Page 134 - JobsPlus - Occupational Handbook

Additionally, professional certifications such as the following are required:
• DipFA (Diploma for Financial Advisors) Certification through MFSA to act as Financial and Investment Advisor is also required.
For further details on specific entry requirements, it is advisable to consult the respective educational institution’s website.
Qualifications awarded by foreign bodies need to be recognised or pegged with a particular MQF Level by the MQRIC office within NCFHE.
For related training offered by other educational institutions, it is advisable to consult the list of accredited courses on the NCFHE website.
On-the-job training is typically required.
Knowledge and skills
Financial and Investment Advisors are expected to have:
• Knowledge in investments
• Knowledge of market trends
• Knowledge of current affairs and their
possible effect on the market
• Research and analytical skills
• The ability to keep client confidentiality
• Knowledge on markets in Financial
Instruments Directive ll
• The ability to clearly and coherently
explain financial information to clients or
management
• Negotiation skills
• Networking skills and the ability to build and
maintain professional relationships
• The ability to maintain client confidentiality
Transferable skills should include:
• Written and verbal communication skills in English
• IT skills
• Organisational and planning skills
• Problem solving and decision making skills • Time management and multitasking skills
• The ability to work under pressure and
adhere to tight deadlines
• The ability to work independently and as part
of a team
• Leadership skills
Additional qualities
These may include:
• A high level of drive and ambition
• Accuracy
• An ability to see the bigger picture
• Assertiveness
• Attention to detail
• Critical thinking skills
• Flexibility
• Honesty
• Inquisitiveness
• Trustworthiness
Related career opportunities
• Economist
• Insurance Broker
• Investment and Financial Analysis
Consultant
• Investment Banker
• Management Consultant
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