Advice on Banking products subject to FAIS

Banking products play an important role in financial planning. In particular, banking products cater to short-term investments or savings and where a client wishes to invest a lump sum in order to draw interest earned as an income.

This course is useful either as a refresher or to build core knowledge on the nature of banking products available, suitability for a client’s specific needs and the associated tax implications and what they mean for different clients.