IfFP China | CSWM - Best Practice of 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）
•    Understanding the key facts of financial planning from the definition of financial planning in Hong Kong and Taiwan and Mainland China
•    The common financial planning problems
•    The position and function of financial planning in wealth management services
•    Based on a retirement planning case see the practicability of financial planning
•    Common 6 steps approach of financial planning
•    Optimized 8 steps approach
•    Based on a case “Shall we have the second child?” see the workflows, tools and methods of financial planning
•    Based on an entrepreneur retirement case see:
       -     When a family trust is applicable
       -     How to make an estate plan by developing a comprehensive financial plan
       -     How to use financial planning to determine the financial support of children
       -     How to use financial planning to protect children's premarital property
       -     How to determine the family investment framework through financial planning
•    How to write a professional financial plan report with its 15 key elements