Handbook

This course covers insurance, personal risk management, and superannuation from a personal perspective for financial planning for individuals, families, and businesses. The course focuses on providing financial advice concerning the relevant areas through performing needs analysis and analysing the clients’ goals and objectives to provide appropriate advice and personal strategies to assist the clients in meeting their goals and objectives. The course covers the provision of compliant scaled financial product advice relating to the relevant area in the form of a Statement of Advice (SOA).