Investment Planning Process – Product Selection

Product selectionBecause your client may have different investment timescales for different types of investment, their attitude to risk may differ from one product to another. For example, clients investing for retirement generally invest with a much longer-term view than clients saving for a wedding in a few years’ time.


Understanding investments

Improve your investment planning knowledge by watching the following three videos that introduce suitability, diversification and outsourcing investments.

Importance of diversification

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This video looks at how to measure investment risk, how to reduce risk through diversification and how to diversify a portfolio.

Importance of suitability

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This video looks at the fact finding process, how to determine your client’s risk score and how to read risk profile scores and assess suitability.

Outsourcing investment

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This video looks at which type of outsourcing is suitable for your client, what are Multi Asset Funds, why outsource investment management and what are the benefits of outsourcing.


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Support material

Business transition – investment planning options

Business transition

– investment planning options. By Mimi Pienaar

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Download the complete Investment Planning Process module as a PDF

Investment Planning

the seven key areas

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