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XLFP Workshop (Optional)
Click below to see the curriculum of different levels
Level 1
Foundations for Personal Finance Professionals
Level 2
Personal Finance Solutions & Client Goals
Level 3
Personal Finance Products & Suitability Analysis
Level 4
XLFP Workshop (Optional)
XLFP Workshop
Agenda:
Data Gathering Sheet
Current Financials
Future Goals
Live Cashflows
Executive Summary
Formatting & Customisation
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