Introduction to Financial Planning

CPD Points : 2 General

Course Description

The intention of the presentation is to provide a brief, high-level overview of what Financial Planning is. Students should be in a much better position to understand the process, the pitfalls, the costs, the products, and most importantly be in a much better position to ask the right questions to their own brokers – whether they have an existing portfolio or are new to the process. Topics include Income Protection, Life Cover, Retirement Annuities, Tax-Free Savings, Fees, Tied Agents vs Independent Advisors, and more.