40 lines
1.6 KiB
Markdown
40 lines
1.6 KiB
Markdown
# Competences — financial broker
|
|
|
|
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/c01cdf85-3ce0-4d12-ae86-e4e63493fafa).
|
|
|
|
## Essential
|
|
|
|
- **actuarial science** (knowledge)
|
|
- **advise on financial matters** (skill/competence)
|
|
- **analyse market financial trends** (skill/competence)
|
|
- **apply technical communication skills** (skill/competence)
|
|
- **create a financial plan** (skill/competence)
|
|
- **economics** (knowledge)
|
|
- **financial jurisdiction** (knowledge)
|
|
- **financial products** (knowledge)
|
|
- **maintain financial records** (skill/competence)
|
|
- **manage financial risk** (skill/competence)
|
|
- **obtain financial information** (skill/competence)
|
|
- **protect client interests** (skill/competence)
|
|
- **provide financial product information** (skill/competence)
|
|
- **securities** (knowledge)
|
|
- **synthesise financial information** (skill/competence)
|
|
- **trade securities** (skill/competence)
|
|
|
|
## Optional
|
|
|
|
- banking activities (knowledge)
|
|
- communicate with banking professionals (skill/competence)
|
|
- communicate with customers (skill/competence)
|
|
- conduct financial audits (skill/competence)
|
|
- handle financial disputes (skill/competence)
|
|
- handle financial transactions (skill/competence)
|
|
- maintain records of financial transactions (skill/competence)
|
|
- modern portfolio theory (knowledge)
|
|
- operate financial instruments (skill/competence)
|
|
- optimise financial performance (skill/competence)
|
|
- provide cost benefit analysis reports (skill/competence)
|
|
- provide support in financial calculation (skill/competence)
|
|
- review investment portfolios (skill/competence)
|
|
- trace financial transactions (skill/competence)
|