241203 - Financial planner

A financial planner collects and systematizes financial information, analyzes it, prepares forecasts, and creates financial plans for individuals and businesses. They consult on various personal finance issues and specialize in pension planning, investment planning, risk management and insurance planning, and tax planning. They develop strategies tailored to the client's needs and ensure the accuracy of financial data.

Main activities

* collect, review financial information obtained from various sources, and create documents with uniform financial statements;
* analyze information and data on finance and economic and market trends, evaluate financial and economic data;
* prepare and present financial forecasts for individuals and businesses;
* create financial plans according to clients' financial needs, investor profiles, and transactions;
* consult, advise, and propose solutions related to financial management, new asset acquisition, investments, and tax efficiency methods.

Characteristic competences

* systematize financial information;
* analyze financial and economic data;
* prepare financial forecasts;
* create a financial plan;
* consult on financial issues.