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Advisory Skills in Financial Planning Practice by Gavin Teoh
RM260.00
| Date | 8 January 2026, Thursday (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 5.00pm |
| CE/CPE/CPD | 10 FPAM CE Points / 10 SIDC CPE Points / 8 FiMM CPD Points (TBC) |
| Facilitator | Mr. Gavin Teoh |
In the past, most of the financial planners needed one skill to be “successful”, which is the ability to sell, and get clients and will be solely compensated by commissions, if the planner unable to keep finding new prospective clients to sell to soonest or later the income will quickly go to zero. However, as the need by the consumer has shifted, the key abilities are technical competency to give the right advice, and empathy skills to form and deepen the client relationship and the sales and business development will then comes later.
Learning Outcome
By the end of the course, participants will be able to:
- Identify the differences and advantages of the needs-based approach (advisory practice) against the traditional product peddling approach.
- Identify required foundations and mindset to conduct needs-based practice in the delivery of financial planning services.
- Recognise common mistakes and dilemmas in conducting advisory practice.
- Apply BIDDIT (Background-Identifying-Development Probes, Disclosure and Instruction Taking) method to conduct effective needs-based fact-finding.
- Apply robust approach method, the BID (Background-Identifying-Development) Probes, for investment, insurance and estate planning services.
- Develop presentation of fees disclosure and scope of services.
- Apply professional instructions taking method to gather right information for preparing segmented financial plan and solutions.
- Formulate financial advice presentation with the use of a professionally drafted segmented plan.