Compact CFP

Financial Industry keeps evolving, financial products becoming more complex. Coupled with regulatory complexity, tax issue, inflation effect and macroeconomic uncertainty, gives difficulties and headaches for customers to choose right financial product. Customers need competent and trusted financial planner to assist financial planning and choosing right products.

Learning objectives:

• Understanding fundamental of financial planning

• Understanding investment instruments & planning.

• Understanding risk management and insurance planning.

• Understanding retirement planning.

• Understanding income tax planning and estate planning.

This program will focus on training participants to improve financial planning competency based on the Certified Financial Planner (CFP®) Framework.