CE Workshop (Sabah)

Building Effective Client Relationship | Facilitator : Allen Ang

September 7, 2019 8:30 am - September 7, 2019 5:30 pm Dreamtel Hotel, Kota Kinabalu, Sabah

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

Learning Outcome

Participants will be able to:

  1. Identify clients’ behavioral patterns to build trust immediately
  2. Leverage on behavioral patterns to establish stronger relationship with clients
  3. Acquire skills to efficiently gather financial data from clients
  4. Increase the implementation ratio of financial plan by clients
  5. Build an effective monitoring system to keep long term relationship with clients

Early Bird till 30th August 2019 – RM 285.00 [FPAM Members] ; RM 405.00 [Non-members]
Normal – RM 325.00 [FPAM Members], RM 455.00 [Non-members] ;
Closing date by 4th September 2019
[The fee includes workshop materials, lunch and refreshments.]

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

CEW_Sabah_0709_Building Effective Client Relationship

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 Wilfred Lim at 012-813 3005

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Event Information

September 7, 2019 8:30 am - September 7, 2019 5:30 pm Dreamtel Hotel, Kota Kinabalu, Sabah

Organizers

fpam

Location

Dreamtel Hotel, Kota Kinabalu, Sabah