Description
Short and Long Term Deposits
- Identify the general (risk and investment) financial needs of clients or groups of clients in respect of products within the class of business.
- Describe the general characteristics, terms and features of the products within the class of business.
- Describe the typical fee structures, charges and other costs associated with products within the class of business.
- Describe the general investment and risk principles, options and strategies associated with investing, purchasing or transacting in products within the class of business.
- Describe (if relevant), the impact of applicable economic and environmental factors such as economic business cycles, inflation, monetary and fiscal policies, interest
Financial Services Overview
- Identify the main role-players and market participants in the financial services industry, including their legal structure.
- Demonstrate understanding of general legislation and codes of conduct applicable to the financial services industry.
- Identify the general (risk and investment) financial needs of clients or groups of clients.
Who should register?
- financial advisors
- para-planners
- business owners
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