---
esco_uri: http://data.europa.eu/esco/skill/e92f4673-1dec-41ec-b6ec-36fef226359c
esco_label: "provide financial product 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
---

# provide financial product information — Financial Advisor

As a Financial Advisor, 'providing financial product information' isn’t just reciting features; it’s *translating* complex details into client-relevant benefits. Daily this means preparing and delivering clear explanations of investments (stocks, bonds, mutual funds, ETFs), insurance policies (life, disability, long-term care), retirement plans (401ks, IRAs), and loan options – often using visual aids like performance charts or comparison tables generated from tools like Morningstar Direct, YCharts, or provider-specific platforms. It's about answering 'what does this *mean for me?' not just ‘what is it?’.

## Weitere Anreicherung

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