Work and wellbeing  

How to help clients align visions and values

  • To be able to explain what impact means to different clients
  • To be able to list ways in which a client's vision and values might be matched by financial solutions
  • To be able to summarise environmental and financial understandings of stewardship
CPD
Approx.30min

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Anita Boniface is a freelance journalist

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. According to Steeden, being able to appreciate and get a good insight into a client’s vision and values is key to what?

  2. Steeden says understanding a client's priorities can also do what?

  3. CCLA believes that engagement and using voting rights is what?

  4. Corah says people want to connect what?

  5. What is climate change not about, according to Rapley?t

  6. What has played almost no role in financial planning, according to Swiderski?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • To be able to explain what impact means to different clients
  • To be able to list ways in which a client's vision and values might be matched by financial solutions
  • To be able to summarise environmental and financial understandings of stewardship

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