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.

1. The Foundation of
Financial Planning
Chew Hock Beng

2. Congratulation!

3. What is Financial Planning?

4. • 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.

5. So what is it?

7. The Benefit

9. The FP Process

10. The Process

11. iFA Rep
Who are we?

12. The FA Model

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

14. OptimiŹe Assèts

15. The FA Concept
SPIRIT

16. 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.