CE COURSE (KL/Selangor) – Transforming Financial Planning Practice for Total Client Experience | 28 AUGUST 2017

August 10, 2017 fpam

28 August 2017, Monday [ Full day ]
FPAM: 10 CE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Setting the stage to begin the 1st meeting by establishing more trust than you thought possible
  2. Determining what the client values and is important in their life
  3. Knowing what to include in a financial plan and how to present it
  4. Establishing quality assurance in your client servicing according to best practices

Come meet John Page in person and learn how you can transform your financial planning practice to provide value for a total client experience. This is a one-time event as John is visiting KL to speak in the Annual Financial Planning Signature Conference (AFPSC) 2017.

Venue: Rafflesia 1, Sime Darby Convention Centre, 1A, Jalan Bukit Kiara 1, Bukit Kiara, 60000 Kuala Lumpur.
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. John Page

Fee:
FPAM Member : RM 212.00
Non-member : RM 265.00
[The fee includes 6% of GST, seminar materials, buffet lunch and refreshments.]

Please click on the link below for the Course Outline & Registration Form:

Transforming Financial Planning Practice for Total Client Experience_John Page_28 August 2017

Shall you need any further information, please do not hesitate to send e-mail to  marketing@fpam.org.my  or call FPAM  office +603 7954 9500. 

Remarks: This program submitted for SIDC approved.