Portfolio Creation Masterclass
Join us for an insightful seminar tailored for financial advisers eager to enhance their expertise in investment planning. Whether you're just starting your journey or seeking a comprehensive refresher, this seminar covers the essential pillars of Unit Trust 101, ETF 101 and Bonds 101.
Of course, pure theory is not enough.
That's where you get to hear from Mark Liu, a practitioner in the industry with over 20 years of experience. Mark will be providing invaluable insights on effective strategies for closing investment cases and maintaining relationships with client over the long term. Additionally, he will also delve into building AUA for your advisory business and how it creates a win-win situation for you and your client.
You'll definitely emerge well-equipped to address clients' inquiries confidently and expand your horizons to explore a wider array of investment opportunities.
Seminar Details:
Date : Thursday, 14 March 2024
Time : 9.00am – 3.00pm (Lunch provided)
CPD Hours : 5 Hours
Location : iFAST Financial Pte Ltd
10 Collyer Quay, #26-01 Ocean Financial Centre, Singapore 049315
Speakers
Daryl Wong, Investment Consultant, iFAST Financial
Daryl is responsible for formulating investment strategies and investment ideas, as well as presenting portfolio propositions. Prior to joining iFAST, he was part of the Product Management Team at a Temasek-founded Fintech firm. He graduated summa cum laude from the Singapore Management University with a Bachelor of Business Management, with a major in Finance.
Mark Liu, Veteran Investment Practitioner
With 29 years of experience in the Financial Industry, Mark Liu is currently a Branch Director in Finexis. He has been leading his team of Financial Advisers since Year 2004. As a top producer, consultant, mentor and esteemed speaker, Mark has been actively engaged in the financial services industry throughout the years.
Mark's unique and innovative approach to presenting investment ideas has made him a greatly sought after speaker in the industry. His presentations focus on enhancing the value and businesses of advisers. Last year, Malaysian Association of Financial Advisers (AFA) invited him to be a Guest Speaker. His presentation to 700 Malaysian Advisers received an overwhelming response. He was subsequently invited back to Malaysia on several occasions to conduct workshops for advisers.