CE Workshop (Sabah) | The Proven Effective Ways of Building Trust and Financial Data Collection | 09 March 2019

December 21, 2018 fpam

9 March 2019, Saturday [ Full day ]
FPAM: 10 CE Points / SIDC: 10 CPE Points  / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Identify the techniques and mindset to practice financial planning
  2. Apply 6 steps of financial planning process to manage client’s expectation
  3. Learn how to warm up prospect during first meeting in a professional way
  4. Acquire the skills to gather quality financial data for a quality financial recommendations
  5. Learn and used the methods to create ‘client’ rather than ‘customer’

Venue: Zara’s Boutique Hotel, Kota Kinabalu, Sabah
Time: 9.00am – 5.30pm (Registration start at 8.30am)
Instructor: Mr Alex Liew Tze Hung

Fees:

Early Bird Special by 1 March 2019 – RM 285.00 [FPAM Members] ; RM 405.00 [Non-members]
Normal – RM 325.00 [FPAM Members], RM 455.00 [Non-members]
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_SABAH_0903_The Proven Effective Ways of Building Trust and Financial Data Collection

Shall you need any further information, please do not hesitate to 

  1. Send e-mail to  events@fpam.org.my or call FPAM  office +603 7954 9500.