CELIFA Key Areas
1. Understands the Importance and Relevance of Financial Planning (Module C1)
2. Understands Clients’ Financial Influences (C1)
3. Understands the Difference Between ‘Product-Out’ and ‘Client-In’ Selling (C1)
4. Understands the UK Financial Environment (C1)
5. Understands the International Financial Environment (C1)
6. Understands the Common Appointment and Business Cycle (C1)
7. Understands the Importance of Collecting Client Information (C2)
8. Understands the Relevance of the Factfind (C2)
9. Understands the Importance of Cross-Selling (C2)
10. Understands the Difference Between Real and Perceived Needs (C2)
11. Understands the Importance of Properly Conducted Client Meetings (C2)
12. Understands the ‘8 Simple Questions’ (C2)
13. Understands UK and International Taxation (C3)
14. Is Aware of the Products and Services Available to Expat Clients (C4)
15. Understands the Components of Risk (C4)
16. Understands the Principles and Practice of Insurance (C4)
|
