Education programmes of job
Nature of work
Financial Plannerworks on all or part of the following:• Studying the corporation financial resources and expenditures.
• Studyingthe savings as one of the sources of funding and investment.
• Setting a short-term and long- term financial savings plan.
• Providing financial advices to companies and institutions to build financial strategies.
• Evaluating financial risks and setting work insurance plan for organization.
• Building strategies investment for organization.
• Planning cash flow and financial relations for organization.
• Evaluating needs of funds and areas used depending on strategic plans.
• Identifying sources that can be used.
• Differentiating between sources of funds depending on profit and cost.
• Planning investment of funds and time of investment.
• Planning distribution of profit.
•Planning term and cash sales, and collectionpolicies.
•Planning term and cash purchases, and reimbursementpolicies.
•Planningliquidity by linkingterm sales and purchases strategies.
• Providing adviceabout budget issuesandmanages short and long-term debt.
Environment of work
- He /she could work as a financial Plannerrelated to financial manager.
- This profession requires official long work hours (with other departments).
- It may require work at the weekend.
- Sometimes she/shetravels to achieve the goals of this profession such as (preparation of accounts and accounts of the sections ...).
- This profession can exercise by the men or women.
- Practicing this career should be in office that is located close to head management.
- This profession requires ability to work within team. He /she should achieve positive working relations.
- Initiation new techniques of financial management and budgets preparation
- This profession requires continued contact with the capital markets to identify movement of funds
Professional life
- Official financial planning related to financial manager.
- A financial planner may begin to work as assistance collect of data and prepare tables.
- Initial per month Salary is 20000 S.P
- Practicing this career for many years gives a good development opportunity and he/she may work as financial manager or assistant manger
- He can creates a private work office that providing consultancies to public or private organizations:
- Find the best solutions for managingof financial crises.
- Financialrestructuringto mergers and acquisitions between companies.
- Sale of investments.
- Joint ventures.
- Strategic Alliances.
- Increasing capital
Getting the job
- Scientific knowledge and practical strategies in preparing budgets.
- Gaining this profession could be through study in faculty of economic (Banking and Finance sciences or Accounting or Business Administration department)
- A student in faculty of economic have to study verity courses that related tobanking and finance sciences, accounting, or business administration.
- Efficiency and scientific gained through study administrative and economic.
- Experience of accounting business.
- Experience and knowing of Syrian and International Accounting Standards
- Experience and knowing of legislation, laws and regulations
- Experience and knowing of tax systems.
- High skills command, supervision, and strategic planning
- .High capacityto decision-makingand take responsibility, guidance and logical analysis
Skills
Financial Planner should have general skills as following:- Good knowledge in job rules and conditions that are applied in the country
- Experience in implementing managerial science
- Strong mathematical abilities
- Decision-making skills.
- Experience in using computer
- An appropriate level of languages adopted by the organization.
Financial Planner should have personal skills that helps him/her in achieving the work
- Obtain a certificate offinancial advisor.
- Ability to work logically and systematically.
- Ability for management of time.
- Ability for analysis and conclusion.
- Ability to work within team.
- Ability to deal with modern techniques and methods.
- Ability to think creativelyand mental agility.
- Ability to learn and develop.
- Ability to prepare reports.
- Ability to predict and analyze of history and prepare for future.
Sources and references
- faculty of economic internal regulation- Aleppo University 2011
- Arab standard classification of occupations, Arab Labor Organization.
- http://www.alolabor.org/final/index.php