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Personal Financial Advisors Competency Model

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Job Function/Industry: Financial Services & Insurance
Description:  Competency model composed of education, experience, tasks, competencies and characteristics required to effectively:
- Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
- Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Version: The basic version contains education, experience, tasks and competencies required for the occupation. The complete version adds the behaviors required for the occupation, painting a clear picture of what is expected and reducing subjectivity.
Author: DOL O*Net - this product uses the O*NET Database version 17.0, but has been improved for relevance to competency-based talent management
Last Updated: July 2012
# of Competencies Included: 30
Competencies weighted based on significance, including but not limited to:
1 - Customer and Personal Service
2 - Economics and Accounting
3 - Oral Comprehension
4 - Written Comprehension
5 - Oral Expression
6 - Deductive Reasoning
7 - Inductive Reasoning
8 - Reading Comprehension
9 - Active Listening
10 - Speaking
Format: After checkout you will receive an email with a link to the competency model in PDF format.