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Financial Plan Construction and Professional Responsibilities


This course builds upon the foundations in financial planning and the knowledge requirements in Modules 1 to 3 of the CFP Certification Programme to enable the CFP professional to construct a comprehensive financial plan for a client. 




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Skills Covered

After completing this course, you will be able to:

    Who Should Attend


    Ready to Level Up?

    Our training programmes provide participants with the opportunity to gain a more in-depth understanding in their relevant professions, and is also a great choice for people looking to upskill themselves.