Functional Skills
Functional Skills are essential skills that help individuals perform tasks effectively in everyday life, work, and education.
-
Financial Planning Expertise
-
Investment Management
-
Client Relationship Management
-
Communication and Presentation Skills
-
Analytical and Problem-Solving Abilities
-
Knowledge of Financial Regulations
-
Sales and Business Development
Soft Skills
Communication, teamwork, and critical thinking to ensure seamless project execution.
-
Communication Skills
-
Interpersonal Skills
-
Analytical Skills
-
Problem-Solving Skills
-
Time Management
-
Ethical Conduct
-
Adaptability
-
Negotiation Skills
-
Organizational Skills
-
Stress Management
Technical Skills
Technical Skills are specialized abilities and knowledge needed to perform specific tasks or functions.
-
Financial Planning Software Proficiency
-
Investment Management Knowledge
-
Tax Planning Expertise
-
Retirement Planning Proficiency
-
Communication and Interpersonal Skills
-
Estate Planning Knowledge
-
Insurance Planning Expertise
-
Debt Management Strategies
-
Knowledge of Financial Markets
-
Regulatory Compliance
-
Client Relationship Management (CRM)
-
Financial Analysis and Modeling
-
Digital Literacy
-
Behavioral Finance