The Certificate in Advising Small and Family Businesses (Cert. ASFB) equips you to penetrate this market segment and develop business relationships with business owners in a meaningful and rewarding way.
The Certificate in Retirement Adequacy Planning (Cert. REAP) program empowers you with specialized knowledge in retirement income planning and gain a foothold in the retirement segment.
The Holistic Estate and Legacy Planning (HELP) Professional certification is a practical program designed to equip Financial Adviser Representatives (FARs) like yourself with competency to integrate holistic estate and legacy planning advise and services into your practice and differentiate yourself from competitors.
Whether you are a new or experienced FAR, Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR) helps you get ahead of the competition and create significant value-add for your client to create a win-win proposition.
The Master Fund Advisor program aims to equip Financial Advisory Representatives (FARs) like yourself with competency to identify market uncertainties, interpret economic data and apply technical indicators to manage your client’s unit trust portfolios or funds in Investment-Linked policies.
The objective of this one-day program is to equip you with the practical skills and knowledge to understand how to analyze and select appropriate REITs to harness the benefits of portfolio allocation, passive income and potential capital appreciation to help your clients meet their financial goals and objectives.
This program provides you with a strong foundation in providing financial planning services from a holistic perspective and is suitable for those with little or no experience in financial planning.