- decks
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Decks in this class (9)
Data Collection
This involves a fact finding inte...,
The purpose of initial meeting 2,
It explains the financial plannin...
26
cards
Data Analysis
This stage involved the analysis ...,
Why do we need to prepare compari...,
What are the ramifications if wro...
4
cards
Development of Recommendation
This step involves the considerat...,
A method of calculating how much ...,
Basic quote info 3
22
cards
Preparation of a Statement of Advice
A document that sets out the clie...,
Section of soa it contains the ad...,
Section of soa it contains the pr...
7
cards
Super Application Preparation
Do we set up a new fund 1,
Do we retain the existing fund 2,
Is there a rollover partial or fu...
23
cards
Insurance Application Preparation
What are the insurance recommenda...,
Is the insurance inside or outsid...,
Are the premiums paid via externa...
16
cards
Pension Application Preparation
Do we set up a new fund 1,
Do we retain the existing fund 2,
Is client under 60 3
20
cards
Implementation
This step involves completing and...,
A record of all businesses lodged...,
Typically used with more complex ...
5
cards
Review and Monitor
This step involves a periodic rev...,
A record of conversations and int...,
After the implementation is compl...
6
cards
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Advice Process
- Class purpose General learning
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