R 365


Changes to your client’s needs - post pandemic


Changes to your clients needs - post pandemic logo

CPD Accreditation detail

Professional Body: IOBSA

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

CPD registration number: IOB172

Course description

In this course we look at the various factors which changed since the end of the pandemic and how these factors impacted on every client’s financial situation. Advisors will learn which needs were affected and how they should be addressed.

 The following topics will be covered in this course:

  • Changes to the economic environment
  • Changes to the political environment
  • Changes in the assumptions used to determine the client’s financial needs
  • How to address the shortfall or surplus
  • Sales opportunities