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Award In Financial Planning (Awf)
Published 3/2024 MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz Language: English | Size: 522.49 MB | Duration: 1h 7m Financial Planning, Need Analysis, Fact finding, Insurance Products, Savings Products, Pension Products, Good Practice What you'll learn At the end of the unit, students will learn about 7 stages of client's life cycle model The client's needs and how to do the need analysis Fact finding methods and processes Good practice and importance of ethics Different types of financial products to meet client's needs Different types of protection products and their importance Different types of savings & investment products and their importance Pension needs, pension products and their importance Requirements No prior finance background needed Every chapter is explained in detail to raise the bar of every candidate who wants to become a qualified and certified financial consultant Description Overview Section 1: Introduction Lecture 1 Award In Financial Planning (AWF) Chapter 1 Lecture 2 Award In Financial Planning (AWF) Chapter 2 Lecture 3 Award In Financial Planning (AWF) Chapter 3 Lecture 4 Award In Financial Planning (AWF) Chapter 4 Lecture 5 Award In Financial Planning (AWF) Chapter 5 Lecture 6 Award In Financial Planning (AWF) Chapter 6 The Award is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience.,Non-UK Financial Advisers needing to satisfy the minimum operating standards set by a local regulator