Designed by advisors and for advisors, this guide puts forward a client-centered pedagogy approach built over the last ten years of experience. It offers a guideline to cover the essentials of each of the areas surrounding financial planning.
The objective of this guide is to assist the advisor by providing pictorial support of the various basic fondamental concepts in personal finance. In this context, the advisor ensures a better understanding on the part of the client as well as communicating all the information he needs. The client can then make a decision with full knowledge of all the facts.
We believe that bringing better financial literacy to our clients will lead to better financial habits. In this way, they will gradually become more responsible and more financially autonomous in their long-term decision-making.Obtain the manual