LEORONLEORON
    • TRAINING
      • VIEW ALL COURSES
            |    
        PUBLIC
            |    
        IN-HOUSE
            |    
        ON-LINE
        • 1ADMINISTRATION – the process or activity of running a business
        • 2AUDIT, REGULATION & COMPLIANCE – Any subject matter may be audited
        • 3ENGINEERING & MAINTENANCE – practical knowledge to invent, innovate and design
        • 4FACILITY & SUSTAINABILITY MANAGEMENT – the aggregate of surrounding things and conditions
        • 5FINANCE & ACCOUNTING – Financial transactions pertaining to a business
        • 6FINANCIAL SERVICES – Economic services provided by the finance industry
        • 7HEALTHCARE – Improvement of health via the prevention& diagnosis
        • 8HUMAN RESOURCES – Make up the workforce of an organization
        • 9MANAGEMENT & LEADERSHIP – The ability of a person to guide other people
        • 10PROCUREMENT & CONTRACTS – The process of finding, agreeing terms and acquiring goods
        • 2PROJECTS – A set of interrelated tasks
        • 12QUALITY MANAGEMENT – Fitness for purpose
        • 13RISK MANAGEMENT – Identification and prioritization of risks
        • 14SALES & MARKETING – Successful business growth
        • 15SUPPLY CHAIN & OPERATIONS – System of activities involved in moving a product
      • Close
    • SERVICES
      • PEOPLE ASSESSMENTS
        • People-Assessments
      • CONSULTING SERVICES
        • Competency Framework Development
        • Organizational Design & Development
        • Job & Workforce Analysys – JWA
        • Training Needs Analysys – TNA
        • Governance, Risk & Compliance – GRC
        • Capability and Capacity Building
        • Strategic Talent Acquisituion
        • Quality Management Systems
        • Financial Modelling
        • Procurement & SCM Systems
      • Close
    • ABOUT US
      • ABOUT LEORON
        • WHO WE ARE
        • EXPERTS TEAM
        • BOARD OF DIRECTORS
        • GALLERY
      • PARTNERS
        • PARTNER ASSOCIATIONS
        • CLIENTS
      • CAREERS
        • CLICK HERE TO APPLY
      • MEDIA NEWS
        • CORPORATE NEWS
        • CSR
        • INTERVIEWS
      • DOWNLOADS
        • PROSPECTUSES
        • TRAINING CALENDAR
        • BROCHURES

        • HIGHLIGHTS
          • LEORON-accredited-by-ANSILEORON Accredited by ANSI
          • 23517658_1994846753866432_4420636505570372586_nASQ “Partner In Quality” Award
          • leoron-partners-with-lsbfLEORON Partners with LSBF
          • Close
        • SUCCESSFUL STORIES
          • READ MY STORY
            • Nasser Alrebdi – STC Solutions
            • Johnny T. Carvantes – Electrical Industries Company
            • Samah Al Shahaibi – Oman Oil Marketing Company
          • leoron-new-identity
          • Close
      • Close
    • DOWNLOADS
      • Download the training calendar
        • Get-the-latest-training-calendar-Downloads-2019
      • Download a Training Prospectus
        • prospectus
      • Download a Training Brochure
        • brochure
      • Download the training catalog
        • training-catalog-2018-cover
      • Close
    • FAQs
    • CONTACT US
    • Cart

      0
Login

Connect with:

Login with Google Login with LinkedIn

Login with your site account

Connect with:

Login with Google Login with LinkedIn

Lost your password?

