Conduct financial surveys

Conduct the procedures of a financial survey from the initial formulation and compilation of the questions, identifying the target audience, managing the survey method and operations, managing the processing of acquired data, to analysing the results.

execute financial surveys
carry out financial surveys
implement financial surveys

skill/competence

sector-specific

Conduct financial surveys is an essential skill of the following occupations:

Insurance risk consultant: Insurance risk consultants prepare reports for insurance underwriters. For this purpose, they undertake surveys in order to determine the potential financial risk for personal products, properties or sites.

Conduct financial surveys is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.

Statistical assistant: Statistical assistants collect data and use statistical formulas to execute statistical studies and create reports. They create charts, graphs and surveys.

References

1. Conduct financial surveys – ESCO