Facebook
Login
View Cart
Contact
Professional IQ College

Module 2 Financial Advice - Steps 5 & 6 of Six Step Financial Advice Process

25652TA
6.00 CPD Points
Price:
Free +GST Retail

Learn Module Detail

This unit standard is one of 5 that make up the Financial Advice module. In this unit you will gain an understanding of: 

  • How to coordinate the implementation of agreed financial strategies and solutions for clients
  • How to monitor agreed financial strategies and solutions for clients
 

Objectives
  • To understand the importance of monitoring, reviewing and evaluating over time clients financial solutions
  • To discuss and agree financial strategies and solutions for clients
  • To learn to document, clarify and explain issues, financial products and services
  • To learn the process of implementation for agreed financial strategies
© Copyright Professional IQ College Ltd. Private information collected for this website is governed by our Privacy Policy. Read our Terms & Conditions
Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632
Powered by streamSWEET CMS
Home  |  Study With Us  |  Qualifications  |  Prof Development  |  Enrol With US  |  About Us  |  My Prof IQ  |  News

Qualification Overview  |  L5 Rebate Training Agreement  |  NZQA  |  PIQ  |  L5 Bridging  |  Overseas Students