Course Overview
The primary goal of financial planning is to help us achieve
better financial outcomes for ourselves and our loved ones. This
two day workshop is designed for people who have interest in
getting a successful start for their financial planning practice.
Gain solid, practical information from experienced, successful
financial planners on how to practice personal financial planning
and where to find client opportunities.
Who should attend?
- Insurance Agents
- Mutual Fund Agents
- Stockbrokers
- Bankers
- Accountants
- Wealth Managers
- Lawyers
- Risk Managers
Benefits of attending:
- Engage with a balanced mix of industry participants
- Learn the core disciplines of financial planning and its
benefits
- Improve your ability to understand how market dynamics
affect investment outlook
- Continue your learning and share success stories
September 21, 2007 (Friday)
12:30pm - 01:00pm
Opening
Remarks
01:00pm - 02:00pm
Achieving
Financial Freedom the Pinoy Way!
- Mindset of the Financially Rich
- Importance of Setting Goals
- Life Event Approach to Financial Planning
- Strategies to Implement a Winning Strategy
02:00pm - 03:00pm
Understanding Financial Economics
- Analysis of Macro Economic Trends
- Peso Dollar Exchange Rate Outlook
- Impact of Interest Rates on Investments
- Investment Strategies for Effective Asset Allocation
03:00pm - 03:30pm
Break
03:30pm - 04:30pm
Building
Wealth and Managing Your Living Trust
- How Trust can be applied to Wealth Management
- Economic Advantages of Maintaining a Living Trust
- Steps to Set up a Living Trust
- Using Offshore Trust as Alternative Vehicle
04:30pm - 06:00pm
Panel
Discussion – Strategies for Managing Your Money
September 22, 2007 (Saturday)
10:00am - 11:00am
Impact of
Financial Planning on Retail Financial Services
- Key Trends in Financial Services Environment
- Impact of Trends on Adviser, Consumer and Firms
- How Do One Stay Relevant in the New Environment
- Key Opportunities Going Forward
11:00am - 12:00pm
How I
Evolved from Insurance Selling to Financial Planning
- Who are Today’s Financial Planner
- What Sources Generate Income for Financial Planner
- Identifying the Key Needs of Your Clients
- How to Ensure Client Satisfaction by Managing Expectations
12:00pm - 01:00pm
Lunch
01:00pm - 02:00pm
Financial
Planning Business Models and Opportunities
- Building a World Class Financial Planning Operation
- Service Platform and Additional Value Added of your Firm
- Managing the Shift of Cultural Mindset of Staff and Future
Recruitment Considerations
- Roadmap for Achieving Excellence
02:00pm - 03:00pm
Marketing
Your Practice - Keeping Clients, Getting Referrals
- Knowing and Understanding Your Client
- Providing Value Added Services
- Learning to Segment Your Clients
- Developing Feedback and Referral System
03:00pm - 03:30pm
Break
03:30pm - 04:30pm
Becoming a
Professional Financial Planner
- Importance of Continuing Professional Development
- Sources to Develop Your Learning Objectives
- Certification and Education Issues
- Benefits of Becoming Registered Financial Planner
04:30pm - 06:00pm
Panel
Discussion - Financial Planners as Change Agents in industry
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