Not a member yet? Register now

    • TRAINING
      • VIEW ALL COURSES
            |    
        PUBLIC
            |    
        IN-HOUSE
            |    
        ON-LINE
        • 1ADMINISTRATION – the process or activity of running a business
        • 2AUDIT, REGULATION & COMPLIANCE – Any subject matter may be audited
        • 3ENGINEERING & MAINTENANCE – practical knowledge to invent, innovate and design
        • 4FACILITY & SUSTAINABILITY MANAGEMENT – the aggregate of surrounding things and conditions
        • 5FINANCE & ACCOUNTING – Financial transactions pertaining to a business
        • 6FINANCIAL SERVICES – Economic services provided by the finance industry
        • 7HEALTHCARE – Improvement of health via the prevention& diagnosis
        • 8HUMAN RESOURCES – Make up the workforce of an organization
        • 9MANAGEMENT & LEADERSHIP – The ability of a person to guide other people
        • 10PROCUREMENT & CONTRACTS – The process of finding, agreeing terms and acquiring goods
        • 2PROJECTS – A set of interrelated tasks
        • 12QUALITY MANAGEMENT – Fitness for purpose
        • 13RISK MANAGEMENT – Identification and prioritization of risks
        • 14SALES & MARKETING – Successful business growth
        • 15SUPPLY CHAIN & OPERATIONS – System of activities involved in moving a product
      • Close
    • SERVICES
      • PEOPLE ASSESSMENTS
        • People-Assessments
      • CONSULTING SERVICES
        • Competency Framework Development
        • Organizational Design & Development
        • Job & Workforce Analysys – JWA
        • Training Needs Analysys – TNA
        • Governance, Risk & Compliance – GRC
        • Capability and Capacity Building
        • Strategic Talent Acquisituion
        • Quality Management Systems
        • Financial Modelling
        • Procurement & SCM Systems
      • Close
    • ABOUT US
      • ABOUT LEORON
        • WHO WE ARE
        • EXPERTS TEAM
        • BOARD OF DIRECTORS
        • GALLERY
      • PARTNERS
        • PARTNER ASSOCIATIONS
        • CLIENTS
      • CAREERS
        • CLICK HERE TO APPLY
      • MEDIA NEWS
        • CORPORATE NEWS
        • CSR
        • INTERVIEWS
      • DOWNLOADS
        • PROSPECTUSES
        • TRAINING CALENDAR
        • BROCHURES

        • HIGHLIGHTS
          • LEORON-accredited-by-ANSILEORON Accredited by ANSI
          • 23517658_1994846753866432_4420636505570372586_nASQ “Partner In Quality” Award
          • leoron-partners-with-lsbfLEORON Partners with LSBF
          • Close
        • SUCCESSFUL STORIES
          • READ MY STORY
            • Nasser Alrebdi – STC Solutions
            • Johnny T. Carvantes – Electrical Industries Company
            • Samah Al Shahaibi – Oman Oil Marketing Company
          • leoron-new-identity
          • Close
      • Close
    • DOWNLOADS
      • Download the training calendar
        • Get-the-latest-training-calendar-Downloads-2019
      • Download a Training Prospectus
        • prospectus
      • Download a Training Brochure
        • brochure
      • Download the training catalog
        • training-catalog-2018-cover
      • Close
    • FAQs
    • CONTACT US

Financial Services

  • Home
  • All courses
  • Financial Services
  • FPP Financial Planning Professional

FPP Financial Planning Professional

  • DATES & LOCATIONS

In-House Proposal
Get The Brochure Request In-House Proposal
CISI - Chartered Institute for Securities & Investment
Financial Services
Share:
  • Course Description
  • Course Outline
  • Reviews

COURSE OVERVIEW

This course covers the fundamentals of financial planning from a holistic and international perspective. It builds the knowledge and skills necessary to conduct financial planning to high professional and ethical standards.
It starts within an overview of financial planning within a global context against a backdrop of international markets. It illustrates the essence and importance of financial planning and how to instil this via client awareness and education.
Through paired role play and simulations delegates are guided through the 6 step financial planning process from fact finding to presenting solutions and delivering recommendations.
The second part, financial planning solutions focuses on the key products to meet and achieve clients’ financial planning needs. It highlights the importance of understanding financial protection needs and a comprehensive overview of the main products including business protection. Retirement planning is examined in light of socio-economic factors. The characteristics of different type of pension schemes both occupational and private are covered. Followed by how to evaluate a client’s pension plans and analyse their retirement planning shortfalls. The critical role of investment planning within a client’s financial planning is examined. This covers the different asset classes, collective investments and different types of funds. Delegates will learn the basics of investment analysis and core investment management theories. How to structure an investment portfolio optimised for client’s attitude towards risk and achieving their investment goals. Accounting for their growth and increasing role in global markets, the essence, ethics and differentiation factors of sharia compliant investments are also covered.
At the heart of this course is putting the interests of clients first and adopting high levels of professionalism to globally recognised standards. The final part covers integrity and ethics in professional practice followed by industry regulation.

