# Competences — Financial Advisor

63 competences (23 essential, 40 of 44 optional — cap 40, see DECISIONS D8). Provenance per file, never blurred.

| Competence | Relation | Source | Q&A | Review |
|---|---|---|---|---|
| [customer service](competences/customer-service.md) | essential | model-knowledge | 0 |  |
| [banking activities](competences/banking-activities.md) | essential | stackexchange | 5 |  |
| [financial forecasting](competences/financial-forecasting.md) | essential | model-knowledge | 0 |  |
| [economics](competences/economics.md) | essential | model-knowledge | 1 |  |
| [financial markets](competences/financial-markets.md) | essential | model-knowledge | 0 |  |
| [modern portfolio theory](competences/modern-portfolio-theory.md) | essential | model-knowledge | 0 |  |
| [investment analysis](competences/investment-analysis.md) | essential | model-knowledge | 0 |  |
| [assess risks of clients' assets](competences/assess-risks-of-clients-assets.md) | essential | model-knowledge | 0 |  |
| [review investment portfolios](competences/review-investment-portfolios.md) | essential | model-knowledge | 0 |  |
| [create a financial plan](competences/create-a-financial-plan.md) | essential | model-knowledge | 0 |  |
| [synthesise financial information](competences/synthesise-financial-information.md) | essential | model-knowledge | 0 |  |
| [interpret financial statements](competences/interpret-financial-statements.md) | essential | model-knowledge | 0 |  |
| [identify customer's needs](competences/identify-customer-s-needs.md) | essential | model-knowledge | 0 |  |
| [provide support in financial calculation](competences/provide-support-in-financial-calculation.md) | essential | model-knowledge | 0 |  |
| [obtain financial information](competences/obtain-financial-information.md) | essential | model-knowledge | 0 |  |
| [advise on financial matters](competences/advise-on-financial-matters.md) | essential | model-knowledge | 0 |  |
| [maintain credit history of clients](competences/maintain-credit-history-of-clients.md) | essential | model-knowledge | 0 |  |
| [analyse the credit history of potential customers](competences/analyse-the-credit-history-of-potential-customers.md) | essential | model-knowledge | 0 |  |
| [apply technical communication skills](competences/apply-technical-communication-skills.md) | essential | model-knowledge | 0 |  |
| [budget for financial needs](competences/budget-for-financial-needs.md) | essential | model-knowledge | 0 |  |
| [offer financial services](competences/offer-financial-services.md) | essential | stackexchange | 2 |  |
| [provide financial product information](competences/provide-financial-product-information.md) | essential | model-knowledge | 0 |  |
| [handle financial transactions](competences/handle-financial-transactions.md) | essential | model-knowledge | 0 |  |
| [financial products](competences/financial-products.md) | optional | model-knowledge | 0 |  |
| [foreign valuta](competences/foreign-valuta.md) | optional | model-knowledge | 0 |  |
| [financial management](competences/financial-management.md) | optional | stackexchange | 2 |  |
| [real estate market](competences/real-estate-market.md) | optional | stackexchange | 5 |  |
| [securities](competences/securities.md) | optional | stackexchange | 5 |  |
| [accounting techniques](competences/accounting-techniques.md) | optional | model-knowledge | 0 |  |
| [types of pensions](competences/types-of-pensions.md) | optional | model-knowledge | 0 |  |
| [mortgage loans](competences/mortgage-loans.md) | optional | model-knowledge | 0 |  |
| [principles of insurance](competences/principles-of-insurance.md) | optional | model-knowledge | 0 |  |
| [debt systems](competences/debt-systems.md) | optional | model-knowledge | 0 |  |
| [stock market](competences/stock-market.md) | optional | stackexchange | 5 |  |
| [business loans](competences/business-loans.md) | optional | model-knowledge | 0 |  |
| [tax legislation](competences/tax-legislation.md) | optional | stackexchange | 5 |  |
| [financial jurisdiction](competences/financial-jurisdiction.md) | optional | model-knowledge | 0 |  |
| [types of insurance](competences/types-of-insurance.md) | optional | model-knowledge | 0 |  |
| [guarantee customer satisfaction](competences/guarantee-customer-satisfaction.md) | optional | model-knowledge | 0 |  |
| [analyse loans](competences/analyse-loans.md) | optional | model-knowledge | 0 |  |
| [advise on tax planning](competences/advise-on-tax-planning.md) | optional | model-knowledge | 0 |  |
| [protect client interests](competences/protect-client-interests.md) | optional | model-knowledge | 0 |  |
| [analyse market financial trends](competences/analyse-market-financial-trends.md) | optional | model-knowledge | 0 |  |
| [assess debtor's financial situation](competences/assess-debtor-s-financial-situation.md) | optional | model-knowledge | 0 |  |
| [manage pension funds](competences/manage-pension-funds.md) | optional | model-knowledge | 0 |  |
| [analyse insurance needs](competences/analyse-insurance-needs.md) | optional | model-knowledge | 0 |  |
| [develop investment portfolio](competences/develop-investment-portfolio.md) | optional | model-knowledge | 0 |  |
| [create banking accounts](competences/create-banking-accounts.md) | optional | model-knowledge | 0 |  |
| [assist in loan applications](competences/assist-in-loan-applications.md) | optional | model-knowledge | 0 |  |
| [advise on investment](competences/advise-on-investment.md) | optional | model-knowledge | 0 |  |
| [analyse business plans](competences/analyse-business-plans.md) | optional | model-knowledge | 0 |  |
| [maintain records of financial transactions](competences/maintain-records-of-financial-transactions.md) | optional | model-knowledge | 0 |  |
| [communicate with banking professionals](competences/communicate-with-banking-professionals.md) | optional | model-knowledge | 0 |  |
| [manage financial risk](competences/manage-financial-risk.md) | optional | stackexchange | 5 |  |
| [analyse financial performance of a company](competences/analyse-financial-performance-of-a-company.md) | optional | model-knowledge | 0 |  |
| [operate financial instruments](competences/operate-financial-instruments.md) | optional | model-knowledge | 0 |  |
| [calculate employee benefits](competences/calculate-employee-benefits.md) | optional | stackexchange | 2 |  |
| [value properties](competences/value-properties.md) | optional | model-knowledge | 0 |  |
| [assist in will writing](competences/assist-in-will-writing.md) | optional | model-knowledge | 0 |  |
| [disseminate information on tax legislation](competences/disseminate-information-on-tax-legislation.md) | optional | model-knowledge | 0 |  |
| [monitor loan portfolio](competences/monitor-loan-portfolio.md) | optional | model-knowledge | 0 |  |
| [consult credit score](competences/consult-credit-score.md) | optional | model-knowledge | 0 |  |
| [inform on interest rates](competences/inform-on-interest-rates.md) | optional | model-knowledge | 0 |  |
