Discover how client understanding, expectations, suitability, and adviser judgment shape outcomes from the very first conversation. A practical COFI-focused course on building fair, defensible, and client-centred advice. 3.5 CPDs
Discover how client understanding, expectations, suitability, and adviser judgment shape outcomes from the very first conversation. A practical COFI-focused course on building fair, defensible, and client-centred advice. 3.5 CPDs
Need Analysis – Where Outcomes are already decided
