RecordOccupation

Where a financial planner can go next

5 destinations recorded, ranked by how much of the target role a financial planner already meets. The closer to the top of Table 1, the less there is to learn.

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.

Highest coverage recorded: 78%
Destinations: 5each with a full record
Within reach: 5difficulty under 55
Skills on file: 67required or supplementary

Table 1

Table 1 · Within reach

Index

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financial planner is filed under Professionals, ISCO major group 2. The full index lists all ten groups.

Note

How these figures were compiled

Coverage is the share of the target role’s weighted skill requirement a financial planner already meets, counting required skills in full and supplementary ones at 0.35. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.