Comply With Ethical and Operational Guidelines, Legislation and Regulations in Financial Planning
Robert Dickerson & Harry Gosper | 2nd Edition (January, 2022)
Conduct Financial Planning Analysis and Research
Conduct Financial Product Research to Support Product Recommendations
Develop Financial Plans
Robert Dickerson & Harry Gosper | 1st Edition (January, 2022)
Implement Financial Plans
Monitor and Review Organisational System Compliance with Legislation and Regulations
Prepare Advice in Life Insurance
Prepare Advice in Managed Investments
Record and Implement Client Instructions
