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NPPF13A Partial Financial Planning Mandates
This course is for all financial planners who want to know more about partial financial planning mandates.
In this series of training sessions, you will examine:
The obligations of acting as a financial planner
The IQPF’s professional standards
The partial financial planning mandate proposed by the IQPF
An overview of cognitive biases that may lead to suboptimal analyses and recommendations
This course is divided into seven one-hour sections, each of which is a standalone module. The first section, NPPF13 Introduction to partial mandates, is the only mandatory part of the course. You must successfully complete the introduction in order to access the six other optional sections, each dedicated to one financial planning situation for the client. For each section, completing all the activities and passing the final quiz will earn you one PDU in SC-FP.
| Sections |
Mandatory/Optional |
Duration/PDU |
| NPPF13 Introduction to partial mandates |
Mandatory |
1 |
| NPPF13 Partial mandate: Personal and family situation |
Optional |
1 |
| NPPF13 Partial mandate: Financial situation |
Optional |
1 |
| NPPF13 Partial mandate: Tax situation |
Optional |
1 |
| NPPF13 Partial mandate: Protection situation |
Optional |
1 |
| NPPF13 Partial mandate: Retirement situation |
Optional |
1 |
| NPPF13 Partial mandate: Personal situation at death |
Optional |
1 |