3.5 KiB
3.5 KiB
Competences — financial planner
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/21de0f3b-a71a-4263-a9ba-90c5f3721b4d).
Essential
- advise on financial matters (skill/competence)
- analyse the credit history of potential customers (skill/competence)
- apply technical communication skills (skill/competence)
- assess risks of clients' assets (skill/competence)
- banking activities (knowledge)
- budget for financial needs (skill/competence)
- create a financial plan (skill/competence)
- customer service (knowledge)
- economics (knowledge)
- financial forecasting (knowledge)
- financial markets (knowledge)
- handle financial transactions (skill/competence)
- identify customer's needs (skill/competence)
- interpret financial statements (skill/competence)
- investment analysis (knowledge)
- maintain credit history of clients (skill/competence)
- modern portfolio theory (knowledge)
- obtain financial information (skill/competence)
- offer financial services (skill/competence)
- provide financial product information (skill/competence)
- provide support in financial calculation (skill/competence)
- review investment portfolios (skill/competence)
- synthesise financial information (skill/competence)
Optional
- accounting techniques (knowledge)
- advise on investment (skill/competence)
- advise on tax planning (skill/competence)
- analyse business plans (skill/competence)
- analyse financial performance of a company (skill/competence)
- analyse financial risk (skill/competence)
- analyse insurance needs (skill/competence)
- analyse loans (skill/competence)
- analyse market financial trends (skill/competence)
- assess debtor's financial situation (skill/competence)
- assist in loan applications (skill/competence)
- assist in will writing (skill/competence)
- business loans (knowledge)
- calculate employee benefits (skill/competence)
- collect financial data (skill/competence)
- communicate with banking professionals (skill/competence)
- consult credit score (skill/competence)
- create banking accounts (skill/competence)
- debt systems (knowledge)
- develop investment portfolio (skill/competence)
- disseminate information on tax legislation (skill/competence)
- financial jurisdiction (knowledge)
- financial management (knowledge)
- financial products (knowledge)
- foreign valuta (knowledge)
- guarantee customer satisfaction (skill/competence)
- inform on interest rates (skill/competence)
- maintain records of financial transactions (skill/competence)
- manage financial risk (skill/competence)
- manage pension funds (skill/competence)
- monitor loan portfolio (skill/competence)
- mortgage loans (knowledge)
- operate financial instruments (skill/competence)
- prepare real estate contract (skill/competence)
- principles of insurance (knowledge)
- protect client interests (skill/competence)
- real estate market (knowledge)
- securities (knowledge)
- sell insurance (skill/competence)
- stock market (knowledge)
- tax legislation (knowledge)
- types of insurance (knowledge)
- types of pensions (knowledge)
- value properties (skill/competence)
Market evidence (job-ad analysis, 53 ads, as of 2026-07-11)
Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
Hard skills
- financial planning — 68 %
- retirement planning — 38 %
- estate planning — 25 %
- business development — 21 %