Certified Financial Services Consultant Module 2 - Financial Planning Tools and Solutions
About This Course
Certified Financial Services Consultant Module 2 (CFSC M2) is the 2nd module under CFSC certification programme. It has been designed to provide Financial Services Consultants and individuals who are keen to have a good understanding of the risk elements, different types of financial tools and analysis to use for advising any financial planning. This course covers and guides you on the important elements of assessing client’s risk profile, analysing and quantifying the needs and providing suitable solutions. It is an application module of financial technical knowledge to assist clients in discovering their needs and offering appropriate solutions. Knowledge and skills covered during training will be tested via online assessment to ensure the participants have acquired the competencies.
What You'll Learn
Maximise your client’s financial solutions in the areas of risk management, estate planning, retirement planning, and investments, and help your client reach their fullest financial potential.
Entry Requirements
Completed Certified Financial Services Consultant Module 1 (CFSC M1)