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.
DurationIntroduction
Whether you are a new or experienced FAR, Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR) helps you get ahead of the competition and create significant value-add for your client to create a win-win proposition.
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.
This is a field-tested and hands-on program delivered through short lectures with practical application examples demonstrated through case studies. You will gain access to our proprietary frameworks, web-based app and MS Excel-based software to apply what you learned into your practice.
Learning Outcome
At the end of this course, you will be able to:
compile a set of personal financial statements for your client;
apply our proprietary framework to help your client identify gaps in their financial situation;
conduct high-resolution financial ratios analysis using more than 20 financial ratios;
apply SWOT analysis techniques to provide a strong basis of recommendation to improve your client’s financial position;
conduct scenarios and stress-test analysis and provide recommendations to address any gaps identified;
be confident and effective when facing wealthy clients and business owners.
Financial Perspectives (FP), established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER (CFP®) Certification Education Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS)
In 2016, Financial Perspectives was appointed by IBF as one of their IBF Standards Accredited Training Provider to provide IBF-Standards Programs for industry professionals.
With over 20 years of training experience, FP has trained more than 20,000 professionals in Asia, including Singapore, Malaysia, Brunei, Vietnam, Thailand, Indonesia, India, and China.
To date, FP remains the market leader in providing courses to prepare for the CFP® Certification Education Program in Singapore. Our students include Bankers, Insurance Specialists, Representatives of Financial Advisers, Accounting and Legal Professionals, PMETs, fresh graduates & members of the public.
In 2015, FP started the Centre for Professional Excellence in Advisory Competency and Ethics (Centre for PEACE), and introduced other specialised training courses to further equip professionals in the industry with specialist competencies for various advisory segments, such as Retirement Adequacy Planning, Real Estate Investment Trusts (REITs), Advising Small and Family Businesses, Unit Trust and Investment Analysis, Wealth Management, Estate and Legacy Planning, Mortgage Advisory through Chartered Mortgage Analyst (ChMA) and Accredited Mortgage Planner (AMP), Agency Management and Leadership, Professional Ethics and Advisory Rules and Regulations, etc.
Financial Planning is essential in ensuring the well-being of individuals at different stages of life. To ascertain and project financial needs is paramount in starting a sound financial plan; knowing how to make our money work harder is an art and science in satisfying our financial goals.
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.
The Course will provide participants with a structured process and methodology to analyze and understand financial information and improve their analytical skills.
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.
The Certified Financial Planner™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
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