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ONLINE LIBRARY: How to approach a Case Study for CFPCM

Event Type: Online-Library
When: 13 Oct - 31 Dec 2017
Venue: Online Webex
Location: (Recording date: 16 Nov 2015)
Provider: IFA
Contact: info@ifa.org.nz
Practitioner Member Fee: Complimentary
Associate Member Fee: Complimentary
Affiliate Member Fee: Complimentary
Non-Member Fee:  
CPD Credits: 1 Structured CPD hour
Description:  
IFA Webinar RECORDING: How to approach a Case Study for CFPCM (Recording date: 16 Nov 2015)

(PLEASE NOTE: WE WILL BE SENDING YOU A LINK TO THE RECORDED VIDEO. THIS IS NOT A LIVE WEBINAR)

Nigel Tate CFPCM,CLUCM will cover off the main issues candidates ought to consider when attempting a case-study to attain their CFPCM designation.

This webinar will cover:
CFPCM – what is it? Why attain it?
The FPSB context
The purpose of the case study & submitting a Comprehensive Financial Plan (Plan)
The FPSB Financial Planner competency profile
15 elements and structure of a Plan
Executive summary – a key test of a Plan
Things to avoid!
The CFPCM assessment process
Candidate criteria, and NZ qualification prerequisites

Who should attend? All those who are completing or have completed their Graduate Diploma in Personal Financial Planning or members who wish to transfer their overseas CFP designation.

Free to all IFA members.
This webinar is not available to non-members