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
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