Chiarire la posizione corrente / Identificare problemi e opportunità
From Planipedia
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- Financial Planning Checklist
- Investment Policy Statement
After completing this section advisors will understand how to:
- Create and use a Financial Planning Checklist to ensure the client’s situation is fully analyzed
- Develop an Investment Policy Statement (IPS) as the guiding foundation for all investment strategies and recommendations
- Prepare a written account of the client’s financial situation and goals
- Present recommendations in a manner that the client will want to act on them
- Develop and use an Action Plan to ensure implementation of the plan as well as to set the stage for future activities
- Establish a policy for monitoring progress towards the client’s goals
- Outline reporting requirements and schedule for review
- Maintain ongoing and consistent communication with the client
- Elicit referrals from satisfied clients.
Lingue: Разяснете текущата позиция/ Идентифицирайте проблеми и възможности (bg) | 理清目前情形/找出困难及机遇 (ch) | Clarify Current Position / Identify Problems and Opportunities (en) | Clarifiez la position actuelle/identifiez les problèmes et les occasions (fr) | A jelenlegi helyzet pontosítása / A problémák és lehetőségek felismerése (hu) | Verduidelijk huidige stand / Identificeer problemen en kansen (nl) | Clarificar la situación actual/ Identificar problemas y oportunidades (sp) 