Award In Financial Planning (Awf)

Award In Financial Planning (Awf)

https://DevCourseWeb.com

Published 3/2024
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 522.49 MB | Duration: 1h 7m

Financial Planning, Need Analysis, Fact finding, Insurance Products, Savings Products, Pension Products, Good Practice

What you'll learn
At the end of the unit, students will learn about 7 stages of client's life cycle model
The client's needs and how to do the need analysis
Fact finding methods and processes
Good practice and importance of ethics
Different types of financial products to meet client's needs
Different types of protection products and their importance
Different types of savings & investment products and their importance
Pension needs, pension products and their importance

Requirements
No prior finance background needed
Every chapter is explained in detail to raise the bar of every candidate who wants to become a qualified and certified financial consultant