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CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 4 CPD hours    

CPD registration number: IOB

Course description:

In this course we examine the current conflict in the Middle East and the potential impact it may have on global markets, the South African economy, and your clients’ financial plans. Advisors will gain an understanding of how geopolitical events influence economic conditions, investment markets, retirement planning, and client behaviour. The course also provides practical guidance on how advisors can communicate with clients and adjust financial plans during times of uncertainty.

The following topics will be covered in this course:

• Understanding the Middle East conflict and its global importance
• How global conflicts affect supply chains, trade routes, oil prices and inflation
• The impact on the South African economy, including the Rand, inflation and interest rates
• Market volatility and its effect on investment portfolios and diversification
• The implications for retirement planning and living annuities
• Insurance and risk planning considerations during economic uncertainty
• How global crises influence client behaviour and investment decisions
• Reviewing and adjusting financial plans during uncertain economic conditions
• Opportunities that may arise during market disruptions
• Communicating with clients effectively during global crises
• Practical case studies to help advisors guide clients through market uncertainty

By the end of this course, you will be equipped with the knowledge to understand how geopolitical events influence financial markets and to confidently guide clients through periods of global uncertainty.

11 "CPD" ure Pakket

12 Hour CPD Package

18 Hour CPD Package