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Foundations

Client Communication and Financial Planning (LCI1107)


Description
1.0 Financial Services Regulatory Authority of Ontario: Life
1.0 Insurance Council of British Columbia: Life
1.0 Insurance Council of Manitoba: 1.0 Life (36253)
1.0 Insurance Councils of Saskatchewan: Life
1.0 FP Canada: Financial Planning
1.0 CIM/PFP Professional Development

At the heart of financial planning is your ability to communicate with your client. Learn why client communication is so important and its role in the six steps of financial planning.


Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

CE Credits: 1 FSRA: 1.0 Financial Services Regulatory Author... ICBC: 1.0 Insurance Council of British Columbi... ICS: 1.0 Insurance Councils of Saskatchewan: ... ICM: 1.0 Insurance Council of Manitoba: Life ... CFP / QAFP: 1.0 FP Canada: Financial Planning CIM / PFP: 1.0 CIM/PFP Professional Development

Content
  • Introduction
  • Six Steps of Financial Planning
  • The Financial Planning Approach
  • 1. Establish the Client-Advisor Relationship
  • 2. Collecting Data and Information
  • Net Worth and Cash Flow Statements
  • 3. Analyze Data and Information
  • Investment Objectives
  • Suitability and Risk Tolerance
  • 4. Recommend Strategies to Meet Client Goals
  • 5. Implement Recommendations
  • 6. Monitoring and Adjusting the Plan
  • The Life-cycle hypothesis
  • The Life-Cycle Hypothesis
  • Life-Cycle Stages
  • Life-Cycle Hypothesis Summary
  • Ted Communication
  • How to speak so that people want to listen - Julian Treasure
  • The Importance of Being Inauthentic
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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