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Investment Products Module 2: Investment Products in Practice

3 hours ILT
What you are going to learn

About this course:

Objective:
For trainees to understand the basic practical skills in assessing a client’s financial and investment needs, and identifying the product types that are most likely to achieve the client’s objective. 

Intended audience:
SQE Trainees

Duration:
3 hours 
Topics covered:
  • Review and General Discussion
  • An Introduction to Practical Planning
  • Scenario Based Case Studies
  • Planning Your Own Financial Future
  • Final Review and Discussion

Outcomes:
The success measures of this course are:
  • The demonstration of practical skills in identifying a client’s needs and objectives;
  • Being able to effectively select and correctly identify the types of products that are suitable to the client’s requirements in a series of practical scenarios; and
  • The ability to apply the same skills to create a personal financial plan, in outline form, for discussion with a professional adviser.

Contact us to find out more

Please complete the form.   We will contact you within 5 working days to discuss course dates and availability.
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