241202 - Financial consultant

A financial consultant plans and prepares financial plans for individuals and organizations. They determine clients' financial capabilities and preferences. They collect and accumulate information about financial products, explain and provide information to clients, and consult them.

Main activities

* advise, consult, and offer solutions on financial management issues related to new asset acquisition, emerging investment opportunities, and tax efficiency methods;
* identify clients' needs, desires, and requirements for products and services;
* prepare a financial plan based on clients' financial capabilities and preferences, develop forecasts;
* provide clients with information about financial products, financial markets, insurance, loans, and other types of financial data;
* explain financial information and provide financial consultations.

Characteristic competences

* obtain financial information;
* identify client needs;
* prepare a financial plan;
* provide information about financial products;
* consult on financial issues.