuta
- assess debtor's financial situation
- manage pension funds
- analyse insurance needs
- develop investment portfolio
- create banking accounts
- financial management
- assist in loan applications
- advise on investment
- analyse business plans
- maintain records of financial transactions
- communicate with banking professionals
- real estate market
- securities
- manage financial risk
- accounting techniques
- analyse financial performance of a company
- types of pensions
- operate financial instruments
- calculate employee benefits
- mortgage loans
- principles of insurance
- value properties
- debt systems
- assist in will writing
- disseminate information on tax legislation
- stock market
- business loans
- monitor loan portfolio
- consult credit score
- inform on interest rates
- tax legislation
- sell insurance
- collect financial data
- financial jurisdiction
- analyse financial risk
- prepare real estate contract
- types of insurance
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