Financial Advisor Foundations

Available Dates

Sep-09-2024

Kuala Lumpur
Oct-14-2024

Kuala Lumpur
Nov-11-2024

Kuala Lumpur
Dec-09-2024

Kuala Lumpur
Jan-13-2025

Kuala Lumpur
Feb-10-2025

Kuala Lumpur
Mar-10-2025

Kuala Lumpur
Apr-14-2025

Kuala Lumpur
May-12-2025

Kuala Lumpur
June-16-2025

Kuala Lumpur
July-14-2025

Kuala Lumpur
Aug-11-2025

Kuala Lumpur
Sep-08-2025

Kuala Lumpur
Oct-13-2025

Kuala Lumpur
Nov-10-2025

Kuala Lumpur
Dec-08-2025

Kuala Lumpur

Dates in Other Venues

Sep-09-2024

Istanbul
Sep-16-2024

Paris
Sep-16-2024

Singapore
Sep-23-2024

Barcelona
Sep-23-2024

Amsterdam
Sep-30-2024

Dubai
Sep-30-2024

London
Oct-07-2024

Amsterdam
Oct-07-2024

London
Oct-14-2024

Istanbul
Oct-21-2024

Singapore
Oct-21-2024

Paris
Oct-28-2024

Barcelona
Oct-28-2024

Dubai
Nov-04-2024

London
Nov-04-2024

Amsterdam
Nov-11-2024

Istanbul
Nov-18-2024

Singapore
Nov-18-2024

Paris
Nov-25-2024

Barcelona
Nov-25-2024

Dubai
Dec-02-2024

Amsterdam
Dec-02-2024

London
Dec-09-2024

Istanbul
Dec-16-2024

Paris
Dec-16-2024

Singapore
Dec-23-2024

Barcelona
Dec-23-2024

Amsterdam
Dec-30-2024

Dubai
Dec-30-2024

London
Jan-06-2025

Dubai
Jan-06-2025

Barcelona
Jan-13-2025

Istanbul
Jan-20-2025

Paris
Jan-20-2025

Singapore
Jan-27-2025

Amsterdam
Jan-27-2025

London
Feb-03-2025

Barcelona
Feb-03-2025

Dubai
Feb-10-2025

Istanbul
Feb-17-2025

Singapore
Feb-17-2025

Paris
Feb-24-2025

Amsterdam
Feb-24-2025

London
Mar-03-2025

Dubai
Mar-03-2025

Barcelona
Mar-10-2025

Istanbul
Mar-17-2025

Paris
Mar-17-2025

Singapore
Mar-24-2025

London
Mar-24-2025

Amsterdam
Apr-07-2025

Barcelona
Apr-07-2025

Dubai
Apr-14-2025

Istanbul
Apr-21-2025

Singapore
Apr-21-2025

Paris
Apr-28-2025

Amsterdam
Apr-28-2025

London
May-05-2025

Barcelona
May-05-2025

Dubai
May-12-2025

Istanbul
May-19-2025

Paris
May-19-2025

Singapore
May-26-2025

London
May-26-2025

Amsterdam
June-02-2025

Barcelona
June-02-2025

Dubai
June-16-2025

Istanbul
June-16-2025

Singapore
June-16-2025

Paris
June-23-2025

Amsterdam
June-30-2025

London
June-30-2025

Dubai
June-30-2025

Barcelona
July-07-2025

Barcelona
July-07-2025

Dubai
July-14-2025

Istanbul
July-21-2025

Singapore
July-21-2025

Paris
July-28-2025

London
July-28-2025

Amsterdam
Aug-04-2025

Barcelona
Aug-04-2025

Dubai
Aug-11-2025

Istanbul
Aug-18-2025

Singapore
Aug-18-2025

Paris
Aug-25-2025

Amsterdam
Aug-25-2025

London
Sep-01-2025

Barcelona
Sep-01-2025

Dubai
Sep-08-2025

Istanbul
Sep-15-2025

Paris
Sep-15-2025

Singapore
Sep-22-2025

Amsterdam
Sep-29-2025

Barcelona
Sep-29-2025

Dubai
Sep-29-2025

London
Oct-06-2025

Dubai
Oct-06-2025

Barcelona
Oct-13-2025

Istanbul
Oct-20-2025

Singapore
Oct-20-2025

Paris
Oct-27-2025

London
Oct-27-2025

Amsterdam
Nov-03-2025

Barcelona
Nov-03-2025

Dubai
Nov-10-2025

Istanbul
Nov-17-2025

Paris
Nov-17-2025

Singapore
Nov-24-2025

Amsterdam
Nov-24-2025

London
Dec-01-2025

Barcelona
Dec-01-2025

Dubai
Dec-08-2025

Istanbul
Dec-15-2025

Paris
Dec-15-2025

Singapore
Dec-22-2025

Amsterdam
Dec-29-2025

Barcelona
Dec-29-2025

Dubai
Dec-29-2025

London

Course Details

This 5-day course is designed to provide participants with a foundational understanding of financial advising. The course covers investment strategies, retirement planning, risk management, client communication, and regulatory requirements. Participants will gain knowledge that can serve as a basis for further learning and professional development in the industry.

Gain a foundational understanding of financial advising: Attendees will be able to understand the basics of financial advising, including different types of financial advisors, regulatory requirements, and industry standards.
Develop knowledge of investment strategies: Participants will be able to develop an understanding of asset allocation and diversification, risk vs. return, and investment vehicles, such as stocks, bonds, and mutual funds.
Understand retirement planning: Attendees will learn about retirement accounts, social security benefits, and retirement income planning, as well as the tax implications of retirement planning.
Learn risk management strategies: Participants will be able to identify types of risk, such as market, credit, and liquidity risk, and develop risk management strategies. They will also learn about insurance products, such as life, disability, and long-term care insurance, and estate planning.
Improve client communication skills: Participants will learn effective communication skills, such as active listening and empathy, and how to build and maintain client relationships. They will also learn how to profile clients and conduct needs analysis to better serve their clients.

This course is designed for individuals who are interested in pursuing a career in financial advising or for those who are seeking to gain a foundational understanding of financial advising. It is also suitable for professionals in related fields who would like to broaden their knowledge in financial advising.

The course is relevant for individuals who are starting their career in financial advising or who have been working in the industry for a few years and would like to deepen their understanding of financial advising fundamentals. It is also suitable for professionals who have transitioned to financial advising from another field or who would like to gain an understanding of the industry to better serve their clients.

This course is open to anyone who has a basic understanding of financial concepts such as budgeting, saving, and investing. It is recommended for individuals who are self-motivated and willing to invest time and effort into their learning.

Our courses in Kuala Lumpur take place at the following location :

Level 32 , Menara Prestige, 1, Jalan Pinang, Kuala Lumpur, 50450 Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Once you register, we will subsequently send you the course details, including the location, trainer, and other logistical information.

Pay Attention, Please! The course location at our offices is subject to availability. Should our office be unavailable, we will secure an alternative nearby venue and promptly inform you of the change. The exact time and location will be confirmed one week prior to the course commencement.

Course Outline

5 days course

Day 1

Day 2

Day 3

Day 4

Day 5

Introduction to Financial Advising