e-Learning module

Financial Planning


Description

There are many different terms thrown around to describe the financial adviser role. You have probably seen Independent Financial Adviser (IFA), Wealth Management, maybe Wealth Consultant. Whats now being added into the mix is a 'Financial Planner'. 


Within this module, we'll be looking at what a financial planner actually si and how they differ from a financial adviser (and the many other potential titles). The module will also be taking a closer look on the potential structure of a financial plan and the key areas to consider. 


Units

- An introduction to financial planning

- Financial planning in depth

- The contents of a financial plan


The price includes VAT.

Content
  • Let's Explore Financial Planning...
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever