Report writing for financial planners online course

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• “Should a financial plan really be boiled down to an index card of advice?”
• “Why do financial planners keep delivering written plans if no-one reads them?”
• Activities and discussions

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Online course details

• Provider FPI Centre for Professional Development | Continuous Professional Development (CPD) provider
• Where will it take place? -
• Dates July 16, 2018 - July 16, 2019
• Completion time 2 hours
• CPD points 2 Online CPD points
• Costs R250 (members)
  R250 (non-members)
  
• Topics covered Asset Management
• Categories
• Registration FPI18100079
• Professional bodies Financial Planning Institute of Southern Africa
  

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Online course registration

 

Register for this online course →