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

Essential skill/competence of

Optional skill/competence of

Status

released

Concept URI

http://data.europa.eu/esco/skill/56ff27ef-2565-45bf-a70c-f06d78d2a480