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Award In Financial Planning (AWF)

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Aparajita Sudarshan

1:07:32

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  • 1 - Award In Financial Planning AWF Chapter 1.mp4
    17:02
  • 2 - Award In Financial Planning AWF Chapter 2.mp4
    09:22
  • 3 - Award In Financial Planning AWF Chapter 3.mp4
    12:50
  • 4 - Award In Financial Planning AWF Chapter 4.mp4
    11:44
  • 5 - Award In Financial Planning AWF Chapter 5.mp4
    08:24
  • 6 - Award In Financial Planning AWF Chapter 6.mp4
    08:10
  • Description


    Financial Planning, Need Analysis, Fact finding, Insurance Products, Savings Products, Pension Products, Good Practice

    What You'll Learn?


    • At the end of the unit, students will learn about 7 stages of client's life cycle model
    • The client's needs and how to do the need analysis
    • Fact finding methods and processes
    • Good practice and importance of ethics
    • Different types of financial products to meet client's needs
    • Different types of protection products and their importance
    • Different types of savings & investment products and their importance
    • Pension needs, pension products and their importance

    Who is this for?


  • The Award is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience.
  • Non-UK Financial Advisers needing to satisfy the minimum operating standards set by a local regulator
  • What You Need to Know?


  • No prior finance background needed
  • Every chapter is explained in detail to raise the bar of every candidate who wants to become a qualified and certified financial consultant
  • More details


    Description
    • Upon completion, CII members are eligible to use the designation ‘CII (Award)’. Continuing Professional Development requirements apply.

    • On passing the exam, you will hold one of the three Awards needed to complete the Certificate in Insurance and Financial Services.

    • Provide 15 Certificate-level credits towards completion of the CII’s higher level qualifications (subject to completion requirements and excluding the Certificate in Insurance which is subject to UK regulation).

    • The Award in Financial Planning (non-UK) (AWF) is designed for financial advisers and insurance agents working outside the UK, this Award provides a solid grounding in the core financial and life assurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour. This unit can only be awarded to non-UK residents.

    • The Audio Learning helps students crack the certification in the very first attempt!

    • We are proud to offer our students chapter wise mind-maps, chapter-wise videos, ample of end of chapter questions and one full length timed mock exam. The Audio Learning study kit will walk our students through the entire book, using techniques that will make the content memorable, understandable and more fun.

      Hurry up, register yourself today at The Audio Learning & get ready to pass the exam the very first attempt!!!

    Who this course is for:

    • The Award is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience.
    • Non-UK Financial Advisers needing to satisfy the minimum operating standards set by a local regulator

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    Aparajita Sudarshan
    Aparajita Sudarshan
    Instructor's Courses
    Hello there, I'm Aparajita (Apara), a dedicated educator specializing in professional courses. I have been in this field for over a decade now, with a vast experience gained from working at various corners of the globe.My journey began in the embrace of a humble Indian town. From those beginnings, life has taken me on a remarkable expedition through diverse experiences, trials, and triumphs. It has been a journey that spans over a decade, a voyage that has traversed continents and cultures, all in the pursuit of knowledge and the relentless desire to make a difference.Around 12 years ago, I left the comforting familiarity of my home country, India, and ventured into uncharted territories, seeking professional growth and opportunities that would shape the course of my life. My chosen path led me to embark on a fulfilling career in professional course teaching, a journey that would take me to various corners of the world, from the bustling metropolises of Dubai, Malaysia, Bahrain, Qatar, UAE, to the vibrant landscapes of the UK.In this expedition, I had the privilege of crafting tests and conducting exams for a semi-governmental organization in Malaysia. I also had the unique opportunity to design comprehensive courses on risk management, from penning study modules to formulating question papers for final examinations, in both Bahrain and Malaysia.However, what truly sets me apart is my commitment to teaching courses that I have personally cleared. This distinction allows me to impart a comprehensive understanding of the material, a depth that stems from my own experience through these courses.Many would think that with such experience, qualifications, and expertise, perhaps pursuing a lucrative professional practice would be the natural course. Yet, for me, the motivation has never been mere financial gain. My true ambition lies in seeking fulfillment and bringing about positive change in the lives of others.Having traversed the varied depths of life, from a small town to bustling metropolises, I have felt the struggles and dreams of aspiring professionals deep within. I yearn to give back to society, to contribute in my own humble way, and teaching is my chosen avenue for this endeavor.I firmly believe that education is the cornerstone of a fulfilling life. It is the one possession that remains with you, steadfast, as you traverse through life's twists and turns. Education empowers individuals to generate employment opportunities, and this conviction has propelled me to choose education as my medium of contribution.In my pursuit of this noble cause, I offer a multitude of courses that are available for free. Even for advanced courses that require a fee, I strive to keep costs as affordable as possible, without compromising on the high standards that are the hallmark of my teaching.
    Students take courses primarily to improve job-related skills.Some courses generate credit toward technical certification. Udemy has made a special effort to attract corporate trainers seeking to create coursework for employees of their company.
    • language english
    • Training sessions 6
    • duration 1:07:32
    • Release Date 2024/04/28