تدوین طرح مالی Create a financial plan

عنوان لاتین Create a financial plan
توصیف کلی (شرح) با توجه به مقررات مالی و نیازها و توقعات مشتریان، یک طرح مالی شامل نمایه سرمایه گذار، مشاوره مالی، برنامه مذکور و برنامه های معاملاتی طرح کند.
جداول مکمل یک طرح اقتصادی ایجاد کنید یک طرح کسب و کار ایجاد کنید
سطح تعمیم پذیری خبرگی پرکاربرد در مشاغل خاص
مهارت های مرتبط
دانش های مرتبط
شایستگی های مرتبط
صلاحیت یا دانش های زیرمجموعه (خاص تر)
مراکز آموزشی معتبر برای این خبرگی در ایران و اروپا
نسخه انگلیسی

create a financial plan Description Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans. Alternative label create an economic plan

create a business plan

Skill type skill

Skill reusability level cross-sector skills and competences

Optional Knowledge financial jurisdiction Essential skill/competence of venture capitalist financial controller business manager branch manager credit union manager property acquisitions manager bank account manager financial broker fundraising manager real estate manager credit manager insurance underwriter banking products manager energy trader bank manager securities broker investment fund manager investor relations manager insurance product manager relationship banking manager property developer housing manager central bank governor corporate treasurer financial manager foreclosure specialist bank treasurer medical practice manager department manager risk manager actuarial consultant financial planner budget manager accounting manager insurance agency manager Optional skill/competence of financial risk analyst financial trader public funding advisor cost analyst loss adjuster securities underwriter real estate agent stock trader dividend analyst securities analyst insurance claims manager investment analyst asset manager service manager recreational facilities manager spa manager research and development manager financial analyst mergers and acquisitions analyst mutual fund broker property assistant investment manager securities trader real estate leasing manager investment adviser credit adviser student financial support coordinator