Skills Category |
Skills and Competencies |
Proficiency Level |
B. Customer Relationship and Stakeholder Management |
B10. Personal Finance Advisory |
4 |
E. Investment and Financial Management |
E10. Client Investment Suitability |
3 |
H. Risk Management, Governance and Regulatory Compliance |
H23. Portfolio and Investment Risk Management |
3 |
A. Business Development and Strategy Management |
A13. Ethical Culture |
3 |