COURSES OFFERED BY FINANCIAL PERSPECTIVES

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 2-day program (14 CPD hours) will be conducted through a series of reflective process, discussions, group presentations, scenario analysis using action learning approach.

Through a combination of case studies, discussions, collaborative learning and mini lectures, this Masterclass facilitates the understanding of exit planning with insurance products as the funding vehicle for small business owners.

This module empowers participants to create well-balanced retirement portfolios and uncover opportunities for cross-selling within a client’s existing investment framework.