[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M710TM7295W7MBN43S070JDQ":3,"skill-same:01M710TM7295W7MBN43S070JDQ":68},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":37,"linkOnly":38,"markdownContent":39,"markdownBody":40,"frontMatter":41,"refName":45,"commitSha":46,"skillDirectory":47,"forksCount":48,"repositoryHtmlUrl":49,"repositoryHomepageUrl":6,"ownerHtmlUrl":50,"ownerBlogUrl":51,"ownerDescription":52,"updatedAt":53,"install":54,"resources":67},"01M710TM7295W7MBN43S070JDQ","financial-planning-quality-audit",null,"Audit the quality of financial planner work in a financial planning firm and client meetings and drive measurable improvement.\nTRIGGERS - Use when a financial planner needs a quality audit for individuals and families planning their financial future in a financial planning firm and client meetings.","lionelsimai\u002Fclaude-skills-collection","lionelsimai","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F260158848?v=4","01M6CHZPS8G9TSB113TT0BBM6E","Lionel ","01M6CHZPXGW2SPE3BHQTGJ0S8J",38,"MIT","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Ffinancial-planning-quality-audit\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36],"financial planning","audit","quality","financial planning quality audit","quality audit","planning","drive","client","meetings","financial planner","work","planner","when","use","triggers","firm","for","improvement","2026-11-10 10:12:30",false,"---\nname: financial-planning-quality-audit\ndescription: |\n  Audit the quality of financial planner work in a financial planning firm and client meetings and drive measurable improvement.\n  TRIGGERS - Use when a financial planner needs a quality audit for individuals and families planning their financial future in a financial planning firm and client meetings.\ncategory: Financial Planning\nlicense: MIT\nversion: 1.0\n---\n# Quality Audit — Financial Planning\n\nAudit the quality of financial planner work in a financial planning firm and client meetings and drive measurable improvement. The deliverable is an audit report with scores, evidence and an improvement plan.\nThis skill is written for a financial planner working with individuals and families planning their financial future in a financial planning firm and client meetings.\n\n## When to use\n- You are a financial planner preparing, delivering or reviewing this part of your work in a financial planning firm and client meetings.\n- You need a defensible, repeatable approach that produces an audit report with scores, evidence and an improvement plan.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Fact find | the detailed gathering of a client's circumstances and goals |\n| Suitability | how well a recommendation matches a client's needs and risk tolerance |\n| Cashflow modelling | projecting income, spending and assets over a lifetime |\n\n## Workflow\n1. **Step 1** - Define the audit sample and criteria up front, anchored to review completion rates and the standards for a financial planning firm and client meetings\n2. **Step 2** - Review a sample of fact finds and observe practice where permitted, scoring consistently\n3. **Step 3** - Separate isolated errors from patterns — patterns point to system fixes, not individual blame\n4. **Step 4** - Report findings with evidence, and agree improvement actions that address the root causes, including unsuitable recommendations\n5. **Step 5** - Re-audit after the agreed interval and publish the change in scores so improvement is visible\n\n## Profession-Specific Components\n| Component | Details for Financial Planning |\n|-----------|-------------------------------|\n| Core documentation | fact finds; suitability reports; cashflow models; review documents |\n| Core tools & equipment | cashflow modelling software; risk profiling tools; research databases; client portals |\n| People involved | individuals and families planning their financial future; the financial planner; colleagues and other services in a financial planning firm and client meetings |\n| Primary record | fact finds — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in a financial planning firm and client meetings] | **Objective:** [What this must achieve] | **Audience:** [individuals and families planning their financial future and other stakeholders]\n\nThe finished output is an audit report with scores, evidence and an improvement plan, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in fact finds.\n2. **Short-term:** Complete the workflow steps and record outcomes against review completion rates.\n3. **Medium-term:** Review results, close actions, and update local procedures in a financial planning firm and client meetings.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| review completion rates | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| plan implementation rates | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| client retention | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| goal tracking accuracy | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: unsuitable recommendations.\n- Never let this happen: risk profiles mismatched.\n- Never let this happen: reviews overdue.\n- Work only within the competence and authority of a financial planner; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to a financial planning firm and client meetings's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA financial planner in a financial planning firm and client meetings applies this workflow for individuals and families planning their financial future: they open\nfact finds, work through the five steps using cashflow modelling software, and close by recording\nthe outcome against review completion rates and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n","# Quality Audit — Financial Planning\n\nAudit the quality of financial planner work in a financial planning firm and client meetings and drive measurable improvement. The deliverable is an audit report with scores, evidence and an improvement plan.\nThis skill is written for a financial planner working with individuals and families planning their financial future in a financial planning firm and client meetings.\n\n## When to use\n- You are a financial planner preparing, delivering or reviewing this part of your work in a financial planning firm and client meetings.\n- You need a defensible, repeatable approach that produces an audit report with scores, evidence and an improvement plan.