SMART SIP

Skills & Knowledge

Sector map of JOBS and SKILLS

Create a financial plan

Skill

Description

Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.

Classification

Skills → Management skills → Developing objectives and strategies → Developing financial, business or marketing plans

Essential for

Property developer

Optional for

No related items available.

Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Education and Culture Executive Agency (EACEA). Neither the European Union nor EACEA can be held responsible for them.

Project Number:
101104680-HABITABLE-ERASMUS-EDU-2022-PEX-COVE