CPD Accreditation detail

Professional Body: IOBSA

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

CPD registration number: IOB246

Course description:

Making informed financial decisions is key to long-term success. Professional financial advice can significantly impact wealth accumulation, retirement readiness, and overall financial security. Whether your client is planning for retirement, managing investments, or preparing for unexpected financial events, expert guidance can help them navigate the complexities of personal finance.

In this course, we explore the importance of financial advice, its benefits, and how professional guidance can improve financial outcomes. You’ll gain insights into how you as an advisor can enhance investment returns, optimise tax efficiency, and build financial resilience.

The following topics will be covered in this course:

• Why Financial Advice Matters – Understanding the value of professional guidance in wealth management.
• The Impact of Financial Planning – How structured planning leads to improved financial outcomes.
• Retirement Readiness & Wealth Accumulation – The role of financial advisors in securing long-term financial stability.
• Behavioural Coaching & Emotional Decision-Making – How financial advisors prevent costly mistakes driven by fear or market volatility.
• The Cost vs. Benefit of Financial Advice – Analysing whether professional advice leads to better financial returns.
• Common Financial Pitfalls & How to Avoid Them – Recognising and preventing costly financial missteps.

By the end of this course, you will understand how financial advice can positively impact your client’s long-term wealth, retirement security, and overall financial well-being. You'll be equipped with the knowledge to help your clients make informed decisions and leverage professional advice for a more secure financial future.