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Financial Planning Process

NA

Course Access : Lifetime
Free
520 Enrolled
Course Access : Lifetime
Instructors : 1
Documents : 2
Videos : 12
Test : 1
Languages : US English
Free

Description

NA

  • Establish And Define The Relationship With The Client
  • Collect Client’s Information And Determine Financial Goals
  • Analyze Client’s Data
  • Develop Financial Planning Recommendations And Present Them To The Client
  • Implement Client’s Financial Planning Recommendations
  • Monitor And Review The Client’s Situation
  • Introduction to Financial Planning
  • Template Of Risk Profiling & Questionnaire
  • Bad And Good Debt
  • Format Of Writing A Wealth Plan
  • Goals And Their Priority
  • Wealth Cycle
  • Criteria For Smart Goals
  • Data Gathering and Wealth Management Process
  • Quiz - Financial Planning Process
    20m
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