From financial planner to investment adviser
11 of the 23 essential skills of a investment adviser are already essential for a financial planner — about 48% of the job, before you learn anything new. It is the closest move from financial planner in the whole taxonomy.
These numbers compare two occupations, not you and a job. What you personally already cover depends on what you have actually done.
- 11
- skills carry over
- 12
- would be new
- 48%
- of the target job covered
- 23
- essential skills of a investment adviser
What a investment adviser does
Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
What carries over
11 skillsEssential in both jobs. This is the part of the move you have already made.
- advise on financial matters
- assess risks of clients' assets
- banking activities
- financial markets
- interpret financial statements
- modern portfolio theory
- obtain financial information
- provide financial product information
- provide support in financial calculation
- review investment portfolios
- synthesise financial information
What would be new
12 skillsEssential for a investment adviser and not for a financial planner. Note that the taxonomy describes activities rather than tools, so some of these may be things you already do under a different name.
No account needed to start
How far are you from being a investment adviser?
MyNodes reads your CV once, maps it to this same taxonomy, and shows you which roles you are already closest to and the few skills that would open the most doors. The file is deleted as soon as it has been read.