Certified Financial Services Consultant Module 1 - Financial Planning & Client Management
About This Course
An introductory to the fundamental of financial planning.
It has been designed as an introductory to financial planning for Financial Services Consultant and individual who are keen to have a good overview and understanding of financial planning. This course covers the 6-stages of Financial planning and guide you on the important elements of client acquisition and relationship management. It is also an excellent reference for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training. Knowledge and skills covered during training will be tested via online assessment to ensure the participants have acquired the competencies."
What You'll Learn
Determines whether and how an individual can meet life goals and secure sufficient financial capital, income and liquidity throughout a person’s life cycle, through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas.
1.1. What is Financial Planning?
1.2. Why Financial Planning?
1.3. 6-Step Financial Planning Process
1.4. Financial Planning Subject Areas
1.5. Providers of Financial Planning Services
1.6. Range of Financial Planning Services
1.7. The Profile of a Competent Financial Services Consultant
Topic 2: Prospecting, Client Acquisition & Relationship Management
Gaining new consumers through persuading the consumers to purchase the company's products and/or services via Client Acquisition programme.
2.1 Effective Communication in Financial Planning
2.2 Prospecting & Client Acquisition
2.3 Client On-Boarding
2.4 Account Management
Entry Requirements
1. GCE “A” level qualification or equivalent; or
2. Individuals with less than 3 years of experience in any financial planning disciplines; or
3. Prior knowledge of insurance and investment products and industry rules and regulations will be an advantage