Occupation Profile: Personal Financial Advisors, October 6, 2017

(2017) Occupation Profile: Personal Financial Advisors, October 6, 2017. Iowa Workforce Development

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Abstract

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Belongs to the Finance and Insurance career cluster and Financial and Investment Planning pathway.

Item Type: Departmental Report
Keywords: Occupations, Employment, business, careers
Subjects: Business and industry
Business and industry > Economic development
Business and industry > Employment > Occupations
ID Code: 26998
Deposited By: Margaret Barr
Deposited On: 20 Mar 2018 20:18
Last Modified: 20 Mar 2018 20:18
URI: http://publications.iowa.gov/id/eprint/26998