Understanding the Financial Needs Analysis 2021

by Growth in Motion

The following topics are covered: Establish, define and agree on the relationship, Gather client information, Analysing the client’s financial situation and much more.

R265

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Course Details

The following topics are covered:

  • Establish, define and agree on the relationship

  • Gather client information

  • Analysing the client’s financial situation

  • Make recommendations on possible solutions

  • Implement recommendations

  • Review the client’s financial situation regularly

  • Hermanus Branch

    208 7th St, Northcliff, Hermanus, Cape Town

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