Course curriculum

  • 1

    Welcome to the course!

    • Before we begin...

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    Wealth Management & Retirement Planning

    • 242580 - Apply scenario planning to explain potential risk in a specified financial services context.

    • ASSIGNMENT-242580 - Apply scenario planning to explain potential risk in a specified financial services context.

    • 242573- Determine the needs and wants of an entity in order to propose an appropriate financial solution.

    • ASSIGNMENT - 242573- Determine the needs and wants of an entity in order to propose an appropriate financial solution.

    • 242574- Present a proposal to optimise the tax aspects of the wealth management of an entity.

    • ASSIGNMENT - 242574- Present a proposal to optimise the tax aspects of the wealth management of an entity.

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    Next steps

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    • Course Survey