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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
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Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632

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