financial planner
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.
Also called: personal financial planner, wealth adviser, personal financial adviser, financial adviser, independent financial adviser, financial planning practitioner, personal banker
- 23
- essential skills
- 44
- optional skills
- 8
- related roles
- 2412
- ISCO-08 group
Where you can go from here
8 rolesOccupations sharing the most essential skills with this one. The number is a count, not an opinion.
- investment adviserWhat changes?11 skills in common
- relationship banking manager9 skills in common
- securities broker9 skills in common
- stock broker8 skills in common
- bank account manager7 skills in common
- credit adviser7 skills in common
- financial broker7 skills in common
- financial trader7 skills in common
Essential skills
23- 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
Optional skills
44- 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
No account needed to start
How close are you to being a financial planner?
MyNodes reads your CV once, maps it to this same taxonomy, and shows you which roles you are already closest to and the few skills that would open the most doors. The file is deleted as soon as it has been read.