Fundamentals of Investment Planning

3.5 CPD

R366.00

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.
Valid: 04/30/2023
Professional Body: FPI
Approval Number: FPI22021818
SKU: CPDINP

Reviews

There are no reviews yet.

Be the first to review “Fundamentals of Investment Planning”

Your email address will not be published.

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