Create a financial plan

Essential for

• Accounting manager
  Accounting managers assume responsibility for all accounting activities relating to financial reporting. They develop and maintain accounting principles and procedures to ensure ti…
• Actuarial consultant
  An actuarial consultant is a specialized professional who applies mathematical and statistical methods to assess and manage financial risks, particularly in the areas of insurance,…
• Branch manager
  Branch managers are responsible for the management of all the affairs related with a company in a specific geographic region or business branch. They receive indications from the h…
• Energy trader
  Energy traders sell or buy shares of energy, sometimes from different sources. They analyse the energy market and investigate price trends to decide when to buy or sell shares…
• Financial planner
  A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
• Foreclosure specialist
  Foreclosure specialists revise documentation related to properties that are under foreclosure. They assist clients whose property has been reclaimed by banks due to non-payment of …
• Financial manager
  Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, e…
• Credit manager
  Credit managers oversee the application of credit policy in the bank. They decide the credit limits to be imposed, the reasonable levels of risk accepted and the conditions and…
• Corporate treasurer
  Corporate treasurers determine and oversee the financial strategic policies of a company or organisation. They use cash management techniques like account organisation, cash flow m…
• Budget manager
  Budget managers assess financial proposals of different departments before granting financial resources to projects. They monitor the implementation of budget policies and procedur…
• Credit union manager
  Credit union managers oversee and manage member services, supervise staff and operations of credit unions. They inform staff about the latest credit union procedures and policies a…
• Investor relations manager
  Investor relations managers disseminate the investment strategy of the company and monitor the reactions of the investment community towards it. They use marketing, financial, comm…
• Business manager
  Business managers are responsible for setting the objectives of the business unit of a company, creating a plan for the operations, and facilitating the achievement of the objectiv…
• Insurance agency manager
  Insurance agency managers coordinate and oversee the operations of an institution or a branch of an institution that offers insurance services. They provide clients with advice on …
• Bank account manager
  Bank account managers advise prospective clients on the type of banking accounts suitable for their needs. They work with clients to set up the bank account and remain their…
• Financial controller
  Financial controllers handle all tasks related to the budgeting and accounting aspects of a company or organisation. They implement and ensure compliance with internal financial an…
• Venture capitalist
  Venture capitalists invest in young or small startup companies by providing private funding. They research potential markets and particular product opportunities to help business o…
• Insurance product manager
  Insurance product managers set and direct the development of new insurance products, following the product lifecycle policy and the general insurance strategy. They also coordinate…
• Bank manager
  Bank managers oversee the management of one or several bank activities. They set policies which promote safe banking operations, ensure the economic, social and commercial targets …
• Medical practice manager
  Medical practice managers manage the day-to-day operations of a medical practice. They oversee the staff and business side of the practice. Duties The duties of a medical practice …
• Department manager
  Department managers are responsible for the operations of a certain division or department of a company. They ensure objectives and goals are reached and manage employees. Other ti…
• Central bank governor
  Central bank governors set the monetary and regulatory policy, determine interest rates, maintain price stability, control the national money supply and issuance and foreign exchan…
• Bank treasurer
  Bank treasurers oversee all aspects of the financial management of a bank. They manage the liquidity and solvency of the bank. They manage and present current budgets, revise finan…
• Property acquisitions manager
  Property acquisitions managers ensure land or property acquisition transactions. They liaise with relevant stakeholders concerning financial aspects and risks arising from property…
• Investment fund manager
  Investment fund managers implement and monitor the investment strategy of a fund. They manage the fund's portfolio trading activities and supervise the financial, securities, and i…
• Property developer
  Property developers buy land, finance deals, order construction projects and orchestrate the process of development. They purchase a tract of land, decide on a marketing strategy, …
• Financial broker
  Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions,…
• Securities broker
  Securities brokers create the connection between the investors and the available investment opportunities. They purchase and sell securities on their clients' behalf based on their…
• Banking products manager
  Banking products managers study the market of banking products and adapt the existing ones to the characteristics of this evolution or create new products to suit clients needs. Th…
• Relationship banking manager
  Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial …
• Housing manager
  Housing managers oversee housing services for tenants or residents. They work for housing associations or private organisations for which they collect rental fees, inspect properti…
• Insurance underwriter
  Insurance underwriters assess business risks and liability policies and make decisions about commercial property. They inspect the conditions of businesses' properties, analyse ins…

