- The Investment Environment : Considers the key areas of the investment environment within which the Investment Advisor operates.
- Investment Products : Reviews the fundamental characteristics of the main asset classes available for individual investors.
- The Markets and the Products : Introduces and reviews the main products available for investors.
- Structure & Products of The UK Financial Services Industry : Provides an overview of the function of the financial services industry within the economy.
- Providing Financial Advice : Discusses how the adviser must identify client needs and provide possible solutions to address them.
- Legal Considerations : Reviews some of the legal considerations required by the financial advisor when advising a client.
- Tax, National Insurance And State Benefits : Considers the tax implications that will impact the client.
- Regulatory Environment : Highlights the key areas of regulation that the financial advisor must fully comprehend.
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Body Language
New
New
15mins
Live
What's New
This module is designed to develop techniques to improve your own personal presence when meeting people for the first time or conducting a client meeting. It enables you to understand the subliminal signals that people give off, to interpret these signals and overall impressions, and to respond in an appropriate and controlled manner. Ultimately, the module aims to improve client meetings through the understanding and use of body language.
Course Type: Audio CPD Time: 15 mins
