About the CPD Course
The Financial Advice and Planning course equips students with the acumen to render effective financial guidance and devise thorough plans for individuals and families. It delves into financial markets, investment tactics, risk mitigation, and client interactions. A strong emphasis is placed on ethical practices and adherence to industry regulations. Participants will master the art of analysing clients' financial landscapes, pinpointing their aspirations, and crafting bespoke plans. The curriculum encompasses topics like asset distribution, risk control, and insurance planning. Additionally, the course hones communication and client rapport-building skills. Upon conclusion, students will be primed to guide clients towards their financial aspirations.
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CPD Provider
CPD Subsectors
Online & E-learning
Adult & Continuing Education
Educational Resources
Financial Advisory