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This concept is obsolete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