Current Status Not Enrolled Price Closed Get Started This course is currently closed Fintor’s Online Subscriptions Welcome to Fintor’s onboarding Meeting Agenda For Meeting Brief introduction Understanding Your Goals, Objectives & Aspirations Income & Expense Verification Cashflow Management Strategy & Concepts Protection measures and information verification Wealth Protection Strategies & Concepts Super, Investments, Property and Asset Verification. Wealth Creation – Strategy & Concepts Retirement Planning Information Verification (if Relevant) Retirement Planning – Strategy & Concepts (if Relevant) Get Started Course Content Understanding Your Goals, Objectives & Aspirations Introduction to Onboarding Process Identifying your SMART Goals Verifying Your Information Cashflow Management – Verification of information Cashflow Management – Strategy & Concepts Wealth Protection – Verification of Information Wealth Protection – Strategies & Concepts Wealth Creation – Verification of Information Wealth Creation – Understanding Your risk, Assets & Superannuation Retirement Planning – Verification of Information Retirement Planning – Strategies & Concepts Book Your Letter of Engagement Meeting You’ve completed the onboarding process
