Learning Objectives:
- Execute the whole personal financial review process professionally
- Explain benefits of various financial products mix and configuration
- Design solutions to help their clients achieve their financial goals
Course Outline:
This programme consists of 6 modules:
Module 1: Opening Sales Process before Transiting to Full Personal Financial Review
Module 2: Products appreciation, analysis and comparative difference
Module 3: Products Packaging and Needs Matching Process (Life products series)
Module 4: Products Packaging and Needs Matching Process (A&H products series)
Module 5: Risk Investing and the Investment Planning Process
Module 6: Retirement Planning and the Planning Process
LIA CPD Hour: 24 CPD hours (100% Knowledge) per module