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Fact find | the detailed gathering of a client's circumstances and goals |\n| Suitability | how well a recommendation matches a client's needs and risk tolerance |\n| Cashflow modelling | projecting income, spending and assets over a lifetime |\n\n## Workflow\n1. **Step 1** - Define the audit sample and criteria up front, anchored to review completion rates and the standards for a financial planning firm and client meetings\n2. **Step 2** - Review a sample of fact finds and observe practice where permitted, scoring consistently\n3. **Step 3** - Separate isolated errors from patterns — patterns point to system fixes, not individual blame\n4. **Step 4** - Report findings with evidence, and agree improvement actions that address the root causes, including unsuitable recommendations\n5. **Step 5** - Re-audit after the agreed interval and publish the change in scores so improvement is visible\n\n## Profession-Specific Components\n| Component | Details for Financial Planning |\n|-----------|-------------------------------|\n| Core documentation | fact finds; suitability reports; cashflow models; review documents |\n| Core tools & equipment | cashflow modelling software; risk profiling tools; research databases; client portals |\n| People involved | individuals and families planning their financial future; the financial planner; colleagues and other services in a financial planning firm and client meetings |\n| Primary record | fact finds — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in a financial planning firm and client meetings] | **Objective:** [What this must achieve] | **Audience:** [individuals and families planning their financial future and other stakeholders]\n\nThe finished output is an audit report with scores, evidence and an improvement plan, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in fact finds.\n2. **Short-term:** Complete the workflow steps and record outcomes against review completion rates.\n3. **Medium-term:** Review results, close actions, and update local procedures in a financial planning firm and client meetings.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| review completion rates | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| plan implementation rates | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| client retention | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| goal tracking accuracy | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: unsuitable recommendations.\n- Never let this happen: risk profiles mismatched.\n- Never let this happen: reviews overdue.\n- Work only within the competence and authority of a financial planner; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to a financial planning firm and client meetings's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA financial planner in a financial planning firm and client meetings applies this workflow for individuals and families planning their financial future: they open\nfact finds, work through the five steps using cashflow modelling software, and close by recording\nthe outcome against review completion rates and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n",{"name":5,"license":15,"version":42,"category":43,"description":44},1,"Financial Planning","Audit the quality of financial planner work in a financial planning firm and client meetings and drive measurable improvement.\nTRIGGERS - Use when a financial planner needs a quality audit for individuals and families planning their financial future in a financial planning firm and client meetings.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Ffinancial-planning-quality-audit",5,"https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection","https:\u002F\u002Fgithub.com\u002Flionelsimai","www.theaicapitol.com","Founder at The AI Capitol | I help founders turn AI into 10X revenue through systems, not tools. 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Use when a youth worker needs a troubleshooting & problem solving for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-troubleshooting-guide\u002FSKILL.md",[],[76,29,77,78,79,80,35,81,82,83,31,84,32,85,33,86,87,88],"youth work troubleshooting guide","troubleshooting","troubleshooting guide","guide","problem solving","outreach","settings","common","people","worker","diagnose","problem","communities",{"skillNo":90,"name":91,"nameZh":6,"description":92,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":93,"categories":94,"keywords":95,"publishedAt":37},"01M71E7R3YHK4RAQVCRPB4CTXN","youth-work-tools-equipment-checklist","Select, check and maintain the tools and equipment a youth worker relies on.\nTRIGGERS - Use when a youth worker needs a tools & equipment checklist for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-tools-equipment-checklist\u002FSKILL.md",[],[96,29,97,98,31,84,32,99,85,33,100,35,88,101,81,82],"youth work tools equipment checklist","checklist","Tools","maintain","select","check",{"skillNo":103,"name":104,"nameZh":6,"description":105,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":106,"categories":107,"keywords":108,"publishedAt":37},"01M71E7NX1BMFEFBH01KCRJDEP","youth-work-supplies-procurement","Specify, source and manage the supplies and materials used in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a supplies & procurement for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-supplies-procurement\u002FSKILL.md",[],[109,110,29,111,112,81,82,84,32,85,33,113,114,35,88,31],"procurement","youth work supplies procurement","materials","source","specify","manage",{"skillNo":116,"name":117,"nameZh":6,"description":118,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":119,"categories":120,"keywords":126,"publishedAt":37},"01M71E7JVFP6P96GAT2VT9JY0D","youth-work-stakeholder-presentation","Present youth worker findings and proposals to decision-makers and stakeholders.\nTRIGGERS - Use when a youth worker needs a stakeholder presentation for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-stakeholder-presentation\u002FSKILL.md",[121],{"categoryNo":122,"categoryName":123,"taxonomyType":124,"taxonomyTypeDesc":125},"01JBSEEDCAT000000000000003","演示文稿","SCENARIO","使用场景",[127,29,128,129,35,130,88,33,131,81,82,31,84,32,85],"youth work stakeholder presentation","presentation","decision","proposals","present",{"skillNo":133,"name":134,"nameZh":6,"description":135,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":136,"categories":137,"keywords":138,"publishedAt":37},"01M71E7GE5VA1RG4XEM2GAZRFY","youth-work-session-delivery","Prepare for and deliver a professional session or appointment for young people and their communities in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a session delivery guide for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-session-delivery\u002FSKILL.md",[],[139,140,141,29,142,82,79,143,81,31,84,32,85,33,35,144,145,88],"delivery","work session","session","youth work session delivery","prepare","professional","deliver",{"skillNo":147,"name":148,"nameZh":6,"description":149,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":150,"categories":151,"keywords":155,"publishedAt":37},"01M71E7DQSMY2ZW1BF3A1Z0VJM","youth-work-service-plan","Design a realistic, measurable service plan for young people and their communities as a youth worker.\nTRIGGERS - Use when a youth worker needs a service plan design for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-service-plan\u002FSKILL.md",[152],{"categoryNo":153,"categoryName":154,"taxonomyType":124,"taxonomyTypeDesc":125},"01JBSEEDCAT000000000000015","视觉设计",[29,156,157,158,35,33,85,159,160,88,82,81,84,32,31],"service","plan","youth work service plan","design","as"]