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Develop financial plans for clients.
Detailed Work Activity
Element:
Thinking Creatively
Intermediate Activity:
Develop financial or business plans.
Occupations with this activity
Credit Counselors
(13-2071.00)
Loan Officers
(13-2072.00)
Tax Examiners and Collectors, and Revenue Agents
(13-2081.00)
Tax Preparers
(13-2082.00)
Source: O*NET database (dwa_reference, tasks_to_dwas)
Beesla - Develop financial plans for clients.