Hierarchy view
create a financial plan
Description
Description
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
Alternative Labels
create a business plan
create a financial plan
create an economic plan
Skill type
skill
Skill reusability level
cross-sector skills and competences
Relationships
Broader concepts
Essential for
financial controller
department manager
bank treasurer
property developer
bank account manager
banking products manager
relationship banking manager
venture capitalist
credit union manager
insurance product manager
actuarial consultant
business manager
accounting manager
fundraising manager
financial manager
real estate manager
budget manager
foreclosure specialist
insurance agency manager
bank manager
branch manager
financial broker
corporate treasurer
securities broker
credit manager
central bank governor
housing manager
medical practice manager
energy trader
investor relations manager
financial risk manager
property acquisitions manager
investment fund manager
financial planner
insurance underwriter
Optional for
dividend analyst
recreational facilities manager
public funding advisor
credit adviser
loss adjuster
mergers and acquisitions analyst
real estate agent
financial trader
investment analyst
student financial support coordinator
financial analyst
spa manager
mutual fund broker
stock trader
insurance claims manager
research and development manager
property assistant
securities analyst
cost analyst
investment manager
real estate leasing manager
investment adviser
securities trader
securities underwriter
service manager
asset manager
Optional Knowledge
Concept URI
Status
released
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