GoodReturns | NZ’s financial adviser news-item centre

Diary

Adviserlink – Financial Plan Construction and Review

Wednesday 10th of October 2007

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

Want to read the full article?

Click the button below to subscribe and will have free unlimited access for a limited time to full article and all other articles on the site.

You will also be able to comment on articles on Good Returns.

Previous Article Next Article