September 3, 2020 - 2:00 pm
This final module builds upon the earlier modules and integrates all aspects of personal finances that are required for constructing a comprehensive financial plan. Students will learn how to gather and analyze client data, develop, recommend and implement appropriate strategies, and finally the important aspects related to the ongoing assessment of financial plans.
A review of the legal, ethical and regulatory issues affecting financial/ wealth planners will also be covered. This includes client-centered, problem-solving method using case studies to give students a hands-on approach to the study material.
Please call 6533 6121 or email to firstname.lastname@example.org to find out more!