R 280
EX. VAT
Understanding the Needs Analysis
Online
CPD Accreditation detail:
Professional Body: INSTITUTE OF BANKERS SOUTH AFRICA
CPD hour allocation: CPD Hours (online learning): 3 CPD hours
CPD accreditation number: IOB134The 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
