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The Six Step Process

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3.00 CPD Points
Price:
$240.00 +GST Retail
$150.00 +GST Learning Partner

Learn Module Detail

NO LONGER FOR SALE - IT WAS THE SAME AS THE ADVICE PROCESS

No matter what kind of advice you are giving you will be collecting information on your clients to enable you to provide them the best solution. Doing this in a systematic manner improves your efficiency and effectiveness as an adviser.
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


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