Part of doing financial planning entails ascertaining if there is a need for a medical aid and assisting with choosing the ideal option for an individual. This course provides a guideline on aspects that could be taken into account when providing advice to a client.

Educational Aim:

To make financial planners aware of aspects that could be taken into account to provide advice to healthcare clients who want to join a medical scheme.

Educational Outcomes:

Upon completion of this module learners should:

  • Have a clear understanding of how to do a healthcare needs analysis.
  • Be able to recommend healthcare options that are ideally suited for a client.
: R 114.00 incl. VAT
Expiry Date
: 08/10/2014
CPD Units
: 1.00 Point
: 2.8/4

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