Adviserlink – Financial Plan Construction and Review
Auckland
Thursday, November 29th 2007, 1:50PM
How to develop a comprehensive financial plan that covers the breadth fiancial planning and the 6 step fiancial advise process.This course provides the skill and knowledge to establish and manage a financial practice or SME business enterprise and includes:- knowledge on professional responsibilities of business owners
- techniques to implement efficient planning and management strategies
- learning sound business principles in marketing, fiancial management, risk management and succession planning
A compulsory element of the Certificate in Financial Services. Valuable if you are working through the IFA Education track and wish to become a CFP.
Delivery method:2 day classroom or distance learning course
Cost:$790 or $695 for distance learning (incl GST)
CPD credits:10 CPD Credits (8 Technical / 2 ethics)
Register now
Email us with a question anette@adviserlink.co.nz
Visit www.adviserlink.co.nz
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