Financial Technology | Worcester Polytechnic Institute

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: proficient (Level 3)(based on Post-Baccalaureate Certificate)

Comprehensive financial plans — design autonomously for clients across diverse life stages, integrating investment, insurance, tax, and estate planning strategies in a full-service advisory environment.
Complex client financial situations — analyze involving business ownership, concentrated equity positions, or multi-generational wealth to develop nuanced, individualized strategies.
Non-routine client concerns — address independently by applying advanced critical thinking and inductive reasoning to identify root causes and craft responsive solutions.
Portfolio management — execute across a full client book, rebalancing allocations and selecting appropriate financial products in response to market and personal circumstance changes.
Client advisory conversations — lead with authoritative oral expression and active listening, adapting communication style to varying levels of financial literacy.
Financial plan reassessments — initiate proactively when economic shifts, regulatory changes, or environmental factors indicate material risk to client objectives.
Systems analysis — apply to evaluate how changes in one area of a client's financial life, such as a job transition, cascade across their full planning picture.
Persuasion and client education — employ to gain client commitment to evidence-based strategies that require behavioral change or long-term discipline.
Compliance and ethical standards — uphold rigorously across all client interactions and documentation, exercising independent judgment in ambiguous regulatory situations.
Advanced financial modeling — build using spreadsheet and financial analysis software to stress-test client plans against inflation, sequence-of-returns risk, and longevity scenarios.

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.