Award In Financial Planning (AWF)
Aparajita Sudarshan
1:07:32
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?
What You Need to Know?
More details
DescriptionUpon completion, CII members are eligible to use the designation âCII (Award)â. 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 CIIâs 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
Upon completion, CII members are eligible to use the designation âCII (Award)â. 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 CIIâs 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
Instructor's Courses
Udemy
View courses Udemy- language english
- Training sessions 6
- duration 1:07:32
- Release Date 2024/04/28