Optional for

• Securities analyst
  Securities analysts conduct research to gather and analyse financial, legal, and economic information. They interpret data on the price, stability, and future investment trends in …
• Spa manager
  Spa managers coordinate the day-to-day operations of the spa establishment in order to provide guests with the best customer experiences. They oversee the activities and performanc…
• Investment manager
  Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represente…
• Mergers and acquisitions analyst
  Mergers and acquisitions analysts oversee the execution of transactions for the purchase, sale, merger or takeover of companies. They negotiate and complete the deal on the client'…
• Credit adviser
  Credit intermediaries are natural or legal persons who offer credit agreements to consumers. They act on behalf of creditors to conclude agreements with consumers. Credit advisers …
• Investment adviser
  Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or fre…
• Stock trader
  Stock traders use their technical expertise of financial markets performance to advise and make recommendations to asset managers or shareholders for a profitable investment strate…
• Securities trader
  Securities traders purchase and sell securities such as stocks, bonds and shares on their own account or on their employers account based on their expertise in the financial market…
• Public funding advisor
  Public funding advisors advise individuals and businesses about funding opportunities given by local governments. They analyse the needs of clients, consult them on funds, grants a…
• Financial trader
  Financial traders buy and sell financial products such as assets, shares and bonds for private clients, banks or companies. They monitor the financial markets closely and aim to ma…
• Research and development manager
  Research and development managers coordinate the efforts of scientists, academical researchers, product developers, and market researchers towards the creation of new products, the…
• Recreational facilities manager
  Recreational facilities managers direct the operations of facilities that provide recreational services such as gardens, spas, zoos, gambling and lottery facilities. They plan and …
• Cost analyst
  Cost analysts prepare regular costs, budgeting analyses and reports in order to contribute to the overall cost planning and forecasting activities of a business. They review and re…
• Securities underwriter
  Securities underwriters assist an institution in selling and buying debt securities. These securities may include corporate stocks, preferred stock, government bonds and other type…
• Financial analyst
  Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recomm…
• Real estate agent
  Real estate agents administer the sales or letting process of residential, commercial properties or land on behalf of their clients. They investigate the property's condition and a…
• Insurance claims manager
  Insurance claims managers lead the team of insurance claims officers to ensure they handle insurance claims properly and efficiently. They deal with more complex customer complains…
• Investment analyst
  Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally, but depending on the nature and field of their employe…
• Student financial support coordinator
  Student financial support coordinators assist students and education administrators in the management of tuition fees and student loans. They advise on and determine the amounts an…
• Property assistant
  Property assistants perform several duties including administrative tasks in the real estate sector. They provide clients with financial information about properties and advise the…
• Mutual fund broker
  Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds, and money-market securities. They engage with investors by inquiring about the…
• Real estate leasing manager
  Real estate leasing managers set up the lease or rental efforts of an apartment community and properties not in co-ownership and also manage the leasing staff. They produce, track,…
• Dividend analyst
  Dividend analysts calculate and allocate dividends and interest incomes of a company's earnings to a category of its shareholders. They assess business systems and processes in ord…
• Asset manager
  Asset managers invest a client's money into financial assets through vehicles such as investment funds or the management of individual clients' portfolios. This includes the manage…
• Loss adjuster
  Loss adjusters treat and evaluate insurance claims by investigating the cases and determining liability and damage, in accordance with the policies of the insurance company. They i…