---
esco_uri: http://data.europa.eu/esco/skill/4b2db903-cd8e-48ce-97fb-a92db4def54e
esco_label: "financial forecasting"
relation: essential
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# financial forecasting — Financial Advisor

For a Financial Advisor, 'financial forecasting' isn’t about predicting the stock market; it's about building realistic, personalized financial roadmaps for clients. Daily tasks involve projecting future income streams (salary growth, pensions), estimating expenses (retirement needs, education funding, healthcare costs), and modeling investment portfolio performance under various scenarios – think best-case, worst-case, and most likely. This directly feeds into retirement planning, college savings plans, and overall wealth management strategies. Tools range from basic spreadsheet models to sophisticated financial planning software like eMoney Advisor, MoneyGuidePro, or RightCapital which incorporate Monte Carlo simulations for probabilistic forecasting.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
