Course By: Growth in Motion
ABOUT THE COURSE
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