Course Info

Length: 1 Week

City: Kuala Lumpur

Type: In Classroom

Available Dates

  • July-08-2024

    Kuala Lumpur

  • Aug-12-2024

    Kuala Lumpur

  • Sep-09-2024

    Kuala Lumpur

  • Oct-14-2024

    Kuala Lumpur

  • Nov-11-2024

    Kuala Lumpur

  • Dec-09-2024

    Kuala Lumpur

  • Jan-13-2025

    Kuala Lumpur

Dates in Other Venues

  • July-01-2024

    London

  • July-01-2024

    Amsterdam

  • July-08-2024

    Istanbul

  • July-15-2024

    Singapore

  • July-15-2024

    Paris

  • July-22-2024

    Barcelona

  • July-22-2024

    Amsterdam

  • July-29-2024

    Dubai

  • July-29-2024

    London

  • Aug-05-2024

    Amsterdam

  • Aug-05-2024

    London

  • Aug-12-2024

    Istanbul

  • Aug-19-2024

    Singapore

  • Aug-19-2024

    Paris

  • Aug-26-2024

    Dubai

  • Aug-26-2024

    Barcelona

  • Sep-02-2024

    London

  • Sep-02-2024

    Amsterdam

  • Sep-09-2024

    Istanbul

  • Sep-16-2024

    Paris

  • Sep-16-2024

    Singapore

  • Sep-23-2024

    Barcelona

  • Sep-23-2024

    Amsterdam

  • Sep-30-2024

    Dubai

  • Sep-30-2024

    London

  • Oct-07-2024

    Amsterdam

  • Oct-07-2024

    London

  • Oct-14-2024

    Istanbul

  • Oct-21-2024

    Paris

  • Oct-21-2024

    Singapore

  • Oct-28-2024

    Barcelona

  • Oct-28-2024

    Dubai

  • Nov-04-2024

    Amsterdam

  • Nov-04-2024

    London

  • Nov-11-2024

    Istanbul

  • Nov-18-2024

    Singapore

  • Nov-18-2024

    Paris

  • Nov-25-2024

    Barcelona

  • Nov-25-2024

    Dubai

  • Dec-02-2024

    Amsterdam

  • Dec-02-2024

    London

  • Dec-09-2024

    Istanbul

  • Dec-16-2024

    Singapore

  • Dec-16-2024

    Paris

  • Dec-23-2024

    Amsterdam

  • Dec-23-2024

    Barcelona

  • Dec-30-2024

    London

  • Dec-30-2024

    Dubai

  • Jan-13-2025

    Istanbul

Course Details

Course Outline

5 days course

Introduction to Financial Advising

 

  • Overview of financial advising
  • Types of financial advisors
  • Regulatory requirements and industry standards
  • Ethics and professional conduct

Investment Strategies

  • Asset allocation and diversification
  • Risk vs. return
  • Investment vehicles (stocks, bonds, mutual funds, etc.)
  • Fundamental vs. technical analysis

Retirement Planning

  • Types of retirement accounts (401k, IRA, Roth IRA, etc.)
  • Social security benefits
  • Retirement income planning
  • Tax implications of retirement planning

 

Risk Management

  • Types of risk (market, credit, liquidity, etc.)
  • Risk management strategies
  • Insurance products (life, disability, long-term care, etc.)
  • Estate planning

 

Client Communication

  • Effective communication skills
  • Active listening and empathy
  • Client profiling and needs analysis
  • Building and maintaining client relationships

Course Video