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

Learning Outcome

Participants will be able to:

1. How to “OBJECTIVELY” understand client’s NEEDS and WANTS
2. How to identify a Financial Planner’s and client’s common biases.
3. How to use interview skills to extract in depth information from clients.
4. How to apply coaching skills to guide clients to meet their life objectives.
5. How to determine the critical attributes of a workable financial plan.

Fees:
Early Bird till 15th November 2019 – RM 205.00 [FPAM Members] ; RM 255.00 [Non-members]
Normal – RM 255.00 [FPAM Members], RM 305.00 [Non-members] ;
Closing date by 27th November 2019
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_0712_JB_How to construct a Workable Financial Plan

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

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