Financial Investment Advisor (Occupation Code : 241301)
DescriptionDevelops and implements financial plans for individuals and organisations, and advises on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.
TasksInterviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies.
Monitoring investment performance and reviewing and revising investment plans based on modified needs and changes in markets.
Recommending and arranging insurance cover for clients.
Arranging to buy and sell stocks and bonds for clients.
Advising on investment strategies, sources of funds and the distribution of earnings.
Setting financial objectives and developing and implementing strategies for achieving the financial objectives.
Managing funds raised from personal superannuation savings policies and unit trusts.
Adhering to financial compliance and operational procedures.
Alternate Occupation Names
Account Management Advisor
Financial Planning Advisor / Manager
Financial Business Analyst
Bachelor of Technology. 1
Step 1 : Admission Requirements 2
- Relevant Diploma
In order to enter this learning pathway you need a relevant Diploma. Please check the entry requirements of the institution of your choice.
Step 2 : General Qualification
Step 1 : Admission requirements
- NSC Bachelor Admission
Admission into a Degree requires the achievement of a National Senior Certificate (NSC) with the minimum requirements for admission into a degree or a National Certificate (Vocational) NC(V). In addition, each education institution has its own unique entry requirements for each of its programmes. It is important to check the entry requirements for this programme with the institution of your choice before you apply.