Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR)

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.

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ID:
FATCAR
CREDIT:
10

INSTRUCTORS:

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate

Categories

CPD COURSES

Background

The Financial Services Industry is a highly competitive segment and financial products offered by Financial Institutions are competitively priced and homogeneous – they offer similar types of products and benefits. How can you, a Financial Adviser’s Representative (FAR), professionalise your practice and create a strong value proposition to strengthen customer loyalty, generate strong referrals and recommendations, and build a strong entry barrier against other competitors?

Your value proposition is an extension of you and the Company you represent. But if you don’t have the necessary competency, growing your business can be very challenging.

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.

You will learn how to conduct financial analysis, apply our proprietary client engagement and financial analysis framework and methodologies that will enable you to identify gaps to help your client achieve their financial objectives.

This is a field-tested and hands-on program delivered through short lectures with practical application examples demonstrated through case studies. You will gain access to our proprietary frameworks, web-based app and MS Excel-based software to apply what you learned into your practice.

At the end of this course, you will be able to:

  • compile a set of personal financial statements for your client;
  • apply our proprietary framework to help your client identify gaps in their financial situation;
  • conduct high-resolution financial ratios analysis using more than 20 financial ratios;
  • apply SWOT analysis techniques to provide a strong basis of recommendation to improve your client’s financial position;
  • conduct scenarios and stress-test analysis and provide recommendations to address any gaps identified;
  • be confident and effective when facing wealthy clients and business owners.

This 1-day program is delivered through short structured lectures, case studies and group discussions. Upon completion of this program, you will be awarded with the Certificate of Completion and 7.5 non-core CPD Training Hours.

Your investment for this program will be $1,000, before funding support.

*Special corporate discount* and group rates may apply. Contact us to find out more.

Please refer to the IBF website (http://www.ibf.org.sg) for details about the IBF-FTS scheme, and SSG website (https://www.myskillsfuture.sg/learn/) for information about SkillsFuture Credit. Term and conditions apply and are subject changes by the relevant authorities.

For questions relating to this course, please contact us at enquiries@fp-edu.com or call us at 6533 6121.

To sign up for this course, visit http://fp-edu.com/index.php/course-information/course-registration

Every effort has been taken to ensure that this publication was accurate at the time of printing. We will not be liable for any errors or omissions in this publication. FP reserves the right to vary or cancel the course if the minimum number of candidates are not met, or where the occasion necessitates. FP accepts no liability if, for whatever reason, the course does not take place. IBF-FTS Funding support and SkillsFuture Credit are subject to qualifying conditions and requirements set by the authorities. FP accepts no liability for any claims applications declined for any reasons.

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