Information Required to do Investment Planning

It is critical to not only obtain sufficient relevant information, it is crucial to have a deep understanding of everything that underlies the information.  

Please watch the entire video.  Once you finish the video and you are happy to proceed, click on “Mark Complete” below.  You can also indicate the lesson as “Incomplete” if you would like to return at a later stage to review again.

You can download a template that you may use to obtain information from a client here.

You may use the template as is or use it as inspiration to create your own.