financial planner
ISCO: 2412. Skills: 67. Essential: 23.
Essential skills
- advise on financial matters
- analyse the credit history of potential customers
- apply technical communication skills
- assess risks of clients' assets
- banking activities
- budget for financial needs
- create a financial plan
- customer service
- economics
- financial forecasting
- financial markets
- handle financial transactions
- identify customer's needs
- interpret financial statements
- investment analysis
- maintain credit history of clients
- modern portfolio theory
- obtain financial information
- offer financial services
- provide financial product information
- provide support in financial calculation
- review investment portfolios
- synthesise financial information
Supporting skills
- accounting techniques
- advise on investment
- advise on tax planning
- analyse business plans
- analyse financial performance of a company
- analyse financial risk
- analyse insurance needs
- analyse loans
- analyse market financial trends
- assess debtor's financial situation
- assist in loan applications
- assist in will writing
- business loans
- calculate employee benefits
- collect financial data
- communicate with banking professionals
- consult credit score
- create banking accounts
- debt systems
- develop investment portfolio
- disseminate information on tax legislation
- financial jurisdiction
- financial management
- financial products
- foreign valuta
- guarantee customer satisfaction
- inform on interest rates
- maintain records of financial transactions
- manage financial risk
- manage pension funds
- monitor loan portfolio
- mortgage loans
- operate financial instruments
- prepare real estate contract
- principles of insurance
- protect client interests
- real estate market
- securities
- sell insurance
- stock market
- tax legislation
- types of insurance
- types of pensions
- value properties