INTEGRATED Approach to Estate Planning, A PRACTICAL Perspective by Lee Khee Chuan
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Case Studies – The Practical Approach to Deliver Financial Planning Service to Mass Affluent Clients by Lee Sien Tiong, Hoe Seng Foon & Teh Jiansheng
RM160.00
| Date | 15 July 2025, Tuesday (Half-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 1.00pm |
| CE/CPE/CPD | 5 FPAM CE Points / 10 SIDC CPE Points (TBC) / 8 FiMM CPD Points (TBC) |
| Facilitator | Lee Sien Tiong, Hoe Seng Foon & Teh Jiansheng |
This course equips you with the essential skills and knowledge needed to gather client’s financial information and goals and present client’s current financial status and recommended financial plan. Through a combination of theoretical understanding and real client case studies sharing, you will learn how to use your financial planning knowledge to advise and deliver value-added financial planning service to your clients.
Learning Outcome
By the end of the course, participants will be able to:
- Discover how to engage prospects or clients better with a financial planning approach as compared to product-oriented selling approach.
- Apply practical professional methods to gather the client’s financial information and goals.
- Adopt professional financial planning approach to present the client’s current financial status and areas for improvement.
- Recognise common mistakes and challenges in conducting financial planning process.
- Discover the required mindset to develop workable action plans for the clients.