introduction to financial planning & the planning
Comprehensive financial planning.
types of financial planners & financial designations.
How to get
to know the client and what they want.
The use of
an effective Fact Find in the planning process.
planning factors that the clients and prospects look
The 10 basic
steps in the planning process.
the client to manage their debts.
used to make your client’s money grow.
Income Tax Act in the client’s best interest.
and preparation of an Annual Cash Flow Statement.
planning and Insurance.
insurance is needed within the financial plan?
of financial planning terms that will be helpful for the
advisor and client.