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

Module 1: Course Overview

Module 2: The Client's Needs

Module 3: The Fact-Finding Process

Module 4: Good Practice

Module 5: Protection Products

Module 6: Savings and Investment Products

Module 7: Retirement Products

Price: $99

This Course includes:

   Text-based content

   4 Weeks