Once you have completed this module you will be able to:
- Demonstrate a basic understanding of the financial planning and financial management process.
- Demonstrate a basic understanding of the budgeting process for an individual client.
Who should register?
Financial planners, financial advisors, para-planners, business owners
2.5 CPD points on completion of the course and successful pass of final assessment.
The course is accredited by the FPI and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.