There are many different terms thrown around to describe the financial adviser role. You have probably seen Independent Financial Adviser (IFA), Wealth Management, maybe Wealth Consultant. What's now being added into the mix is a ‘Financial Planner’.
Within this module, we'll be looking at what a financial planner actually is and how they differ from a financial adviser (and the many other potential titles). The module will also be taking a closer look on the potential structure of a financial plan and the key areas to consider.
This module is defined by three units. They are:
During this module, you will:
