A power-packed masterclass with 9 bespoke lessons structured to helping your clients grow their wealth through assets. This comprehensive masterclass takes you through the essential and systemic financial assessment techniques to ascertain your client’s potential for asset progression. Gain skills that will help position you as a professional and trusted advisor to your clients!
Lesson Plan & TrainersLesson 1: Need Basis Selling by Gaynor Lim
Lesson 2: Strategic Sales Presentation by Garry Tan
Lesson 3: Becoming an Investment Expert by Alex Goh
Lesson 4: Exploring Financing Methods by Kelvin Fong
Lesson 5: Size Matters by Gary Seah
Lesson 6: Asset Planning I by Bryan Tan
Lesson 7: Asset Planning II by Yvonne Lim
Lesson 8: Decoupling 101 by Kelly Lim
Lesson 9: Ace the Final Presentation by Kelvin Fong