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