Course curriculum

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    Welcome to the course!

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    SKILLS PROGRAMME 3: Wealth Management & Retirement Planning

    • 242580 - Apply scenario planning to explain potential risk in a specified financial services context.

    • ASSIGNMENT-242580 - Apply scenario planning to explain potential risk in a specified financial services context.

    • 242573- Determine the needs and wants of an entity in order to propose an appropriate financial solution.

    • ASSIGNMENT - 242573- Determine the needs and wants of an entity in order to propose an appropriate financial solution.

    • 242574- Present a proposal to optimise the tax aspects of the wealth management of an entity.

    • ASSIGNMENT - 242574- Present a proposal to optimise the tax aspects of the wealth management of an entity.

    • 242613- Apply technical knowledge and skill to advise an individual on planning for retirement.

    • ASSIGNMENT -242613- Apply technical knowledge and skill to advise an individual on planning for retirement.

    • 242597- Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits.

    • ASSIGNMENT - 242597- Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits.

    • 242603- Apply knowledge of estate planning to propose a financial solution for a specific client.

    • ASSIGNMENT -242603- Apply knowledge of estate planning to propose a financial solution for a specific client.
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