The International Certificate in Financial Advice is a global qualification which has been introduced as a quality benchmark for firms to ensure that their financial advisers understand the fundamentals of financial advice.
The ICFA workbook will provide staff with the fundamentals of financial advice. It will introduce them to the economic factors that influence product returns; the relationship of trust between adviser and customer; the financial advice process including determining the risk profile of the customer; the main financial markets; the financial assets and products the adviser can draw on to meet savings, investment, pension and protection needs, and the main financial planning areas.
The workbook covers:
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