Overview

M1 is designed as an introduction to the fundamentals of financial planning. It is an excellent introductory class for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training.

Topic 1: Introductions to Financial Planning & Its Process
Topic 2: Prospecting, Client Acquisition, & Relationship Management

Participants who are Singapore Citizens or Singapore Permanent Residents (SPR) sponsored by Company or Individuals are eligible for the Skills Development Fund (SDF) Funding administrated by the SkillsFuture Singapore Agency (SSG). Individuals can however apply for SkillsFuture Credits to pay for their training (only applicable for Singaporeans aged 25 and above). For further informations, log on to myskillsfuture.gov.sg.

Course Content

Topic 1: Introductions to Financial Planning & Its Process

1. What is Financial Planning?
2. Why Financial lanning?
3. 6-Step Financial Planning Process 
4. Financial Planning Subject Areas 
5. Providers of Financial Planning Services 
6. Range of Financial Planning Services 
7. The Profile of a Competent Financial Services Consultant 

Topic 2: Prospecting, Client Acquisition & Relationship Management 

1. Effective Communication in Financial Planning 
2. Prospecting & Client Acquisition
3. Client On-Boarding 
4. Account Management

Course Objective

An introductory to the fundamental of financial planning. It has been designed as an introductory to financial planning for Financial Services Consultant and individuals who are keen to have a good overview and understanding of financial planning. This course covers the 6-stages of Financial planning and guide you on the important elements of client acquisition and relationship management. It is also an excellent reference for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training. Knowledge and skills covered during training will be tested via online assessment to ensure the participants have acquired the competencies.

For Whom

Participants who are keen to embark on an exciting career in financial planning

Entry Requirement

1. GCE “A” level qualification or equivalent; or 2. Individuals with less than 3 years of experience in any financial planning disciplines; or 3. Prior knowledge of insurance and investment products and industry rules and regulations will be an advantage

Certification

Upon successful completion of the course, a Certificate from Global Training Services, will be issued to all successful participants.

Topic 1: Introductions to Financial Planning & Its Process

1. What is Financial Planning?
2. Why Financial lanning?
3. 6-Step Financial Planning Process 
4. Financial Planning Subject Areas 
5. Providers of Financial Planning Services 
6. Range of Financial Planning Services 
7. The Profile of a Competent Financial Services Consultant 

Topic 2: Prospecting, Client Acquisition & Relationship Management 

1. Effective Communication in Financial Planning 
2. Prospecting & Client Acquisition
3. Client On-Boarding 
4. Account Management

An introductory to the fundamental of financial planning. It has been designed as an introductory to financial planning for Financial Services Consultant and individuals who are keen to have a good overview and understanding of financial planning. This course covers the 6-stages of Financial planning and guide you on the important elements of client acquisition and relationship management. It is also an excellent reference for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training. Knowledge and skills covered during training will be tested via online assessment to ensure the participants have acquired the competencies.

Participants who are keen to embark on an exciting career in financial planning

1. GCE “A” level qualification or equivalent; or 2. Individuals with less than 3 years of experience in any financial planning disciplines; or 3. Prior knowledge of insurance and investment products and industry rules and regulations will be an advantage

Certified Financial Services Consultant Module 2 (CFSC M2) is the 2nd module under CFSC certification programme. It has been designed to provide Financial Services Consultants and individuals who are keen to have a good understanding of the risk elements, different types of financial tools and analysis to use for advising any financial planning. This course covers and guides you on the important elements of assessing client’s risk profile, analysing and quantifying the needs and providing suitable solutions. It is an application module of financial technical knowledge to assist clients in discovering their needs and offering appropriate solutions. Knowledge and skills covered during training will be tested via online assessment to ensure the participants have acquired the competencies.

Upon successful completion of the course, a Certificate from Global Training Services, will be issued to all successful participants.