FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points
Learning Outcome
Participants will be able to:
- Identify the techniques and mindset to practice financial planning
- Apply 6 steps of financial planning process to manage client’s expectation
- Learn how to warm up prospect during first meeting in a professional way
- Acquire the skills to gather quality financial data for a quality financial recommendations
- 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
- Send e-mail to events@fpam.org.my or call FPAM office +603 7954 9500.