Competency Details ( Financial Planning & Advisory ) | Financial Academy

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Jadarat Dictionary

Financial Planning & Advisory

Efficiency Technical Competency

Advise customers of different classes (personal, high net worth, corporate) on suitable in-house financial solutions, based on analyses of their financial needs

Jadarat Code: T31

Level 1

Demonstrates basic knowledge and understanding of the customer information and financial documents required to analyse client needs. Has basic awareness of the financial documents analysis tools and techniques and is able to initiate basic financial documents within the context of own job.

Level 2

Has specialised knowledge of how to analyse customers' information and financial documents to assess their financial position. Understands the range of financial products and is able to suggest the suitable ones, according to the established criteria, in order to meet customer's needs.

Level 3

Understands deeply the context of financial information analysis in order to develop financial plans for the different customer classes, according to their needs and in line with the organization's criteria. Uses his knowledge and expertise to advise customers on the best financial plans that address their needs, and provide investment advice.

Level 4

Uses full knowledge of financial planning to manage and monitor the customers' financial plans implementation, and provides advice and guidance to the implementation teams throughout the process. Ensures that customers needs are met while the organization's policies and financial planning criteria are observed.

Level 5

Applies subject matter expertise to guide the organization's financial advisors and customers in recommending the best in-house financial solutions that suit their financial needs. Provides own expertise across the organization in defining and shaping the financial advice and in driving the financial planning strategic direction.