All documents are classified in different categories. Click on the category in order to view it's documents
View All items For INVESTMENT CASES
View All items For DIRECT MARKETING AND ADVERTISING CASES
View All items For FOREX CASES
View All items For SECURITIES AND INSTRUMENTS (INCL. SHARES)
View All items For HEALTH SERVICE BENEFITS
View All items For PENSION FUND BENEFITS (INCL. RETIREMENT ANNUITIES)
View All items For Other
By Lee Rossini
Giving financial advice is an intangible service – it doesn’t involve a physical product that clients can see, touch or easily quantify. Instead, it consists of expertise, trust, planning and strategic insights tailored to meet clients’ financial goals. This makes financial advice complex to package, market and sell, yet with the right approach, financial advisors can demonstrate its value to clients.
Subscribers are reminded that they can now complete their monthly CPD quizzes and claim CPD hours. For more on accessing the CPD quizzes, please click on the CPD FAQs button on the top bar of the screen.
