-
An
introduction to financial planning & the planning
process.
-
Segmented
financial planning.
-
Comprehensive financial planning.
-
The various
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.
-
Various
planning factors that the clients and prospects look
for.
-
The 10 basic
steps in the planning process.
-
Ideas for
the client to manage their debts.
-
Investments
used to make your client’s money grow.
-
Using the
Income Tax Act in the client’s best interest.
-
Guidelines
and preparation of an Annual Cash Flow Statement.
-
Contingency
planning and Insurance.
-
Why Life
insurance is needed within the financial plan?
-
Capital
dispersal methods.
-
A glossary
of financial planning terms that will be helpful for the
advisor and client.
