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Investment Planning Course
The introduction of the Financial Advisers Act enabled IFAs to transact a range of investment products beyond traditional Wealth Protection products such as Life Insurance and Insurance Linked Products (ILPs).

The Investment Planning Course (IPC) is thus structured to achieve two objectives:

(1) To provide advisers with a practical grounding in the process of Investment Planning by introducing concepts such as Dollar Cost Averaging, Rebalancing and Asset Allocation, and

(2) To build the conviction that Investment Planning is necessary for meeting longer-term objectives.

CPD hours are awarded for attending the Investment Planning Course.
 
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