How to make a financial plan
Benefit to participants
This program will help participants understand & appreciate the 6-step process of financial planning and its importance in advising & building a long-term relationship with the client.
Suitability
  • Serious, committed IFAs/RIAs/CFPs/Wealth Managers
  • Some knowledge of excel is essential
  • Duration
    1 full day
    OUTLINE
  • Collect the right data from the client
  • Do risk profiling for the client
  • Suggest the right asset allocation
  • Do financial mathematics swiftly
  • Do goal based planning for the client
  • Rebalancing techniques
  • TANGIBLES
  • Data collection template
  • Risk profiling template
  • Asset allocation template
  • Goal based calculator template