CE Workshop (Perak)

Advisory Skills in Financial Planning | Facilitator : Gavin Teoh Hock Geh

July 6, 2019 8:30 am - July 6, 2019 5:30 pm Symphony Suites Hotel, Ipoh

Points Endorse : SIDC: 10 CPE Points | FPAM: 10 CE 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 30th June 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 3rd July 2019
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_Perak_Advisory Skills In Financial Planning_6 July 2019

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 call Kathryn Lam at 012-5079093

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Event Information

July 6, 2019 8:30 am - July 6, 2019 5:30 pm Symphony Suites Hotel, Ipoh

Organizers

fpam

Location

Symphony Suites Hotel, Ipoh