Facebook

The Six Step Process

TSC10
3.00 CPD Points
Price:
$240.00 +GST Non-member
$196.00 +GST Learning Partner
$150.00 +GST IBANZ Member

Learn Module Detail

 

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


  • 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.
© Copyright Professional IQ College Ltd. Private information collected for this website is governed by our Privacy Policy. Read our Terms & Conditions
Level Five, 280 Queen Street, Auckland Central 1010

Powered by streamSWEET CMS