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

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.