Fundamentals of Investment Planning

3.5 CPD


Accreditation expiry date: 31/05/2024

The purpose of this 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.

Professional Body: FPI
Approval Number: FPI23045656

Once you have completed this course you will be able to:

  • 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

  • Representative


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