Having a repeatable and robust investment planning process can result in sustainable value for you and your company. This forms part of the wider holistic financial plan you create with your clients, encouraging long-term relationships and helping ensure they meet their goals.
Effective investment planning can be demonstrated in seven steps, which helps advisers to consider all aspects of a client’s financial situation when formulating an investment plan and making recommendations.
An investment planning process can consist of seven areas, as highlighted below. Select each hexagon in turn to read an area overview and then access more information by selecting ‘read more’. Or go to the training hub.