Certified financial planner · What it does
Three tasks it takes off your hands
- Analyse financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Review clients' accounts and plans regularly to determine whether life changes indicate a need for reassessment.
- Manage client portfolios, keeping client plans up-to-date.
Where these come from
The tasks of “Personal Financial Advisors” (O*NET 13-2052.00), as O*NET lists them:
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
