Career Safe Workplace Financial Management | CareerSafe

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 13-2052.00

Skills

Reading ComprehensionActive ListeningSpeakingWritingCritical ThinkingMathematicsService OrientationComplex Problem Solving

Knowledge

Customer and Personal ServiceEconomics and AccountingEnglish LanguageMathematicsPsychology

Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionSpeech ClarityInductive ReasoningWritten ExpressionDeductive ReasoningNumber FacilityNear VisionProblem Sensitivity

Tasks

Interview clients to determine their current income, expenses, insurance coverage, tax status, finan
Analyze financial information obtained from clients to determine strategies for meeting clients' fin
Answer clients' questions about the purposes and details of financial plans and strategies.

Technology

Customer relationship management CRM softwareFinancial analysis softwareWord processing softwareDocument management softwareCompliance software

Tools

10-key calculatorsDesktop computersNotebook computersPersonal computersPersonal digital assistants PDATablet computers

Work Values

IndependenceAchievementWorking ConditionsRecognitionRelationshipsSupport

Career Pathways

Occupations this program prepares you for

Auto-populatedfrom O*NET + BLS

Occupations matched to this program, with median wage, top wage, growth, and openings
SOC	Occupation	Method	Wage	Growth	Openings
Match confidence: medium13-2052.00	Personal Financial Advisors	title_inference	$102,140 median	+9.57%	3,120

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: emerging (Level 1)(based on Course)

Client intake interviews — conduct using structured questionnaires to gather income, expenses, and insurance data under direct supervision in a retail financial services office.
Financial data entry — record and organize client information accurately into CRM software following established firm protocols.
Basic financial documents — read and interpret account statements, tax returns, and insurance policies with guidance from a senior advisor.
Financial planning concepts — explain common investment vehicles such as stocks, bonds, and mutual funds to clients using scripted talking points.
Client risk tolerance — identify and document using standardized assessment tools under the direction of a licensed financial advisor.
Spreadsheet software — apply to compile client financial data and perform basic calculations including net worth and cash flow summaries.
Regulatory compliance requirements — follow firm-mandated procedures and compliance checklists when handling client accounts and documentation.
Client questions — respond to routine inquiries about account balances and plan details by referencing prepared materials and escalating complex issues.
Financial planning recommendations — assist in implementing basic strategies such as setting up automatic contributions under senior advisor oversight.
Continuing education modules — complete to build foundational knowledge in economics, accounting principles, and financial planning methodology.

Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.