Investment Planning online course
We study specific elements of Investment Planning:
- The importance of a house view
- Role of Due Diligence
- Information required to do Investment Planning
- Objectives and constraints
- Asset Allocation
- Constructing a portfolio
- True diversification
- Impact of fees
- Value adding propositions
We also offer templates that you can download to use in your practice.
Pre-requisites
- Basic knowledge of investment planning
- Good understanding of investment and retirement products
Who must enroll in the course
- Financial Planners and Advisers
- Broker Consultants who want to provide enhanced value to their panel
- Paraplanners
- Sales and Branch Managers
- Franchise Principals
- Key Individuals
- Support staff that helps with the Financial Planning process
- Students studying an NQF5, 6, 7 or 8 qualification in Wealth Management / Financial Planning
Online course details
Online course registration
Register for this online course →
