------------- Secondary (high) school graduation certificate
Tasks
--------- Identify clients' financial goals and objectives
Analyze clients' financial records
Develop financial plans for clients
Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Assist in the planning and execution of financial statement audits
Maintain accurate records
Ensure accuracy and compliance to accounting standards, procedures and internal control
Analyze financial documents and reports
Evaluate financial risk