Audience
Advanced: Financial advisors with at least two years of experience in the financial industry, typically serving middle-class households (employees)
Entry level
Knowledge: Level One or equivalent
Experience: 2 years of practical experience in the financial sector, either as intern or employee
Achievements
Advanced knowledge of financial planning and wealth management
Empowered to manage the financial affairs of private households (employed individuals)
Knowledge about financial advisory (marketing & distribution, regulatory framework)
Empowered to manage human relations
Maintain proper standards of professional and ethical behaviour
Empower to pursue a career as a financial advisor and planner
Topics (22 Days)
Financial Planning
Personal financial plan
How to achieve the major goals of life:
Start-up planning
… t.b.d.
Investment
Review basic financial market and direct financial instruments to link the following derivative instruments
The overview of derivative markets and instruments
Global market investments vehicles
The development and current situation of nontraditional investments in China
The effective asset allocation and planning
… t.b.d.
Non-life insurance/Insurance Planning
Review the Level One insurance knowledge
Non-life insurance
Family Property Insurance Planning
Suggestions on the Sale of Insurance Products Advisory Process
… t.b.d.
Law
Matrimonial and Successional Law
Corporate Law
Investment Law (Guarantee Law, Securities Law & Property Law)
… t.b.d.
Real estate
Types of real estate and their characteristics
The fluctuation and development of the main real estate market
What to consider to help with the clients’asset allocation in real estate market
Investment vehicles
… t.b.d.
Taxation
The tax environment of high net-worth and high-income individuals
How to design a tax-efficient holding structure and business model
Tax Risk Management and Optimization of Personal Assets
Guide to anti-tax avoidance rules and case study
… t.b.d.
Marketing & Distribution
Key success factors of marketing and distribution of financial services
Attract potential customers
How to convert prospects to clients (CRM)
How to retain clients
… t.b.d.
Ethics and Professionalism
Adopt and maintain proper standards of professional and ethical behaviour
The Importance of Business Etiquette to Financial Practitioners
… t.b.d.
Soft skills: Social competence, Sales and Advisory Skills
What psychology can tell you about other people
Manage human relations
Recognize your client
Foster your relationships
Foster your success as an advisor
… t.b.d.
Best Practice of Financial Planning
Understanding the key facts of financial planning from the definition of financial planning in Hong Kong and Taiwan and Mainland China
The position and function of financial planning in wealth management services
Based on a retirement planning case see the practicability of financial planning
Optimized 8 steps approach
How to write a professional financial plan report with its 15 key elements
… t.b.d.
Fees
23800 RMB
Certification by IfFP Switzerland and IfFP China
CSWM – Certified Senior Wealth Management Counsellor IfFP