Fundamentals of Financial Planning
A practical course on identifying client goals, financial profiling, ethical advice, protection, savings and long-term planning. 6 video lessons, tests and a certificate.
6 lessons 1 h 1 min Tests: 6 Final test Access: 12 mo.
Certificate
About the course
Duration: 6 video lessons, 1 h 1 min of video + lesson tests and a final test.
Course program
- 1.1 Lesson 1. Identifying Client Goals and Needs test free 11 min
- 1.2 Lesson 2. Fact-Finding and Financial Profiling test 10 min
- 1.3 Lesson 3. Fair and Ethical Advice Practice test 10 min
- 1.4 Lesson 4. Financial Protection Products test 10 min
- 1.5 Lesson 5. Savings and Investment Products test 10 min
- 1.6 Lesson 6. Retirement and Long-Term Savings Solutions test 10 min
- 1.7 Course final test test