ISCO Occupation Group 2412.4 Financial Planner
From Open Risk Manual
Definition
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.
Essential Skills
- Apply Technical Communication Skills
- Advise On Financial Matters
- Create A Financial Plan
- Banking Activities
- Financial Markets
- Economics
- Assess Risks Of Clients' Assets
- Handle Financial Transactions
- Provide Financial Product Information
- Maintain Credit History Of Clients
- Offer Financial Services
- Modern Portfolio Theory
- Review Investment Portfolios
- Identify Customer'S Needs
- Synthesise Financial Information
- Interpret Financial Statements
- Financial Forecasting
- Provide Support In Financial Calculation
- Customer Service
- Investment Analysis
- Analyse The Credit History Of Potential Customers
- Obtain Financial Information
- Budget For Financial Needs
Optional Skills
- Accounting Techniques
- Financial Jurisdiction
- Assist In Will Writing
- Business Loans
- Consult Credit Score
- Create Banking Accounts
- Inform On Interest Rates
- Collect Financial Data
- Foreign Valuta
- Securities
- Advise On Investment
- Manage Pension Funds
- Manage Financial Risk
- Analyse Market Financial Trends
- Analyse Financial Performance Of A Company
- Guarantee Customer Satisfaction
- Assist In Loan Applications
- Analyse Business Objectives
- Stock Market
- Monitor Loan Portfolio
- Financial Management
- Operate Financial Instruments
- Advise On Tax Planning
- Communicate With Banking Professionals
- Assess Debtor'S Financial Situation
- Disseminate Information On Tax Legislation
- Tax Legislation
- Mortgage Loans
- Protect Client Interests
- Types Of Insurance
- Analyse Insurance Needs
- Analyse Loans
- Financial Products
- Types Of Pensions
- Debt Systems
- Value Properties
- Maintain Records Of Financial Transactions
- Sell Insurance
- Calculate Benefits
- Compose Real Estate Contract
- Develop Investment Portfolio
- Analyse Financial Risk
- Principles Of Insurance
- Real Estate Market
Alternative Names
- Personal Financial Planner
- Wealth Adviser
- Personal Financial Adviser
- Financial Adviser
- Independent Financial Adviser
- Financial Planning Practitioner
- Personal Banker
Specializations
| Specialization | Title |
|---|---|
| C2412.4.1 | ISCO Specialization 2412.4.1 Relationship Banking Manager |
