What this code covers
Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf. Their tasks include: a) building and maintaining a client base; b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies; c) setting financial objectives, and developing and implementing strategies for achieving the financial objectives; d) arranging to buy and sell stocks and bonds for clients; e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets; f) recommending and arranging insurance cover for clients. Examples of the occupations classified here: Estate planner, Financial planner