---
esco_uri: http://data.europa.eu/esco/skill/5c99d21a-9d02-4638-9b52-a6ba840dcb0a
esco_label: "synthesise financial information"
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
---

# synthesise financial information — Financial Advisor

As a Financial Advisor, 'synthesising financial information' isn’t just about compiling numbers; it's about *translating* fragmented client data into actionable insights. Daily, you'll pull info from brokerage statements (Morningstar, eMoney), tax returns (potentially integrated with software like Drake or ProSeries), insurance policies, estate planning documents, and even verbally-stated goals. You’re not just listing assets – you're building a holistic financial picture, identifying gaps, overlaps, and potential risks. This often involves reclassifying data (e.g., categorizing expenses for cash flow analysis) and making reasonable assumptions where information is incomplete.

## Weitere Anreicherung

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