Career Overlap Occupation record Edition 1 · ESCO v1.2.1
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.

Professionals 67 skills on file 5 career moves 5 above 60% overlap Closest: securities broker, 78%

securities broker 78% covered financial broker 76% covered financial trader 74% covered stock broker 70% covered mutual fund broker 67% covered financial planner You are here
Fig. 2 — the 5 nearest destinations from financial planner. Distance from the centre is how much retraining the move takes; the figure on each is how much of that role a financial planner already covers. All 5 are listed in the tables below.
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
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.