ANZSCO 222312: Financial Investment Manager
Skill Level: 1 | Assessing Authority: VETASSESS (Group: B)
Group B : Skills Assessment Criteria:
Qualification(s) assessed at AQF Bachelor degree or higher degree with a highly relevant field of study and at least one year of post-qualification
highly relevant employment at an appropriate skill level in the last five years;
OR
Qualification(s) assessed at AQF Bachelor degree or higher degree with an additional qualification at least Australian Qualifications Framework
(AQF) Diploma level in a highly relevant field of study and at least two years of post qualification highly relevant employment at an appropriate skill
level in the last five years;
OR
Qualification(s) assessed at AQF Bachelor degree or higher degree without a highly relevant field of study and at least three years of post qualification
highly relevant employment at an appropriate skill level in the last five years;
Note: For pre-qualification employment (if all of your employment is before your qualification assessed at the AQF bachelor degree level), five years of
highly relevant employment in addition to at least one year of highly relevant employment at an appropriate skill level in the last five years.
Requirements for Skills Assessment
This occupation requires a qualification assessed as comparable to the education level of an Australian Qualifications Framework (AQF) Bachelor degree or higher degree and in a field highly relevant to the nominated occupation.
In addition to the above, it is essential for applicants to meet the following employment criteria:
- at least one year of post-qualification employment at an appropriate skill level,
- undertaken in the last five years,
- working 20 hours or more per week, and
- highly relevant to the nominated occupation.
If the qualification is not in a highly relevant field, then the applicant must have:
- three years of post-qualification employment experience at an appropriate skill level,
- undertaken in the last five years,
- working 20 hours or more per week, and
- highly relevant to the nominated occupation.
This is reduced to two years if there is an additional qualification at least at AQF Diploma level in a highly relevant field.
If employment has occurred before completion of qualification, then five years of highly relevant employment experience are required in addition to at least one year of highly relevant employment at an appropriate skill level in the last five years.
Please note in order to achieve a successful Skills Assessment Outcome, a positive assessment for both qualifications and employment is required.
Qualification
AQF Bachelor degree or higher degree*
This occupation requires a qualification in any of thefollowing areas:
» Finance or Financial Planning
» Economics/Econometrics
» Actuarial Studies
On a case-by-case basis, the following major fieldsof study may be accepted, when an applicant’s subsequent employment is highly relevant:
» IT
» Mathematics
» Statistics
» Physics
» Engineering
Employment
Highly relevant tasks include:
» Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets;
» Advising on investment strategies, sources of funds and the distribution of earnings;
» Setting financial objectives, and developing and implementing strategies for achieving the financial objectives;
» Managing funds raised from personal superannuation savings policies and unit trusts;
» Assisting in meeting superannuation compliance requirements;
» Directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns;
» May refer clients to other organisations to obtain services outlined in financial plans.
Additional tasks may include, but are not limited to:
» Managing funds consolidated from various investors;
» Ensuring the profitability of the funds managed;
» Analysing assigned portfolio(s) and formulating strategies to meet long term goals;
» Monitoring markets and staying up-to-date with trends.
Reference: vetassess.com.au
Skill Assessment Assistance