S1.5.2 - providing financial advice
- Advise on bank account
- Advise on credit rating
- Advise on financial matters
- Advise on investment
- Advise on property value
- Advise on public finance
- Advise on tax planning
- Analyse insurance needs
- Explain financial technicalities to clients
- Inform customers on energy consumption fees
- Inform on interest rates
- Offer financial services
- Prepare credit offers
- Provide financial product information
- Provide information on education financing
- Provide investment advice
- Resolve banking issues
- Review investment portfolios
- Solve bank account problems
- Support social service users to manage their financial affairs