EVERYTHING YOU NEED TO KNOW ABOUT
Financial educator
Are your students good at mathematics and want to pursue a career in economics? Do they wonder how companies and businesses work? Then, the profession of a Financial Educator could suit their career goals. Find out more about this role with Felice Oliviero, a Financial Educator and Analyst.
Meet Felice Oliviero
For this STEM Job Profile, we talked to Felice Oliviero, a Financial Educator and Analyst. The job of a Financial Educator is that of helping businesses, identify their goals and needs, offer guidance and accountability. This role requires reviewing open problems, coming up with solutions and performing operational analysis. It also involves management of emails to request and to provide information to customers.
“In this field, quantitative skills applied to the prediction of macroeconomic and financial trends, to understand the effects of economic policies, are very much needed. For that reason, in my free time, I like to cultivate these skills and study economics, reading books and analysis reports.”
Curious to find out more about this job? Read about the related skills and scroll down to find and download his career sheet!
SKILLS
Find out the key skills to becoming a Financial Educator.
Accounting
In this category there is a set of technical skills that are fundamental to the job: budget analysis, construction of financial models, financial mathematics to update future cash flows, and statistics.
Communication
A Financial Educator and Analyst works on projects for different clients. Having an effective communication and good interpersonal skills can be very helpful to interact with costumers and colleagues.
Analytical thinking
Analysing client’s need is an important part of the job. An Analyst practices analytical thinking to decide which are the best solutions to implement.
Costumer Service
This job requires contacting clients regularly, building and maintaining a client base. Thus, knowing how to deal with costumers is a precious skill in this role.
Risk assessment
The role of a Financial Educator is also that of anticipating challenges clients may face and determine strategies to avoid them.
Adaptability
With fluctuating markets, this profession requires someone who can adapt and react to the changes easily.
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Advice to take away
“In my opinion, it’s necessary to understand that what worked twenty, or thirty years ago might not work today. The world and society are changing at a high speed. In addition, I consider students and children should be encouraged to experiment. They need to be wrong because only from mistakes you can learn and treasure the experience.”
– Felice Oliviero
This career sheet was submitted by Sabrina Nappi and is among the winners of the STEM Alliance & STE(A)M IT – Professionals Go Back to Schools Competition 2022.
The STE(A)M IT project has received funding from the European Union’s ERASMUS+ programme project STE(A)M IT (Grant agreement 612845-EPP-1-2019-BE-EPPKA3-PI-FORWARD) coordinated by European Schoolnet (EUN). The content of the document is the sole responsibility of the organizer and it does not represent the opinion of the European Commission (EC), and the EC is not responsible for any use that might be made of the information contained.
