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
Requirements
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
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!!!
Overview
Section 1: Introduction
Lecture 1 Award In Financial Planning (AWF) Chapter 1
Lecture 2 Award In Financial Planning (AWF) Chapter 2
Lecture 3 Award In Financial Planning (AWF) Chapter 3
Lecture 4 Award In Financial Planning (AWF) Chapter 4
Lecture 5 Award In Financial Planning (AWF) Chapter 5
Lecture 6 Award In Financial Planning (AWF) Chapter 6
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

Homepage

https://www.udemy.com/course/award-in-financial-planning-awf/