Unlock the Lucrative Opportunities in the SME Market with the CREDIBILITY Business Continuity Specialist Designation
Here are the key highlights of the courses in the SMEs Masterclass Series:
Fact-Finding and Qualitative Analysis Frameworks
Gain expertise in fact-finding and qualitative analysis for SMEs with the “Fact-Finding and Qualitative Analysis Frameworks” Masterclass. This engaging program equips you with skills to uncover and assess risk exposures, apply qualitative analysis, and explore insurance solutions. Enhance your ability to identify and understand potential risks in SMEs’ operating environments, and learn how to effectively address them using insurance propositions. Complete the program to receive a Certificate of Completion and earn 4 non-core CPD Training Hours.
Fundamentals of Financial Analysis
Unlock the power of financial analysis and safeguard small businesses against financial risks with our “Fundamentals of Financial Analysis” Masterclass. Designed for Financial Planning Professionals, Bank Relationship Managers, Insurance Specialists, and Insurance Agents, this program equips you with the expertise to navigate corporate financial statements and identify potential risks. Through dynamic case studies, interactive discussions, collaborative learning, and concise lectures, you’ll learn to analyze financial statements using the ECLAIR Framework, uncover risks, and recommend suitable insurance products for mitigation. By completing this program, you’ll receive a Certificate of Completion and earn 4 non-core CPD Training Hours, contributing to your professional growth.
Succession and Employee Benefits Planning
Master the intricacies of succession and employee benefits planning for small businesses with the “Succession and Employee Benefits Planning” Masterclass. This crucial module within the SMEs Masterclass Series offered by Financial Perspectives is designed for Financial Planning Professionals, Bank Relationship Managers, Insurance Specialists, and Insurance Agents. Through a comprehensive program featuring case studies, interactive discussions, collaborative learning, and insightful lectures, you’ll deepen your understanding of succession planning and employee benefits. Discover how strategic applications of insurance products can effectively address these challenges. Earn a Certificate of Completion and 4 non-core CPD Training Hours upon successfully finishing the program, showcasing your commitment to professional growth. Join this tailored Masterclass and excel in providing comprehensive solutions in succession and employee benefits planning for small businesses.
Exit Planning with Insurance
Take your career to new heights with the “Exit Planning with Insurance” Masterclass by Financial Perspectives. This immersive program equips Financial Planning Professionals, Bank Relationship Managers, Insurance Specialists, and Insurance Agents with essential skills and knowledge for success. Explore the world of exit planning and harness the power of insurance products as funding vehicles. Gain strategies to overcome objections, address client concerns, and deliver comprehensive solutions. Stand out in a competitive landscape, ensure business continuity, and unlock new professional horizons with this core module of the prestigious SMEs Masterclass Series.
Core Frameworks and Propositions in SME Owners Planning
Embark on a transformative journey with the Core Frameworks and Propositions in SME Owners Planning Masterclass. This unique program empowers Financial Planning Professionals, Bank Relationship Managers, Insurance Specialists, and Insurance Agents to overcome challenges faced by small business owners through strategic insurance propositions. Uncover the needs and aspirations of SME owners, apply risk management frameworks, and develop tailored insurance solutions. Earn recognition and enhance your expertise as you work towards the prestigious CREDIBILITY Business Continuity Specialist Designation. Join this Masterclass to make a lasting impact in the SME sector and advance your professional growth.
Keyman Protection and Business Continuity Planning
Gain a comprehensive understanding of Keyman protection and business continuity planning for small businesses with the “Keyman Protection and Business Continuity Planning” Masterclass. Designed for Financial Planning Professionals, Bank Relationship Managers, Insurance Specialists, and Insurance Agents, this program equips you with the knowledge and skills to address Keyman risks. Explore case studies, interactive discussions, and mini lectures to structure suitable solutions and safeguard small businesses. This Masterclass contributes to the prestigious CREDIBILITYTM Business Continuity Specialist Designation and offers a Certificate of Completion along with 4 non-core CPD Training Hours. Excel in your role and provide exceptional value to your small business clients through this exclusive Masterclass.
Elevate your financial planning expertise in Singapore with the SMEs Masterclass Series by Financial Perspectives. This comprehensive series covers essential areas such as exit planning, risk analysis, succession planning, and more. Earn the esteemed CREDIBILITYTM Business Continuity Specialist Designation and accumulate 24 CPD training hours upon completion. Take advantage of our special offer with discounted course fees and funding support. Enroll today to excel in the dynamic field of financial planning.
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