Holistic Financial Planning, 3-Day Training Course
November 14, 2017 - November 16, 2017￡540
This training course covers the fundamentals of Holistic Financial Planning:
- The role of holistic decision-making in Holistic Financial Planning.
- Where Holistic Financial Planning fits in business planning.
- The sources of wealth.
- Planning for profit.
- Selecting appropriate enterprises.
- Prioritising expenses.
Participants then create an annual holistic financial plan, and learn how to operate, monitor, and control the plan.
Cheddar Road, Compton Martin, Bristol, BS40 6LD, United KingdomJen Hunter tel: 07903 584695Email: [email protected]