create a financial plan
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
Also called: create an economic plan, create a business plan
- 60
- occupations list it
- 35
- as essential
- 25
- as useful
Essential for
35- accounting manager
- actuarial consultant
- bank account manager
- bank manager
- bank treasurer
- banking products manager
- branch manager
- budget manager
- business manager
- central bank governor
- corporate treasurer
- credit manager
- credit union manager
- department manager
- energy trader
- financial broker
- financial controller
- financial manager
- financial planner
- financial risk manager
- foreclosure specialist
- fundraising manager
- housing manager
- insurance agency manager
- insurance product manager
- insurance underwriter
- investment fund manager
- investor relations manager
- medical practice manager
- property acquisitions manager
- property developer
- real estate manager
- relationship banking manager
- securities broker
- venture capitalist
Useful for
25- asset manager
- cost analyst
- credit adviser
- dividend analyst
- financial analyst
- financial trader
- insurance claims manager
- investment adviser
- investment analyst
- investment manager
- loss adjuster
- mergers and acquisitions analyst
- mutual fund broker
- property assistant
- public funding advisor
- real estate agent
- real estate leasing manager
- recreational facilities manager
- research and development manager
- securities analyst
- securities trader
- securities underwriter
- spa manager
- stock trader
- student financial support coordinator
Definition from ESCO, published by the European Commission. Source concept
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