Course Objectives
Those attending will get to know the concepts, objectives, stages and main tools of financial planning or personal financial planning.

Target Public
Professionals from entities or independents responsible for giving advice to private clients on estate management, personal or private banking products, insurance, taxation or any other aspect of personal finances. The course is also of great use for investors who wish to integrally manage their estate.

Programme
1. Changes in the environment and needs that give rise to financial planning

2. The client: analysis process by areas and global conclusions

3. Personal financial plan

4. Definition and differences between estate management, private banking and
     financial-estate planning.

5. The practice of the financial planner

6. Expectations and future of financial planning in Spain .

Place:  IEF classrooms, Gran Vía, 670, 2º, - 08010 Barcelona