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financial planner

Description

Code

2412.4

Description

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.

Scope note

Includes wealth advisers

Alternative Labels

personal financial planner

financial planner

wealth adviser

personal financial adviser

financial adviser

independent financial adviser

financial planning practitioner

personal banker

Regulatory Aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database:

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Skills & Competences