Financial Planning Specialist
Study how to obtain the necessary funds for the project from their various sources with the lowest costs, and best conditions and in a timely manner; and plan for investing the funds to achieve the highest returns with the least risk.
customer servicebanking activitiesfinancial forecastingeconomicsfinancial marketsmodern portfolio theoryinvestment analysisassess risks of clients' assetsreview investment portfolioscreate a financial plansynthesise financial informationinterpret financial statementsidentify customer's needsprovide support in financial calculationobtain financial informationadvise on financial mattersmaintain credit history of clientsanalyse the credit history of potential customersapply technical communication skillsbudget for financial needsprovide financial product informationfinancial productsfinancial managementanalyse market financial trendsmanage financial riskcollect financial dataanalyse financial risk
offer financial servicesforeign valutareal estate marketsecuritiesaccounting techniquestypes of pensionsmortgage loansprinciples of insurancedebt systemsstock marketbusiness loanstax legislationfinancial jurisdictiontypes of insuranceguarantee customer satisfactionanalyse loansadvise on tax planningprotect client interestsassess debtor's financial situationmanage pension fundsanalyse insurance needsanalyse business objectivesdevelop investment portfoliocreate banking accountsassist in loan applicationsadvise on investmentmaintain records of financial transactionscommunicate with banking professionalsanalyse financial performance of a companyoperate financial instrumentscalculate employee benefitsvalue propertiesassist in will writingdisseminate information on tax legislationmonitor loan portfolioconsult credit scoreinform on interest rates
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