 

COURSE KEY TAKEAWAYS

  1.  Understand the essence and role of financial planning as an integral part of the global financial services industry.
  2.  Develop a holistic approach to the financial planning decision-making process based on economic, financial and investment principles.
  3. How to communicate effectively with clients and deliver coherent financial planning solutions and recommendations to meet client’s financial goals and investment expectations.
  4.  Develop a broad expertise across all key financial planning products and solutions and be familiar with their benefits, limits and constraints.
  5. Create a multi-level risk awareness and appreciation encompassing product and investment risks, client preferences and attitude to risk and inherent business risk that applies to running a financial planning business. The key aim of the latter is to reduce regulatory risk, avoid misselling and complaints.

 

WHO SHOULD ATTEND?

Prospective financial planners and para planners as well as wealth managers who wish to develop their knowledge and understanding of financial planning and advice. Existing financial advisers who wish to refresh or deepen their financial planning knowledge and develop their skills.

 

FINANCIAL PLANNING PROFESSIONAL CERTIFICATION

The CISI is the largest and most widely respected professional body for the securities and investment industry in the growing number of financial center’s globally. With the highest standards of professionalism , CISI Offers the following three elements in the wider financial services area:
Knowledge, Skills and Behavior.
Formed in 1992 by London Stock Exchange practitioners, CISI has a global community of more than 40,000 members in 121 countries, where more than 41,000 exams were sat in the 2015 calendar year.

Course Features

  • Length 5 days
  • Level Intermediate
  • Industry Financial Services
  • Prerequisites None
  • Association CISI - Chartered Institute for Securities & Investment
  • Language English
  • This program is worth 35 NASBA CPE credits

PART 1 – The Financial Planning Process

1. Financial Planning Fundamentals
2. Financial Planning Assumptions
3. Step 1: Establishing the Client-Planner Relationship
4. Step 2: Collect the Client’s Information
5. Step 3 Analyze the Client’s Financial Status
6. Step 4: Developing and Communicating Financial Planning Recommendations
7. Step 5: Implement Financial Planning Recommendations
8. Step 6: Review the Client’s Situation

PART 2 – Financial Planning Solutions
1. Financial Protection – Managing Life’s Risks

  • CONSUMER AND RETAIL MARKET FACTORS AND TRENDS RELEVANT TO FINANCIAL PROTECTION
  • PROTECTION NEEDS
  • LIFE ASSURANCE AND PENSION-BASED POLICIES
  • INCOME PROTECTION
  • CRITICAL ILLNESS PROTECTION
  • LONG-TERM CARE PROTECTION
  • INSURANCE-BASED PROTECTION
  • SELECTING APPROPRIATE PROTECTION SOLUTIONS

2. Retirement Planning

  • PENSION PROVISION IN THE CONTEXT OF POLITICAL, ECONOMIC, LEGAL AND SOCIAL ENVIRONMENT FACTORS DEFINED
  • BENEFIT (DB) AND DEFINED CONTRIBUTION (DC) SCHEMES

3. Investment Planning

  • ASSET CLASSES & COLLECTIVE INVESTMENTS
  • INVESTMENT ANALYSIS
  • INVESTMENT MANAGEMENT THEORY AND APPLICATION
  • PORTFOLIO CONSTRUCTION THEORIES
  • INVESTMENT ADVICE PROCESS

4. Financial Planning Based on Islamic Principles

  • ISLAMIC ASSET CLASSES
  • ZAKAT ON INVESTMENTS
  • SHARIA COMPLIANT WILLS AND ESTATE PLANNING

PART 3 – Professional Conduct, Ethics and Regulation
1. Integrity and Ethics in Professional Practice

  • PROFESSIONAL ETHICS
  • CODES OF ETHICS AND CODES OF CONDUCT
  • PROFESSIONAL INTEGRITY AND ETHICS

2. Industry Regulation

  • FINANCIAL SERVICES REGULATION
  • FINANCIAL CRIME
Name
Email
Job Title & Company
Rating
Review Content
  • Course Description
  • Course Outline
  • Reviews

