IfFP China | CSWM - Financial Planning

 
Audience

Advanced: Financial advisors with at least two years of experience in the financial industry, typically serving middle-class households (employees)
 
Curriculum Content（2 Days）

Personal financial plan
•    Life goals
•    Wealth goals
•    Making personal financial plan
•    ......

How to achieve the major goals of life: 
•    Education (personal learning, children's education)
•    private housing
•    Start your own company
•    second business
•    ......