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Module 1 Core - Financial Services Best Practice and Professionalism

28363TA
10.00 CPD Points
Price:
Free +GST Retail

Learn Module Detail

 This unit standard is one of 4 that make up the Core Knowledge module. In this unit you will gain an understanding of:

  • Best practice and professionalism in respect of client care, ethical behaviour, and process
  • Common estate planning and taxation concepts 
  • The financial advice Six Step Process and its applicability in achieving appropriate solutions for clients 
 

Objectives


  • Demonstrate understanding of common estate planning tools and taxation measures.
  • Demonstrate knowledge of and, where appropriate, comply with best practice and professionalism in respect of client care, ethical behaviour, and advice process.
  • Demonstrate understanding of the financial advice Six Step Process and its applicability in achieving appropriate solutions for clients.
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Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632

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