Related courses

Financial Services
More Info

COURSE NAME

FIB Fixed Income and Bonds Masterclass

ASSOCIATION
IABFM - International Academy of Business and Financial Management

Valon

FIB Fixed Income and Bonds Masterclass

Dubai , UAE

February 24-28, 2019

Financial Services
More Info

COURSE NAME

CRPBI
Certificate in Reporting Using Power BI

ASSOCIATION
IABFM - International Academy of Business and Financial Management

Valon

CRPBI - Certificate in Reporting Using Power BI

Abu Dhabi, UAE

March 3-7, 2019

Financial Services
More Info

COURSE NAME

Evaluating Finance Requests Masterclass

ASSOCIATION
LEORON

Valon

Evaluating Finance Requests Masterclass

Jeddah, KSA

December 9-13, 2018

Financial Services
More Info

COURSE NAME

Branch Manager Program
Arabic

ASSOCIATION
LEORON

Valon

Branch Manager Program - Arabic

Riyadh, KSA

December 16-18, 2018

TRAINING INDUSTRIES

  • Administration
  • Audit
  • Engineering & Maintenance
  • Facility Management
  • Finance & Accounting
  • Financial Services
  • Healthcare
  • Human Resources
  • Management & Leadership
  • Procurement & Contracts
  • Projects
  • Quality Management
  • Risk Management
  • Sales & Marketing
  • Supply Chain & Operations

Course Locations

Abu Dhabi, UAE Accra, GHA Almaty, KAZ Amsterdam, NED Astana, KAZ Baku, AZE Barcelona, ESP Cairo, EGY Dammam, KSA Doha, QAT Dubai , UAE Frankfurt , GER Goeteborg, SWE Ho Chi Minh, VNM Istanbul, TUR Jeddah, KSA Jubail, KSA Khobar, KSA Kuala Lumpur, MAS Kuwait City, KUW Lagos, NGR London, GBR Luanda, ANG Manama, BRN Maputo, MOZ Munich, GER Muscat, OMN Nairobi, KEN Online Oslo, NOR Riyadh, KSA Sharm El Sheikh, EGY Stockholm, SWE Tbilisi, GE Vienna, AUT Yanbu, KSA

Latest Courses

LCC – Life Cycle Costing Management Program

LCC – Life Cycle Costing Management Program

MFI ™ – Masterclass in Fraud Investigations

MFI ™ – Masterclass in Fraud Investigations

LCC – Life Cycle Costing Management Program Read More
Valon

LCC - Life Cycle Costing Management Program

C-More

April 17-18, 2019

Dubai , UAE

MFI ™ – Masterclass in Fraud Investigations Read More
Valon

MFI ™ - Masterclass in Fraud Investigations

LEORON

February 24-27, 2019

Abu Dhabi, UAE

  • Instagram
  • Facebook
Load More...Follow us on Instagram

[custom-facebook-feed]

Latest Posts

Gent Mehmeti
Jan 29, 2019

Now Hiring: Sales and Business Development Specialist (Dubai Office)

  • Facebook
  • Twitter
  • Google Plus
  • Likedin
  • Instagram
  • Youtube

Reviews

See more on Findcourses.co.uk

Our Institution’s Educational Services Permit is issued by the Knowledge and Human Development Authority (KHDA), UAE

Terms and Conditions | Privacy Policy | Cookie Policy |  FAQs 



Copyright © 2019 LEORON is an ANSI accredited training institute. All rights reserved.

Do you want to work with us?

Join our team of instructors today!

Apply now

Request an In-House Proposal

Call me backE-mail me

E-learning

Call me backE-mail me

Training Catalog 2019

Call me backE-mail me

Training Calendar

Call me backE-mail me

Training Prospectus

Subscribe to get updates about this course

PublicOn-siteOnline

Call me backE-mail me

Request an In-House Proposal

Call me backE-mail me

Course Training Brochure

PublicIn-houseOnline

Call me backE-mail me

Kindly fill in your contact details, select your preferred service from the drop-down menu and submit your request

Training Brochure

PublicIn-houseOnline

Call me backE-mail me

Training Calendar

Call me backE-mail me