Careers · Business, Law & Society
Financial Advisor
You listen to what a family hopes for and help them save for it. You show them what they need now and what can wait.
The 26 headline skills a financial advisor is built on. Tap a + node to open the 181 building blocks underneath, or tap any star to see how it connects.
What it leans on most
Needs & WantsYou help people tell needs from wants.Life SkillsBudgeting Pocket MoneyA budget is the plan you build with families.Life SkillsCosts & RevenueYou explain what comes in and what goes out.Life SkillsOne Quantity as a FractionYou show what part of the money should be saved.MathematicsLine graphs (age 10+)You draw graphs of money growing over the years.MathematicsListening and respondingYou listen to a family's goals before you give advice.English
The subjects behind it
Money & FinanceLife Skills
You help people make smart choices with money.
EntrepreneurshipLife Skills
You understand how money grows in a business.
Ratio & ProportionMathematics
You work out what share of money to save.
Data & StatisticsMathematics
You show families charts of how their savings could grow.
Speaking & ListeningEnglish
You listen to what a family wants and explain the plan clearly.