Digital Training: Assessing Complex Customer Finances for Source of Wealth and Affordability
Event Phone: +44 (0) 7734 215166
- June 21, 2022 - June 23, 2022
10:00 am - 4:00 pm
Course Overview The course will provide delegates with in-depth knowledge of key elements of assessing customers’ finances in order to support decisions regarding affordability, source of funds and source of wealth. Following the workshops delegates will: Understand key elements of income and capital assets Be able to quickly build player financial profiles Understand key financial (more…)
