Training on Advanced Wealth Management for Investment Marketers

This course covers the entire spectrum of financial services/ products from banking, insurance, pension fund, mutual fund, derivatives, debt market to microcredit. This course will equip participants with the technical know-how to financial advisory, counselling, wealth management, career mastery, vision, mission and values alignment.

Course Objectives: 

The objective of this 10 days intensive program is:

• To provide participants with competencies required to act as an Independent Financial Advisor
• To enable participants possess the needed skills and knowledge to understand clients needs, attitudes and fears, and design appropriate finance planning strategies suitable to individual clients.
• To enable participants meet the clients’ wealth creation and wealth protection needs while attaining high ethical and professional standards.

Venue and mode of delivery can always be adjusted to meet your requirement

Course Booking

Please use the “book now” or “inquire” buttons on this page to either book your space or make further enquiries.