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: advanced (Level 4)(based on Master's Degree)

Firm-wide financial planning methodology — define and continuously refine to ensure consistent, high-quality client outcomes across all advisors and service lines.
Advisor team development — mentor and coach junior and mid-level financial advisors, designing learning strategies that accelerate their professional competency and licensing achievement.
Organizational growth strategy — lead by identifying target client segments, developing service models, and allocating resources to expand the firm's advisory practice.
Enterprise risk culture — establish by setting standards for ethical conduct, suitability review, and compliance oversight that govern all client-facing activity at scale.
Complex high-net-worth client relationships — manage at the principal level, providing integrated wealth management guidance that spans investment, tax, philanthropy, and estate planning domains.
Industry and regulatory trends — monitor and translate into updated firm policies, ensuring the advisory practice remains ahead of compliance obligations and market opportunities.
Cross-functional leadership — direct collaboration among financial advisors, compliance officers, technology teams, and external partners to deliver seamless client service ecosystems.
Thought leadership — produce and disseminate authoritative written and presentation content that elevates the firm's reputation and educates clients on evolving financial planning topics.
Performance metrics and systems evaluation — design and implement dashboards tracking advisor productivity, client retention, and plan quality across the organization.
Strategic client acquisition — lead business development initiatives, leveraging professional networks and persuasive communication to build institutional and high-value individual relationships.

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.