# Competences — financial broker

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/c01cdf85-3ce0-4d12-ae86-e4e63493fafa).

## Essential

- **actuarial science** (knowledge)
- **advise on financial matters** (skill/competence)
- **analyse market financial trends** (skill/competence)
- **apply technical communication skills** (skill/competence)
- **create a financial plan** (skill/competence)
- **economics** (knowledge)
- **financial jurisdiction** (knowledge)
- **financial products** (knowledge)
- **maintain financial records** (skill/competence)
- **manage financial risk** (skill/competence)
- **obtain financial information** (skill/competence)
- **protect client interests** (skill/competence)
- **provide financial product information** (skill/competence)
- **securities** (knowledge)
- **synthesise financial information** (skill/competence)
- **trade securities** (skill/competence)

## Optional

- banking activities (knowledge)
- communicate with banking professionals (skill/competence)
- communicate with customers (skill/competence)
- conduct financial audits (skill/competence)
- handle financial disputes (skill/competence)
- handle financial transactions (skill/competence)
- maintain records of financial transactions (skill/competence)
- modern portfolio theory (knowledge)
- operate financial instruments (skill/competence)
- optimise financial performance (skill/competence)
- provide cost benefit analysis reports (skill/competence)
- provide support in financial calculation (skill/competence)
- review investment portfolios (skill/competence)
- trace financial transactions (skill/competence)
