| Code |
Topics Name |
Language |
AIF27L20001 |
Introductions to Financial Planning
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AIF27L20002 |
Client Planner Relationship |
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AIF27L20003 |
Gathering Client Data
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AIF27L20004 |
Client Objectives And Needs |
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AIF27L20005 |
Preparing The Financial Plan: Aspects And Considerations
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AIF27L20006 |
Professionalism & Ethics in Financial Planning Practices |
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AIF27L20007 |
Regulatory Requirements
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AIF27L20008 |
Risk Tolerances |
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AIF27L20009 |
Asset Managements
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AIF27L20010 |
Personal Financial Statement |
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AIF27L20011 |
Time Value of Money |
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AIF27L20012 |
Economic Environment and Indicators |
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AIF27L20013 |
Forms of Business Ownership/Entity Relationships |
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AIF27L20014 |
Way of Taking Title to Property |
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AIF27L20015 |
Legal Aspects of Financial Planning |
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