Assess the client’s financial circumstances
URN: FSPPP02
Business Sectors (Suites): Paraplanning
Developed by: Financial Skills Partnership
Approved on:
2015
Overview
Performance criteria
You must be able to:
Knowledge and Understanding
You need to know and understand:
Scope/range
Scope Performance
Scope Knowledge
Values
Behaviours
Skills
Glossary
Links To Other NOS
External Links
Version Number
Indicative Review Date
2015
Validity
Current
Status
Original
Originating Organisation
Original URN
Relevant Occupations
Paraplanner
SOC Code
2422
Keywords
Paraplanning; financial strategy; financial advice; financial advisers; financial planning; financial review; financial assets; client assets; financial information