Fundamentals of Investment Planning

3.5 CPD


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


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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