InvestmentsSep 21 2023

How goal-based financial planning can be a game changer for clients

  • Identify the steps to successful goal-based planning
  • Explain how goal-based planning differs from traditional financial planning
  • Describe the benefits and downsides of goal-based planning
  • Identify the steps to successful goal-based planning
  • Explain how goal-based planning differs from traditional financial planning
  • Describe the benefits and downsides of goal-based planning
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Approx.30min
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
How goal-based financial planning can be a game changer for clients
Goal-based planning involves identifying a client’s specific financial objectives and developing a plan to achieve them (Rawpixel/Envato)

I recently had a very interesting conversation with a highly successful entrepreneur. When it came to their business, they were very focused on achieving their aims, had clear objectives, expected timelines and defined outcomes. 

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