
Fundamentals of Investment Planning
3.5 CPDR366.00
The purpose of this CPD course is to serve as a practical aid to illustrate the process of engaging clients in their financial planning process, identification of needs, objectives and goals, and generating a viable financial plan that implements suitable asset allocation guidelines and suitable product options as identified. |
Focus Area
- Demonstrate knowledge of financial planning principles and apply practices
- Understand the financial planning process and practical aspects of the 6-step process
- Understand the concept of behavioural finance and its impact on investor decision making
- Understand the technical and soft skills required of a financial advisor
Who Should Register
- Financial advisors
- Financial planning assistants
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