Wealth
Management – Introduction to Financial Planning
If my circumstances were those of my
customer in every conceivable way, but with the added benefit of
my current level of knowledge, would I be prepared to take the
action that I am recommending to him or her? This is the premise
that successful advisors adopt. It avoids any misunderstandings
and reputation risks caused by miss-selling. Delegates will be
able to: Obtain necessary skills to undertake a successful
financial planning review. Understand and explain Mutual Funds
and Structured Products. Obtain the ability to comply with
portfolio planning requirements and complete a KYC. Gain the
ability to demonstrate a financial review in all risk areas.
