Advise and educate individuals or organizations on acquiring and managing debt. They provide guidance in determining the best type of loan and explaining loan requirements or restrictions. They help develop debt management plans, advise on credit issues, or provide budget, mortgage, and bankruptcy counseling.

Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. They examine, verify, or authenticate records.

Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Their duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. They prepare reports with credit information for use in decision making.

Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. They analyze budgeting and accounting reports.

Appraise real and personal property to determine its fair value. They assess taxes in accordance with prescribed schedules.

Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.

Conduct retail activities of businesses operating exclusively online. They perform duties such as preparing business strategies, buying merchandise, managing inventory, implementing marketing activities, fulfilling and shipping online orders, and balancing financial records.

Address organizational sustainability issues, such as waste stream management, green building practices, and green procurement plans.