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Award In Financial Planning (AWF) / Financial Planning

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What I will learn?

  • At the end of the unit, students will learn about 7 stages of client's life cycle model
  • The client's needs and how to do the need analysis
  • Fact finding methods and processes
  • Good practice and importance of ethics
  • Different types of financial products to meet client's needs
  • Different types of protection products and their importance
  • Different types of savings & investment products and their importance
  • Pension needs, pension products and their importance

Course Curriculum

Lesson 1

  • Lecture 1
    00:00

Lesson 2

Lesson 3

Lesson 4

Lesson 5

Lesson 6

Student Ratings & Reviews

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$99.00
  • Level
    Intermediate
  • Total Enrolled
    1
  • Last Updated
    September 10, 2024

A course by

The audio learning

Requirements

  • No prior finance background needed
  • Every chapter is explained in detail to raise the bar of every candidate who wants to become a qualified and certified financial consultant

Tags

Financial advisor certification Financial management skills Financial planning career development Financial planning certification Financial planning course online Financial planning for beginners Financial planning qualification Investment planning course Personal financial planning training Wealth management training

Target Audience

  • The Award is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience.
  • Non-UK Financial Advisers needing to satisfy the minimum operating standards set by a local regulator
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