Certified Financial Services Consultant Module 1 - Financial Planning & Client Management

by Global Training Services Claim Listing

M1 is designed as an introduction to the fundamentals of financial planning. It is an excellent introductory class for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training.

S$378.5

Contact the Institutes

Fill this form

Advertisement

Global Training Services Logo

img Duration

8 Hours

Course Details

M1 is designed as an introduction to the fundamentals of financial planning. It is an excellent introductory class for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training.

 

  • Topic 1: Introductions to Financial Planning & Its Process
  • Topic 2: Prospecting, Client Acquisition, & Relationship Management

 

Participants who are Singapore Citizens or Singapore Permanent Residents (SPR) sponsored by Company or Individuals are eligible for the Skills Development Fund (SDF) Funding administrated by the SkillsFuture Singapore Agency (SSG). 

Individuals can however apply for SkillsFuture Credits to pay for their training (only applicable for Singaporeans aged 25 and above). For further informations, log on to myskillsfuture.gov.sg.

 

Course Content:

  • Topic 1: Introductions to Financial Planning & Its Process
  • What is Financial Planning?
  • Why Financial lanning?
  • 6-Step Financial Planning Process 
  • Financial Planning Subject Areas 
  • Providers of Financial Planning Services 
  • Range of Financial Planning Services 
  • The Profile of a Competent Financial Services Consultant 
  • Topic 2: Prospecting, Client Acquisition & Relationship Management 
  • Effective Communication in Financial Planning 
  • Prospecting & Client Acquisition
  • Client On-Boarding 
  • Account Management

 

Course Objectives:

  • An introductory to the fundamental of financial planning. It has been designed as an introductory to financial planning for Financial Services Consultant and individuals who are keen to have a good overview and understanding of financial planning. 
  • This course covers the 6-stages of Financial planning and guide you on the important elements of client acquisition and relationship management. 
  • It is also an excellent reference for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training. Knowledge and skills covered during training will be tested via online assessment to ensure the participants have acquired the competencies.
  • North Branch

    254 Woodlands Industrial Park E5, North

Check out more Financial Planning and Analysis courses in Singapore

Riverstone Training Singapore Logo

Advanced Financial Analysis and Management

The Course will provide participants with a structured process and methodology to analyze and understand financial information and improve their analytical skills.

by Riverstone Training Singapore [Claim Listing ]
Pioneer Training and Consultancy Logo

Financial Planning & Investment Strategy

Financial Planning & Investment Strategy course is offered by Pioneer Training and Consultancy. Our Learner's Guide has been developed in-house and has been approved by CEA to ensure that our training remains relevant and adheres to high industry standards.

by Pioneer Training and Consultancy [Claim Listing ]
Financial Perspectives Logo

Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR)

You will learn how to conduct financial analysis, apply our proprietary client engagement and financial analysis framework and methodologies that will enable you to identify gaps to help your client achieve their financial objectives.

by Financial Perspectives [Claim Listing ]
The Institute of Singapore Chartered Accountants Logo

Financial Planning & Analysis Methodologies (A Practical Approach)

FP&A is increasingly important in statutory boards and government agencies, as well as the private sector.  FP&A provides insight and impact on strategic decisions affecting an entity’s top line, bottom line, cash flow, financial position and shareholders’ value. 

by The Institute of Singapore Chartered Accountants [Claim Listing ]
  • Price
  • Start Date
  • Duration
IBF (The Institute Of Banking And Finance Singapore) Logo

Certified Financial Planner, Module 3: Tax & Estate Planning

Understand the tax and estate planning issues, analyse client’s estate planning needs and recommend suitable solutions to meet client’s needs.

by IBF (The Institute Of Banking And Finance Singapore) [Claim Listing ]
  • Price
  • Start Date
  • Duration

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy