This module examines the importance of creating and protecting wealth as it has a great impact on clients’ current and future lifestyles. It also outlines the proper wealth management techniques and strategies that will help clients to better manage their risks, transfer wealth, and maximise their financial quality of life.
- Funded Under IBF Standards Training Scheme (IBF-STS)
ChFC07 - Wealth Management and Financial Planning has been accredited under the IBF Standards and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Available for a period, this funding is applicable only for the first assessment attempt and candidates may be non-company sponsored or company-sponsored.
Duration:
21 Hours
Date(s):
Tutorial Dates: 30 July 2025, 31 July 2025, 1 August 2025 [Examination Date & Time: 12 August 2025, 11.30 a.m. to 1.30 p.m.]
Time:
30 July 2025 (9.00 a.m. to 5.00 p.m.), 31 July 2025 (9.00 a.m. to 5.00 p.m.), 1 August 2025 (9.00 a.m. to 5.00 p.m.)
Venue:
SCI Online Global Classroom
CPD Hours:
21 CPD hours and an additional 2 CPD hours for the relevant examination passed
Closing Date:
Registration will close once all available places have been filled.
