Understanding the needs analysis

Understanding the needs analysis.

Published in:

Course By: Growth in Motion


CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours   

CPD Accreditation Number: IOB134

The following topics are covered:

  • Establish, define and agree on the relationship
  • Gather client information
  • Analysing the client’s financial situation
  • Make recommendations on possible solutions
  • Implement recommendations
  • Review the client’s financial situation regularly
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