Standard Occupational Classification 2018Classification of Instructional Programs 2020
SOC 2018 13-2052 to CIP 2020
Crosswalk mapping from SOC 2018 13-2052 "Personal Financial Advisors" to CIP 2020. 3 official equivalences.
SOC 2018 13-2052 in CIP 2020
Each entry is an official equivalence edge. Click to see the full CIP 2020 definition, hierarchy, and its own crosswalks.
- 19.0401broadFamily Resource Management Studies, General
- 52.0801broadFinance, General
- 52.0804broadFinancial Planning and Services
Reverse direction: CIP 2020 to SOC 2018
About SOC 2018 13-2052
13-2052 Personal Financial AdvisorsAdvise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.