Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.
(a)   building and maintaining a client base;
interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
setting financial objectives, and developing and implementing strategies for achieving the financial objectives;
arranging to buy and sell stocks and bonds for clients;
monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets;
recommending and arranging insurance cover for clients.