The Six Step Process

3.00 CPD Points
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$196.00 +GST Learning Partner
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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.


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