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[Coming Soon] Life Stages Consultative Selling (Investment Series 2 Module 1)
[Coming Soon] Life Stages Consultative Selling (Investment Series 2 Module 1)

[Coming Soon] Life Stages Consultative Selling (Investment Series 2 Module 1)

HK$180.00
Product Code: 80/257/45-1
Viewed 1811 times
Description

Item specifics

  • HKCAAVQ Ref no. 80/257/45
  • Mode Zoom
  • Written/Spoken Language Chi/Can
  • IA CPD (hours) 3 CPD
  • MPFA CPD (hours) 3 Non-Core

Product Description

Course Objectives

  • Understand the characteristics and insurance needs in different life stage for individual client so that they can use appropriate sales strategy and techniques
  • Students should know different life stage will have different insurance needs, therefore, students can provide professional financial planning service like a consultant

The course mainly covers below major topics:

  • 人生階段
  • 初出茅廬
  • 共諧連理
  • 傳宗接代
  • 退休策劃
  • 財富傳承
[Coming Soon] Life Stages Consultative Selling (Investment Series 2 Module 1)

[Coming Soon] Life Stages Consultative Selling (Investment Series 2 Module 1)

HK$180.00