Author Archives: Stuart Brown
The Professional Year (PY)
100 Hours of Structured Training focusing on the soft skills, systems, processes and knowledge to be a compliant and proficient Financial Planner.
Posted in plan3
Leave a comment
Paraplanning
The Advice Process – the steps, tasks, templates, skills and knowledge required to complete the research and write the Statement of Advice, with a compliance overlay.
Posted in plan2
Leave a comment
Administration
The steps, tasks, templates, skills and knowledge required to complete the Financial Planning process for a client from start to finish with a compliance overlay.
Posted in plan
Leave a comment
