R 265


Understanding the Financial Needs Analysis 2021


CPD Accreditation detail:

Professional Body: Compliance Institute Southern Africa

CPD hour allocation: CPD Hours (online learning): 3 CPD hours    

CPD accreditation number: GiE202008000117

The following topics are covered:
  • Establish, define and agree on the relationship
  • Gather client information
  • Analysing the client’s financial situation
  • Make recommendations on possible solutions
  • Implement recommendations
  • Review the client’s financial situation regularly