The Foundation of Financial Planning

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This is one of the session for our in-house 8 days Financial Consultant Course (FCP) conducted by Chew Hock Beng. It is meant to provide an overview of our Financial Planning Process. The 5 Pillars of Wealth was introduced. How our independent platform and financial services could benefit our clientele in achieving their financial success.

Education Economy & Finance Business

The Foundation of
Financial Planning
Chew Hock Beng

• FP are for those entering retirement.
• FP are meant for the rich.
• Protection is FP.
• FP concern only mainly of investment planning.
• FP helps you to save tax.
• Estate management is FP.
• CPF is my FP.
• FP takes care of my medical needs & wealth planning.

M.A.PP.E.D.Navigating your financial future

ThankYou
Experience is something very personal and cannot be taught.
It teaches only to the the teachable.
Hence the teachable is able to shorten their learning curve.

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Part of our FCP (Financial Consultant Program) for newly joined consultants to Financial Alliance the Ltd. It's part of the 8 full days induction program to better equip our consultants. The foundation of financial planning aims to provide an overview how we value-add our financial services advisory to the general public in Singapore. Experienced and practical approach will be taught, shared and illustrated during the session by the trainer with coming 20 years of experience in the industry. Do browse through the slides for more info. Do note that the information is for personal consumption & always consult your financial adviser representative for more information on how best to manage your personal finance. E.&O.E.

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