Topic Five – Preparing and Filing Client Documentation

Topic 5 discusses the importance of filing documentation correctly and the concept of record management in general.

It discusses which documents need to be filed and how they need to be filed.


Learning objectives

By the end of this topic you will be able to:

  • List the necessary steps to effectively file documents and keep appropriate records
  • Practice using the property investment fact finder to maximum effect
  • Answer questions, complete activities and other self-paced learning tools to enhance your understanding of this topic