Application Workshop on Financial Planning

Learning Objectives:

• Provide value added services to their individual and business owners clients
• Adopt a unique selling approach to attract new clients & up-sell existing clients for both individuals and business owners

Course Outline:

• Day 1
  
  • Corporate Risk Management
  • Concern of Business Owners
  • Risk faced by Business Owners
  • Common Solution to handle risk of business owners
  • 4 types of Business Insurance
  • Case Study – Corporate Risk Management

 

• Day 2
  
  • Process of Estate Planning
  • Design on Estate Plan
  • Case Study on Estate Planning
  • Presentation on Day 1 case study
  • Case Study – Estate Planning

 

• Day 3
  
  • How to structure real estate investment in Singapore
  • How to sell insurance through Will Writing
  • How to use banking approach to sell Insurance
  • Presentation on Day 2 case study
  • Case study – Real estate, Will Writing and Banking

 

• Day 4
  
  • Investment Agreement
  • Shareholder Agreement
  • Buy & Sell Agreement
  • Presentation of case study on Day 3 case study

 

• Four sessions of half-day Follow-up Training (Local):
  
  • 1st Follow up Training (Half Day): Selling Insurance through Incorporation
  • 2nd Follow up Training (Half Day): Selling Insurance through Estate Planning
  • 3rd Follow up Training (Half Day): Selling Insurance through Will Writing
  • 4th Follow up Training (Half Day): Selling Insurance through Banking and Finance

LIA CPD Hour: 22+12=34 hours (50% Knowledge, 50% Skills)