LIBF Level 4: Diploma in Paraplanning Example

Published: 06 Feb, 2025
Category Coursework Subject Finance
University .............. Module Title LIBF Level 4: Diploma in Paraplanning

Introduction

In this sample, we will discuss medium to long-term investment products and financial strategies that are specifically suited for clients whose risk profile is moderate to adventurous.

We will discuss different investment products such as stocks, mutual funds, ETFs, bonds, pension schemes, and real estate investments. Taxation treatment will also be analyzed to understand tax-efficient strategies that help clients get the maximum benefit from their investments.

A case study will also be included that will showcase a typical client investment portfolio. This case study will provide trainees with a real-world example of how different investment options and tax strategies are combined to create a balanced and growth-oriented portfolio. This  handout will be a useful reference document for the trainees which will help them in their financial advisory journey.

What we will cover in this unit:

  • Introduction
  • Overview of Client Risk Profiles
  • Investment Products for Medium to Long-Term Planning
  • Financial Strategies for Long-Term Investment
  • Taxation Treatment of Investment Products
  • Case Study: Sample Client Portfolio
  • Conclusion
  • References

Note, This is just a sample summary. If you would like to see the full document, sign up and get the full sample.

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