The aim of this course is to help you analyse a client's financial situation, identify Estate Planning needs and then to generate a solution in conjunction with appropriate professionals.
The course will cover different theories and strategies of Wealth Creation, the attributes required to accumulate wealth and an understanding of the importance risk profiling. You will consider the value of various aspects of investment opportunities, assets and vehicles, the impact of borrowing to invest, home ownership and salary packaging as Wealth Creation strategies.
The course will also explore Estate Planning and Preservation and its role within the financial planning process