Based on an actual case study we discuss the events that took place between an existing client and their advisor, the advice that was sought, the advice that was provided and how that cost the Financial Advisor more than R200 000.
We study all the facts, questions and concerns of the client. We discuss possible and appropriate ways to go about answering these questions. Then we study the advice the client received from the first advisor and the long-term impact of the advice.
The webinar offers 1.5 verifiable ETHICS CPD points (you must complete the online assessment to earn the CPD).
The cost of the online assessment for CPD is:
– Igniters: Complimentary
– Non-Igniters: R 275
Approval number: FPI20090023
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