UNIT GROUP 3213 FINANCIAL INVESTMENT ADVISERS
FINANCIAL INVESTMENT ADVISERS develop and implement financial plans for individuals, businesses and organisations, and advise on tax and investment strategies, securities, insurance, pension plans and real estate.
The entry requirement for this unit group is an AQF Diploma or higher qualification or at least 3 years relevant experience. In some instances relevant experience is required in addition to the formal qualification.
- interviewing prospective clients to determine financial status and objectives
- analysing clients financial status, discussing financial options and developing financial strategies
- reviewing and revising plans based on modified needs and changes in investment markets