Integrated wealth planning (IWP)
The IWP workshop is a follow up on the investment implementation workshop. It is designed for financial planners wishing to make use of the OM Wealth advice process and accompanying tools, including the Wealth Integrator.
During the course of this interactive workshop, the following aspects will be dealt with:
- The OM Wealth advice philosophy.
- The OM Wealth advice and client engagement processes.
- Alignment of goals and investment strategies.
- Using the Wealth Integrator as a financial planning tool.
Duration: 4 hours
CPD points: 4.5
Interested? Click here to contact us and we will have one of our team to get in touch with you to make suitable arrangements.