M6 - Financial Plan Construction and Professional Responsibilities

$900.00

This is the final module of the CFP course. It brings together the multi-disciplined concepts learnt from Module 1 to 5 for an advisor to take a holistic approach towards crafting comprehensive financial solutions for the clients’ financial goals.  Case studies will be used to prepare advisors on the thoroughness and in-depth review of personal data when crafting the financial solutions while upholding professionalism to the highest standard.

Click here for M6 – Course Specifications

Module Description Exam Date
6 Financial Plan Construction and Professional Responsibilities 22 Apr 2021, Thursday
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