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The Advice Process for Brokers

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4.00 CPD Points
Price:
$240.00 +GST Non-member
$196.00 +GST Learning Partner
$150.00 +GST IBANZ Member

Learn Module Detail

Brokers like any other financial adviser collect information on their clients to enable you to provide them the best solution. Doing this in a systematic manner improves your efficiency and effectiveness as a broker.
This internationally recognised process includes: 

  • gathering relevant financial information,
  • determining a client’s goals,
  • examining their current financial status and
  • creating a strategy, or plan, to assist them in achieving their objectives.
 

Objectives


  • Considerations when developing your recommendations, How to present your recommendations professionally
  • Build rapport and relate to clients
  • Why do i need a disclosure statement?
  • What information should i be collecting, and how do I analysis it?
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