Presents a capstone to the ChFC programme by encompassing and encapsulating holistic knowledge that the student has gained from ChFC01 to ChFC07 studies. Case studies and analyses are used to integrate the various planning techniques, tools and products covered in these courses. It also provides practical experience in analysing and solving realistic financial problems of individuals and families, high net-worth individuals and business owners, ranging from simple fact patterns and basic documents to complex situations. Students will gain practical experience in formulating and presenting a holistic Financial Plan covering the 6-steps of financial planning.
The ChFC08 Study Text consists of 278 pages (excluding Supplementary Notes).
|DURATION OF COURSE||16 HOURS|
|DURATION OF EXAM||4 hours (1 hour practicum assessment & 3 hours of 1-1 financial plan to the accessor)|
|COURSE FEE 1
|$588.50 (inclusive of gst)|
|COURSE FEE 2
(non - member company)
|$647.35 (inclusive of gst)|