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FE Fast Track Course

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Course Content

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Induction Course Overview

The Financial Fitness T.E.S.T. 2 Lessons

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Ind-Financial Fitness TEST ( FFT)

Ind-FFT: Take Action

Incapacity Risks 5 Lessons | 1 Test

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Ind-Intro to Incapacity

Ind-Timeback on Incapacity

Ind-Evaluate on Incapacity

Ind-Simulate on Incapacity

Ind-Take Action on Incapacity

Incapacity Knowledge Check

IND-PGI: Introduction and FFT on Incapacity 8 Lessons | 1 Test

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Ind-The Advice Process

Ind-PGI: Overview of the PGI Tool

Ind-PGI: Opening and Agenda

Ind-Opening and Agenda Demonstration

Ind-PGI: Essential Information

Ind-Essential Information Demonstration

Ind-PGI Financial Fitness TEST – How to do FFT on Incapacity

Ind-Incapacity Risk Demonstration

FFT on Incapacity

High Impact Condition Risk 6 Lessons | 1 Test

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Ind_Introduction to High Impact Condition Risk

Ind-HIC_Timeback

Ind-HIC_Evaluate

Ind-HIC_Simulate

Ind-HIC_Take Action – Part 1

Ind-HIC_Take Action – Part 2

HIC Knowledge Assessment -1

IND-PGI: FFT on HIC 1 Lesson

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Ind-HIC Risk Demonstration

Premature Death Risk 3 Lessons | 1 Test

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Ind-What is Premature Death Risk

Ind-Premature Death Workshop

Understanding Last Will

Premature Death Assessment

IND-PGI: FFT on Premature Death 1 Lesson

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Premature Death Demonstration

IND-PGI: About our services (Demonstrating Capability) 1 Lesson

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Ind-About the Company Demonstration

IND-PGI: Budget and Priorities 1 Lesson

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Ind-Budget and Priorities Demonstration

System Navigation Exercise 3 Lessons

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Case 1: Harry And Olga Thomas

Case 2: Priya and Aarav Patel

Case 3: Alex and Maria Alvarez

Recap: How to Conduct the PGI 3 Lessons

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PGI Demo_Harry and Olga

PGI Demo_Andrew

Role Play Practice and Authorisation 2 Lessons

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PGI Roleplay Guide v2

Authorisation Scorecard

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