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Mastering Research Skills for Financial Planning Success

Learn the importance and process of research within financial planning. From setting objectives to reviewing outcomes, discover how effective research impacts client success. Gain insights on analyzing data, making action plans, and meeting client needs through research.

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Mastering Research Skills for Financial Planning Success

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  1. Research Skills for Advisers and Paraplanners • Jane Holt Paraplanner and Director, Mackenzie Financial Planning

  2. What is research? • Why do we carry out research? • Research within the financial planning process • Carrying out research effectively • Research within the financial planning practice

  3. research n. • the systematic investigation into and study of materials, • sources, etc., in order to establish facts and reach new • conclusions

  4. Why do we Carry out Research?

  5. Research Within the Six Step Financial Planning Process: 1. Set Objectives 6. Review 2. Gather Data 5. Implementation 3. Analysis 4. Action Plan

  6. Researching the Client’s Existing Position: Net worth statement Analysis of income and expenditure Tax calculation

  7. Research Within the Six Step Financial Planning Process: 1. Set Objectives 6. Review 2. Gather Data 5. Implementation 3. Analysis 4. Action Plan

  8. Research at the Review:

  9. Research Within the Six Step Financial Planning Process: 1. Set Objectives 6. Review 2. Gather Data 5. Implementation 3. Analysis 4. Action Plan

  10. Research to Meet Client’s Needs: • Strategies available • Product / provider research

  11. Carrying out research effectively: • Understand the brief • Have a process • Carry out the research according tothe process • Evidence research • Reach a conclusion • Present to financial planner and to client

  12. Understand the brief:

  13. Have a process:

  14. Carry Out the Research According to the Process:

  15. Evidence Research:

  16. Draw Conclusions:

  17. Present to Financial Planner or to Client:

  18. Research Within the Financial Planning Practice:

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