CE Workshop (JB)

Advisory Skills in Financial Planning | Facilitator : Gavin Teoh

April 18, 2020 8:30 am - April 18, 2020 5:30 pm Ponderosa Golf and Country Club

Points Endorse : FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points

Learning Outcome

Participants will be able to:

  1. Discover the differences and advantages of needs-based approach (advisory practice) against traditional product peddling approach.
  2. Discover required foundations and mindset to conduct needs-based practice in delivery financial planning services.
  3. Recognize common mistakes and dilemmas in conducting advisory practice.
  4. Apply BIDDIT (Background-Identifying-Development Probes, Disclosure and Instruction Taking) method to conduct effective needs-based fact finding.
  5. Apply robust approach method, the BID (Background-Identifying-Development) Probes, for investment, insurance and estate planning services.
  6. Enhance presentation of fees disclosure and scope of services.
  7. Apply professional instructions taking method to gather right information for preparing segmented financial plan and solutions.
  8. Enhance quality of financial advice’s presentation with use of professionally drafted segmented plan.

Fees:
Early Bird till 21th March 2020 – RM 205.00 [FPAM Members] ; RM 255.00 [Non-members]
Normal – RM 255.00 [FPAM Members], RM 305.00 [Non-members]
Closing date by 10th April 2020
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_JB_18042020_Advisory Skills In Financial Planning

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

Send e-mail to johorchapter@fpam.org.my ; CC: events@fpam.org.my or call FPAM office +603 7954 9500 or
Kenney at 013-3368828 .

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Event Information

April 18, 2020 8:30 am - April 18, 2020 5:30 pm Ponderosa Golf and Country Club

Organizers

fpam

Location

Ponderosa Golf and Country Club