(2017) Occupation Profile: Personal Financial Advisors, October 6, 2017. Iowa Workforce Development
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personalfinadvisors_2017.pdf File Size:91kB |
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 |
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| 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: | https://publications.iowa.gov/id/eprint/26998 |