The Foundation of Financial Planning
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This is one of the session for our in-house 8 days Financial Consultant Course (FCP) conducted by Chew Hock Beng. It is meant to provide an overview of our Financial Planning Process. The 5 Pillars of Wealth was introduced. How our independent platform and financial services could benefit our clientele in achieving their financial success.
The Foundation of Financial Planning
- 1. The Foundation of Financial Planning Chew Hock Beng
- 3. What is Financial Planning?
- 4. ? FP are for those entering retirement. ? FP are meant for the rich. ? Protection is FP. ? FP concern only mainly of investment planning. ? FP helps you to save tax. ? Estate management is FP. ? CPF is my FP. ? FP takes care of my medical needs & wealth planning.
- 5. So what is it?
- 7. The Benefit
- 10. The Process
- 11. iFA Rep Who are we?
- 12. The FA Model
- 13. M.A.PP.E.D.Navigating your financial future
- 14. Optimi?e Ass¨¨ts
- 16. ThankYou Experience is something very personal and cannot be taught. It teaches only to the the teachable. Hence the teachable is able to shorten their learning curve.