
Financial Planning Fundamentals
Course Overview
Designed for financial advisors and insurance agents, the course provides a solid grounding in the core financial and life assurance products.It offers guidance on what consititutes professional practice, providing a framework for ethical behavior.
Learning Objectives
At the end of this course, you will be able to demonstrate knowledge and understanding of the following:-
- The client's needs
- The fact-finding process
- Good practice
- Protection products
- Savings and investment products
- Pension products