Skills Workshop with Finerty Academy: From Traditional to Trailblazing - Transforming Your Financial Practice for the Future
Overview
This skills workshop is part of our Financial Sector Jobs and Skills Virtual Career Fair happening on 10 - 11 July. Learn more about the fair here.
Prepare to be inspired as you join Mr. Chua Kim Peng on a transformative journey. Through the KASHGROWTHTM Financial Professional Series, he will equip you with the tools, insights, and knowledge needed to excel in your financial career, leaving a lasting impact on both your professional and personal growth.
This programme will cover a comprehensive step-by-step holistic overview of financial advisory business with wealth planning modules in the areas of Wealth, Retirement, Health, Legacy, Client and Practice Management that will serve as a solution for your wealth planning.
Learners will deep dive into complex financial concepts simplified for ‘simple sophistication’ that seeks to bridge the gap between theory and practical and has radically transformed the professional practice of many financial advisors.Takeaways:
- Strengthen your Identity as a professional and positively impact your clients’ finances and enhance the knowledge you will be imparting to them.
- Increase your productivity and better align your business purposes to your Life purposes
- Understand client attraction and client retention strategies that can poise your business for strategic growth
- Increase your Influence over your clients lives and inspire them to achieve even more
Topics Covered:
- 5 Pillars of Financial Independence
- Money Personality
- Comprehensive Wealth Planning Frameworks
- Retirement Planning Frameworks and Concepts
- Protection Frameworks and Concepts
- Legacy Planning and Inheritance Giving Frameworks and Concepts
- Client and Practice Management Frameworks and Concepts
Speakers
Hear from our panel of speakers as they share challenges, insights and real life case studies on utilising and leveraging technology, data and networks to address these challenges.
Mr. Chua Kim Peng CFP®, CHFC®, FChFP®, CKP®, AEPP®